SGOV · Insider trading · 13F holders · Congress trades
Ishares Tr (SGOV)
Who is buying and selling SGOV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 623
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SGOV at a glance
- No open-market insider purchases or sales of SGOV were filed in the last 90 days.
- 623 13F filers hold SGOV among their 50 largest positions, worth $12.8B combined, including Josh Tarasoff, Norbert Lou, Joel Greenblatt and Christopher Bloomstran. The biggest bets by portfolio weight are Alpha Wealth Funds, LLC (76.2%), PSP Research LLC (48.3%) and Avos Capital Management, LLC (32.1%). In their latest 13Fs, 20 managers opened a new position and 190 added to one.
- No member of Congress has disclosed a trade in SGOV.
SGOV insider trading
No open-market insider purchases or sales of SGOV were filed in the last 90 days.
Who owns SGOV? Hedge funds and superinvestors
623 13F filers hold SGOV among their 50 largest positions, worth $12.8B combined, including Josh Tarasoff, Norbert Lou, Joel Greenblatt and Christopher Bloomstran. The biggest bets by portfolio weight are Alpha Wealth Funds, LLC (76.2%), PSP Research LLC (48.3%) and Avos Capital Management, LLC (32.1%). In their latest 13Fs, 20 managers opened a new position and 190 added to one.
Superinvestors holding SGOV: Josh Tarasoff 10.6% · Norbert Lou 7.4% · Joel Greenblatt 0.4% · Christopher Bloomstran 0.1%
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Cerity Partners LLCWealth manager | 0.6% | $457.6M | 4,545,424 | +27.5% shares | Q2 2026 |
| Osaic Holdings, Inc.Investment manager | 0.3% | $292.5M | 2,905,328 | +7.6% shares | Q2 2026 |
| Robinhood Asset Management, LLCWealth manager | 15.6% | $291.9M | 2,899,608 | +25.7% shares | Q2 2026 |
| NorthRock Partners, LLCWealth manager | 4.0% | $275.5M | 2,736,985 | +22.0% shares | Q2 2026 |
| True North Advisors, LLCWealth manager | 18.7% | $252.9M | 2,511,902 | — | Q3 2026 |
| GM Advisory Group, LLCWealth manager | 9.0% | $233.0M | 2,314,674 | -7.2% shares | Q1 2026 |
| Wealthspire Advisors, LLCWealth manager | 1.2% | $223.9M | 2,224,301 | — | Q2 2026 |
| Wealth Enhancement Advisory Services, LLCWealth manager | 0.3% | $220.8M | 2,200,596 | — | Q3 2026 |
| Confluence Investment Management LLCWealth manager | 3.6% | $216.7M | 2,152,535 | -22.8% shares | Q3 2026 |
| CX InstitutionalWealth manager | 5.3% | $194.6M | 1,933,047 | +4.6% shares | Q3 2026 |
| Perigon Wealth Management, LLCWealth manager | 3.0% | $192.0M | 1,907,278 | +309.3% shares | Q3 2026 |
| Hollow Brook Wealth Management LLCWealth manager | 30.3% | $174.1M | 1,729,663 | +60.6% shares | Q3 2026 |
| Farther Finance Advisors, LLCWealth manager | 1.1% | $160.4M | 1,593,502 | +2.0% shares | Q3 2026 |
| Joel GreenblattHedge fund | 0.4% | $157.3M | 1,562,089 | +26.1% shares | Q2 2026 |
| Westerkirk Capital Inc.Asset manager | 14.8% | $153.4M | 1,523,760 | +0.0% shares | Q2 2026 |
| Waverly Advisors, LLCWealth manager | 0.9% | $147.5M | 1,464,822 | -3.0% shares | Q2 2026 |
| MAI Capital ManagementWealth manager | 0.5% | $141.8M | 1,408,479 | +7.2% shares | Q2 2026 |
| Peavine Capital, LLCInstitutional asset manager | 29.6% | $135.0M | 1,341,102 | +74.1% shares | Q3 2026 |
| Hamilton Capital Partners Inc.Wealth manager | 3.7% | $128.8M | 1,279,489 | -12.3% shares | Q2 2026 |
| Peapack Gladstone Financial CorpBank & trust | 1.4% | $125.4M | 1,245,643 | +1.4% shares | Q2 2026 |
| Alpha Wealth Funds, LLCHedge fund | 76.2% | $123.0M | 1,221,972 | +10.9% shares | Q2 2026 |
| AE Wealth Management LLCWealth manager | 0.6% | $122.1M | 1,212,408 | +25.3% shares | Q2 2026 |
| Wealthfront Advisers LLCWealth manager | 0.2% | $117.5M | 1,167,189 | +17.6% shares | Q2 2026 |
| Hilton Capital Management, LLCAsset manager | 7.9% | $115.7M | 1,149,386 | -26.5% shares | Q2 2026 |
| First Wilshire Securities Management IncWealth manager | 22.6% | $109.5M | 1,087,949 | +63.3% shares | Q2 2026 |
| Mutual Advisors, LLCWealth manager | 2.0% | $106.0M | 1,052,850 | +3.0% shares | Q2 2026 |
| Balentine LLCWealth manager | 3.7% | $103.3M | 1,026,567 | -8.5% shares | Q2 2026 |
| Cheviot Value Management, LLCWealth manager | 10.3% | $100.9M | 1,002,516 | -6.1% shares | Q2 2026 |
| Selective Wealth Management, Inc.Wealth manager | 23.1% | $99.1M | 985,111 | +2.3% shares | Q3 2026 |
| 3EDGE Asset Management, LPWealth manager | 4.2% | $94.2M | 935,234 | -7.7% shares | Q2 2026 |
The 30 largest of 623 positions, by value. Each manager counts with its latest 13F (Q3 2026: 296, Q2 2026: 324, Q1 2026: 3). Screen SGOV in the grand portfolio →
SGOV stock trades by members of Congress
No member of Congress has disclosed a trade in SGOV.
Analysis mentioning SGOV
Posts from the blog that cover Ishares Tr, newest first.
SGOV questions and answers
Are insiders buying SGOV stock?
No open-market insider purchases or sales of SGOV were filed in the last 90 days.
Which hedge funds own SGOV?
623 13F filers hold SGOV among their 50 largest positions, worth $12.8B combined, including Josh Tarasoff, Norbert Lou, Joel Greenblatt and Christopher Bloomstran. The biggest bets by portfolio weight are Alpha Wealth Funds, LLC (76.2%), PSP Research LLC (48.3%) and Avos Capital Management, LLC (32.1%). In their latest 13Fs, 20 managers opened a new position and 190 added to one.
Has Congress traded SGOV?
No member of Congress has disclosed a trade in SGOV.
Who is the largest holder of SGOV?
Among 13F filers, Cerity Partners LLC reports the largest SGOV position, $457.6M (4,545,424 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Alpha Wealth Funds, LLC's: 76.2% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.