iShares 0-3 Month Treasury BSGOVETF
13F holders, Q4 2024 (December 31)770holders +77
104new positions
79sold out
3famous investors
$100.02avg. 13F price*
At the end of Q4 2024, 770 institutions reported holding iShares 0-3 Month Treasury B (SGOV) in their 13F filings, up 77 from Q3 2024. 104 opened new positions and 79 sold out. The largest holders were Morgan Stanley ($524.4M), LPL Financial LLC ($425.0M) and Bank of America Corp. ($324.6M). 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 Joel Greenblatt (0.0% of Gotham Asset 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $608.1M |
| Exits | 79 | $285.4M |
All 13F filers, Q3 2024 → Q4 2024: 24,255,945 shares bought and 11,401,134 shares sold, net +12,854,811 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 770 holders
| Morgan Stanley | 0.04% | Add +4.7% | 5,227,143 | $524.4M |
| LPL Financial LLC | 0.17% | Add +40.0% | 4,236,194 | $425.0M |
| Bank of America Corp. | 0.03% | Reduce -4.6% | 3,235,346 | $324.6M |
| Raymond James Financial Inc. | 0.08% | — | 2,138,579 | $214.5M |
| Partners Capital Investment Group, LLP | 4.84% | Reduce -4.2% | 1,751,363 | $175.7M |
| NorthRock Partners, LLC | 5.55% | Add +1.5% | 1,694,757 | $170.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.7% | 1,614,951 | $162.0M |
| Woodley Farra Manion Portfolio Management Inc. | 8.04% | Add +36.2% | 1,609,202 | $161.4M |
| MAI Capital Management | 1.06% | New | 1,422,922 | $142.7M |
| Confluence Investment Management LLC | 1.98% | Add +31.6% | 1,422,081 | $142.7M |
| GM Advisory Group, LLC | 7.42% | Add +40.2% | 1,336,886 | $134.1M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Reduce -14.4% | 1,250,807 | $125.5M |
| Geneos Wealth Management Inc. | 4.24% | Add +1715.0% | 1,206,424 | $121.0M |
| Cambridge Investment Research Advisors, Inc. | 0.40% | Add +40.1% | 1,200,856 | $120.5M |
| Lake Street Advisors Group, LLC | 5.52% | Reduce -5.7% | 1,192,384 | $119.6M |
| Elm Partners Management LLC | 7.98% | Add +237.3% | 1,164,975 | $116.9M |
| Awm Capital, LLC | 13.95% | Add +6.9% | 1,136,590 | $114.0M |
| Cerity Partners LLC | 0.24% | Reduce -5.2% | 1,113,167 | $111.7M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -7.3% | 1,112,367 | $111.6M |
| Osaic Holdings, Inc. | 0.24% | Add +41.6% | 1,206,194 | $105.8M |
| Captrust Financial Advisors | 0.29% | Reduce -1.6% | 1,028,484 | $103.2M |
| UBS Group AG | 0.02% | Add +9.6% | 1,026,638 | $103.0M |
| Equity Investment Corp. | 2.35% | Reduce -40.0% | 999,237 | $100.2M |
| Vigilare Wealth Management | 40.04% | Add +153.9% | 983,026 | $98.6M |
| Cetera Investment Advisers | 0.21% | Add +18.5% | 978,906 | $98.2M |
| Ameriprise Financial Inc. | 0.02% | Add +5.2% | 956,205 | $95.9M |
| Prudential Financial Inc. | 0.13% | Add +4.4% | 929,346 | $93.4M |
| Renaissance Technologies | 0.14% | Add +11.1% | 922,400 | $92.5M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Add +32.4% | 904,286 | $90.7M |
| Cresset Asset Management, LLC | 0.43% | Reduce -5.9% | 897,971 | $90.1M |
| Royal Bank of Canada | 0.02% | Reduce -3.4% | 894,265 | $89.7M |
| Peapack Gladstone Financial Corp. | 1.27% | Add +24.7% | 876,021 | $87.9M |
| Titleist Asset Management, LLC | 10.00% | Add +208.5% | 865,803 | $86.9M |
| Synergy Asset Management, LLC | 5.98% | Add +104.4% | 768,888 | $77.3M |
| CX Institutional | 2.88% | Add +20.3% | 722,665 | $72.5M |
| Resonant Capital Advisors, LLC | 5.19% | Add +0.8% | 708,752 | $71.1M |
| AlphaStar Capital Management, LLC | 7.12% | Reduce -32.3% | 678,522 | $68.1M |
| Balentine LLC | 2.74% | Reduce -34.7% | 672,320 | $67.4M |
| Axxcess Wealth Management, LLC | 1.64% | Add +11.8% | 660,834 | $66.3M |
| Lee Johnson Capital Management, LLC | 34.20% | Reduce -18.4% | 646,116 | $64.8M |
| Stifel Financial Corp. | 0.07% | Add +16.4% | 645,893 | $64.8M |
| Wellspring Financial Advisors, LLC | 6.74% | Add +8.3% | 642,887 | $64.5M |
| Ridgepath Capital Management LLC | 29.45% | New | 637,022 | $63.9M |
| Transform Wealth, LLC | 3.35% | Add +17864.2% | 601,801 | $60.4M |
| Focus Partners Wealth | 0.16% | Add +28.1% | 599,781 | $60.2M |
| Punch Card Management L.P. | 18.50% | No change | 581,100 | $58.3M |
| Sollinda Capital Management LLC | 15.91% | Add +58.7% | 576,860 | $57.9M |
| Bleakley Financial Group, LLC | 1.71% | Reduce -0.3% | 566,900 | $56.9M |
| Raffa Wealth Management, LLC | 12.97% | Add +9.1% | 555,705 | $55.7M |
| Aveo Capital Partners, LLC | 6.06% | Add +128.5% | 551,490 | $55.3M |
| Hamilton Capital Partners Inc. | 4.11% | Add +217.5% | 549,712 | $55.1M |
| Dynamic Financial Group | 55.60% | — | 545,796 | $54.8M |
| Avos Capital Management, LLC | 43.05% | — | 527,619 | $53.1M |
| Moneco Advisors, LLC | 5.56% | Add +167.0% | 525,276 | $52.7M |
| Wells Fargo & Company | 0.01% | Add +126.8% | 514,828 | $51.6M |
| Millennium Management | 0.04% | Reduce -27.3% | 498,645 | $50.0M |
| Maxi Investments CY Ltd | 9.46% | New | 489,150 | $49.1M |
| Neuberger Berman Group LLC | 0.04% | Add +15.7% | 486,739 | $48.8M |
| Vickerman Investment Advisors, Inc. | 13.15% | Add +38.3% | 482,536 | $48.4M |
| Sequoia Financial Advisors, LLC | 0.46% | Add +28.9% | 479,680 | $48.1M |
| Exencial Wealth Advisors, LLC | 1.76% | Reduce -3.5% | 476,122 | $47.8M |
| Composition Wealth, LLC | 0.94% | Add +173.3% | 462,544 | $46.4M |
| Alpha Wealth Funds, LLC | 47.78% | — | 455,122 | $45.7M |
| NorthCoast Asset Management LLC | 0.22% | Add +40.1% | 451,748 | $45.3M |
| Slow Capital, Inc. | 6.34% | Add +123.6% | 446,251 | $44.8M |
| Creative Planning | 0.04% | Add +21.9% | 445,103 | $44.7M |
| Stratos Wealth Advisors, LLC | 2.09% | Reduce -17.9% | 435,615 | $43.7M |
| One Day In July LLC | 4.40% | Add +35.6% | 418,635 | $42.0M |
| Efficient Frontier Advisors LLC | 27.03% | Reduce -1.7% | 407,479 | $40.9M |
| McElhenny Sheffield Capital Management, LLC | 13.46% | New | 400,289 | $40.2M |
| BlackRock, Inc. | 0.00% | Reduce -61.1% | 398,865 | $40.0M |
| Brookstone Capital Management | 0.58% | Add +101.7% | 394,061 | $39.5M |
| First Wilshire Securities Management Inc. | 10.71% | Add +6.6% | 393,058 | $39.4M |
| Waverly Advisors, LLC | 0.61% | Add +13.4% | 391,743 | $39.3M |
| Sanctuary Advisors, LLC | 0.24% | Reduce -6.7% | 383,691 | $38.6M |
| Bank of New York Mellon Corp | 0.01% | Add +6.4% | 379,627 | $38.1M |
| Coldstream Capital Management Inc. | 0.77% | New | 358,500 | $36.0M |
| Flagship Harbor Advisors, LLC | 1.88% | Add +259.4% | 356,199 | $35.7M |
| Merriman Wealth Management, LLC | 1.48% | Add +1088.5% | 353,423 | $35.5M |
| RIA Advisory Group LLC | 11.96% | Add +1978.6% | 350,582 | $35.2M |
| Focused Wealth Management, Inc | 4.71% | Reduce -4.7% | 347,445 | $34.9M |
| Commonwealth Equity Services, LLC | 0.05% | Add +104.7% | 343,753 | $34.5M |
| VestGen Investment Management | 9.06% | Add +151.3% | 331,056 | $33.2M |
| Opus Capital Group, LLC | 4.04% | Add +11.4% | 317,452 | $31.8M |
| HighTower Advisors, LLC | 0.04% | Reduce -11.9% | 312,875 | $31.4M |
| Selective Wealth Management, Inc. | 12.59% | Add +23.2% | 308,388 | $31.0M |
| Full Sail Capital, LLC | 1.91% | Add +17.3% | 299,424 | $30.0M |
| Advisors Capital Management, LLC | 0.46% | Reduce -8.9% | 292,738 | $29.4M |
| Talon Private Wealth, LLC | 6.08% | New | 290,239 | $29.1M |
| United Capital Financial Advisors, LLC | 0.24% | Add +4.1% | 285,149 | $28.6M |
| Tortoise Investment Management, LLC | 2.97% | Reduce -7.9% | 280,459 | $28.1M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -61.1% | 279,882 | $28.1M |
| L2 Asset Management, LLC | 6.10% | New | 278,678 | $28.0M |
| Almanack Investment Partners, LLC. | 4.19% | Reduce -3.1% | 270,520 | $27.1M |
| Orion Capital Management LLC | 11.83% | Add +8.9% | 267,962 | $26.9M |
| BML Capital Management, LLC | 16.20% | Reduce -3.7% | 260,000 | $26.1M |
| Mariner, LLC | 0.04% | Reduce -24.0% | 259,415 | $26.0M |
| Pecaut & Co. | 8.98% | Add +9.7% | 258,986 | $26.0M |
| MML Investors Services, LLC | 0.09% | Add +37.9% | 254,924 | $25.6M |
| Traphagen Investment Advisors LLC | 2.56% | Reduce -9.7% | 251,005 | $25.2M |
"% 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.