Security record
SGOV
iShares 0-3 Month Treasury Bond ETF · Financial Services · Asset Management - Bonds
78Tracked holders
+4Δ holders
91.01MShares held
$9.16BReported value
+6New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +5.4% ·
share flow +3.7% ·
net new positions +5.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | −1 |
| Q1 2025 | 6 | +3 | 2.44M | $245.20M | +3 | — |
| Q4 2024 | 3 | -1 | 1.44M | $144.25M | — | −1 |
| Q3 2024 | 4 | 0 | 1.70M | $171.54M | +1 | −1 |
| Q2 2024 | 4 | — | 1.28M | $128.60M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 11.46M | -5.9% | $1.15B | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 10.88M | +0.2% | $1.10B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 8.47M | +0.9% | $852.99M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 4 | UBS Group AG | 5.96M | +16.1% | $600.22M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | Cerity Partners LLC | 4.55M | +27.5% | $457.59M | 0.6% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Ameriprise Financial Inc | 3.80M | +12.6% | $382.57M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 7 | Raymond James Financial Inc | 3.64M | +3.2% | $366.07M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Osaic Holdings, Inc. | 2.91M | +7.6% | $292.50M | 0.3% | ▲ Add | 3 | SEC ↗ ×4 |
| 9 | JPMorgan Chase ✦ | 2.84M | +10.1% | $285.46M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 10 | CIBC Bancorp USA Inc. | 2.81M | -29.1% | $282.12M | 0.3% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 2.68M | -0.6% | $269.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 12 | Wells Fargo & Company/Mn | 2.46M | -6.1% | $247.63M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Focus Partners Wealth | 2.37M | -5.4% | $238.92M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 14 | Captrust Financial Advisors | 2.31M | +5.7% | $232.20M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 2.22M | +3.5% | $223.23M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 2.05M | -13.2% | $206.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 1.67M | +14.4% | $167.59M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 18 | Gotham Asset Management ✦ | 1.56M | +26.1% | $157.26M | 0.4% | ▲ Add | 8 | SEC ↗ |
| 19 | Wealthfront Advisers LLC | 1.17M | +17.6% | $117.50M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 1.14M | -1.7% | $114.76M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 21 | Prudential Financial Inc | 1.04M | -0.7% | $104.21M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 984.07K | +40.8% | $99.07M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 23 | HighTower Advisors, LLC | 865.35K | -3.8% | $87.11M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 797.82K | +1.9% | $80.32M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 757.61K | +23.1% | $76.27M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 26 | Mariner, LLC | 713.46K | -0.3% | $71.82M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 27 | Neuberger Berman Group LLC | 621.25K | +12.2% | $62.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | BlackRock ✦ (passive) | 593.06K | -14.0% | $59.70M | 0.0% | ▼ Trim | 5 | SEC ↗ ×6 |
| 29 | Mirae Asset Global Investments Co.… | 587.00K | -10.5% | $59.09M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 570.10K | +30.8% | $57.39M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 31 | Truist Financial Corp | 569.89K | -2.6% | $57.37M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 32 | Hrt Financial Lp | 569.86K | +382.1% | $57.37M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 550.97K | +85.1% | $55.47M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 34 | Citigroup Inc | 528.62K | New | $53.22M | 0.0% | New | 1 | SEC ↗ |
| 35 | Creative Planning | 504.66K | +40.9% | $50.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 36 | UBS AM, a distinct business unit of… | 450.32K | -23.9% | $45.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 379.11K | +187.1% | $38.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 38 | Lido Advisors, LLC | 370.24K | +107.8% | $37.27M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 280.48K | +46.1% | $28.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 40 | Artisan Partners Limited Partnership | 248.53K | New | $25.02M | 0.0% | New | 1 | SEC ↗ |
| 41 | Baird Financial Group, Inc. | 235.44K | +55.0% | $23.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 42 | Aristotle Capital Management, LLC | 206.45K | -28.2% | $20.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Nomura Asset Management Co Ltd | 189.10K | -34.6% | $19.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 172.61K | -48.6% | $17.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Quantinno Capital Management LP | 159.72K | +10.4% | $16.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Goldman Sachs Group ✦ | 141.90K | +119.4% | $14.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 141.19K | -9.2% | $14.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 48 | Citadel Advisors ✦ | 135.47K | +14.4% | $13.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Cibc World Market Inc. | 81.15K | +61.6% | $8.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Fifth Third Bancorp | 72.16K | +2.6% | $7.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | First Manhattan Co. Llc. | 64.13K | +9.2% | $6.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | National Bank Of Canada /Fi/ | 59.78K | +4622.0% | $6.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 53 | Corient Private Wealth LP | 59.32K | -64.1% | $5.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Us Bancorp \De\ | 52.10K | -38.7% | $5.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 55 | Brown Advisory Inc | 47.69K | -23.7% | $4.80M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 56 | Assetmark, Inc | 45.15K | +46.8% | $4.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Nuveen, LLC | 39.59K | New | $3.99M | 0.0% | New | 1 | SEC ↗ |
| 58 | Jane Street Group, Llc | 27.37K | -43.6% | $2.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Fidelity (FMR) ✦ | 25.04K | +174.4% | $2.52M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 60 | Pnc Financial Services Group, Inc. | 21.33K | +51.0% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 61 | TD Waterhouse Canada Inc. | 21.33K | +44.0% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Northern Trust Corp | 17.02K | +53.7% | $1.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 63 | T. Rowe Price ✦ | 15.00K | 0.0% | $1.51M | 0.0% | Held | 4 | SEC ↗ |
| 64 | Sumitomo Mitsui Trust Group, Inc. | 10.00K | New | $1.01M | 0.0% | New | 1 | SEC ↗ |
| 65 | Financial Engines Advisors L.L.C. | 9.60K | New | $966,331 | 0.0% | New | 1 | SEC ↗ |
| 66 | Blair William & Co/Il | 8.88K | -91.5% | $894,123 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Alliancebernstein L.P. | 6.51K | +22.9% | $655,397 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | IMC-Chicago, LLC | 6.29K | New | $632,912 | 0.0% | New | 1 | SEC ↗ |
| 69 | Kayne Anderson Rudnick Investment… | 5.68K | +32.7% | $571,932 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Franklin Resources Inc | 5.06K | +567.1% | $509,094 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 71 | Fisher Asset Management ✦ | 4.75K | -67.7% | $478,330 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 72 | Bank Julius Baer & Co. Ltd, Zurich | 3.98K | +197.8% | $401,130 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | GAMCO Investors ✦ | 3.44K | -95.6% | $346,305 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 74 | Harris Associates (Oakmark) ✦ | 3.15K | -15.7% | $317,211 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Wcm Investment Management, Llc | 872 | -89.6% | $87,784 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Barclays Plc | 851 | -97.8% | $85,670 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Jones Financial Companies Lllp | 539 | -74.0% | $54,250 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Russell Investments Group, Ltd. | 5 | +400.0% | $495 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citigroup Inc | $53.22M | 0.0% |
| Artisan Partners Limited… | $25.02M | 0.0% |
| Nuveen, LLC | $3.99M | 0.0% |
| Sumitomo Mitsui Trust Group… | $1.01M | 0.0% |
| Financial Engines Advisors… | $966,331 | 0.0% |
| IMC-Chicago, LLC | $632,912 | 0.0% |
Exited
| Tidal Investments LLC | $10.83M | was 0.0% |
| Tudor Investment Corp Et Al | $1.11M | 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: Q2 2026 ·
Methodology ·
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