13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
SGOV

ISHARES 0-3 MONTH TREASURY BON

1,189 institutions still hold ISHARES 0-3 MONTH TREASURY BON as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436e718·1,189 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.5%
vs prior quarter
13F value held
$8.6B
52.0% inst. owned
of float
Holders
1,189
+127 QoQ
filers reporting
Activity
+84 / −54
+896 added · −805 reduced
this quarter
Concentration
14.24%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

1,189 institutions reported SGOV in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 14.2% of the visible book. +127 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.2B12.2M0.09%Q1 202602
LPL Financial LLC
CIK 0001403438
$1.1B10.9M0.29%Q1 202603
Howard Capital Management Inc.
CIK 0001733173
$940M9.3M15.37%Q1 202604
MORGAN STANLEY
CIK 0000895421
$845M8.4M0.05%Q1 202605
UBS Group AG
CIK 0001610520
$517M5.1M0.08%Q1 202606
CIBC Bancorp USA Inc.
CIK 0001711924
$392M4.0M0.53%Q1 202607
Cerity Partners LLC
CIK 0001566475
$359M3.6M0.51%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$355M3.5M0.11%Q1 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$272M3.4M0.06%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$272M2.7M0.40%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$271M2.7M0.05%Q1 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$264M2.6M0.05%Q1 202613
JPMORGAN CHASE & CO
CIK 0000019617
$259M2.6M0.02%Q1 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$238M2.4M0.06%Q1 202615
GM Advisory Group, LLC
CIK 0001598304
$233M2.3M8.97%Q1 202616
Robinhood Asset Management, LLC
CIK 0002067588
$232M2.3M16.83%Q1 202617
NorthRock Partners, LLC
CIK 0001632097
$226M2.2M3.64%Q1 202618
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$220M2.2M0.38%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$216M2.1M0.23%Q1 202620
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 0001442056
$177M1.8M2.74%Q1 2026
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