iShares 0-3 Month Treasury BSGOVETF
13F holders, Q2 2025 (June 30)925holders +59
119new positions
64sold out
6famous investors
$94.25avg. 13F price*
At the end of Q2 2025, 925 institutions reported holding iShares 0-3 Month Treasury B (SGOV) in their 13F filings, up 59 from Q1 2025. 119 opened new positions and 64 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($845.5M) and LPL Financial LLC ($725.4M). 6 famous investors held it, including Joel Greenblatt (0.5% of Gotham Asset Management's portfolio), Chris Bloomstran (0.1% of Semper Augustus Investments'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 119 | $1.1B |
| Exits | 64 | $231.0M |
All 13F filers, Q1 2025 → Q2 2025: 48,593,781 shares bought and 22,125,700 shares sold, net +26,468,081 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 925 holders
| Bank of America Corp. | 0.09% | Add +3.2% | 10,561,368 | $1.1B |
| Morgan Stanley | 0.06% | Add +33.5% | 8,396,686 | $845.5M |
| LPL Financial LLC | 0.24% | Add +21.2% | 7,203,964 | $725.4M |
| Potomac Fund Management Inc. | 34.58% | New | 6,010,295 | $605.2M |
| Ameriprise Financial Inc. | 0.12% | Reduce -27.1% | 4,724,497 | $479.7M |
| JPMorgan Chase & Co. | 0.02% | Add +40.7% | 3,056,864 | $307.8M |
| Royal Bank of Canada | 0.05% | Add +21.1% | 2,491,342 | $250.9M |
| Cerity Partners LLC | 0.44% | Add +110.4% | 2,473,988 | $249.1M |
| Raymond James Financial Inc. | 0.08% | Reduce -17.7% | 2,410,610 | $242.7M |
| Confluence Investment Management LLC | 3.37% | Add +21.9% | 2,370,040 | $238.6M |
| Osaic Holdings, Inc. | 0.41% | Add +28.4% | 2,313,701 | $233.0M |
| UBS Group AG | 0.04% | Add +26.2% | 2,136,929 | $215.2M |
| Cetera Investment Advisers | 0.36% | Add +79.9% | 2,125,196 | $214.0M |
| Captrust Financial Advisors | 0.40% | Add +29.6% | 1,781,074 | $179.3M |
| NorthRock Partners, LLC | 4.57% | Add +3.0% | 1,742,085 | $175.4M |
| Choate Investment Advisors | 3.80% | Add +122.0% | 1,739,491 | $175.1M |
| Wealth Enhancement Advisory Services, LLC | 0.29% | Add +90.4% | 1,716,119 | $172.3M |
| Cresset Asset Management, LLC | 0.80% | Add +17.0% | 1,591,003 | $160.2M |
| CIBC Private Wealth Group LLC | 0.28% | Reduce -52.5% | 1,571,625 | $158.2M |
| CX Institutional | 5.43% | Add +249.5% | 1,545,788 | $155.6M |
| Waverly Advisors, LLC | 1.71% | Add +243.9% | 1,543,714 | $155.4M |
| MAI Capital Management | 1.01% | Reduce -3.2% | 1,446,099 | $145.6M |
| Hamilton Capital Partners Inc. | 7.27% | Add +30.5% | 1,415,218 | $142.5M |
| Wells Fargo & Company | 0.03% | Add +100.0% | 1,376,211 | $138.6M |
| NorthCoast Asset Management LLC | 0.59% | Add +50.9% | 1,357,194 | $136.7M |
| Awm Capital, LLC | 13.94% | Reduce -9.1% | 1,316,218 | $132.5M |
| Elm Partners Management LLC | 7.37% | Add +17.5% | 1,260,139 | $126.9M |
| GM Advisory Group, LLC | 6.03% | Reduce -18.4% | 1,210,980 | $121.9M |
| Cynosure Group, LLC | 13.53% | Add +90.9% | 1,185,882 | $119.4M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Reduce -20.3% | 1,140,471 | $114.8M |
| Woodley Farra Manion Portfolio Management Inc. | 5.34% | Reduce -21.7% | 1,128,985 | $113.7M |
| Focus Partners Wealth | 0.23% | Add +33.8% | 1,053,609 | $106.1M |
| Peapack Gladstone Financial Corp. | 1.45% | Add +4.1% | 1,018,869 | $102.6M |
| Balentine LLC | 3.96% | Add +12.4% | 1,009,163 | $101.6M |
| Maxi Investments CY Ltd | 16.62% | Add +459.7% | 994,470 | $100.1M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -22.0% | 956,797 | $96.3M |
| Prudential Financial Inc. | 0.12% | Add +7.2% | 932,846 | $93.8M |
| Advisors Capital Management, LLC | 1.30% | Add +43.1% | 930,987 | $93.7M |
| Equity Investment Corp. | 2.02% | Reduce -55.5% | 916,274 | $92.3M |
| Mutual Advisors, LLC | 2.19% | Add +2.8% | 869,949 | $87.6M |
| Cheviot Value Management, LLC | 10.03% | Add +14.2% | 870,273 | $87.4M |
| AlphaStar Capital Management, LLC | 6.11% | Reduce -18.9% | 1,527,023 | $86.8M |
| Composition Wealth, LLC | 1.41% | Add +3.2% | 833,755 | $84.0M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Add +14.6% | 769,590 | $77.5M |
| Lee Johnson Capital Management, LLC | 26.33% | Add +26.3% | 759,836 | $76.5M |
| Gotham Asset Management | 0.45% | Add +558.3% | 748,815 | $75.4M |
| Stifel Financial Corp. | 0.07% | Add +7.9% | 742,000 | $74.7M |
| Commonwealth Equity Services, LLC | 0.10% | Add +54.0% | 724,972 | $73.0M |
| Sollinda Capital Management LLC | 18.41% | Add +50.5% | 702,062 | $70.7M |
| Peavine Capital, LLC | 15.91% | New | 674,506 | $67.9M |
| Alpha Wealth Funds, LLC | 63.16% | Add +13.8% | 670,827 | $67.5M |
| Axxcess Wealth Management, LLC | 1.60% | Add +27.0% | 663,339 | $66.8M |
| HighTower Advisors, LLC | 0.08% | Add +81.8% | 658,303 | $66.3M |
| Flagship Harbor Advisors, LLC | 3.08% | Add +41.4% | 645,900 | $65.0M |
| Sequoia Financial Advisors, LLC | 0.44% | Reduce -5.9% | 641,898 | $64.6M |
| Ridgepath Capital Management LLC | 29.57% | Add +27.0% | 639,059 | $64.3M |
| Aspen Capital Management, LLC | 17.94% | Add +19.2% | 635,800 | $64.0M |
| Farther Finance Advisors, LLC | 1.27% | Add +15.5% | 630,981 | $63.5M |
| Titleist Asset Management, LLC | 6.31% | Reduce -25.3% | 629,085 | $63.3M |
| Avos Capital Management, LLC | 35.49% | Reduce -5.4% | 618,125 | $62.2M |
| Moneco Advisors, LLC | 5.70% | Add +13.2% | 608,670 | $61.3M |
| One Day In July LLC | 5.19% | Reduce -0.1% | 568,737 | $57.3M |
| Punch Card Management L.P. | 18.39% | Reduce -2.6% | 566,000 | $57.0M |
| Raffa Wealth Management, LLC | 11.17% | Reduce -0.4% | 554,514 | $55.8M |
| Arjuna Capital | 14.62% | Add +13.4% | 550,859 | $55.5M |
| Dynamic Financial Group | 52.21% | Reduce -4.0% | 537,977 | $54.2M |
| Selective Wealth Management, Inc. | 19.43% | Add +48.4% | 529,734 | $53.2M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Add +101.6% | 519,308 | $52.3M |
| Peak Retirement Planning, Inc. | 21.05% | Add +103.3% | 517,813 | $52.1M |
| D.A. Davidson & Co. | 0.36% | New | 508,187 | $51.2M |
| TLWM | 9.27% | New | 484,569 | $48.8M |
| Wealthfront Advisers LLC | 0.12% | Add +74.5% | 474,431 | $47.8M |
| BlackRock, Inc. | 0.00% | Reduce -18.2% | 459,228 | $46.2M |
| Synergy Asset Management, LLC | 5.07% | Add +2.2% | 440,428 | $44.3M |
| Bleakley Financial Group, LLC | 1.12% | Reduce -25.8% | 437,840 | $44.1M |
| Creative Planning | 0.04% | Reduce -8.1% | 425,774 | $42.9M |
| Resonant Capital Advisors, LLC | 2.69% | Reduce -24.0% | 418,153 | $42.1M |
| Efficient Frontier Advisors LLC | 26.71% | Add +2.7% | 417,900 | $42.1M |
| MML Investors Services, LLC | 0.12% | Add +19.9% | 409,829 | $41.3M |
| Exencial Wealth Advisors, LLC | 1.45% | Reduce -4.8% | 408,387 | $41.1M |
| Vigilare Wealth Management | 15.37% | Reduce -45.5% | 407,137 | $41.0M |
| Corient Private Wealth LP | 0.05% | Add +34.5% | 405,884 | $40.9M |
| Belpointe Asset Management LLC | 1.66% | Reduce -49.5% | 395,173 | $39.8M |
| Mariner, LLC | 0.06% | Add +1.3% | 393,918 | $39.7M |
| Smithfield Trust Co | 1.87% | Add +26.4% | 392,505 | $39.5M |
| Mesirow Financial Investment Management, Inc. | 0.77% | Add +77.3% | 392,339 | $39.5M |
| Neuberger Berman Group LLC | 0.03% | Reduce -26.9% | 391,426 | $39.4M |
| First Wilshire Securities Management Inc. | 10.42% | Reduce -9.9% | 379,998 | $38.3M |
| RFG Advisory, LLC | 0.89% | Reduce -1.3% | 374,371 | $37.7M |
| Diversified Trust Co. | 0.82% | Add +520.5% | 366,909 | $36.9M |
| Brookstone Capital Management | 0.47% | Add +4.8% | 356,478 | $35.9M |
| Coldstream Capital Management Inc. | 0.59% | Reduce -0.9% | 355,230 | $35.8M |
| Truist Financial Corp. | 0.05% | Add +94.9% | 341,969 | $34.4M |
| Tortoise Investment Management, LLC | 3.18% | Add +2.9% | 331,023 | $33.3M |
| Steward Partners Investment Advisory, LLC | 0.26% | Add +11.4% | 330,983 | $33.3M |
| Orion Capital Management LLC | 12.69% | Add +7.3% | 330,699 | $33.3M |
| Full Sail Capital, LLC | 1.90% | Add +5.2% | 327,531 | $33.0M |
| Decker Retirement Planning Inc. | 18.65% | Reduce -60.4% | 319,800 | $32.2M |
| United Capital Financial Advisors, LLC | 0.26% | Reduce -2.9% | 318,126 | $32.0M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -2.2% | 314,162 | $31.6M |
"% 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.