iShares 0-3 Month Treasury BSGOVETF
13F holders, Q2 2026 (June 30)1,309holders +85
170new positions
93sold out
7famous investors
$100.63avg. 13F price*
At the end of Q2 2026, 1,309 institutions reported holding iShares 0-3 Month Treasury B (SGOV) in their 13F filings, up 85 from Q1 2026. 170 opened new positions and 93 sold out. The largest holders were Bank of America Corp. ($1.2B), LPL Financial LLC ($1.1B) and Morgan Stanley ($853.0M). 7 famous investors held it, including Joel Greenblatt (0.4% of Gotham Asset Management's portfolio), Chris Bloomstran (0.1% of Semper Augustus Investments's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares 0-3 Month Treasury B
- CUSIP
- 46436E718
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 170 | $362.0M |
| Exits | 93 | $253.6M |
All 13F filers, Q1 2026 → Q2 2026: 30,698,036 shares bought and 35,926,625 shares sold, net −5,228,589 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,309 holders
| Bank of America Corp. | 0.07% | Reduce -5.9% | 11,457,135 | $1.2B |
| LPL Financial LLC | 0.25% | Add +0.2% | 10,881,968 | $1.1B |
| Morgan Stanley | 0.05% | Add +0.9% | 8,473,084 | $853.0M |
| UBS Group AG | 0.10% | Add +16.1% | 5,962,248 | $600.2M |
| Cerity Partners LLC | 0.56% | Add +27.5% | 4,545,424 | $457.6M |
| Ameriprise Financial Inc. | 0.08% | Add +12.6% | 3,803,149 | $382.6M |
| Raymond James Financial Inc. | 0.10% | Add +3.2% | 3,636,385 | $366.1M |
| Osaic Holdings, Inc. | 0.34% | Add +7.6% | 2,905,328 | $292.5M |
| Robinhood Asset Management, LLC | 15.62% | Add +25.7% | 2,899,608 | $291.9M |
| JPMorgan Chase & Co. | 0.02% | Add +10.1% | 2,835,573 | $285.5M |
| CIBC Bancorp USA Inc. | 0.35% | Reduce -29.1% | 2,807,327 | $282.1M |
| Confluence Investment Management LLC | 4.39% | Add +59.0% | 2,788,012 | $280.7M |
| NorthRock Partners, LLC | 4.00% | Add +22.0% | 2,736,985 | $275.5M |
| Royal Bank of Canada | 0.05% | Reduce -0.6% | 2,675,275 | $269.3M |
| Wells Fargo & Company | 0.04% | Reduce -6.1% | 2,459,867 | $247.6M |
| Focus Partners Wealth | 0.24% | Reduce -5.4% | 2,373,290 | $238.9M |
| Captrust Financial Advisors | 0.36% | Add +5.7% | 2,306,528 | $232.2M |
| Wealthspire Advisors, LLC | 1.23% | Add +14716.8% | 2,224,301 | $223.9M |
| Cetera Investment Advisers | 0.20% | Add +3.5% | 2,217,429 | $223.2M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -13.2% | 2,052,936 | $206.7M |
| CX Institutional | 5.37% | Add +60.9% | 1,847,279 | $186.0M |
| Wealth Enhancement Advisory Services, LLC | 0.28% | Add +14.4% | 1,670,089 | $167.6M |
| Vise Technologies, Inc. | 1.83% | Add +933.0% | 1,609,405 | $162.0M |
| Gotham Asset Management | 0.37% | Add +26.1% | 1,562,089 | $157.3M |
| Farther Finance Advisors, LLC | 1.23% | Add +10.6% | 1,561,558 | $157.2M |
| Westerkirk Capital Inc. | 14.75% | No change | 1,523,760 | $153.4M |
| Waverly Advisors, LLC | 0.86% | Reduce -3.0% | 1,464,822 | $147.5M |
| MAI Capital Management | 0.54% | Add +7.2% | 1,408,479 | $141.8M |
| Hamilton Capital Partners Inc. | 3.74% | Reduce -12.3% | 1,279,489 | $128.8M |
| Peapack Gladstone Financial Corp. | 1.44% | Add +1.4% | 1,245,643 | $125.4M |
| Alpha Wealth Funds, LLC | 76.17% | Add +10.9% | 1,221,972 | $123.0M |
| AE Wealth Management LLC | 0.57% | Add +25.3% | 1,212,408 | $122.1M |
| Wealthfront Advisers LLC | 0.23% | Add +17.6% | 1,167,189 | $117.5M |
| Hilton Capital Management, LLC | 7.92% | Reduce -26.5% | 1,149,386 | $115.7M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -1.7% | 1,139,981 | $114.8M |
| First Wilshire Securities Management Inc. | 22.55% | Add +63.3% | 1,087,949 | $109.5M |
| Hollow Brook Wealth Management LLC | 21.57% | Add +2918.1% | 1,077,270 | $108.4M |
| Mutual Advisors, LLC | 2.00% | Add +3.0% | 1,052,850 | $106.0M |
| Prudential Financial Inc. | 0.11% | Reduce -0.7% | 1,035,195 | $104.2M |
| Balentine LLC | 3.67% | Reduce -8.5% | 1,026,567 | $103.3M |
| Kestra Advisory Services, LLC | 0.33% | Add +12.7% | 1,003,580 | $101.0M |
| Cheviot Value Management, LLC | 10.26% | Reduce -6.1% | 1,002,516 | $100.9M |
| Stifel Financial Corp. | 0.08% | Add +40.8% | 984,074 | $99.1M |
| Selective Wealth Management, Inc. | 25.41% | Add +19.1% | 963,067 | $96.9M |
| 3EDGE Asset Management, LP | 4.20% | Reduce -7.7% | 935,234 | $94.2M |
| JNBA Financial Advisors | 7.04% | Add +9.1% | 924,007 | $93.0M |
| HighTower Advisors, LLC | 0.08% | Reduce -3.8% | 865,348 | $87.1M |
| Cresset Asset Management, LLC | 0.31% | Add +7.6% | 846,216 | $85.2M |
| Rwwm, Inc. | 6.29% | Add +17.3% | 845,240 | $85.1M |
| Potomac Fund Management Inc. | 2.07% | Reduce -9.8% | 816,856 | $82.2M |
| Aptus Capital Advisors, LLC | 0.60% | Add +1552.7% | 814,494 | $82.0M |
| Commonwealth Equity Services, LLC | 0.10% | Add +1.9% | 797,816 | $80.3M |
| Mesirow Financial Investment Management, Inc. | 1.23% | Add +12.8% | 779,029 | $78.4M |
| Sollinda Capital Management LLC | 16.74% | Reduce -10.1% | 778,780 | $78.4M |
| Peavine Capital, LLC | 16.44% | Reduce -7.0% | 770,289 | $77.5M |
| Avos Capital Management, LLC | 32.07% | Add +0.4% | 766,814 | $77.2M |
| Decker Retirement Planning Inc. | 26.04% | Add +98.1% | 759,734 | $76.5M |
| Cynosure Group, LLC | 11.48% | Reduce -33.3% | 758,229 | $76.4M |
| MML Investors Services, LLC | 0.16% | Add +23.1% | 757,607 | $76.3M |
| Sequoia Financial Advisors, LLC | 0.37% | Add +42.3% | 738,944 | $74.4M |
| Vigilare Wealth Management | 22.24% | Reduce -19.1% | 720,786 | $72.6M |
| Mariner, LLC | 0.07% | Reduce -0.3% | 713,464 | $71.8M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +2.1% | 709,368 | $71.4M |
| D.A. Davidson & Co. | 0.39% | Reduce -0.6% | 708,362 | $71.3M |
| PSP Research LLC | 37.51% | No change | 700,000 | $70.5M |
| Omnia Family Wealth, LLC | 18.78% | Add +34.5% | 696,066 | $70.1M |
| Raffa Wealth Management, LLC | 8.81% | Add +5.2% | 694,542 | $69.9M |
| HUB Investment Partners, LLC | 1.28% | Add +106.3% | 692,718 | $69.7M |
| Fiduciary Financial Group, LLC | 7.67% | Add +6.9% | 672,284 | $67.7M |
| Peak Retirement Planning, Inc. | 10.42% | Reduce -2.0% | 653,810 | $65.8M |
| Moneco Advisors, LLC | 3.92% | Add +6.2% | 637,159 | $64.1M |
| Partners Capital Investment Group, LLP | 2.24% | Add +7.0% | 632,080 | $63.6M |
| Neuberger Berman Group LLC | 0.04% | Add +12.3% | 621,253 | $62.5M |
| Lee Johnson Capital Management, LLC | 19.42% | Add +105.3% | 616,805 | $62.1M |
| Advisory Services Network, LLC | 0.71% | Add +22.4% | 614,662 | $61.9M |
| Composition Wealth, LLC | 0.72% | Add +8.8% | 613,347 | $61.7M |
| BlackRock, Inc. | 0.00% | Reduce -14.0% | 593,060 | $59.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.11% | Reduce -10.5% | 587,000 | $59.1M |
| Bleakley Financial Group, LLC | 0.73% | Reduce -1.7% | 572,295 | $57.6M |
| Rockefeller Capital Management L.P. | 0.09% | Add +30.8% | 570,099 | $57.4M |
| Truist Financial Corp. | 0.07% | Reduce -2.6% | 569,892 | $57.4M |
| HRT Financial LP | 0.10% | Add +382.1% | 569,856 | $57.4M |
| Smithfield Trust Co | 2.29% | Add +9.9% | 568,773 | $57.3M |
| Arax Advisory Partners | 0.38% | Add +506.5% | 561,309 | $56.5M |
| Titleist Asset Management, LLC | 3.80% | Reduce -12.1% | 560,048 | $56.4M |
| Flagship Harbor Advisors, LLC | 2.14% | Reduce -31.9% | 556,451 | $56.0M |
| AQR Capital Management | 0.02% | Add +85.1% | 550,965 | $55.5M |
| McElhenny Sheffield Capital Management, LLC | 13.64% | Reduce -27.8% | 547,033 | $55.1M |
| Citigroup Inc. | 0.02% | New | 528,620 | $53.2M |
| Legacy Wealth Advisors, LLC | 23.00% | Add +13.0% | 527,772 | $53.1M |
| Brighton Jones LLC | 0.97% | Add +162.3% | 517,370 | $52.1M |
| Sanctuary Advisors, LLC | 0.24% | Add +30.0% | 508,591 | $51.2M |
| Evergreen Capital Management LLC | 0.90% | Reduce -18.2% | 507,483 | $51.1M |
| Creative Planning | 0.03% | Add +40.9% | 504,664 | $50.8M |
| Geneos Wealth Management Inc. | 1.01% | Add +80.2% | 493,129 | $49.6M |
| AlphaStar Capital Management, LLC | 3.14% | Reduce -47.1% | 490,128 | $49.3M |
| Perigon Wealth Management, LLC | 0.74% | Add +14.8% | 465,972 | $46.9M |
| Nierenberg Investment Management Company, LLC | 23.04% | Reduce -16.3% | 461,047 | $46.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -23.9% | 450,319 | $45.3M |
| Marex Group Ltd | 0.34% | Reduce -62.8% | 450,074 | $45.3M |
"% of holder's portfolio" is SGOV's weight in each manager's 13F, not the share of iShares 0-3 Month Treasury B the manager owns.