iSHARES TRUST - SGOV

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$18.36B

QoQ value delta ($000)

+$1.223B (+7.14%)

Implied price effect (QoQ)

-0.28%

Total shares

177,431,917

QoQ shares delta

+12,288,862 (+7.44%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 8 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
BANK OF AMERICA CORP /DE/	1,079,106	10,750,215	0.08%
LPL Financial LLC	882,978	8,796,355	0.24%
MORGAN STANLEY	802,903	7,998,636	0.05%
CIBC Private Wealth Group LLC	415,761	4,141,877	0.7%
Compound Global Advisors, LLC	399,211	3,977	22.14%
Cerity Partners LLC	395,805	3,943,067	0.58%
RAYMOND JAMES FINANCIAL INC	268,209	2,671,944	0.08%
UBS Group AG	260,103	2,591,192	0.04%
OSAIC HOLDINGS, INC.	260,006	2,589,933	0.38%
GM Advisory Group, LLC	250,296	2,493,491	9.81%
JPMORGAN CHASE & CO	235,973	2,350,796	0.01%
ROYAL BANK OF CANADA	235,929	2,350,357	0.04%
Focus Partners Wealth	226,463	2,256,061	0.26%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	213,468	2,125,547	0.29%
CONFLUENCE INVESTMENT MANAGEMENT LLC	209,918	2,091,242	3.15%
NorthRock Partners, LLC	202,710	2,019,427	3.42%
AMERIPRISE FINANCIAL INC	202,513	2,017,655	0.05%
CAPTRUST FINANCIAL ADVISORS	201,476	2,007,142	0.38%
Cetera Investment Advisers	191,467	1,907,424	0.21%
WELLS FARGO & COMPANY/MN	186,649	1,859,430	0.03%
Gotham Asset Management, LLC	179,418	1,787,394	0.66%
Robinhood Asset Management, LLC	177,740	1,770,674	14.16%
Cohalo Advisory LLC	170,192	1,695	12.61%
Westerkirk Capital Inc.	152,955	1,523,760	14.9%
Waverly Advisors, LLC	147,664	1,471,057	1.2%