iShares 0-3 Month Treasury BSGOVETF
13F holders, Q2 2024 (June 30)650holders +60
100new positions
56sold out
4famous investors
$96.00avg. 13F price*
At the end of Q2 2024, 650 institutions reported holding iShares 0-3 Month Treasury B (SGOV) in their 13F filings, up 60 from Q1 2024. 100 opened new positions and 56 sold out. The largest holders were Morgan Stanley ($443.5M), Bank of America Corp. ($378.5M) and LPL Financial LLC ($291.4M). 4 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $136.8M |
| Exits | 56 | $118.5M |
All 13F filers, Q1 2024 → Q2 2024: 19,248,653 shares bought and 7,490,342 shares sold, net +11,758,311 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 650 holders
| Morgan Stanley | 0.03% | Add +12.9% | 4,403,329 | $443.5M |
| Bank of America Corp. | 0.04% | Reduce -3.3% | 3,758,413 | $378.5M |
| LPL Financial LLC | 0.15% | Add +20.0% | 2,893,811 | $291.4M |
| JPMorgan Chase & Co. | 0.02% | Add +51.8% | 1,885,236 | $189.9M |
| Royal Bank of Canada | 0.04% | Reduce -2.3% | 1,746,214 | $175.9M |
| Partners Capital Investment Group, LLP | 2.85% | Add +84.7% | 1,675,488 | $168.7M |
| NorthRock Partners, LLC | 6.24% | Add +3.6% | 1,646,788 | $165.8M |
| Equity Investment Corp. | 4.11% | Reduce -2.9% | 1,597,011 | $160.8M |
| Stuart Chaussee & Associates, Inc. | 37.81% | Add +53092.0% | 1,363,843 | $137.4M |
| Confluence Investment Management LLC | 1.96% | Add +48.7% | 1,349,177 | $135.9M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Reduce -7.2% | 1,347,983 | $135.8M |
| Captrust Financial Advisors | 0.40% | Add +11.2% | 1,246,333 | $125.5M |
| Ameriprise Financial Inc. | 0.03% | Add +27.1% | 1,219,071 | $122.8M |
| Woodley Farra Manion Portfolio Management Inc. | 6.66% | Add +74.4% | 1,218,571 | $122.7M |
| UBS Group AG | 0.04% | Add +7.3% | 1,212,688 | $122.1M |
| Envestnet Asset Management Inc. | 0.04% | Add +4.5% | 1,191,238 | $120.0M |
| Raymond James & Associates | 0.08% | Add +7.4% | 1,176,093 | $118.4M |
| Cresset Asset Management, LLC | 0.40% | Add +5.3% | 932,825 | $93.9M |
| Lake Street Advisors Group, LLC | 4.37% | Add +27.8% | 900,810 | $90.7M |
| Lee Johnson Capital Management, LLC | 42.79% | Reduce -12.5% | 832,718 | $83.9M |
| Prudential Financial Inc. | 0.12% | Add +56.3% | 806,578 | $81.2M |
| Cetera Investment Advisers | 0.18% | Add +17.0% | 778,501 | $78.4M |
| Renaissance Technologies | 0.13% | No change | 777,700 | $78.3M |
| GM Advisory Group, LLC | 4.94% | Reduce -0.7% | 760,911 | $76.6M |
| Osaic Holdings, Inc. | 0.18% | Add +3.9% | 754,571 | $76.0M |
| BlackRock Inc. | 0.00% | Add +103.4% | 734,129 | $73.9M |
| Cambridge Investment Research Advisors, Inc. | 0.26% | Add +23.7% | 708,681 | $71.4M |
| Resonant Capital Advisors, LLC | 5.55% | Add +6.2% | 678,610 | $68.3M |
| Awm Capital, LLC | 10.13% | Add +40.8% | 661,565 | $66.6M |
| AlphaStar Capital Management, LLC | 5.94% | Add +6.3% | 638,013 | $64.3M |
| Focus Partners Wealth | 0.22% | Add +47.7% | 634,666 | $63.9M |
| Peapack Gladstone Financial Corp. | 0.93% | Add +10.8% | 600,719 | $60.5M |
| Balentine LLC | 2.72% | Reduce -16.5% | 594,425 | $59.9M |
| Stratos Wealth Advisors, LLC | 2.96% | Add +728.5% | 594,397 | $59.9M |
| Punch Card Management L.P. | 17.30% | Add +2215.1% | 581,100 | $58.5M |
| Elm Partners Management LLC | 4.48% | Reduce -36.4% | 578,948 | $58.3M |
| Rockefeller Capital Management L.P. | 0.16% | Add +2.8% | 566,424 | $57.0M |
| Axxcess Wealth Management, LLC | 1.55% | Add +50.6% | 564,156 | $56.8M |
| Cerity Partners LLC | 0.15% | Reduce -1.1% | 558,558 | $56.3M |
| Simplicity Wealth,LLC | 1.21% | Reduce -15.1% | 532,789 | $53.7M |
| Exencial Wealth Advisors, LLC | 2.02% | Add +11129.3% | 532,495 | $53.6M |
| Stifel Financial Corp. | 0.06% | Reduce -1.1% | 531,987 | $53.6M |
| Bleakley Financial Group, LLC | 1.52% | Reduce -15.9% | 521,778 | $52.5M |
| AE Wealth Management LLC | 0.51% | Add +12.8% | 505,917 | $51.0M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +28.1% | 496,811 | $50.0M |
| Custom Portfolio Group LLC | 39.37% | Add +4.3% | 537,065 | $50.0M |
| Blue Trust, Inc. | 0.66% | Reduce -0.1% | 479,074 | $48.2M |
| Millennium Management | 0.04% | Add +14.9% | 475,773 | $47.9M |
| Thrivent Financial for Lutherans | 0.09% | Add +15.6% | 438,423 | $44.2M |
| HighTower Advisors, LLC | 0.06% | Add +23.9% | 389,344 | $39.2M |
| Creative Planning | 0.04% | Add +12.9% | 387,963 | $39.1M |
| Focused Wealth Management, Inc | 5.73% | Add +26.1% | 386,165 | $38.9M |
| Corient Private Wealth LP | 0.07% | Add +17.9% | 382,605 | $38.5M |
| Efficient Frontier Advisors LLC | 27.15% | Add +26.8% | 382,390 | $38.5M |
| Synergy Asset Management, LLC | 5.96% | Add +0.4% | 377,040 | $38.0M |
| Neuberger Berman Group LLC | 0.03% | Reduce -36.1% | 350,414 | $35.3M |
| Bank of New York Mellon Corp | 0.01% | Add +5.5% | 345,359 | $34.8M |
| Sequoia Financial Advisors, LLC | 0.40% | Reduce -20.0% | 332,835 | $33.5M |
| Mader & Shannon Wealth Management, Inc. | 19.43% | Reduce -37.6% | 320,948 | $32.3M |
| Pecaut & Co. | 12.18% | Add +0.1% | 318,791 | $32.1M |
| Tortoise Investment Management, LLC | 3.66% | Add +10.3% | 318,781 | $32.1M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +2.4% | 314,771 | $31.7M |
| Advisors Capital Management, LLC | 0.55% | Add +30.7% | 312,272 | $31.4M |
| Waverly Advisors, LLC | 0.61% | Add +70.0% | 306,466 | $30.9M |
| Traphagen Investment Advisors LLC | 3.21% | Reduce -4.3% | 293,510 | $29.6M |
| First Wilshire Securities Management Inc. | 8.73% | Add +12.3% | 283,527 | $28.6M |
| Mariner, LLC | 0.05% | Add +7.0% | 280,507 | $28.2M |
| Vickerman Investment Advisors, Inc. | 9.01% | Add +50.1% | 278,653 | $28.1M |
| Wells Fargo & Company | 0.01% | Reduce -56.1% | 272,439 | $27.4M |
| BML Capital Management, LLC | 19.91% | No change | 270,000 | $27.2M |
| Titleist Asset Management, LLC | 4.11% | Add +270.8% | 269,094 | $27.1M |
| United Capital Financial Advisors, LLC | 0.23% | Reduce -7.8% | 268,037 | $27.0M |
| Worth Asset Management, LLC | 15.95% | Add +47.7% | 266,610 | $26.9M |
| Cornerstone Enterprises, LLC | 17.49% | Add +6.6% | 261,530 | $26.3M |
| Sollinda Capital Management LLC | 7.91% | Add +100.0% | 257,743 | $26.0M |
| Sanctuary Advisors, LLC | 0.19% | — | 256,502 | $25.8M |
| Vident Advisory, LLC | 0.71% | Add +11196.1% | 255,969 | $25.8M |
| Evermay Wealth Management LLC | 4.10% | Reduce -26.7% | 254,026 | $25.6M |
| Opus Capital Group, LLC | 3.63% | Add +28.9% | 252,961 | $25.5M |
| Pathstone Holdings, LLC | 0.12% | Add +9.4% | 252,835 | $25.5M |
| SVB Wealth LLC | 0.63% | Reduce -24.0% | 252,789 | $25.5M |
| Cwm, LLC | 0.11% | Add +9.3% | 240,877 | $24.3M |
| Allworth Financial LP | 0.15% | Reduce -8.6% | 227,886 | $22.9M |
| Sound Financial Strategies Group, LLC | 19.81% | Reduce -40.9% | 226,331 | $22.8M |
| Baker Avenue Asset Management, LP | 0.78% | Reduce -0.2% | 226,112 | $22.8M |
| Full Sail Capital, LLC | 1.51% | Add +13.5% | 222,699 | $22.4M |
| Fermata Advisors, LLC | 5.09% | Add +6717.4% | 219,929 | $22.1M |
| Slow Capital, Inc. | 3.57% | Add +233.5% | 219,088 | $22.1M |
| Aveo Capital Partners, LLC | 2.48% | Reduce -46.7% | 217,473 | $21.9M |
| One Day In July LLC | 2.73% | Add +61.0% | 217,449 | $21.9M |
| Raffa Wealth Management, LLC | 6.14% | Add +15.8% | 214,942 | $21.6M |
| Atria Wealth Solutions, Inc. | 0.24% | Reduce -2.5% | 214,381 | $21.6M |
| CX Institutional | 1.01% | Reduce -27.5% | 214,052 | $21.6M |
| RFG Advisory, LLC | 0.70% | Reduce -2.3% | 213,501 | $21.5M |
| Almanack Investment Partners, LLC. | 3.60% | Reduce -29.3% | 211,954 | $21.3M |
| Kingsview Wealth Management, LLC | 0.50% | Add +3.0% | 208,773 | $21.0M |
| Stephens Inc. | 0.32% | Add +27.6% | 205,346 | $20.7M |
| Omnia Family Wealth, LLC | 8.58% | Add +1.8% | 201,323 | $20.3M |
| Centaurus Financial, Inc. | 1.33% | Add +9.1% | 197,611 | $19.9M |
| Retirement Capital Strategies | 7.95% | Add +9714.1% | 196,870 | $19.8M |
"% 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.