iShares 0-3 Month Treasury BSGOVETF
13F holders, Q3 2025 (September 30)994holders +69
144new positions
71sold out
7famous investors
$100.32avg. 13F price*
At the end of Q3 2025, 994 institutions reported holding iShares 0-3 Month Treasury B (SGOV) in their 13F filings, up 69 from Q2 2025. 144 opened new positions and 71 sold out. The largest holders were Bank of America Corp. ($995.3M), Potomac Fund Management Inc. ($942.0M) and Morgan Stanley ($830.9M). 7 famous investors held it, including Joel Greenblatt (0.7% of Gotham Asset Management's portfolio), Chris Bloomstran (0.1% of Semper Augustus Investments's portfolio) and Mario Gabelli (0.0% of GAMCO Investors'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 144 | $618.5M |
| Exits | 71 | $96.9M |
All 13F filers, Q2 2025 → Q3 2025: 28,105,694 shares bought and 28,520,016 shares sold, net −414,322 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 994 holders
| Bank of America Corp. | 0.07% | Reduce -6.4% | 9,883,761 | $995.3M |
| Potomac Fund Management Inc. | 39.88% | Add +55.6% | 9,354,069 | $942.0M |
| Morgan Stanley | 0.05% | Reduce -1.7% | 8,251,307 | $830.9M |
| LPL Financial LLC | 0.23% | Add +9.7% | 7,899,551 | $795.5M |
| Raymond James Financial Inc. | 0.08% | Add +8.7% | 2,620,250 | $263.9M |
| Confluence Investment Management LLC | 3.74% | Add +9.7% | 2,599,958 | $261.8M |
| GM Advisory Group, LLC | 11.00% | Add +112.2% | 2,569,599 | $258.8M |
| Osaic Holdings, Inc. | 0.35% | Add +7.6% | 2,490,297 | $250.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -32.5% | 2,061,849 | $207.6M |
| UBS Group AG | 0.04% | Reduce -4.7% | 2,036,865 | $205.1M |
| Cetera Investment Advisers | 0.23% | Reduce -8.7% | 1,940,266 | $195.4M |
| Ameriprise Financial Inc. | 0.04% | Reduce -59.1% | 1,930,381 | $194.5M |
| NorthRock Partners, LLC | 3.43% | Add +8.0% | 1,882,125 | $189.5M |
| Wealth Enhancement Advisory Services, LLC | 0.29% | Add +9.6% | 1,880,004 | $188.8M |
| Cerity Partners LLC | 0.30% | Reduce -24.8% | 1,861,672 | $187.5M |
| Captrust Financial Advisors | 0.38% | Add +3.7% | 1,847,500 | $186.0M |
| CIBC Private Wealth Group LLC | 0.31% | Add +14.9% | 1,806,261 | $181.9M |
| Synergy Asset Management, LLC | 6.21% | Add +287.0% | 1,704,567 | $171.6M |
| Aaron Wealth Advisors LLC | 10.04% | New | 1,649,615 | $166.1M |
| Gotham Asset Management | 0.68% | Add +107.3% | 1,552,170 | $156.3M |
| Waverly Advisors, LLC | 1.56% | Add +0.5% | 1,550,823 | $156.2M |
| Prudential Financial Inc. | 0.18% | Add +65.6% | 1,544,913 | $155.6M |
| Maxi Investments CY Ltd | 32.04% | Add +53.9% | 1,529,950 | $154.1M |
| Hamilton Capital Partners Inc. | 6.14% | Add +4.1% | 1,472,852 | $148.3M |
| Wells Fargo & Company | 0.03% | Add +4.1% | 1,432,045 | $144.2M |
| CX Institutional | 4.36% | Reduce -7.7% | 1,427,133 | $143.7M |
| MAI Capital Management | 0.90% | Reduce -1.3% | 1,427,033 | $143.7M |
| Royal Bank of Canada | 0.02% | Reduce -45.1% | 1,367,789 | $137.7M |
| Cynosure Group, LLC | 13.79% | Add +6.3% | 1,261,219 | $127.0M |
| Awm Capital, LLC | 11.34% | Reduce -5.9% | 1,238,462 | $124.7M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +5.7% | 1,205,033 | $121.3M |
| NorthCoast Asset Management LLC | 0.46% | Reduce -14.2% | 1,164,581 | $117.3M |
| Peapack Gladstone Financial Corp. | 1.47% | Add +10.3% | 1,124,189 | $113.2M |
| Cresset Asset Management, LLC | 0.48% | Reduce -32.0% | 1,081,871 | $108.9M |
| Sequoia Financial Advisors, LLC | 0.66% | Add +67.8% | 1,076,919 | $108.4M |
| Envestnet Asset Management Inc. | 0.03% | Add +6.5% | 1,019,354 | $102.6M |
| Mutual Advisors, LLC | 2.24% | Add +16.0% | 1,009,428 | $101.6M |
| Aristotle Capital Management, LLC | 0.19% | New | 996,169 | $100.3M |
| Focus Partners Wealth | 0.16% | Reduce -5.8% | 992,541 | $99.9M |
| Farther Finance Advisors, LLC | 1.47% | Add +53.4% | 968,018 | $97.5M |
| Woodley Farra Manion Portfolio Management Inc. | 4.54% | Reduce -15.2% | 957,761 | $96.4M |
| Peavine Capital, LLC | 19.77% | Add +41.0% | 950,951 | $95.8M |
| Stifel Financial Corp. | 0.08% | Add +24.4% | 923,312 | $93.0M |
| Cheviot Value Management, LLC | 9.31% | Reduce -0.1% | 869,383 | $87.5M |
| Balentine LLC | 3.19% | Reduce -14.8% | 859,516 | $86.6M |
| Alpha Wealth Funds, LLC | 70.17% | Add +27.0% | 851,807 | $85.8M |
| Cambridge Investment Research Advisors, Inc. | 0.23% | Add +9.1% | 839,446 | $84.5M |
| AlphaStar Capital Management, LLC | 7.21% | Reduce -2.8% | 1,484,085 | $83.7M |
| Elm Partners Management LLC | 4.07% | Reduce -36.1% | 805,218 | $81.1M |
| Composition Wealth, LLC | 1.18% | Reduce -5.9% | 784,560 | $79.0M |
| Cambridge Associates LLC /Ma/ | 1.45% | New | 782,642 | $78.8M |
| Titleist Asset Management, LLC | 6.57% | Add +18.0% | 742,045 | $74.7M |
| Selective Wealth Management, Inc. | 23.86% | Add +39.3% | 737,879 | $74.1M |
| Commonwealth Equity Services, LLC | 0.10% | Add +0.5% | 728,389 | $73.3M |
| BlackRock, Inc. | 0.00% | Add +57.4% | 722,634 | $72.8M |
| Advisors Capital Management, LLC | 0.89% | Reduce -24.0% | 707,230 | $71.2M |
| Axxcess Wealth Management, LLC | 1.45% | Add +2.4% | 679,337 | $68.4M |
| Aspen Capital Management, LLC | 17.42% | Add +6.8% | 678,724 | $68.3M |
| Sollinda Capital Management LLC | 18.72% | Reduce -3.4% | 678,216 | $68.3M |
| HighTower Advisors, LLC | 0.08% | Add +2.1% | 672,240 | $67.7M |
| Moneco Advisors, LLC | 5.60% | Add +9.4% | 666,085 | $67.1M |
| Avos Capital Management, LLC | 30.72% | Add +5.8% | 653,648 | $65.8M |
| Ridgepath Capital Management LLC | 27.83% | Add +1.3% | 647,593 | $65.2M |
| Raffa Wealth Management, LLC | 11.50% | Add +14.7% | 635,845 | $64.0M |
| Dynamic Financial Group | 53.42% | Add +13.6% | 611,051 | $61.5M |
| Flagship Harbor Advisors, LLC | 2.61% | Reduce -7.7% | 595,970 | $60.0M |
| Punch Card Management L.P. | 17.68% | No change | 566,000 | $57.0M |
| D.A. Davidson & Co. | 0.35% | Add +7.6% | 546,955 | $55.1M |
| Equity Investment Corp. | 1.15% | Reduce -40.7% | 543,572 | $54.7M |
| Marex Group Ltd | 0.65% | New | 524,860 | $52.9M |
| Peak Retirement Planning, Inc. | 14.88% | Add +1.3% | 524,601 | $52.8M |
| Arjuna Capital | 12.93% | Reduce -6.2% | 516,722 | $52.0M |
| AE Wealth Management LLC | 0.32% | Add +513.4% | 503,305 | $50.7M |
| Wealthfront Advisers LLC | 0.12% | Add +5.8% | 501,698 | $50.5M |
| Bleakley Financial Group, LLC | 1.17% | Add +14.4% | 500,952 | $50.4M |
| MML Investors Services, LLC | 0.13% | Add +20.1% | 492,326 | $49.6M |
| TLWM | 8.83% | Add +0.7% | 487,889 | $49.1M |
| Mesirow Financial Investment Management, Inc. | 0.85% | Add +20.9% | 474,512 | $47.8M |
| Lee Johnson Capital Management, LLC | 15.68% | Reduce -38.3% | 468,871 | $47.2M |
| Mercer Global Advisors Inc. | 0.08% | Add +2261.9% | 467,286 | $47.1M |
| GTS Securities LLC | 1.79% | Add +528.9% | 463,249 | $46.6M |
| Resonant Capital Advisors, LLC | 2.66% | Add +8.6% | 454,080 | $45.7M |
| Exencial Wealth Advisors, LLC | 1.47% | Add +9.3% | 446,509 | $45.0M |
| One Day In July LLC | 3.69% | Reduce -23.8% | 433,169 | $43.6M |
| Quantinno Capital Management LP | 0.12% | Add +15330.9% | 432,375 | $43.5M |
| Truist Financial Corp. | 0.06% | Add +24.9% | 427,151 | $43.0M |
| Mariner, LLC | 0.05% | Add +2.5% | 403,980 | $40.7M |
| Smithfield Trust Co | 1.81% | Add +2.5% | 402,456 | $40.5M |
| Oppenheimer Asset Management Inc. | 0.45% | Add +37.2% | 402,349 | $40.5M |
| Cwm, LLC | 0.12% | Add +278.8% | 396,671 | $39.9M |
| Belpointe Asset Management LLC | 1.50% | Reduce -1.1% | 390,824 | $39.4M |
| Index Fund Advisors, Inc. | 1.90% | Add +15318.6% | 389,783 | $39.3M |
| Fiduciary Financial Group, LLC | 6.12% | Add +47.6% | 384,792 | $38.7M |
| Diversified Trust Co. | 0.76% | Add +3.5% | 379,800 | $38.2M |
| Steward Partners Investment Advisory, LLC | 0.22% | Add +13.9% | 377,008 | $38.0M |
| Creative Planning | 0.03% | Reduce -13.2% | 369,528 | $37.2M |
| Scotia Capital Inc. | 0.15% | Add +31.0% | 361,094 | $36.4M |
| Coldstream Capital Management Inc. | 0.48% | No change | 355,230 | $35.8M |
| Orion Capital Management LLC | 12.29% | Add +5.9% | 350,127 | $35.3M |
| Perigon Wealth Management, LLC | 0.70% | Add +21.7% | 340,752 | $34.3M |
"% 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.