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 774 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 $24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
1,857,256
shares
|
$42.1 Million
1.84% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,852,128
shares
|
$42 Million
0.1% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
1,830,154
shares
|
$41.5 Million
0.44% of portfolio
|
Q3 2024
Added 18.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,787,401
shares
|
$40.5 Million
0.01% of portfolio
|
Q3 2024
Added 20.94%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Oct 16, 2024 Q3 2024 |
1,758,366
shares
|
$39.8 Million
13.39% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
1,737,710
shares
|
$39.4 Million
0.18% of portfolio
|
Q3 2024
Added 25.55%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
1,710,998
shares
|
$38.8 Million
1.56% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,629,664
shares
|
$36.9 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
1,590,071
shares
|
$36 Million
0.42% of portfolio
|
Q3 2024
Added 10.33%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
1,494,812
shares
|
$33.9 Million
0.07% of portfolio
|
Q3 2024
Added 280.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,476,217
shares
|
$33.4 Million
0.13% of portfolio
|
Q3 2024
Added 21.45%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,474,071
shares
|
$33.4 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
1,467,582
shares
|
$33.2 Million
10.08% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
1,445,731
shares
|
$32.7 Million
0.12% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
1,281,172
shares
|
$29 Million
6.57% of portfolio
|
Q3 2024
Added 121.82%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
1,252,850
shares
|
$28.4 Million
4.6% of portfolio
|
Q3 2024
Reduced 24.04%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,250,582
shares
|
$28.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
1,235,004
shares
|
$28 Million
1.79% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 14, 2024 Q3 2024 |
1,164,163
shares
|
$26.4 Million
0.27% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,129,671
shares
|
$25.6 Million
0.07% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
1,127,051
shares
|
$25.5 Million
0.7% of portfolio
|
Q3 2024
Reduced 31.56%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,120,374
shares
|
$25.4 Million
0.81% of portfolio
|
Q3 2024
Reduced 17.04%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2024 Q3 2024 |
1,097,675
shares
|
$24.9 Million
4.65% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Pacific Wealth Management
|
Oct 03, 2024 Q3 2024 |
1,086,614
shares
|
$24.6 Million
11.85% of portfolio
|
Q3 2024
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
1,030,861
shares
|
$23.3 Million
4.19% of portfolio
|
Q3 2024
Added 3.96%
|