iShares 0-3 Month Treasury BSGOVETF
13F holders, Q1 2024 (March 31)590holders
3famous investors
$100.28avg. 13F price*
At the end of Q1 2024, 590 institutions reported holding iShares 0-3 Month Treasury B (SGOV) in their 13F filings. The largest holders were Morgan Stanley ($392.7M), Bank of America Corp. ($391.6M) and LPL Financial LLC ($242.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $378.3M |
| Exits | 70 | $158.1M |
Ownership 590 holders
| Morgan Stanley | 0.03% | Reduce -9.4% | 3,899,524 | $392.7M |
| Bank of America Corp. | 0.04% | Reduce -16.0% | 3,887,917 | $391.6M |
| LPL Financial LLC | 0.13% | Reduce -4.9% | 2,411,835 | $242.9M |
| Royal Bank of Canada | 0.04% | Add +139.7% | 1,787,205 | $180.0M |
| Equity Investment Corp. | 4.14% | Add +27.5% | 1,644,296 | $165.6M |
| NorthRock Partners, LLC | 6.15% | Add +4.5% | 1,588,861 | $160.0M |
| Northwestern Mutual Wealth Management Co. | 0.15% | Add +16.9% | 1,452,022 | $146.2M |
| JPMorgan Chase & Co. | 0.01% | Add +54.7% | 1,241,790 | $125.1M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -5.7% | 1,140,196 | $114.8M |
| UBS Group AG | 0.04% | Reduce -3.5% | 1,130,248 | $113.8M |
| Captrust Financial Advisors | 0.41% | Reduce -6.0% | 1,120,442 | $112.8M |
| Raymond James & Associates | 0.07% | Reduce -0.7% | 1,094,951 | $110.3M |
| Lee Johnson Capital Management, LLC | 49.82% | New | 951,894 | $95.9M |
| Ameriprise Financial Inc. | 0.03% | Reduce -44.1% | 959,487 | $95.0M |
| Elm Partners Management LLC | 7.26% | Add +49.0% | 910,738 | $91.7M |
| Partners Capital Investment Group, LLP | 2.73% | Add +88.4% | 907,373 | $91.4M |
| Confluence Investment Management LLC | 1.23% | Reduce -8.6% | 907,300 | $91.4M |
| Cresset Asset Management, LLC | 0.43% | Reduce -1.0% | 885,954 | $89.2M |
| Renaissance Technologies | 0.12% | No change | 777,700 | $78.3M |
| GM Advisory Group, LLC | 5.41% | Reduce -30.9% | 766,242 | $77.2M |
| Osaic Holdings, Inc. | 0.16% | Reduce -14.0% | 726,399 | $73.2M |
| Balentine LLC | 2.14% | Add +28.2% | 712,168 | $71.7M |
| Lake Street Advisors Group, LLC | 3.32% | Add +93.7% | 704,711 | $71.0M |
| Woodley Farra Manion Portfolio Management Inc. | 3.87% | Reduce -12.6% | 698,604 | $70.4M |
| Cetera Investment Advisers | 0.16% | Add +315.1% | 665,352 | $67.0M |
| Resonant Capital Advisors, LLC | 5.50% | Add +9.1% | 638,851 | $64.3M |
| Simplicity Wealth,LLC | 1.51% | New | 627,572 | $63.2M |
| Wells Fargo & Company | 0.02% | Add +32.6% | 620,711 | $62.5M |
| Bleakley Financial Group, LLC | 1.81% | Add +10.2% | 620,391 | $62.5M |
| AlphaStar Capital Management, LLC | 6.21% | Add +5.7% | 600,421 | $60.5M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Add +13.4% | 572,874 | $57.7M |
| Cerity Partners LLC | 0.15% | Reduce -39.2% | 564,501 | $56.9M |
| Rockefeller Capital Management L.P. | 0.16% | Add +1149.6% | 551,277 | $55.5M |
| Neuberger Berman Group LLC | 0.05% | Reduce -61.8% | 548,780 | $55.3M |
| Peapack Gladstone Financial Corp. | 0.85% | Add +4.4% | 542,094 | $54.6M |
| Stifel Financial Corp. | 0.06% | Add +14.4% | 538,026 | $54.2M |
| Prudential Financial Inc. | 0.07% | Add +42.1% | 516,043 | $52.0M |
| Mader & Shannon Wealth Management, Inc. | 29.07% | Add +17.5% | 514,631 | $51.8M |
| Blue Trust, Inc. | 0.68% | Add +384.9% | 479,349 | $48.3M |
| Custom Portfolio Group LLC | 39.17% | Reduce -12.1% | 514,695 | $47.5M |
| Awm Capital, LLC | 7.89% | Add +2.3% | 470,039 | $47.3M |
| AE Wealth Management LLC | 0.51% | Reduce -64.5% | 448,553 | $45.2M |
| Altura Wealth Advisors Inc. | 52.21% | Reduce -47.0% | 440,930 | $44.4M |
| Focus Partners Wealth | 0.35% | Add +12.0% | 429,714 | $43.3M |
| Sequoia Financial Advisors, LLC | 0.52% | Add +20.1% | 416,017 | $41.9M |
| Millennium Management | 0.04% | Add +27.3% | 414,172 | $41.7M |
| Aveo Capital Partners, LLC | 4.46% | Add +48.6% | 407,987 | $40.9M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -2.2% | 387,912 | $39.1M |
| Sound Financial Strategies Group, LLC | 32.06% | Reduce -2.5% | 382,831 | $38.6M |
| Vigilare Wealth Management | 18.85% | Add +18.0% | 379,721 | $38.2M |
| Thrivent Financial for Lutherans | 0.08% | Add +73.0% | 379,322 | $38.2M |
| Synergy Asset Management, LLC | 6.43% | Add +41.0% | 375,636 | $37.8M |
| Axxcess Wealth Management, LLC | 1.07% | Add +34.0% | 374,593 | $37.7M |
| BlackRock Inc. | 0.00% | Add +4.5% | 360,999 | $36.4M |
| Evermay Wealth Management LLC | 5.27% | Add +74.7% | 346,608 | $34.9M |
| Creative Planning | 0.04% | Add +120.1% | 343,767 | $34.6M |
| Citadel Advisors | 0.03% | New | 339,113 | $34.2M |
| Jane Street Group, LLC | 0.04% | Add +643.2% | 334,740 | $33.7M |
| SVB Wealth LLC | 0.75% | Add +14.5% | 332,424 | $33.5M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -40.6% | 331,890 | $33.4M |
| Bank of New York Mellon Corp | 0.01% | Add +25.3% | 327,230 | $33.0M |
| RIA Advisory Group LLC | 13.27% | New | 325,747 | $32.8M |
| Corient Private Wealth LP | 0.06% | Add +10.0% | 324,577 | $32.7M |
| Pecaut & Co. | 11.99% | Add +26.7% | 318,564 | $32.1M |
| HighTower Advisors, LLC | 0.05% | Add +12.9% | 314,186 | $31.6M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -29.3% | 307,349 | $31.0M |
| Traphagen Investment Advisors LLC | 3.29% | Reduce -0.1% | 306,628 | $30.9M |
| Focused Wealth Management, Inc | 4.82% | Add +5.3% | 306,368 | $30.9M |
| Efficient Frontier Advisors LLC | 24.05% | Reduce -3.8% | 301,539 | $30.4M |
| Almanack Investment Partners, LLC. | 5.14% | Reduce -4.2% | 299,951 | $30.2M |
| CX Institutional | 1.43% | Reduce -25.4% | 295,129 | $29.7M |
| United Capital Financial Advisors, LLC | 0.24% | Add +3.8% | 290,770 | $29.3M |
| Buck Wealth Strategies, LLC | 10.00% | Add +214.8% | 289,050 | $29.1M |
| Tortoise Investment Management, LLC | 3.53% | Add +28.1% | 289,001 | $29.1M |
| 325 Capital LLC | 13.21% | No change | 284,137 | $28.6M |
| Lloyd Advisory Services, LLC. | 5.91% | Add +255.3% | 283,884 | $27.7M |
| BML Capital Management, LLC | 18.21% | No change | 270,000 | $27.2M |
| Horizon Wealth Management, LLC | 6.90% | New | 262,631 | $26.4M |
| Mariner, LLC | 0.05% | Add +4.9% | 262,158 | $26.4M |
| M. Kulyk & Associates, LLC | 6.02% | Add +198.6% | 257,783 | $26.0M |
| First Wilshire Securities Management Inc. | 7.44% | Add +563.7% | 252,394 | $25.4M |
| Allworth Financial LP | 0.18% | Reduce -28.5% | 249,277 | $25.1M |
| Cornerstone Enterprises, LLC | 18.10% | Add +25.7% | 245,283 | $24.6M |
| Advisors Capital Management, LLC | 0.44% | Reduce -69.6% | 238,971 | $24.1M |
| Pathstone Holdings, LLC | 0.11% | Add +570.0% | 231,110 | $23.3M |
| Atria Investments, Inc | 0.32% | Reduce -2.5% | 227,322 | $22.9M |
| Baker Avenue Asset Management, LP | 0.88% | Add +4.5% | 226,478 | $22.8M |
| Cwm, LLC | 0.11% | Reduce -8.8% | 220,310 | $22.2M |
| Atria Wealth Solutions, Inc. | 0.25% | Add +16.3% | 219,925 | $22.1M |
| RFG Advisory, LLC | 0.75% | Add +245.8% | 218,596 | $22.0M |
| Kingsview Wealth Management, LLC | 0.51% | Reduce -7.6% | 202,750 | $20.4M |
| Omnia Family Wealth, LLC | 9.33% | Reduce -19.7% | 197,846 | $19.9M |
| Full Sail Capital, LLC | 1.38% | Add +26.1% | 196,263 | $19.8M |
| Opus Capital Group, LLC | 2.89% | Add +585.0% | 196,204 | $19.8M |
| Raffa Wealth Management, LLC | 5.57% | Reduce -0.4% | 185,660 | $18.7M |
| Vickerman Investment Advisors, Inc. | 6.03% | Reduce -4.9% | 185,609 | $18.7M |
| Centaurus Financial, Inc. | 1.28% | Add +1.9% | 181,059 | $18.2M |
| Kestra Advisory Services, LLC | 0.12% | Add +2.4% | 180,642 | $18.2M |
| Worth Asset Management, LLC | 11.19% | Add +23.7% | 180,551 | $18.2M |
| Waverly Advisors, LLC | 0.43% | Add +19.7% | 180,323 | $18.2M |
"% 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.