Security record · archived quarter
SGOV
iShares 0-3 Month Treasury Bond ETF · Financial Services · Asset Management - Bonds
71Tracked holders
0Δ holders
72.91MShares held
$7.32BReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.9% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 2.28M | $229.04M | n/a | n/a |
| Q2 2026 | 78 | +4 | 91.01M | $9.16B | +6 | −2 |
| Q1 2026 | 75 | +3 | 88.50M | $8.83B | +6 | −3 |
| Q4 2025 | 71 | 0 | 72.91M | $7.32B | +1 | −1 |
| Q3 2025 | 11 | +1 | 14.79M | $1.49B | +2 | −1 |
| Q2 2025 | 7 | -1 | 1.33M | $134.34M | n/a | −1 |
| Q1 2025 | 6 | +3 | 2.44M | $245.20M | +3 | n/a |
| Q4 2024 | 3 | -1 | 1.44M | $144.25M | n/a | −1 |
| Q3 2024 | 4 | 0 | 1.70M | $171.54M | +1 | −1 |
| Q2 2024 | 4 | n/a | 1.28M | $128.60M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 10.75M | n/a | $1.08B | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 2 | LPL Financial LLC | 8.80M | n/a | $882.98M | 0.2% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 8.00M | -3.1% | $802.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 4 | Cerity Partners LLC | 3.94M | n/a | $395.81M | 0.6% | n/c | 1 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 2.67M | n/a | $268.21M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 6 | UBS Group AG | 2.59M | n/a | $260.10M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 7 | Osaic Holdings, Inc. | 2.59M | n/a | $260.01M | 0.4% | n/c | 1 | SEC ↗ ×4 |
| 8 | JPMorgan Chase ✦ | 2.35M | -43.0% | $235.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 9 | Royal Bank Of Canada | 2.35M | n/a | $235.93M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 10 | Focus Partners Wealth | 2.26M | n/a | $226.46M | 0.3% | n/c | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 2.13M | n/a | $213.47M | 0.3% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 2.02M | n/a | $202.51M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Captrust Financial Advisors | 2.01M | n/a | $201.48M | 0.4% | n/c | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 1.91M | n/a | $191.47M | 0.2% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 1.86M | n/a | $186.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Gotham Asset Management ✦ | 1.79M | +15.2% | $179.42M | 0.7% | ▲ Add | 6 | SEC ↗ |
| 17 | Prudential Financial Inc | 1.24M | n/a | $124.04M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 1.14M | n/a | $114.04M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 1.13M | n/a | $113.13M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 1.05M | n/a | $105.31M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 21 | Wealthfront Advisers LLC | 875.76K | n/a | $87.91M | 0.2% | n/c | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 823.85K | n/a | $82.70M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 767.43K | +6.2% | $77.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 24 | HighTower Advisors, LLC | 738.13K | n/a | $74.09M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 553.04K | n/a | $55.51M | 0.1% | n/c | 1 | SEC ↗ |
| 26 | Neuberger Berman Group LLC | 534.06K | n/a | $53.61M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mirae Asset Global Investments Co.… | 482.11K | n/a | $48.39M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Truist Financial Corp | 477.81K | n/a | $47.96M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 29 | Mariner, LLC | 464.93K | n/a | $46.67M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 30 | Corient Private Wealth LP | 450.81K | n/a | $45.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Creative Planning | 438.81K | n/a | $44.05M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 430.44K | n/a | $43.21M | 0.1% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 406.64K | n/a | $40.82M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 34 | Cwm, Llc | 342.40K | n/a | $34.37M | 0.1% | n/c | 1 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 294.53K | +1327.8% | $29.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Aristotle Capital Management, LLC | 277.08K | n/a | $27.82M | 0.1% | n/c | 1 | SEC ↗ |
| 37 | Nomura Asset Management Co Ltd | 267.40K | n/a | $26.84M | 0.1% | n/c | 1 | SEC ↗ |
| 38 | Quantinno Capital Management LP | 226.37K | n/a | $22.72M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Lido Advisors, LLC | 216.09K | n/a | $21.76M | 0.1% | n/c | 1 | SEC ↗ |
| 40 | Brown Advisory Inc | 212.80K | n/a | $21.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | UBS AM, a distinct business unit of… | 206.04K | n/a | $20.68M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 134.05K | n/a | $13.46M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 43 | Baird Financial Group, Inc. | 117.04K | n/a | $11.75M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 44 | Bank Of Montreal /Can/ | 95.28K | n/a | $9.56M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 45 | Us Bancorp \De\ | 90.89K | n/a | $9.12M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 46 | Susquehanna International Group, Llp | 84.34K | n/a | $8.47M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | GAMCO Investors ✦ | 73.09K | +1149.4% | $7.34M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 48 | Assetmark, Inc | 55.22K | n/a | $5.54M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Cibc World Market Inc. | 42.12K | n/a | $4.23M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Tidal Investments LLC | 30.21K | n/a | $3.03M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 28.75K | +572.2% | $2.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Goldman Sachs Group ✦ | 26.17K | -12.8% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | TD Waterhouse Canada Inc. | 15.42K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | T. Rowe Price ✦ | 15.01K | -0.1% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 55 | Northern Trust Corp | 11.28K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 10.03K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 57 | Kayne Anderson Rudnick Investment… | 8.73K | n/a | $876,508 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Wcm Investment Management, Llc | 8.38K | n/a | $840,799 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | National Bank Of Canada /Fi/ | 6.52K | n/a | $654,198 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 60 | Empower Advisory Group, LLC | 6.06K | n/a | $608,303 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Alliancebernstein L.P. | 4.70K | n/a | $471,284 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Bank Julius Baer & Co. Ltd, Zurich | 3.90K | n/a | $391,443 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Fisher Asset Management ✦ | 3.45K | -42.9% | $346,667 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 64 | Blair William & Co/Il | 1.38K | n/a | $138,544 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Fifth Third Bancorp | 499 | n/a | $50,090 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Harris Associates (Oakmark) ✦ | 400 | New | $40,152 | 0.0% | New | 1 | SEC ↗ |
| 67 | Jones Financial Companies Lllp | 179 | n/a | $17,968 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Allspring Global Investments… | 118 | n/a | $11,850 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Citigroup Inc | 25 | n/a | $2,510 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Franklin Resources Inc | 4 | n/a | $402 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Russell Investments Group, Ltd. | 1 | n/a | $56 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Harris Associates (Oakmark) | $40,152 | 0.0% |
Exited
| Citadel Advisors | $5.61M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,205 holders, 218.72M shares, $21.25B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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