Who Owns ISHARES TR (SGOV)? -- Institutional Holders (2026-03-31)

Name: ISHARES TR (SGOV) Institutional Holders (2026-03-31)
Creator: ko.io

1,281 institutions reported holding $22.21B of ISHARES TR (SGOV) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($1.23B), LPL Financial LLC ($1.09B), Howard Capital Management Inc. ($939.7M), MORGAN STANLEY ($845.4M), UBS Group AG ($516.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$1.23B	12.2M	Added
2	LPL Financial LLC	$1.09B	10.9M	Added
3	Howard Capital Management Inc.	$939.7M	9.3M	New
4	MORGAN STANLEY	$845.4M	8.4M	Added
5	UBS Group AG	$516.8M	5.1M	Added
6	CIBC Bancorp USA Inc.	$391.6M	4.0M	New
7	Cerity Partners LLC	$358.9M	3.6M	Trimmed
8	RAYMOND JAMES FINANCIAL INC	$354.6M	3.5M	Added
9	AMERIPRISE FINANCIAL INC	$272.5M	3.4M	Added
10	OSAIC HOLDINGS, INC.	$271.8M	2.7M	Added
11	Royal Bank of Canada	$270.9M	2.7M	Added
12	WELLS FARGO & COMPANY/MN	$263.6M	2.6M	Added
13	JPMORGAN CHASE & CO	$259.1M	2.6M	Added
14	Focus Partners Wealth	$252.5M	2.5M	Added
15	ENVESTNET ASSET MANAGEMENT INC	$238.0M	2.4M	Added
16	GM Advisory Group, LLC	$233.0M	2.3M	Trimmed
17	Robinhood Asset Management, LLC	$232.1M	2.3M	Added
18	NorthRock Partners, LLC	$225.8M	2.2M	Added
19	CAPTRUST FINANCIAL ADVISORS	$219.7M	2.2M	Added
20	Cetera Investment Advisers	$215.6M	2.1M	Added
21	CONFLUENCE INVESTMENT MANAGEMENT LLC	$176.5M	1.8M	Trimmed
22	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$172.7M	1.7M	Added
23	Hilton Capital Management, LLC	$157.4M	1.6M	New
24	Westerkirk Capital Inc.	$153.4M	1.5M	Hold
25	Waverly Advisors, LLC	$152.0M	1.5M	Added

Source: SEC Form 13F filings · as of 2026-03-31