iShares 0-3 Month Treasury BSGOVETF
13F holders, Q4 2025 (December 31)1,109holders +115
128new positions
82sold out
6famous investors
$100.27avg. 13F price*
At the end of Q4 2025, 1,109 institutions reported holding iShares 0-3 Month Treasury B (SGOV) in their 13F filings, up 115 from Q3 2025. 128 opened new positions and 82 sold out. The largest holders were Bank of America Corp. ($1.1B), LPL Financial LLC ($883.0M) and Morgan Stanley ($802.9M). 6 famous investors held it, including Joel Greenblatt (0.7% of Gotham Asset Management's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Chris Bloomstran (0.0% of Semper Augustus Investments'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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 128 | $790.4M |
| Exits | 82 | $250.8M |
All 13F filers, Q3 2025 → Q4 2025: 30,606,140 shares bought and 25,016,230 shares sold, net +5,589,910 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,109 holders
| Bank of America Corp. | 0.08% | Add +8.8% | 10,750,215 | $1.1B |
| LPL Financial LLC | 0.24% | Add +11.3% | 8,796,355 | $883.0M |
| Morgan Stanley | 0.05% | Reduce -3.1% | 7,998,636 | $802.9M |
| CIBC Private Wealth Group LLC | 0.70% | Add +129.3% | 4,141,877 | $415.8M |
| Cerity Partners LLC | 0.58% | Add +111.8% | 3,943,067 | $395.8M |
| Raymond James Financial Inc. | 0.08% | Add +2.0% | 2,671,944 | $268.2M |
| UBS Group AG | 0.05% | Add +27.2% | 2,591,192 | $260.1M |
| Osaic Holdings, Inc. | 0.38% | Add +4.0% | 2,589,933 | $260.0M |
| GM Advisory Group, LLC | 9.81% | Reduce -3.0% | 2,493,491 | $250.3M |
| JPMorgan Chase & Co. | 0.02% | Add +14.0% | 2,350,796 | $236.0M |
| Royal Bank of Canada | 0.04% | Add +71.8% | 2,350,357 | $235.9M |
| Focus Partners Wealth | 0.26% | Add +127.3% | 2,256,061 | $226.5M |
| Wealth Enhancement Advisory Services, LLC | 0.29% | Add +13.1% | 2,125,547 | $213.5M |
| Confluence Investment Management LLC | 3.15% | Reduce -19.6% | 2,091,242 | $209.9M |
| NorthRock Partners, LLC | 3.42% | Add +7.3% | 2,019,427 | $202.7M |
| Ameriprise Financial Inc. | 0.05% | Add +4.5% | 2,017,655 | $202.5M |
| Captrust Financial Advisors | 0.38% | Add +8.6% | 2,007,142 | $201.5M |
| Cetera Investment Advisers | 0.21% | Reduce -1.7% | 1,907,424 | $191.5M |
| Wells Fargo & Company | 0.04% | Add +29.8% | 1,859,430 | $186.6M |
| Gotham Asset Management | 0.66% | Add +15.2% | 1,787,394 | $179.4M |
| Robinhood Asset Management, LLC | 14.16% | — | 1,770,674 | $177.7M |
| Hamilton Capital Partners Inc. | 5.85% | Add +7.7% | 1,585,630 | $159.2M |
| Westerkirk Capital Inc. | 14.90% | New | 1,523,760 | $153.0M |
| Waverly Advisors, LLC | 1.20% | Reduce -5.1% | 1,471,057 | $147.7M |
| MAI Capital Management | 0.79% | Reduce -5.0% | 1,356,435 | $136.2M |
| Privium Fund Management (UK) Ltd | 97.46% | New | 1,300,000 | $130.5M |
| Woodley Farra Manion Portfolio Management Inc. | 6.21% | Add +35.5% | 1,298,080 | $130.3M |
| CX Institutional | 3.84% | Reduce -10.2% | 1,281,899 | $128.7M |
| Prudential Financial Inc. | 0.15% | Reduce -20.0% | 1,235,713 | $124.0M |
| Peapack Gladstone Financial Corp. | 1.52% | Add +7.0% | 1,202,367 | $120.7M |
| Cynosure Group, LLC | 12.13% | Reduce -5.8% | 1,187,975 | $119.2M |
| Aaron Wealth Advisors LLC | 6.47% | Reduce -29.8% | 1,158,134 | $116.3M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -5.7% | 1,136,034 | $114.0M |
| Envestnet Asset Management Inc. | 0.03% | Add +10.6% | 1,127,060 | $113.1M |
| Farther Finance Advisors, LLC | 1.14% | Add +8.8% | 1,053,185 | $105.7M |
| Alpha Wealth Funds, LLC | 70.85% | Add +23.4% | 1,051,068 | $105.5M |
| Stifel Financial Corp. | 0.09% | Add +13.6% | 1,049,078 | $105.3M |
| Mutual Advisors, LLC | 2.17% | Reduce -0.1% | 1,008,955 | $101.3M |
| Balentine LLC | 3.83% | Add +17.1% | 1,006,925 | $101.1M |
| Cheviot Value Management, LLC | 9.65% | Add +12.3% | 976,055 | $98.2M |
| Awm Capital, LLC | 8.85% | Reduce -21.6% | 970,749 | $97.4M |
| Sequoia Financial Advisors, LLC | 0.54% | Reduce -10.4% | 964,982 | $96.9M |
| Cresset Asset Management, LLC | 0.40% | Reduce -13.3% | 938,528 | $94.2M |
| Composition Wealth, LLC | 1.35% | Add +19.5% | 937,237 | $94.1M |
| Peavine Capital, LLC | 18.79% | Reduce -6.8% | 885,897 | $88.9M |
| Wealthfront Advisers LLC | 0.20% | Add +74.6% | 875,760 | $87.9M |
| Potomac Fund Management Inc. | 3.16% | Reduce -90.8% | 855,521 | $85.9M |
| Commonwealth Equity Services, LLC | 0.11% | Add +13.1% | 823,845 | $82.7M |
| Selective Wealth Management, Inc. | 24.62% | Add +6.3% | 784,344 | $78.8M |
| BlackRock, Inc. | 0.00% | Add +6.2% | 767,431 | $77.0M |
| Rwwm, Inc. | 5.28% | New | 765,241 | $76.8M |
| Avos Capital Management, LLC | 33.05% | Add +15.2% | 753,287 | $75.6M |
| HighTower Advisors, LLC | 0.08% | Add +9.8% | 738,130 | $74.1M |
| PSP Research LLC | 61.41% | — | 700,000 | $70.3M |
| Raffa Wealth Management, LLC | 10.72% | Add +9.2% | 694,606 | $69.7M |
| Cambridge Investment Research Advisors, Inc. | 0.18% | Reduce -18.0% | 688,484 | $69.1M |
| Zurich Insurance Group Ltd | 0.47% | New | 673,096 | $67.6M |
| Moneco Advisors, LLC | 5.36% | Add +1.0% | 672,747 | $67.5M |
| Flagship Harbor Advisors, LLC | 3.18% | Add +12.8% | 672,160 | $67.5M |
| Titleist Asset Management, LLC | 5.39% | Reduce -10.6% | 663,538 | $66.6M |
| Evolve Private Wealth, LLC | 3.90% | — | 654,830 | $65.7M |
| Axxcess Wealth Management, LLC | 1.17% | Reduce -4.1% | 651,213 | $65.4M |
| Ridgepath Capital Management LLC | 29.95% | No change | 647,593 | $65.2M |
| Nierenberg Investment Management Company, LLC | 32.44% | New | 640,597 | $64.3M |
| AE Wealth Management LLC | 0.37% | Add +27.0% | 638,989 | $64.1M |
| Aspen Capital Management, LLC | 15.60% | Reduce -7.5% | 627,550 | $63.0M |
| D.A. Davidson & Co. | 0.38% | Add +13.1% | 618,514 | $62.1M |
| Sollinda Capital Management LLC | 15.81% | Reduce -9.1% | 616,445 | $61.9M |
| Equity Investment Corp. | 1.19% | Add +8.0% | 587,041 | $58.9M |
| Exencial Wealth Advisors, LLC | 1.86% | Add +31.2% | 585,728 | $58.8M |
| AlphaStar Capital Management, LLC | 4.25% | Reduce -61.2% | 576,397 | $57.9M |
| Peak Retirement Planning, Inc. | 13.45% | Add +9.1% | 572,280 | $57.4M |
| Fiduciary Financial Group, LLC | 8.07% | Add +47.9% | 569,208 | $57.1M |
| Punch Card Management L.P. | 18.88% | No change | 566,000 | $56.8M |
| Cambridge Associates LLC /Ma/ | 0.93% | Reduce -27.9% | 563,997 | $56.6M |
| Bleakley Financial Group, LLC | 0.98% | Add +11.9% | 560,731 | $56.3M |
| MML Investors Services, LLC | 0.14% | Add +12.3% | 553,043 | $55.5M |
| Neuberger Berman Group LLC | 0.04% | Add +118.8% | 534,063 | $53.6M |
| Oppenheimer Asset Management Inc. | 0.66% | Add +32.1% | 531,478 | $53.3M |
| Evergreen Capital Management LLC | 1.17% | Add +80.7% | 519,636 | $52.2M |
| Resonant Capital Advisors, LLC | 2.79% | Add +11.5% | 506,100 | $50.8M |
| Lee Johnson Capital Management, LLC | 16.82% | Add +4.2% | 488,414 | $49.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.13% | Add +146.4% | 482,107 | $48.4M |
| Beaumont Financial Advisors, LLC | 3.18% | Add +1074.7% | 480,286 | $48.2M |
| Elm Partners Management LLC | 2.18% | Reduce -40.5% | 479,084 | $48.1M |
| Truist Financial Corp. | 0.06% | Add +11.9% | 477,815 | $48.0M |
| Arjuna Capital | 11.69% | Reduce -8.0% | 475,316 | $47.7M |
| Marex Group Ltd | 0.52% | Reduce -9.6% | 474,685 | $47.6M |
| Mesirow Financial Investment Management, Inc. | 0.96% | Reduce -1.8% | 466,106 | $46.8M |
| Advisory Services Network, LLC | 0.66% | Add +67.0% | 465,506 | $46.7M |
| Mariner, LLC | 0.06% | Add +15.1% | 464,925 | $46.7M |
| Smithfield Trust Co | 2.00% | Add +11.8% | 449,958 | $45.2M |
| Creative Planning | 0.03% | Add +18.8% | 438,815 | $44.0M |
| Dynamic Financial Group | 37.55% | Reduce -28.2% | 438,475 | $44.0M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -7.9% | 430,441 | $43.2M |
| 3EDGE Asset Management, LP | 2.21% | Add +49.6% | 424,101 | $42.6M |
| Synergy Asset Management, LLC | 4.37% | Reduce -75.4% | 418,999 | $42.1M |
| Steward Partners Investment Advisory, LLC | 0.23% | Add +10.7% | 417,402 | $41.9M |
| Rockefeller Capital Management L.P. | 0.07% | Add +22.2% | 406,640 | $40.8M |
| Wealthcare Advisory Partners LLC | 0.77% | Add +155.8% | 389,051 | $39.1M |
"% 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.