iShares 0-3 Month Treasury BSGOVETF
13F holders, Q1 2025 (March 31)866holders +96
160new positions
61sold out
8famous investors
$99.63avg. 13F price*
At the end of Q1 2025, 866 institutions reported holding iShares 0-3 Month Treasury B (SGOV) in their 13F filings, up 96 from Q4 2024. 160 opened new positions and 61 sold out. The largest holders were Bank of America Corp. ($1.0B), Morgan Stanley ($633.2M) and LPL Financial LLC ($598.3M). 8 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Chris Bloomstran (0.2% of Semper Augustus Investments's portfolio) and Joel Greenblatt (0.1% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 160 | $559.3M |
| Exits | 61 | $137.8M |
All 13F filers, Q4 2024 → Q1 2025: 50,203,491 shares bought and 9,429,396 shares sold, net +40,774,095 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 866 holders
| Bank of America Corp. | 0.09% | Add +216.3% | 10,232,857 | $1.0B |
| Morgan Stanley | 0.05% | Add +20.3% | 6,289,775 | $633.2M |
| LPL Financial LLC | 0.23% | Add +40.3% | 5,943,668 | $598.3M |
| Ameriprise Financial Inc. | 0.15% | Add +578.2% | 6,485,389 | $556.1M |
| CIBC Private Wealth Group LLC | 0.70% | Add +3869.9% | 3,311,219 | $332.5M |
| Raymond James Financial Inc. | 0.11% | Add +36.9% | 2,928,316 | $294.8M |
| JPMorgan Chase & Co. | 0.02% | Add +34.5% | 2,172,224 | $218.7M |
| Equity Investment Corp. | 4.64% | Add +106.1% | 2,059,727 | $207.4M |
| Royal Bank of Canada | 0.05% | Add +130.0% | 2,057,083 | $207.1M |
| Confluence Investment Management LLC | 2.82% | Add +36.7% | 1,943,492 | $195.7M |
| Osaic Holdings, Inc. | 0.40% | Add +49.4% | 1,802,016 | $181.4M |
| UBS Group AG | 0.04% | Add +65.0% | 1,693,588 | $170.5M |
| NorthRock Partners, LLC | 5.72% | Reduce -0.2% | 1,691,613 | $170.3M |
| Partners Capital Investment Group, LLP | 2.61% | Reduce -12.3% | 1,536,118 | $154.6M |
| MAI Capital Management | 1.14% | Add +5.0% | 1,493,945 | $150.4M |
| GM Advisory Group, LLC | 8.06% | Add +11.0% | 1,483,426 | $149.3M |
| Awm Capital, LLC | 17.01% | Add +27.4% | 1,448,186 | $145.8M |
| Woodley Farra Manion Portfolio Management Inc. | 7.22% | Reduce -10.4% | 1,442,066 | $145.2M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +14.5% | 1,431,734 | $144.1M |
| Captrust Financial Advisors | 0.35% | Add +33.6% | 1,373,968 | $138.3M |
| AlphaStar Capital Management, LLC | 13.85% | Add +177.4% | 1,882,439 | $137.6M |
| Cresset Asset Management, LLC | 0.69% | Add +51.4% | 1,359,561 | $136.9M |
| Kingsview Wealth Management, LLC | 2.43% | Add +567.9% | 1,283,761 | $129.2M |
| Envestnet Asset Management Inc. | 0.04% | Add +10.3% | 1,226,852 | $123.5M |
| Cetera Investment Advisers | 0.23% | Add +20.7% | 1,181,615 | $119.0M |
| Cerity Partners LLC | 0.24% | Add +5.6% | 1,175,672 | $118.4M |
| Renaissance Technologies | 0.17% | Add +24.0% | 1,143,900 | $115.2M |
| Nomura Asset Management Co. Ltd. | 0.35% | Add +1292.9% | 1,135,200 | $114.3M |
| Hamilton Capital Partners Inc. | 7.01% | Add +97.2% | 1,084,106 | $109.1M |
| Elm Partners Management LLC | 6.95% | Reduce -7.9% | 1,072,775 | $108.0M |
| Trek Financial, LLC | 7.57% | Add +414.4% | 1,040,253 | $104.7M |
| Peapack Gladstone Financial Corp. | 1.46% | Add +11.8% | 979,083 | $98.6M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Reduce -0.3% | 901,325 | $90.7M |
| NorthCoast Asset Management LLC | 0.46% | Add +99.1% | 899,512 | $90.6M |
| Balentine LLC | 3.79% | Add +33.5% | 897,841 | $90.4M |
| Prudential Financial Inc. | 0.12% | Reduce -6.4% | 869,846 | $87.4M |
| Mutual Advisors, LLC | 2.44% | Add +11321.7% | 845,889 | $85.1M |
| Titleist Asset Management, LLC | 9.84% | Reduce -2.8% | 841,644 | $84.7M |
| Composition Wealth, LLC | 1.63% | Add +74.7% | 808,032 | $81.3M |
| Decker Retirement Planning Inc. | 50.57% | New | 806,565 | $81.2M |
| Focus Partners Wealth | 0.20% | Add +31.3% | 787,278 | $79.3M |
| Choate Investment Advisors | 1.96% | Add +7358.3% | 783,648 | $78.9M |
| Belpointe Asset Management LLC | 4.10% | Add +12921.0% | 781,783 | $78.7M |
| Cheviot Value Management, LLC | 9.41% | New | 762,333 | $76.5M |
| Citadel Advisors | 0.08% | New | 752,777 | $75.8M |
| Vigilare Wealth Management | 30.01% | Reduce -24.1% | 746,538 | $75.2M |
| Wells Fargo & Company | 0.02% | Add +33.6% | 687,990 | $69.3M |
| Stifel Financial Corp. | 0.07% | Add +6.5% | 687,743 | $69.2M |
| Sequoia Financial Advisors, LLC | 0.53% | Add +42.3% | 682,448 | $68.7M |
| Cambridge Investment Research Advisors, Inc. | 0.23% | Reduce -44.1% | 671,770 | $67.6M |
| Avos Capital Management, LLC | 43.37% | Add +23.8% | 653,140 | $65.8M |
| Advisors Capital Management, LLC | 1.02% | Add +122.2% | 650,494 | $65.4M |
| Cynosure Group, LLC | 8.62% | Add +147.3% | 621,184 | $62.5M |
| Lee Johnson Capital Management, LLC | 32.04% | Reduce -6.8% | 601,864 | $60.6M |
| Transform Wealth, LLC | 3.67% | Reduce -0.0% | 601,611 | $60.6M |
| Bleakley Financial Group, LLC | 1.91% | Add +4.1% | 590,085 | $59.4M |
| Alpha Wealth Funds, LLC | 64.39% | Add +29.5% | 589,334 | $59.3M |
| Punch Card Management L.P. | 27.00% | No change | 581,100 | $58.5M |
| One Day In July LLC | 5.74% | Add +35.9% | 569,098 | $57.3M |
| BlackRock, Inc. | 0.00% | Add +40.8% | 561,482 | $56.5M |
| Dynamic Financial Group | 56.47% | Add +2.6% | 560,157 | $56.4M |
| Raffa Wealth Management, LLC | 12.76% | Add +0.2% | 556,897 | $56.1M |
| Resonant Capital Advisors, LLC | 3.86% | Reduce -22.4% | 550,330 | $55.4M |
| Farther Finance Advisors, LLC | 1.40% | Add +210.8% | 546,328 | $54.8M |
| Moneco Advisors, LLC | 5.60% | Add +2.4% | 537,697 | $54.1M |
| Neuberger Berman Group LLC | 0.05% | Add +10.1% | 535,657 | $53.9M |
| Aspen Capital Management, LLC | 17.16% | — | 533,200 | $53.7M |
| Axxcess Wealth Management, LLC | 1.44% | Reduce -20.9% | 522,407 | $52.6M |
| Integrity Alliance, Llc. | 2.03% | Add +524.1% | 509,156 | $51.3M |
| Wellspring Financial Advisors, LLC | 5.64% | Reduce -21.6% | 503,802 | $50.7M |
| Ridgepath Capital Management LLC | 24.37% | Reduce -21.0% | 503,025 | $50.6M |
| Arjuna Capital | 13.54% | Add +790.3% | 485,800 | $48.9M |
| Commonwealth Equity Services, LLC | 0.07% | Add +37.0% | 470,806 | $47.4M |
| RPS Advisory Solutions LLC | 33.50% | Add +6277.9% | 469,985 | $47.3M |
| Sollinda Capital Management LLC | 13.07% | Reduce -19.1% | 466,499 | $47.0M |
| Creative Planning | 0.04% | Add +4.1% | 463,481 | $46.7M |
| Stratos Wealth Advisors, LLC | 2.54% | Add +5.7% | 460,566 | $46.4M |
| Flagship Harbor Advisors, LLC | 2.42% | Add +28.2% | 456,664 | $46.0M |
| Waverly Advisors, LLC | 0.55% | Add +14.6% | 448,839 | $45.2M |
| CX Institutional | 1.68% | Reduce -38.8% | 442,313 | $44.5M |
| Synergy Asset Management, LLC | 5.47% | Reduce -44.0% | 430,875 | $43.4M |
| Exencial Wealth Advisors, LLC | 1.60% | Reduce -9.9% | 428,786 | $43.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | New | 424,534 | $42.7M |
| First Wilshire Securities Management Inc. | 12.18% | Add +7.3% | 421,838 | $42.5M |
| Millennium Management | 0.04% | Reduce -15.9% | 419,222 | $42.2M |
| Efficient Frontier Advisors LLC | 26.64% | Reduce -0.1% | 406,851 | $41.0M |
| Slow Capital, Inc. | 5.24% | Reduce -12.9% | 388,814 | $39.1M |
| Mariner, LLC | 0.07% | Add +49.8% | 388,692 | $39.1M |
| RFG Advisory, LLC | 1.03% | Add +82.0% | 379,384 | $38.2M |
| HighTower Advisors, LLC | 0.05% | Add +15.7% | 362,103 | $36.5M |
| Coldstream Capital Management Inc. | 0.77% | No change | 358,500 | $36.1M |
| Selective Wealth Management, Inc. | 15.62% | Add +15.8% | 357,064 | $35.9M |
| Sanctuary Advisors, LLC | 0.25% | Reduce -9.7% | 346,672 | $34.9M |
| MML Investors Services, LLC | 0.11% | Add +34.1% | 341,755 | $34.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -10.1% | 341,355 | $34.4M |
| Brookstone Capital Management | 0.49% | Reduce -13.7% | 340,079 | $34.2M |
| Vickerman Investment Advisors, Inc. | 7.59% | Reduce -31.0% | 332,776 | $33.5M |
| United Capital Financial Advisors, LLC | 0.28% | Add +14.9% | 327,532 | $33.0M |
| Beaumont Financial Advisors, LLC | 2.56% | Add +701.9% | 324,599 | $32.7M |
| Tortoise Investment Management, LLC | 3.37% | Add +14.7% | 321,793 | $32.4M |
"% 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.