Who owns iShares 0-3 Month Treasury Bond ETF (SGOV)? Elite investor 13F holders
9 tracked elite investors reported holding iShares 0-3 Month Treasury Bond ETF as of 2026-06-30, including Gotham Asset Management, Punch Card Management, Greenlea Lane Capital, Aristotle Capital Management, GAMCO. Who bought, trimmed or exited each quarter, with links to the original SEC 13F filings.
9 tracked investors currently reported holding · Latest report period: 2026-06-30
Reported holders and securities, including exits (up to 20)
| Investor | Security | Instrument | Report period | Filed | Value | Quantity | Units | Change | Source |
|---|---|---|---|---|---|---|---|---|---|
| Gotham Asset Management | ISHARES TR | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 157255500.00 USD | 1562089.000000 | Shares | add | Original filing |
| Punch Card Management | ISHARES TR | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 18925960.00 USD | 188000.000000 | Shares | reduce | Original filing |
| Greenlea Lane Capital | ISHARES TR | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 38556610.00 USD | 383000.000000 | Shares | hold | Original filing |
| Aristotle Capital Management | ISHARES TR | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 20787514.00 USD | 206446.000000 | Shares | reduce | Original filing |
| GAMCO | ISHARES TR | SHARE | 2026-06-30 | 2026-08-12 00:00:00 | 346305.00 USD | 3440.000000 | Shares | reduce | Original filing |
| Ancora Advisors / Ancora Holdings | ISHARES TR | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 3992572.00 USD | 39660.000000 | Shares | add | Original filing |
| Polen Capital Management | ISHARES TR | SHARE | 2026-06-30 | 2026-08-04 00:00:00 | 0.00 USD | 0.000000 | Shares | exited | Original filing |
| Tudor Investment | ISHARES TR | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 0.00 USD | 0.000000 | Shares | exited | Original filing |
| Semper Augustus | ISHARES TR | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 862742.00 USD | 8570.000000 | Shares | reduce | Original filing |
| Tsai Capital | ISHARES TR | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 571806.00 USD | 5680.000000 | Shares | hold | Original filing |
| Oakmark Funds | ISHARES TR | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 317211.00 USD | 3151.000000 | Shares | reduce | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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