Who owns iShares 0-3 Month Treasury Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SGOV from SEC Form 13F filings across 1,310 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 1,310 institutions disclosed 217.0M shares of iShares 0-3 Month Treasury Bond ETF worth $21.84B — about 22.7% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
1,310
13F holders
$21.84B
value, 2026 filers
22.7%
of shares outstanding (217.0M sh)
214
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SGOV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 11.5M | $1.15B | 0.1% | 1.2% | -5.9% |
| 2 | LPL Financial LLC | 10.9M | $1.10B | 0.2% | 1.1% | +0.2% |
| 3 | MORGAN STANLEY | 8.5M | $853.0M | 0.0% | 0.9% | +0.9% |
| 4 | UBS Group AG | 6.0M | $600.2M | 0.1% | 0.6% | +16.1% |
| 5 | Cerity Partners LLC | 4.5M | $457.6M | 0.6% | 0.5% | +27.5% |
| 6 | AMERIPRISE FINANCIAL INC | 3.8M | $382.6M | 0.1% | 0.4% | +12.6% |
| 7 | RAYMOND JAMES FINANCIAL INC | 3.6M | $366.1M | 0.1% | 0.4% | +3.2% |
| 8 | OSAIC HOLDINGS, INC. | 2.9M | $292.5M | 0.3% | 0.3% | +7.6% |
| 9 | Robinhood Asset Management, LLC | 2.9M | $291.9M | 15.6% | 0.3% | +25.7% |
| 10 | JPMORGAN CHASE & CO | 2.8M | $285.5M | 0.0% | 0.3% | +10.1% |
| 11 | CIBC Bancorp USA Inc. | 2.8M | $282.1M | 0.3% | 0.3% | -29.1% |
| 12 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 2.8M | $280.7M | 4.4% | 0.3% | +59.0% |
| 13 | NorthRock Partners, LLC | 2.7M | $275.5M | 4.0% | 0.3% | +22.0% |
| 14 | ROYAL BANK OF CANADA | 2.7M | $269.3M | 0.0% | 0.3% | -0.6% |
| 15 | WELLS FARGO & COMPANY/MN | 2.5M | $247.6M | 0.0% | 0.3% | -6.1% |
| 16 | Focus Partners Wealth | 2.4M | $238.9M | 0.2% | 0.2% | -5.4% |
| 17 | CAPTRUST FINANCIAL ADVISORS | 2.3M | $232.2M | 0.4% | 0.2% | +5.7% |
| 18 | Wealthspire Advisors, LLC | 2.2M | $223.9M | 1.2% | 0.2% | +14716.8% |
| 19 | Cetera Investment Advisers | 2.2M | $223.2M | 0.2% | 0.2% | +3.5% |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 2.1M | $206.7M | 0.0% | 0.2% | -13.2% |
| 21 | CX Institutional | 1.8M | $186.0M | 5.4% | 0.2% | +60.9% |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.7M | $167.6M | 0.3% | 0.2% | +14.4% |
| 23 | Vise Technologies, Inc. | 1.6M | $162.0M | 1.8% | 0.2% | +933.0% |
| 24 | Gotham Asset Management, LLC | 1.6M | $157.3M | 0.4% | 0.2% | +26.1% |
| 25 | Farther Finance Advisors, LLC | 1.6M | $157.2M | 1.2% | 0.2% | +10.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.