iShares 0-3 Month Treasury BSGOVETF
13F holders, Q3 2024 (September 30)693holders +43
94new positions
49sold out
5famous investors
$100.06avg. 13F price*
At the end of Q3 2024, 693 institutions reported holding iShares 0-3 Month Treasury B (SGOV) in their 13F filings, up 43 from Q2 2024. 94 opened new positions and 49 sold out. The largest holders were Morgan Stanley ($502.9M), Bank of America Corp. ($341.7M) and LPL Financial LLC ($304.7M). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Israel Englander (0.1% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $247.5M |
| Exits | 49 | $77.6M |
All 13F filers, Q2 2024 → Q3 2024: 14,886,297 shares bought and 12,875,897 shares sold, net +2,010,400 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 693 holders
| Morgan Stanley | 0.04% | Add +13.4% | 4,992,984 | $502.9M |
| Bank of America Corp. | 0.03% | Reduce -9.7% | 3,392,516 | $341.7M |
| LPL Financial LLC | 0.14% | Add +4.5% | 3,025,475 | $304.7M |
| Raymond James & Associates | 0.12% | Add +61.2% | 1,895,834 | $190.9M |
| Partners Capital Investment Group, LLP | 2.94% | Add +9.1% | 1,827,447 | $184.1M |
| NorthRock Partners, LLC | 5.54% | Add +1.4% | 1,669,502 | $168.2M |
| Equity Investment Corp. | 3.90% | Add +4.3% | 1,665,872 | $167.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -12.9% | 1,642,687 | $165.5M |
| Stuart Chaussee & Associates, Inc. | 38.77% | Add +7.5% | 1,466,198 | $147.7M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +8.4% | 1,461,831 | $147.2M |
| Lake Street Advisors Group, LLC | 5.89% | Add +40.3% | 1,263,965 | $127.3M |
| Envestnet Asset Management Inc. | 0.04% | Add +0.7% | 1,199,938 | $120.9M |
| Woodley Farra Manion Portfolio Management Inc. | 5.99% | Reduce -3.1% | 1,181,167 | $119.0M |
| Cerity Partners LLC | 0.26% | Add +110.3% | 1,174,783 | $118.3M |
| Confluence Investment Management LLC | 1.45% | Reduce -19.9% | 1,080,467 | $108.8M |
| Awm Capital, LLC | 12.93% | Add +60.8% | 1,063,470 | $107.1M |
| Captrust Financial Advisors | 0.31% | Reduce -16.1% | 1,045,570 | $105.3M |
| Balentine LLC | 4.09% | Add +73.2% | 1,029,744 | $103.7M |
| BlackRock, Inc. | 0.00% | — | 1,024,622 | $103.2M |
| Cresset Asset Management, LLC | 0.37% | Add +2.3% | 953,887 | $96.1M |
| GM Advisory Group, LLC | 5.76% | Add +25.4% | 953,802 | $96.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -25.5% | 908,622 | $96.0M |
| UBS Group AG | 0.03% | Reduce -22.8% | 936,465 | $94.3M |
| Royal Bank of Canada | 0.02% | Reduce -47.0% | 926,043 | $93.3M |
| Prudential Financial Inc. | 0.13% | Add +10.3% | 889,926 | $89.6M |
| Cambridge Investment Research Advisors, Inc. | 0.29% | Add +20.9% | 857,127 | $86.3M |
| Osaic Holdings, Inc. | 0.19% | Add +12.9% | 851,750 | $85.8M |
| Renaissance Technologies | 0.13% | Add +6.8% | 830,300 | $83.6M |
| Cetera Investment Advisers | 0.18% | Add +6.1% | 825,903 | $83.2M |
| Lee Johnson Capital Management, LLC | 41.00% | Reduce -4.9% | 791,590 | $79.7M |
| Blue Trust, Inc. | 0.96% | Add +53.2% | 734,134 | $73.9M |
| AlphaStar Capital Management, LLC | 5.78% | Add +57.1% | 1,002,231 | $72.8M |
| Rockefeller Capital Management L.P. | 0.20% | Add +27.0% | 719,537 | $72.5M |
| Resonant Capital Advisors, LLC | 5.21% | Add +3.7% | 703,452 | $70.9M |
| Peapack Gladstone Financial Corp. | 1.02% | Add +16.9% | 702,509 | $70.8M |
| Millennium Management | 0.06% | Add +44.3% | 686,312 | $69.1M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Add +37.5% | 683,003 | $68.8M |
| CX Institutional | 2.69% | Add +180.7% | 600,765 | $60.5M |
| Wellspring Financial Advisors, LLC | 7.14% | Add +275.2% | 593,863 | $59.8M |
| Axxcess Wealth Management, LLC | 1.50% | Add +4.8% | 591,099 | $59.5M |
| Punch Card Management L.P. | 17.49% | No change | 581,100 | $58.5M |
| Bleakley Financial Group, LLC | 1.75% | Add +8.9% | 568,446 | $57.3M |
| Stifel Financial Corp. | 0.06% | Add +4.3% | 554,976 | $55.9M |
| AE Wealth Management LLC | 0.50% | Add +9.1% | 551,681 | $55.6M |
| Stratos Wealth Advisors, LLC | 2.45% | Reduce -10.7% | 530,789 | $53.5M |
| Raffa Wealth Management, LLC | 12.38% | Add +136.9% | 509,149 | $51.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | New | 500,000 | $50.4M |
| Privium Fund Management (UK) Ltd | 91.74% | New | 500,000 | $50.2M |
| Exencial Wealth Advisors, LLC | 1.79% | Reduce -7.4% | 493,161 | $49.7M |
| Focus Partners Wealth | 0.15% | Reduce -26.2% | 468,152 | $47.2M |
| Neuberger Berman Group LLC | 0.03% | Add +20.0% | 420,555 | $42.4M |
| Efficient Frontier Advisors LLC | 27.03% | Add +8.4% | 414,613 | $41.8M |
| Sanctuary Advisors, LLC | 0.26% | Add +60.4% | 411,387 | $41.4M |
| Vigilare Wealth Management | 15.77% | Add +216.1% | 387,234 | $39.0M |
| Corient Private Wealth LP | 0.06% | Add +0.7% | 385,401 | $38.8M |
| Synergy Asset Management, LLC | 5.76% | Reduce -0.2% | 376,142 | $37.9M |
| Sequoia Financial Advisors, LLC | 0.40% | Add +11.8% | 372,150 | $37.5M |
| First Wilshire Securities Management Inc. | 10.44% | Add +30.1% | 368,805 | $37.1M |
| Creative Planning | 0.04% | Reduce -5.9% | 365,221 | $36.8M |
| Focused Wealth Management, Inc | 4.95% | Reduce -5.5% | 364,732 | $36.7M |
| Sollinda Capital Management LLC | 10.33% | Add +41.0% | 363,480 | $36.6M |
| Bank of New York Mellon Corp | 0.01% | Add +3.3% | 356,670 | $35.9M |
| HighTower Advisors, LLC | 0.05% | Reduce -8.8% | 355,244 | $35.8M |
| Vickerman Investment Advisors, Inc. | 10.33% | Add +25.2% | 348,948 | $35.1M |
| Waverly Advisors, LLC | 0.64% | Add +12.7% | 345,403 | $34.8M |
| Elm Partners Management LLC | 2.49% | Reduce -40.4% | 345,335 | $34.8M |
| Mariner, LLC | 0.06% | Add +21.7% | 341,442 | $34.4M |
| Advisors Capital Management, LLC | 0.53% | Add +2.9% | 321,392 | $32.4M |
| One Day In July LLC | 3.50% | Add +42.0% | 308,724 | $31.1M |
| Tortoise Investment Management, LLC | 3.20% | Reduce -4.5% | 304,495 | $30.7M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Reduce -6.1% | 295,525 | $29.8M |
| Opus Capital Group, LLC | 3.59% | Add +12.7% | 284,999 | $28.7M |
| Titleist Asset Management, LLC | 4.09% | Add +4.3% | 280,611 | $28.3M |
| Almanack Investment Partners, LLC. | 4.42% | Add +31.7% | 279,237 | $28.1M |
| Traphagen Investment Advisors LLC | 2.83% | Reduce -5.3% | 278,101 | $28.0M |
| United Capital Financial Advisors, LLC | 0.23% | Add +2.2% | 273,947 | $27.6M |
| BML Capital Management, LLC | 16.00% | No change | 270,000 | $27.2M |
| M. Kulyk & Associates, LLC | 5.21% | Add +73.2% | 257,278 | $25.9M |
| Cornerstone Enterprises, LLC | 16.12% | Reduce -2.3% | 255,589 | $25.7M |
| Full Sail Capital, LLC | 1.65% | Add +14.6% | 255,235 | $25.7M |
| Stephens Inc. | 0.36% | Add +21.9% | 250,270 | $25.2M |
| Selective Wealth Management, Inc. | 10.44% | Add +36.5% | 250,275 | $25.1M |
| Orion Capital Management LLC | 12.04% | Add +54.8% | 245,982 | $24.8M |
| Mader & Shannon Wealth Management, Inc. | 14.19% | Reduce -24.5% | 242,340 | $24.4M |
| Aveo Capital Partners, LLC | 2.58% | Add +11.0% | 241,344 | $24.3M |
| Pecaut & Co. | 8.43% | Reduce -26.0% | 236,042 | $23.8M |
| Susquehanna International Group, LLP | 0.04% | Add +478.3% | 235,571 | $23.7M |
| Wells Fargo & Company | 0.01% | Reduce -16.7% | 227,032 | $22.9M |
| Kohmann Bosshard Financial Services, LLC | 2.66% | Add +10.3% | 212,514 | $21.4M |
| Quaker Wealth Management, LLC | 7.82% | — | 211,752 | $21.3M |
| Allworth Financial LP | 0.13% | Reduce -7.2% | 211,456 | $21.3M |
| NorthCoast Asset Management LLC | 0.15% | Add +132.6% | 322,359 | $21.2M |
| RFG Advisory, LLC | 0.63% | Reduce -4.3% | 204,268 | $20.6M |
| Kingsview Wealth Management, LLC | 0.43% | Reduce -3.3% | 201,912 | $20.3M |
| Centaurus Financial, Inc. | 1.29% | Add +1.9% | 201,260 | $20.3M |
| Slow Capital, Inc. | 3.08% | Reduce -8.9% | 199,592 | $20.1M |
| Atria Investments, Inc | 0.25% | Add +11.4% | 198,760 | $20.0M |
| Scotia Capital Inc. | 0.11% | Add +231.6% | 197,337 | $19.9M |
| IFS Advisors, LLC | 15.72% | Add +7.6% | 197,113 | $19.9M |
| Moneco Advisors, LLC | 2.47% | Add +1503.5% | 196,734 | $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.