Who owns SGOV?
iShares 0-3 Month Treasury Bond ETF · iShares
1,302 institutions reported holding SGOV, worth $21.9B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SGOV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $1.2B | 11,457,135 | −713,356 shares |
| LPL Financial LLC | Fort Mill, SC | $1.1B | 10,881,968 | +25,453 shares |
| Morgan Stanley | New York, NY | $853.0M | 8,473,084 | +74,077 shares |
| UBS Group AG | Zurich, Switzerland | $600.2M | 5,962,248 | +827,698 shares |
| Cerity Partners LLC | New York, NY | $457.6M | 4,545,424 | +980,014 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $382.6M | 3,803,149 | +424,941 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $366.1M | 3,636,385 | +113,597 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $292.5M | 2,905,328 | +205,645 shares |
| Robinhood Asset Management, LLC | Menlo Park, CA | $291.9M | 2,899,608 | +593,554 shares |
| JPMorgan Chase & Co | New York, NY | $285.5M | 2,835,573 | +261,091 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SGOV?
1,302 institutional managers reported holding SGOV in Form 13F filings for June 30, 2026, worth $21.9B in total. The largest reported position was held by Bank of America Corp., at $1.2B.
Did institutions buy or sell SGOV last quarter?
Reported 13F value rose 0.4% from March 31, 2026, which includes price moves as well as buying and selling. 204 firms reported a new position and 94 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SGOV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.