Institutional Ownership Ishares U.S. Treasury Bond ETF (GOVT)
This table provides information about the institutional ownership of Ishares U.S. Treasury Bond ETF (GOVT). We have compiled data on the 776 institutions that hold shares in the stock, with a total of 1.06 Billion shares, which have been reported (via 13F filing form) to have a value of $23.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invera Wealth Advisors, LLC
Bend, OR |
Nov 12, 2024 Q3 2024 |
15,198
shares
|
$340,739
0.37% of portfolio
|
Q2 2024
Reduced 9.55%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
14,834
shares
|
$332,578
0.14% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
14,798
shares
|
$331,771
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
14,772
shares
|
$331,188
0.07% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
14,504
shares
|
$325,179
0.02% of portfolio
|
Q3 2024
Added 152.68%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
14,304
shares
|
$320,695
0.02% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
14,241
shares
|
$319,283
0.12% of portfolio
|
Q3 2024
Added 40.57%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
14,157
shares
|
$317,399
0.01% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
14,063
shares
|
$315,292
0.09% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
14,044
shares
|
$314,866
0.08% of portfolio
|
Q3 2024
Added 44.11%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
14,027
shares
|
$314,485
0.07% of portfolio
|
Q3 2024
Added 39.49%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
13,800
shares
|
$309,396
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
13,727
shares
|
$307,759
0.07% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
13,712
shares
|
$307,423
0.01% of portfolio
|
Q3 2024
Added 40.52%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
13,282
shares
|
$297,782
0.01% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
13,153
shares
|
$294,890
0.06% of portfolio
|
Q1 2023
Reduced 1.02%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
13,137
shares
|
$294,531
0.03% of portfolio
|
Q3 2024
Added 8.41%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,031
shares
|
$292,155
0.0% of portfolio
|
Q3 2024
Added 39.97%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
12,859
shares
|
$288,298
0.08% of portfolio
|
Q3 2023
Reduced 0.19%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
12,818
shares
|
$287,379
0.03% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,799
shares
|
$286,953
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
12,733
shares
|
$285,473
0.0% of portfolio
|
Q4 2023
Reduced 5.17%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
12,692
shares
|
$284,554
0.01% of portfolio
|
Q2 2023
Added 0.09%
|
|
|
Abrdn PLC
|
Oct 24, 2024 Q3 2024 |
12,668
shares
|
$284,016
0.0% of portfolio
|
Q3 2024
Added 37.0%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
12,294
shares
|
$275,631
0.02% of portfolio
|
Q4 2021
Reduced 18.94%
|