Who Owns ISHARES TR (SGOV)? -- Institutional Holders (2026-06-30)

Name: ISHARES TR (SGOV) Institutional Holders (2026-06-30)
Creator: ko.io

1,399 institutions reported holding $21.81B of ISHARES TR (SGOV) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($1.15B), LPL Financial LLC ($1.10B), MORGAN STANLEY ($853.0M), UBS Group AG ($600.2M), Cerity Partners LLC ($457.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$1.15B	11.5M	Trimmed
2	LPL Financial LLC	$1.10B	10.9M	Added
3	MORGAN STANLEY	$853.0M	8.5M	Added
4	UBS Group AG	$600.2M	6.0M	Added
5	Cerity Partners LLC	$457.6M	4.5M	Added
6	AMERIPRISE FINANCIAL INC	$382.6M	3.8M	Added
7	RAYMOND JAMES FINANCIAL INC	$366.1M	3.6M	Added
8	OSAIC HOLDINGS, INC.	$292.5M	2.9M	Added
9	Robinhood Asset Management, LLC	$291.9M	2.9M	Added
10	JPMORGAN CHASE & CO	$285.5M	2.8M	Added
11	CIBC Bancorp USA Inc.	$282.1M	2.8M	Trimmed
12	CONFLUENCE INVESTMENT MANAGEMENT LLC	$280.7M	2.8M	Added
13	NorthRock Partners, LLC	$275.5M	2.7M	Added
14	Royal Bank of Canada	$269.3M	2.7M	Trimmed
15	WELLS FARGO & COMPANY/MN	$247.6M	2.5M	Trimmed
16	Focus Partners Wealth	$238.9M	2.4M	Trimmed
17	CAPTRUST FINANCIAL ADVISORS	$232.2M	2.3M	Added
18	Wealthspire Advisors, LLC	$223.9M	2.2M	Added
19	Cetera Investment Advisers	$223.2M	2.2M	Added
20	ENVESTNET ASSET MANAGEMENT INC	$206.7M	2.1M	Trimmed
21	CX Institutional	$186.0M	1.8M	Added
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$167.6M	1.7M	Added
23	Vise Technologies, Inc.	$162.0M	1.6M	Added
24	Gotham Asset Management, LLC	$157.3M	1.6M	Added
25	Farther Finance Advisors, LLC	$157.2M	1.6M	Added

Source: SEC Form 13F filings · as of 2026-06-30