ISHARES TR (SGOV)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
1,263
Reporting holders
$21.1B
Reported value
0.1%
Held as options
+80
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $1.2B | 11,457,135 | 0.07% | 22q | -5.9%-$71.8M |
| LPL Financial LLC | $1.1B | 10,881,968 | 0.25% | 18q | HELD |
| MORGAN STANLEY | $853.0M | 8,473,084 | 0.05% | 22q | +0.9%+$7.5M |
| UBS Group AG | $600.2M | 5,962,248 | 0.08% | 17q | +16.1%+$83.3M |
| Cerity Partners LLC | $457.6M | 4,545,424 | 0.55% | 14q | +27.5%+$98.7M |
| AMERIPRISE FINANCIAL INC | $382.6M | 3,803,149 | 0.08% | 20q | -43.7%-$297.1M |
| RAYMOND JAMES FINANCIAL INC | $366.1M | 3,636,385 | 0.10% | 7q | +3.2%+$11.4M |
| OSAIC HOLDINGS, INC. | $292.5M | 2,905,328 | 0.34% | 22q | +7.6%+$20.7M |
| Robinhood Asset Management, LLC | $291.9M | 2,899,608 | 15.62% | 3q | +25.7%+$59.8M |
| JPMORGAN CHASE & CO | $285.5M | 2,835,573 | 0.02% | 14q | +10.1%+$26.3M |
| CIBC Bancorp USA Inc. | $282.1M | 2,807,327 | 0.34% | 2q | -29.1%-$115.8M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $280.7M | 2,788,012 | 4.39% | 11q | +59.0%+$104.1M |
| NorthRock Partners, LLC | $275.5M | 2,736,985 | 4.00% | 13q | +22.0%+$49.7M |
| ROYAL BANK OF CANADA | $269.3M | 2,675,275 | 0.04% | 24q | -0.6%-$1.6M |
| WELLS FARGO & COMPANY/MN | $247.6M | 2,459,867 | 0.04% | 18q | -53.0%-$279.7M |
| Focus Partners Wealth | $238.9M | 2,373,290 | 0.24% | 11q | -5.4%-$13.6M |
| CAPTRUST FINANCIAL ADVISORS | $232.2M | 2,306,528 | 0.35% | 20q | +5.7%+$12.5M |
| Wealthspire Advisors, LLC | $223.9M | 2,224,301 | 1.23% | 6q | +14716.8%+$222.4M |
| Cetera Investment Advisers | $223.2M | 2,217,429 | 0.20% | 14q | +3.5%+$7.6M |
| ENVESTNET ASSET MANAGEMENT INC | $206.7M | 2,052,936 | 0.05% | 23q | -13.2%-$31.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $167.6M | 1,670,089 | 0.28% | 12q | +14.4%+$21.1M |
| Vise Technologies, Inc. | $162.0M | 1,609,405 | 1.84% | 6q | +933.0%+$146.3M |
| Gotham Asset Management, LLC | $157.3M | 1,562,089 | 0.37% | 8q | +26.1%+$32.6M |
| Farther Finance Advisors, LLC | $157.2M | 1,561,558 | 1.23% | 15q | +10.6%+$15.0M |
| Westerkirk Capital Inc. | $153.4M | 1,523,760 | 14.75% | 3q | HELD |
| Waverly Advisors, LLC | $147.5M | 1,464,822 | 0.86% | 14q | -3.0%-$4.6M |
| MAI Capital Management | $141.8M | 1,408,479 | 0.53% | 7q | +7.2%+$9.5M |
| Hamilton Capital Partners Inc. | $128.8M | 1,279,489 | 3.74% | 8q | -12.3%-$18.0M |
| Alpha Wealth Funds, LLC | $123.0M | 1,221,972 | 67.08% | 7q | +10.9%+$12.1M |
| AE Wealth Management LLC | $122.1M | 1,212,408 | 0.57% | 17q | +25.3%+$24.7M |
| Wealthfront Advisers LLC | $117.5M | 1,167,189 | 0.23% | 11q | +17.6%+$17.6M |
| Hilton Capital Management, LLC | $115.7M | 1,149,386 | 7.87% | 2q | -26.5%-$41.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $114.8M | 1,139,981 | 0.06% | 18q | -1.7%-$2.0M |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | $109.5M | 1,087,949 | 22.55% | 12q | +63.3%+$42.5M |
| Hollow Brook Wealth Management LLC | $108.4M | 1,077,270 | 21.54% | 5q | +2918.1%+$104.9M |
| Mutual Advisors, LLC | $106.0M | 1,052,850 | 2.00% | 13q | +3.0%+$3.1M |
| PRUDENTIAL FINANCIAL INC | $104.2M | 1,035,195 | 0.11% | 11q | -0.6%-$681.3K |
| Balentine LLC | $103.3M | 1,026,567 | 3.67% | 13q | -8.5%-$9.6M |
| Kestra Advisory Services, LLC | $101.0M | 1,003,580 | 0.33% | 13q | +12.7%+$11.4M |
| Cheviot Value Management, LLC | $100.9M | 1,002,516 | 10.26% | 6q | -6.1%-$6.6M |
| STIFEL FINANCIAL CORP | $99.1M | 984,074 | 0.08% | 21q | +40.8%+$28.7M |
| Selective Wealth Management, Inc. | $96.9M | 963,067 | 25.41% | 15q | +19.1%+$15.5M |
| 3EDGE Asset Management, LP | $94.2M | 935,234 | 4.20% | 7q | -7.7%-$7.8M |
| JNBA Financial Advisors | $93.0M | 924,007 | 7.04% | 6q | +9.1%+$7.7M |
| HighTower Advisors, LLC | $87.1M | 865,348 | 0.08% | 17q | -3.8%-$3.5M |
| Cresset Asset Management, LLC | $85.2M | 846,216 | 0.31% | 12q | +7.6%+$6.0M |
| RWWM, INC. | $85.1M | 845,240 | 6.29% | 3q | +17.3%+$12.5M |
| POTOMAC FUND MANAGEMENT INC /ADV | $82.2M | 816,856 | 2.07% | 5q | -9.8%-$8.9M |
| Aptus Capital Advisors, LLC | $82.0M | 814,494 | 0.56% | 11q | +1552.7%+$77.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $80.3M | 797,816 | 0.10% | 18q | +1.9%+$1.5M |
| Mesirow Financial Investment Management, Inc. | $78.4M | 779,029 | 1.23% | 7q | +12.8%+$8.9M |
| Sollinda Capital Management LLC | $78.4M | 778,780 | 16.74% | 11q | -10.1%-$8.8M |
| PEAVINE CAPITAL, LLC | $77.5M | 770,289 | 16.44% | 5q | -7.0%-$5.8M |
| Avos Capital Management, LLC | $77.2M | 766,814 | 32.07% | 7q | HELD |
| Decker Retirement Planning Inc. | $76.5M | 759,734 | 26.04% | 6q | +98.1%+$37.9M |
| Cynosure Group, LLC | $76.4M | 758,229 | 11.48% | 13q | -33.3%-$38.1M |
| MML INVESTORS SERVICES, LLC | $76.3M | 757,607 | 0.16% | 17q | +23.1%+$14.3M |
| Sequoia Financial Advisors, LLC | $74.4M | 738,944 | 0.37% | 15q | +42.2%+$22.1M |
| Vigilare Wealth Management | $72.6M | 720,786 | 22.24% | 14q | -19.1%-$17.2M |
| Mariner, LLC | $71.8M | 713,464 | 0.08% | 18q | HELD |
| D.A. DAVIDSON & CO. | $71.3M | 708,362 | 0.39% | 5q | -0.6%-$458.8K |
| PSP Research LLC | $70.5M | 700,000 | 37.51% | 3q | HELD |
| Omnia Family Wealth, LLC | $70.1M | 696,066 | 18.78% | 13q | +34.5%+$18.0M |
| RAFFA WEALTH MANAGEMENT, LLC | $69.9M | 694,542 | 8.81% | 16q | +5.2%+$3.4M |
| HUB Investment Partners, LLC | $69.7M | 692,718 | 1.25% | 6q | +106.3%+$35.9M |
| Relyea Zuckerberg Hanson LLC | $69.1M | 686,682 | 2.88% | 14q | +107.7%+$35.8M |
| FIDUCIARY FINANCIAL GROUP, LLC | $67.7M | 672,284 | 7.67% | 9q | +6.9%+$4.4M |
| Peak Retirement Planning, Inc. | $65.8M | 653,810 | 10.42% | 7q | -2.1%-$1.4M |
| MONECO ADVISORS, LLC | $64.1M | 637,159 | 3.92% | 10q | +6.2%+$3.7M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $63.6M | 632,080 | 2.24% | 13q | +7.0%+$4.1M |
| NEUBERGER BERMAN GROUP LLC | $62.5M | 621,253 | 0.04% | 15q | +12.2%+$6.8M |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | $62.1M | 616,805 | 19.42% | 10q | +105.3%+$31.8M |
| Advisory Services Network, LLC | $61.9M | 614,662 | 0.70% | 17q | +22.4%+$11.3M |
| Composition Wealth, LLC | $61.7M | 613,347 | 0.72% | 10q | +8.8%+$5.0M |
| BlackRock, Inc. | $59.7M | 593,060 | 0.00% | 8q | -14.0%-$9.8M |
| Mirae Asset Global Investments Co., Ltd. | $59.1M | 587,000 | 0.09% | 12q | -55.3%-$73.0M |
| Bleakley Financial Group, LLC | $57.6M | 572,295 | 0.73% | 15q | -1.7%-$991.6K |
| Rockefeller Capital Management L.P. | $57.4M | 570,099 | 0.09% | 21q | +30.8%+$13.5M |
| TRUIST FINANCIAL CORP | $57.4M | 569,892 | 0.07% | 17q | -2.6%-$1.5M |
| Arax Advisory Partners | $56.5M | 561,309 | 0.37% | 3q | +506.5%+$47.2M |
| TITLEIST ASSET MANAGEMENT, LLC | $56.4M | 560,048 | 3.80% | 13q | -12.1%-$7.7M |
| FLAGSHIP HARBOR ADVISORS, LLC | $56.0M | 556,451 | 2.14% | 12q | -31.8%-$26.2M |
| AQR CAPITAL MANAGEMENT LLC | $55.5M | 550,965 | 0.02% | 6q | +85.1%+$25.5M |
| McElhenny Sheffield Capital Management, LLC | $55.1M | 547,033 | 13.64% | 2q | -27.8%-$21.2M |
| CITIGROUP INC | $53.2M | 528,620 | 0.02% | new | NEW |
| Legacy Wealth Advisors, LLC | $53.1M | 527,772 | 23.00% | 3q | +13.0%+$6.1M |
| BRIGHTON JONES LLC | $52.1M | 517,370 | 0.97% | 7q | +162.3%+$32.2M |
| Sanctuary Advisors, LLC | $51.2M | 508,591 | 0.24% | 9q | +30.0%+$11.8M |
| EVERGREEN CAPITAL MANAGEMENT LLC | $51.1M | 507,483 | 0.90% | 9q | -18.2%-$11.4M |
| Creative Planning | $50.8M | 504,664 | 0.03% | 14q | +40.9%+$14.8M |
| Geneos Wealth Management Inc. | $49.6M | 493,129 | 1.01% | 13q | +80.2%+$22.1M |
| AlphaStar Capital Management, LLC | $49.3M | 490,128 | 3.14% | 18q | -47.1%-$44.0M |
| Perigon Wealth Management, LLC | $46.9M | 465,972 | 0.74% | 20q | +14.9%+$6.1M |
| Nierenberg Investment Management Company, LLC | $46.4M | 461,047 | 23.04% | 3q | -16.3%-$9.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $45.3M | 450,319 | 0.01% | 3q | -23.9%-$14.3M |
| Marex Group Ltd | $45.3M | 450,074 | 0.19% | 4q | -62.8%-$76.4M |
| PRAIRIE ADVISORY, LLC | $43.5M | 432,456 | 10.21% | new | FIRST |
| BITTERROOT CAPITAL ADVISORS LLC | $43.3M | 430,117 | 26.09% | 3q | -21.3%-$11.7M |
| Index Fund Advisors, Inc. | $43.1M | 428,528 | 1.71% | 6q | +9.9%+$3.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $42.8M | 379,105 | 0.00% | 6q | +187.1%+$27.9M |
Showing the largest 100 of 1,304 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,263 | $21.1B | 209,754,474 | 163 | 508 | 469 | 0.1% |
| Q1 2026 | 1,183 | $22.4B | 223,959,223 | 173 | 533 | 352 | 0.0% |
| Q4 2025 | 1,075 | $17.5B | 174,199,931 | 127 | 424 | 355 | 0.1% |
| Q3 2025 | 960 | $16.5B | 164,477,749 | 140 | 397 | 319 | 0.1% |
| Q2 2025 | 891 | $15.5B | 155,224,380 | 120 | 378 | 306 | 0.0% |
| Q1 2025 | 831 | $14.0B | 140,266,889 | 153 | 356 | 225 | 0.0% |
| Q4 2024 | 729 | $10.0B | 100,373,181 | 100 | 303 | 200 | 0.0% |
| Q3 2024 | 649 | $8.6B | 86,087,425 | 90 | 263 | 223 | 0.0% |
| Q2 2024 | 600 | $8.0B | 79,729,836 | 95 | 260 | 178 | 0.0% |
| Q1 2024 | 542 | $7.9B | 78,579,933 | 75 | 220 | 190 | 0.0% |
| Q4 2023 | 540 | $7.3B | 73,178,688 | 95 | 215 | 166 | 0.0% |
| Q3 2023 | 465 | $7.4B | 73,578,825 | 115 | 214 | 105 | 0.0% |
| Q2 2023 | 365 | $5.2B | 52,108,652 | 80 | 137 | 121 | 0.0% |
| Q1 2023 | 321 | $5.6B | 55,963,634 | 108 | 113 | 83 | 0.1% |
| Q4 2022 | 234 | $4.7B | 47,055,166 | 68 | 90 | 48 | 0.0% |
| Q3 2022 | 199 | $3.8B | 37,254,393 | 66 | 65 | 43 | 0.0% |
| Q2 2022 | 149 | $3.2B | 31,708,624 | 76 | 45 | 12 | 0.0% |
| Q1 2022 | 82 | $1.8B | 18,030,366 | 42 | 23 | 11 | 0.0% |
| Q4 2021 | 46 | $278.9M | 2,788,063 | 13 | 17 | 8 | 0.0% |
| Q3 2021 | 36 | $679.4M | 6,791,909 | 12 | 12 | 7 | 0.0% |
| Q2 2021 | 29 | $700.0M | 6,998,039 | 9 | 9 | 7 | 0.0% |
| Q1 2021 | 25 | $686.2M | 6,861,284 | 8 | 7 | 8 | 0.0% |
| Q4 2020 | 19 | $835.8M | 8,356,657 | 8 | 5 | 5 | 0.0% |
| Q3 2020 | 11 | $874.5M | 8,743,321 | 8 | 3 | 0 | 0.0% |
| Q2 2020 | 4 | $761.3M | 7,611,258 | 4 | 0 | 0 | 0.0% |