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 850 institutions that hold shares in the stock, with a total of 1.2 Billion shares, which have been reported (via 13F filing form) to have a value of $27.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
1,804,314
shares
|
$41.4 Million
0.14% of portfolio
|
Q4 2024
Added 22.23%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
1,792,709
shares
|
$41.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.87%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
1,782,292
shares
|
$40.9 Million
2.82% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,762,424
shares
|
$40.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
1,712,880
shares
|
$39.3 Million
12.39% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
1,685,558
shares
|
$38.6 Million
1.54% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,621,369
shares
|
$37.2 Million
1.36% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,562,827
shares
|
$35.8 Million
0.13% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
1,558,773
shares
|
$35.7 Million
1.52% of portfolio
|
Q4 2024
Reduced 16.07%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
1,535,845
shares
|
$35.2 Million
4.63% of portfolio
|
Q4 2024
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
1,528,795
shares
|
$35.1 Million
0.15% of portfolio
|
Q4 2024
Reduced 12.02%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,524,536
shares
|
$35 Million
0.15% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
1,505,944
shares
|
$34.5 Million
9.96% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
1,485,968
shares
|
$34.1 Million
0.12% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,470,042
shares
|
$33.7 Million
0.04% of portfolio
|
Q4 2024
Added 17.55%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,395,416
shares
|
$32 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
1,305,646
shares
|
$29.9 Million
1.88% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
1,237,608
shares
|
$28.4 Million
0.28% of portfolio
|
Q4 2024
Added 6.31%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Feb 05, 2025 Q4 2024 |
1,160,633
shares
|
$26.6 Million
23.72% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,142,796
shares
|
$26.2 Million
0.77% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
1,074,662
shares
|
$24.6 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Rock Creek Group, LP
|
Feb 12, 2025 Q4 2024 |
1,060,389
shares
|
$24.3 Million
2.08% of portfolio
|
Q4 2024
Reduced 61.13%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
1,055,825
shares
|
$24.2 Million
4.31% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
1,020,991
shares
|
$23.4 Million
3.76% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
1,009,236
shares
|
$23.1 Million
1.36% of portfolio
|
Q4 2024
Added 6.08%
|