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Who Owns iShares 0-3 Month Treasury Bond ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares 0-3 Month Treasury Bond ETF.
Who crossed 5% of SGOV →Managers holding
66
as of 2026-09-30
Reported value
$464.6M
summed across filings
Shares held
4.6M
Added vs trimmed
25 / 24
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Farther Finance Advisors, LLCETF1.6M shadded | $160.4M |
| TITLEIST ASSET MANAGEMENT, LLC0-3 MTH TREASURY721.3K shadded | $72.6M |
| Bangor Savings Bank0-3 MTH TREASURY333.8K shtrimmed | $33.6M |
| Castle Rock Wealth Management, LLC0-3 MTH TREASURY222.6K shadded | $22.4M |
| STABLEFORD CAPITAL II LLC0-3 MTH TREASURY166.1K shadded | $16.7M |
| Worth Asset Management, LLCETF142.5K shtrimmed | $14.4M |
| Dominguez Wealth Management Solutions, Inc.0-3 MTH TREASURY137.8K shtrimmed | $13.9M |
| RTD Financial Advisors, Inc.0-3 MTH TREASURY131.9K sh— | $13.3M |
| Capital Advisors Wealth Management, LLC0-3 MTH TREASURY92.9K shadded | $9.4M |
| TOTH FINANCIAL ADVISORY CORP0-3 MTH TREASURY84.5K shtrimmed | $8.5M |
| Lake Hills Wealth Management, LLC0-3 MTH TREASURY80.6K shadded | $8.1M |
| BOYUM WEALTH ARCHITECTS LLC0-3 MTH TREASURY80.3K shadded | $8.1M |
| Emprise BankFixed Income68K shtrimmed | $6.8M |
| Invariant Investment Management0-3 MTH TREASURY59.7K shheld | $6M |
| Baring Financial LLC0-3 MTH TREASURY56.5K shtrimmed | $5.7M |
| Midwest Financial Partners Investments, Inc.0-3 MTH TREASURY55K shadded | $5.5M |
| ARMSTRONG ADVISORY GROUP, INC0-3 MTH TREASURY53.1K shadded | $5.3M |
| Ridgewood Investments LLC0-3 MTH TREASURY51.2K shtrimmed | $5.2M |
| Tactive Advisors, LLC0-3 MTH TREASURY41.5K shadded | $4.2M |
| Wedmont Private Capital0-3 MTH TREASURY36.1K shadded | $3.6M |
| First Heartland Consultants, Inc.0-3 MNTH TREASRY34.4K shadded | $3.5M |
| Seven Bridges Advisors LLC0-3 MTH TREASURY31.6K shtrimmed | $3.2M |
| Successful Portfolios LLC0-3 MTH TREASURY29.4K shtrimmed | $2.9M |
| Prosperity Planning, Inc.0-3 MTH TREASURY26.1K shtrimmed | $2.6M |
| Kennon-Green & Company, LLCETF23K shtrimmed | $2.3M |
| CoreCap Advisors, LLCETF22.6K shtrimmed | $2.3M |
| Avidian Wealth Enterprises, LLC0-3 MTH TREASURY22.1K shtrimmed | $2.2M |
| Freestate Advisors LLC0-3 MTH TREASURY21K shadded | $2.1M |
| LifeGoal Investments, LLC0-3 MTH TREASURY19.7K shadded | $2M |
| Heartwood Wealth Advisors LLCETF15.6K shadded | $1.6M |
| Factor Wealth Management LTD0-3 MTH TREASURY14.3K shtrimmed | $1.4M |
| Attessa Capital LLC0-3 MTH TREASURY13.7K shtrimmed | $1.4M |
| Whalen Wealth Management Inc.0-3 MTH TREASURY12.9K shtrimmed | $1.3M |
| Box Hill Private Wealth LLC0-3 MTH TREASURY12.6K sh— | $1.3M |
| Capital Planning LLCExchange Traded Fund9.6K shadded | $967.6K |
| Pacifica Partners Inc.0-3 MNTH TREASRY9.6K shadded | $962.8K |
| GK Wealth Management LLC0-3 MTH TREASURY8.1K shadded | $817.6K |
| FELL CAPITAL MANAGEMENT /ADV0-3 MTH TREASURY7.2K shadded | $729.4K |
| Sincerus Advisory, LLC0-3 MTH TREASURY6.1K shtrimmed | $613.1K |
| Castleview Partners, LLC0-3 MTH TREASURY6K sh— | $601.2K |
| SAPIENT CAPITAL LLC0-3 MTH TREASURY4.9K shtrimmed | $495.6K |
| Apella Capital, LLC0-3 MTH TREASURY4.9K shadded | $492.5K |
| Asempa Wealth Advisors0-3 MTH TREASURY3.9K shadded | $396.3K |
| Weaver Consulting Group0-3 MTH TREASURY3.9K shheld | $390.6K |
| Kure Advisory, LLC0-3 MTH TREASURY3.8K shadded | $380.2K |
| Ledgewood Wealth Advisors, LLC0-3 MTH TREASURY3.4K shheld | $344.3K |
| Retireful, LLC0-3 MTH TREASURY3.4K shtrimmed | $339K |
| EASTERN BANK0-3 MTH TREASURY3.3K shadded | $330.4K |
| Insight Wealth Strategies, LLC0-3 MTH TREASURY3.2K sh— | $326.8K |
| ELEVATION WEALTH PARTNERS, LLC0-3 MTH TREASURY3K sh— | $305.3K |
| Galvin, Gaustad & Stein, LLC0-3 MTH TREASURY3K sh— | $303.3K |
| Venture Visionary Partners LLC0-3 MTH TREASURY3K shtrimmed | $301.3K |
| Delta Wealth Advisors LLC0-3 MTH TREASURY3K sh— | $299.1K |
| RFG - Bristol Wealth Advisors, LLC0-3 MTH TREASURY2.9K shtrimmed | $295.9K |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC0-3 MTH TREASURY2.4K shadded | $244.2K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF2.3K sh— | $232.5K |
| Harpswell Capital Advisors, LLC0-3 MTH TREASURY2.3K sh— | $230.8K |
| General Partner, Inc.CL1.6K shadded | $161.1K |
| Deane Retirement Strategies, Inc.ETF1.2K shtrimmed | $122.5K |
| Rosenberg Matthew HamiltonETF569 sh— | $57.3K |
| Wealth Enhancement Trust Services, Inc.0-3 MTH TREASURY350 shtrimmed | $35.2K |
| Grove Bank & Trust0-3 MTH TREASURY300 shtrimmed | $30.2K |
| GAMMA Investing LLCETF243 shheld | $24.5K |
| Trust CoETF78 shheld | $7.9K |
| Paladin Partners, LLCETF56 shheld | $5.6K |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund9 sh— | $906 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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