iShares 0-3 Month Treasury BSGOVETF
13F holders, Q1 2026 (March 31)1,224holders +115
181new positions
69sold out
8famous investors
$100.30avg. 13F price*
At the end of Q1 2026, 1,224 institutions reported holding iShares 0-3 Month Treasury B (SGOV) in their 13F filings, up 115 from Q4 2025. 181 opened new positions and 69 sold out. The largest holders were Bank of America Corp. ($1.2B), LPL Financial LLC ($1.1B) and Howard Capital Management, LLC ($939.7M). 8 famous investors held it, including Joel Greenblatt (0.4% of Gotham Asset Management's portfolio), Chris Bloomstran (0.1% of Semper Augustus Investments's portfolio) and Mario Gabelli (0.1% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 181 | $1.9B |
| Exits | 69 | $242.2M |
All 13F filers, Q4 2025 → Q1 2026: 57,659,589 shares bought and 14,487,778 shares sold, net +43,171,811 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,224 holders
| Bank of America Corp. | 0.09% | Add +13.2% | 12,170,491 | $1.2B |
| LPL Financial LLC | 0.29% | Add +23.4% | 10,856,515 | $1.1B |
| Howard Capital Management, LLC | 15.37% | New | 9,335,100 | $939.7M |
| Morgan Stanley | 0.05% | Add +5.0% | 8,399,007 | $845.4M |
| UBS Group AG | 0.09% | Add +98.2% | 5,134,550 | $516.8M |
| CIBC Bancorp USA Inc. | 0.53% | — | 3,959,338 | $391.6M |
| Cerity Partners LLC | 0.51% | Reduce -9.6% | 3,565,410 | $358.9M |
| Raymond James Financial Inc. | 0.11% | Add +31.8% | 3,522,788 | $354.6M |
| Ameriprise Financial Inc. | 0.06% | Add +67.4% | 3,378,208 | $272.5M |
| Osaic Holdings, Inc. | 0.40% | Add +4.2% | 2,699,683 | $271.8M |
| Royal Bank of Canada | 0.05% | Add +14.5% | 2,691,521 | $270.9M |
| Wells Fargo & Company | 0.05% | Add +40.9% | 2,619,023 | $263.6M |
| JPMorgan Chase & Co. | 0.02% | Add +9.5% | 2,574,482 | $259.1M |
| Focus Partners Wealth | 0.28% | Add +11.2% | 2,508,022 | $252.5M |
| Envestnet Asset Management Inc. | 0.06% | Add +109.7% | 2,363,918 | $238.0M |
| GM Advisory Group, LLC | 8.97% | Reduce -7.2% | 2,314,674 | $233.0M |
| Robinhood Asset Management, LLC | 16.83% | Add +30.2% | 2,306,054 | $232.1M |
| NorthRock Partners, LLC | 3.64% | Add +11.1% | 2,242,910 | $225.8M |
| Captrust Financial Advisors | 0.38% | Add +8.8% | 2,182,769 | $219.7M |
| Cetera Investment Advisers | 0.23% | Add +12.3% | 2,142,221 | $215.6M |
| Confluence Investment Management LLC | 2.74% | Reduce -16.1% | 1,753,514 | $176.5M |
| Woodley Farra Manion Portfolio Management Inc. | 8.40% | Add +32.1% | 1,715,434 | $172.7M |
| Hilton Capital Management, LLC | 11.89% | New | 1,563,252 | $157.4M |
| Westerkirk Capital Inc. | 16.51% | No change | 1,523,760 | $153.4M |
| Waverly Advisors, LLC | 1.14% | Add +2.7% | 1,510,486 | $152.0M |
| Hamilton Capital Partners Inc. | 4.93% | Reduce -8.0% | 1,458,149 | $146.8M |
| Wealth Enhancement Advisory Services, LLC | 0.32% | Reduce -31.3% | 1,459,670 | $146.6M |
| Farther Finance Advisors, LLC | 1.34% | Add +34.1% | 1,412,375 | $141.8M |
| Equity Investment Corp. | 2.65% | Add +129.3% | 1,346,116 | $135.5M |
| MAI Capital Management | 0.75% | Reduce -3.1% | 1,313,780 | $132.2M |
| Gotham Asset Management | 0.38% | Reduce -30.7% | 1,238,350 | $124.7M |
| Peapack Gladstone Financial Corp. | 1.58% | Add +2.1% | 1,228,032 | $123.6M |
| Marex Group Ltd | 1.26% | Add +154.7% | 1,208,994 | $121.7M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +2.1% | 1,160,176 | $116.8M |
| CX Institutional | 3.52% | Reduce -10.5% | 1,147,807 | $115.5M |
| Cynosure Group, LLC | 14.30% | Reduce -4.3% | 1,136,308 | $114.5M |
| Balentine LLC | 4.55% | Add +11.4% | 1,121,568 | $112.9M |
| Knightsbridge Asset Management, LLC | 15.17% | New | 1,111,920 | $111.9M |
| Alpha Wealth Funds, LLC | 78.94% | Add +4.8% | 1,102,060 | $110.9M |
| Cheviot Value Management, LLC | 10.80% | Add +9.4% | 1,068,008 | $107.5M |
| Prudential Financial Inc. | 0.13% | Reduce -15.7% | 1,041,963 | $104.9M |
| Mutual Advisors, LLC | 2.21% | Add +1.3% | 1,022,493 | $102.9M |
| 3EDGE Asset Management, LP | 4.93% | Add +138.8% | 1,012,944 | $102.0M |
| Wealthfront Advisers LLC | 0.22% | Add +13.3% | 992,541 | $99.9M |
| AE Wealth Management LLC | 0.53% | Add +51.4% | 967,416 | $97.4M |
| AlphaStar Capital Management, LLC | 6.88% | Add +60.9% | 927,225 | $93.3M |
| Potomac Fund Management Inc. | 3.17% | Add +5.9% | 905,656 | $91.2M |
| HighTower Advisors, LLC | 0.10% | Add +21.9% | 899,725 | $90.6M |
| Vigilare Wealth Management | 30.32% | Add +450.7% | 891,364 | $89.7M |
| Kestra Advisory Services, LLC | 0.34% | Add +152.4% | 890,824 | $89.7M |
| Sollinda Capital Management LLC | 21.19% | Add +40.5% | 865,955 | $87.2M |
| JNBA Financial Advisors | 7.10% | Add +66772.3% | 847,272 | $85.3M |
| Evolve Private Wealth, LLC | 4.48% | Add +27.1% | 832,175 | $83.8M |
| Peavine Capital, LLC | 18.68% | Reduce -6.5% | 827,981 | $83.3M |
| Flagship Harbor Advisors, LLC | 3.61% | Add +21.5% | 816,499 | $82.2M |
| Selective Wealth Management, Inc. | 24.12% | Add +3.1% | 808,654 | $81.4M |
| Cresset Asset Management, LLC | 0.34% | Reduce -16.2% | 786,390 | $79.2M |
| Maxi Investments CY Ltd | 17.26% | Add +196.2% | 784,800 | $79.0M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -5.0% | 782,876 | $78.8M |
| Cwm, LLC | 0.20% | Add +126.2% | 774,491 | $78.0M |
| Avos Capital Management, LLC | 30.39% | Add +1.4% | 763,913 | $76.9M |
| McElhenny Sheffield Capital Management, LLC | 18.90% | New | 757,217 | $76.2M |
| Steward Partners Investment Advisory, LLC | 0.37% | Add +74.7% | 729,229 | $73.4M |
| Rwwm, Inc. | 5.30% | Reduce -5.8% | 720,778 | $72.6M |
| Mariner, LLC | 0.08% | Add +54.0% | 715,799 | $72.1M |
| D.A. Davidson & Co. | 0.44% | Add +15.3% | 712,919 | $71.8M |
| PSP Research LLC | 49.86% | No change | 700,000 | $70.5M |
| Stifel Financial Corp. | 0.06% | Reduce -33.4% | 698,933 | $70.4M |
| Cambridge Investment Research Advisors, Inc. | 0.18% | Add +0.9% | 694,678 | $69.9M |
| Mesirow Financial Investment Management, Inc. | 1.13% | Add +48.2% | 690,898 | $69.5M |
| BlackRock, Inc. | 0.00% | Reduce -10.1% | 689,937 | $69.4M |
| Peak Retirement Planning, Inc. | 13.40% | Add +16.6% | 667,515 | $67.2M |
| First Wilshire Securities Management Inc. | 15.11% | Add +73.5% | 666,152 | $67.1M |
| Awm Capital, LLC | 6.04% | Reduce -31.7% | 662,969 | $66.7M |
| Raffa Wealth Management, LLC | 10.38% | Reduce -4.9% | 660,471 | $66.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.19% | Add +36.1% | 656,000 | $66.0M |
| Trek Financial, LLC | 3.48% | Add +146.1% | 651,388 | $65.6M |
| Aaron Wealth Advisors LLC | 3.76% | Reduce -44.1% | 647,381 | $65.2M |
| Beaumont Financial Advisors, LLC | 4.48% | Add +34.8% | 647,227 | $65.1M |
| Journey Advisory Group, LLC | 5.50% | Add +638.9% | 637,029 | $64.1M |
| Titleist Asset Management, LLC | 4.84% | Reduce -4.0% | 636,949 | $64.1M |
| Fiduciary Financial Group, LLC | 8.39% | Add +10.5% | 628,778 | $63.3M |
| Evergreen Capital Management LLC | 1.36% | Add +19.4% | 620,251 | $62.4M |
| MML Investors Services, LLC | 0.17% | Add +11.3% | 615,394 | $61.9M |
| Moneco Advisors, LLC | 4.69% | Reduce -10.8% | 600,219 | $60.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +187.3% | 591,967 | $59.6M |
| Partners Capital Investment Group, LLP | 2.24% | Add +105.8% | 590,975 | $59.5M |
| Truist Financial Corp. | 0.08% | Add +22.5% | 585,194 | $58.9M |
| Bleakley Financial Group, LLC | 0.92% | Add +3.8% | 582,145 | $58.6M |
| Composition Wealth, LLC | 0.78% | Reduce -39.9% | 563,677 | $56.7M |
| Private Advisor Group, LLC | 0.27% | Add +58.1% | 563,002 | $56.7M |
| Neuberger Berman Group LLC | 0.04% | Add +3.6% | 553,461 | $55.7M |
| Nierenberg Investment Management Company, LLC | 27.60% | Reduce -14.1% | 550,597 | $55.4M |
| Bitterroot Capital Advisors LLC | 33.41% | Add +54.5% | 546,680 | $55.0M |
| Oppenheimer Asset Management Inc. | 0.62% | Add +2.3% | 543,750 | $54.7M |
| Exencial Wealth Advisors, LLC | 1.70% | Reduce -7.3% | 542,889 | $54.6M |
| Aspen Capital Management, LLC | 13.29% | Reduce -15.0% | 533,554 | $53.7M |
| Sequoia Financial Advisors, LLC | 0.29% | Reduce -46.2% | 519,482 | $52.3M |
| Smithfield Trust Co | 2.27% | Add +15.1% | 517,655 | $52.1M |
| Omnia Family Wealth, LLC | 16.41% | Add +41.4% | 517,354 | $52.1M |
"% 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.