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 806 institutions that hold shares in the stock, with a total of 1.09 Billion shares, which have been reported (via 13F filing form) to have a value of $24.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
748,715
shares
|
$16.9 Million
2.46% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
737,660
shares
|
$16.7 Million
8.58% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
676,002
shares
|
$15.3 Million
0.09% of portfolio
|
Q4 2024
Reduced 14.44%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
659,941
shares
|
$14.9 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
655,495
shares
|
$14.8 Million
0.22% of portfolio
|
Q4 2024
Reduced 13.28%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
649,354
shares
|
$14.7 Million
0.39% of portfolio
|
Q3 2024
Added 14.24%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
644,386
shares
|
$14.6 Million
7.95% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
615,983
shares
|
$13.9 Million
0.01% of portfolio
|
Q3 2024
Added 12.9%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
606,781
shares
|
$13.7 Million
4.36% of portfolio
|
Q4 2024
Added 27.47%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
603,324
shares
|
$13.6 Million
2.95% of portfolio
|
Q4 2024
Reduced 13.79%
|
|
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
600,557
shares
|
$13.6 Million
0.44% of portfolio
|
Q4 2024
Added 50.08%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
598,509
shares
|
$13.5 Million
0.73% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
591,629
shares
|
$13.4 Million
0.14% of portfolio
|
Q3 2024
Added 11.78%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
581,635
shares
|
$13.1 Million
2.1% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
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%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jan 22, 2025 Q4 2024 |
568,071
shares
|
$12.8 Million
8.22% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
554,230
shares
|
$12.5 Million
0.83% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
545,123
shares
|
$12.3 Million
2.97% of portfolio
|
Q4 2024
Reduced 11.48%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
538,128
shares
|
$12.2 Million
5.3% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
534,175
shares
|
$12.1 Million
18.48% of portfolio
|
Q3 2023
Reduced 1.97%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
530,653
shares
|
$12 Million
2.81% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
516,309
shares
|
$11.7 Million
2.07% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
508,320
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2024
Added 62.53%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
499,857
shares
|
$11.3 Million
0.24% of portfolio
|
Q3 2024
Added 47.94%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
498,890
shares
|
$11.3 Million
3.99% of portfolio
|
Q4 2024
Reduced 1.97%
|