# ISHARES TR (SGOV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SGOV/

- Reporting holders: 69
- Reported value: $682.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $216.7M | 2,152,535 | 3.6% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $160.4M | 1,593,502 | 1.1% | 16 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $72.6M | 721,261 | 4.7% | 14 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $33.6M | 333,848 | 2.6% | 12 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $22.4M | 222,619 | 4.2% | 15 |
| [STABLEFORD CAPITAL II LLC](https://holderbook.com/funds/1842089-stableford-capital-ii-llc/) | $16.7M | 166,137 | 5.8% | 14 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $14.4M | 142,536 | 4.2% | 19 |
| [Dominguez Wealth Management Solutions, Inc.](https://holderbook.com/funds/1881335-dominguez-wealth-management-solutions-inc/) | $13.9M | 137,763 | 7.7% | 13 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $13.3M | 131,939 | 1.5% | 1 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $9.4M | 92,926 | 1.1% | 10 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $8.5M | 84,467 | 0.8% | 3 |
| [Lake Hills Wealth Management, LLC](https://holderbook.com/funds/1705594-lake-hills-wealth-management-llc/) | $8.1M | 80,633 | 3.7% | 1 |
| [BOYUM WEALTH ARCHITECTS LLC](https://holderbook.com/funds/2068635-boyum-wealth-architects-llc/) | $8.1M | 80,324 | 3.3% | 3 |
| [Emprise Bank](https://holderbook.com/funds/2018815-emprise-bank/) | $6.8M | 67,950 | 2.6% | 11 |
| [Invariant Investment Management](https://holderbook.com/funds/1850871-invariant-investment-management/) | $6.0M | 59,727 | 3.5% | 4 |
| [Baring Financial LLC](https://holderbook.com/funds/2052588-baring-financial-llc/) | $5.7M | 56,480 | 3.0% | 8 |
| [Midwest Financial Partners Investments, Inc.](https://holderbook.com/funds/1968851-midwest-financial-partners-investments-inc/) | $5.5M | 55,048 | 2.1% | 4 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $5.3M | 53,099 | 0.3% | 12 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $5.2M | 51,189 | 1.9% | 9 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $4.2M | 41,507 | 1.0% | 6 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $3.6M | 36,122 | 0.1% | 4 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $3.5M | 34,355 | 0.2% | 5 |
| [Seven Bridges Advisors LLC](https://holderbook.com/funds/1632929-seven-bridges-advisors-llc/) | $3.2M | 31,623 | 1.4% | 2 |
| [Successful Portfolios LLC](https://holderbook.com/funds/1721780-successful-portfolios-llc/) | $2.9M | 29,365 | 1.4% | 13 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $2.6M | 26,103 | 0.6% | 15 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 69 | $682.3M |
| Q2 2026 | 1,313 | $28.3B |
| Q1 2026 | 1,223 | $23.1B |
| Q4 2025 | 1,112 | $18.2B |
| Q3 2025 | 998 | $17.5B |
| Q2 2025 | 930 | $16.6B |
| Q1 2025 | 871 | $14.7B |
| Q4 2024 | 771 | $10.6B |
| Q3 2024 | 693 | $9.1B |
| Q2 2024 | 650 | $9.8B |
| Q1 2024 | 591 | $8.5B |
| Q4 2023 | 587 | $8.0B |