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 |
|---|---|---|---|---|---|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
737,514
shares
|
$16.6 Million
3.49% of portfolio
|
Q3 2024
Added 33.56%
|
|
|
Sea Bridge Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
699,811
shares
|
$15.7 Million
4.11% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Access Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
677,046
shares
|
$15.2 Million
8.61% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
659,941
shares
|
$14.8 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
649,354
shares
|
$14.6 Million
0.39% of portfolio
|
Q3 2024
Added 14.24%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
644,386
shares
|
$14.5 Million
7.95% of portfolio
|
Q3 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
632,711
shares
|
$14.2 Million
0.77% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
615,983
shares
|
$13.8 Million
0.01% of portfolio
|
Q3 2024
Added 12.9%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
615,788
shares
|
$13.8 Million
3.44% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
591,629
shares
|
$13.3 Million
0.14% of portfolio
|
Q3 2024
Added 11.78%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Nov 12, 2024 Q3 2024 |
582,523
shares
|
$13.1 Million
9.27% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
577,572
shares
|
$13 Million
0.01% of portfolio
|
Q3 2024
Added 40.49%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
564,121
shares
|
$12.7 Million
2.15% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
534,175
shares
|
$12 Million
18.48% of portfolio
|
Q3 2023
Reduced 1.97%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
528,894
shares
|
$11.9 Million
0.83% of portfolio
|
Q3 2024
Added 14.87%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
528,106
shares
|
$11.9 Million
2.12% of portfolio
|
Q3 2024
Added 15.08%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
521,422
shares
|
$11.7 Million
2.74% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
517,286
shares
|
$11.6 Million
0.12% of portfolio
|
Q3 2024
Reduced 10.32%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
516,256
shares
|
$11.6 Million
5.02% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
508,895
shares
|
$11.4 Million
4.26% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
508,320
shares
|
$11.4 Million
0.02% of portfolio
|
Q3 2024
Added 62.53%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
499,857
shares
|
$11.2 Million
0.24% of portfolio
|
Q3 2024
Added 47.94%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
492,535
shares
|
$11.1 Million
1.35% of portfolio
|
Q3 2024
Added 23.67%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
489,908
shares
|
$11 Million
0.03% of portfolio
|
Q3 2024
Reduced 13.4%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
486,200
shares
|
$10.9 Million
0.3% of portfolio
|
Q2 2024
New holding
|