SGOV

iShares 0-3 Month Treasury Bond ETF
$100.48+0.01 (+0.00%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Shares Held

InfinityB

Total Value

$9.100008820007911e+277T

% of Float

Price History

$100.16$100.30$100.45$100.59$100.74Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/9,072,945$910.0M0.07%Share
2LPL Financial LLC8,796,355$882.0M0.24%Share
3MORGAN STANLEY7,886,035$791.0M0.05%Share
4CIBC Private Wealth Group LLC4,141,766$415.0M0.70%Share
5Cerity Partners LLC3,745,463$375.0M0.55%Share
6AXXCESS WEALTH MANAGEMENT, LLC3,256,065$326.8M1.26%Share
7GM Advisory Group, LLC2,493,491$250.0M9.80%Share
8UBS Group AG2,470,378$248.0M0.04%Share
9OSAIC HOLDINGS, INC.2,426,425$243.0M0.36%Share
10Focus Partners Wealth2,256,061$226.0M0.26%Share
11JPMORGAN CHASE & CO2,205,904$221.0M0.01%Share
12WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2,125,547$213.5M0.29%Share
13CONFLUENCE INVESTMENT MANAGEMENT LLC2,085,234$209.3M3.14%Share
14RAYMOND JAMES FINANCIAL INC2,086,549$209.0M0.07%Share
15NorthRock Partners, LLC2,019,427$202.0M3.41%Share
16AMERIPRISE FINANCIAL INC2,014,085$202.0M0.05%Share
17CAPTRUST FINANCIAL ADVISORS2,007,142$201.0M0.38%Share
18Cetera Investment Advisers1,907,424$191.0M0.21%Share
19Gotham Asset Management, LLC1,787,394$179.0M0.65%Share
20Robinhood Asset Management, LLC1,770,674$177.7M14.16%Share
21ROYAL BANK OF CANADA1,726,904$173.0M0.03%Share
22Westerkirk Capital Inc.1,523,760$152.0M14.81%Share
23Waverly Advisors, LLC1,471,057$147.0M1.19%Share
24BANK OF AMERICA CORP /DE/1,441,859$144.0M0.01%Share
25MAI Capital Management1,356,435$136.0M0.78%Share
26Privium Fund Management (UK) Ltd1,300,000$130.5M97.46%Share
27WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC1,298,080$130.3M6.21%Share
28CX Institutional1,281,899$128.7M3.84%Share
29PRUDENTIAL FINANCIAL INC1,235,713$124.0M0.15%Share
30Cynosure Group, LLC1,187,975$119.2M12.13%Share
31Aaron Wealth Advisors LLC1,158,134$116.3M6.35%Share
32ENVESTNET ASSET MANAGEMENT INC1,127,060$113.0M0.03%Share
33Farther Finance Advisors, LLC1,053,185$105.7M1.13%Share
34Alpha Wealth Funds, LLC1,051,068$105.5M65.23%Share
35Mutual Advisors, LLC1,008,955$101.3M2.17%Share
36Balentine LLC1,006,925$101.1M3.83%Share
37WELLS FARGO & COMPANY/MN1,014,891$101.0M0.02%Share
38Cheviot Value Management, LLC976,055$98.2M9.65%Share
39AWM CAPITAL, LLC970,749$97.4M8.85%Share
40Sequoia Financial Advisors, LLC964,982$96.9M0.54%Share
41Composition Wealth, LLC937,237$94.1M1.35%Share
42Cresset Asset Management, LLC938,528$94.0M0.40%Share
43PEAVINE CAPITAL, LLC885,897$88.9M18.79%Share
44Wealthfront Advisers LLC875,760$87.9M0.20%Share
45POTOMAC FUND MANAGEMENT INC /ADV855,521$85.9M3.16%Share
46WELLS FARGO & COMPANY/MN844,539$84.0M0.02%Share
47COMMONWEALTH EQUITY SERVICES, LLC823,845$82.0M0.11%Share
48Selective Wealth Management, Inc.784,344$78.8M24.61%Share
49RWWM, Inc.765,241$76.8M5.28%Share
50Avos Capital Management, LLC753,287$75.6M33.05%Share