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Public ownership evidence

iShares 0-3 Month Treasury Bond ETF (SGOV) Ownership Disclosures

Read SGOV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2945,970$4,627,844None
Corient Private Wealth LP2026-06-302026-08-2841,100$4,137,610None
Legacy Edge Advisors, LLC2025-09-302026-08-279,351$941,646None
WILLIAM JOHN SEMPOLINSKI2026-03-312026-08-2781,515$8,205,300None
WILLIAM JOHN SEMPOLINSKI2025-12-312026-08-2783,185$8,350,110None
Dakota Wealth Management2026-03-312026-08-27440,907$44,381,727None
Kings Path Partners LLC2026-03-312026-08-22836$84,152None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-2270,665$7,113,829None
ASHFORD CAPITAL MANAGEMENT INC2026-06-302026-08-2287,978$8,856,745None
Ridgepath Capital Management LLC2026-06-302026-08-21322,786$32,494,867None
Forefront Wealth Partners, LLC2026-06-302026-08-2118,715$1,884,050None
Rehmann Capital Advisory Group2026-06-302026-08-216,514$655,810None
Kingsview Wealth Management, LLC2026-06-302026-08-20200,752$20,209,746None
Archer Investment Corp2026-06-302026-08-2055,739$5,611,249None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20172,607$17,376,341None
Beacon Pointe Advisors, LLC2026-06-302026-08-19195,139$19,644,627None
Strait & Sound Wealth Management LLC2026-06-302026-08-19102,350$10,303,583None
JDM Financial Group LLC2026-06-302026-08-19274,586$22,541,223None
Leo H. Evart, Inc.2026-06-302026-08-19485$48,779None
Leo H. Evart, Inc.2026-06-302026-08-19190,121$19,139,524None
Orion Capital Management LLC2026-06-302026-08-19249,387$25,105,838None
CRCM LP2026-06-302026-08-1947,241$4,755,751None
CRCM LP2026-06-302026-08-1947,241$4,755,751None
Nest Investments, LLC2026-03-312026-08-1925,468$2,563,654None
Nest Investments, LLC2026-03-312026-08-19110,715$11,144,616None
Nest Investments, LLC2025-12-312026-08-19117,737$11,818,411None
Nest Investments, LLC2025-12-312026-08-1925,976$2,607,466None
Legacy Edge Advisors, LLC2025-06-302026-08-1811,858$1,193,982None
Legacy Edge Advisors, LLC2025-03-312026-08-1811,297$1,137,269None
Legacy Edge Advisors, LLC2024-09-302026-08-1833,536$3,377,746None
Legacy Edge Advisors, LLC2024-06-302026-08-1821,539$2,169,193None
Legacy Edge Advisors, LLC2024-03-312026-08-1825,621$2,580,291None
Legacy Edge Advisors, LLC2024-12-312026-08-1818,054$1,810,636None
Legacy Edge Advisors, LLC2023-12-312026-08-1828,066$2,814,178None
Strive Financial Group ,LLC2026-06-302026-08-1813,583$1,367,355None
SwitchPoint Financial Planning, LLC2026-06-302026-08-1833,369$3,359,234None
Caitlin John, LLC2026-06-302026-08-1821$2,114None
Caitlin John, LLC2026-06-302026-08-185,018$505,162None
Corient Private Wealth LP2026-06-302026-08-1859,321$5,971,813None
Empowered Funds, LLC2026-06-302026-08-18168,509$16,913,334None
Empowered Funds, LLC2026-06-302026-08-1861,923$6,215,243None
Pure Financial Advisors, LLC2026-06-302026-08-182,924$294,349None
Transamerica Financial Advisors, LLC2026-06-302026-08-1825,817$2,599,063None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18295,659$29,765,341None
Hayek Kallen Investment Management2026-06-302026-08-1863,313$6,374,000None
Equitable Holdings, Inc.2026-06-302026-08-18403,071$40,577,127None
Proficio Capital Partners LLC2026-06-302026-08-18220,448$22,192,459None
Jefferies Financial Group Inc.2026-06-302026-08-1837,951$3,820,527None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-18130,584$13,146,000None
Thompson David Blair2024-12-312026-08-153,485$349,615None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Legacy Edge Advisors, LLC ↗WILLIAM JOHN SEMPOLINSKI ↗WILLIAM JOHN SEMPOLINSKI ↗Dakota Wealth Management ↗Kings Path Partners LLC ↗WEST MICHIGAN ADVISORS, LLC ↗ASHFORD CAPITAL MANAGEMENT INC ↗Ridgepath Capital Management LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.