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 867 institutions that hold shares in the stock, with a total of 1.08 Billion shares, which have been reported (via 13F filing form) to have a value of $24.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heirloom Wealth Management
Greenwood Village, CO |
Apr 24, 2025 Q1 2025 |
1,836,810
shares
|
$41.8 Million
12.81% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,824,683
shares
|
$41.5 Million
0.1% of portfolio
|
Q4 2024
Added 14.6%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
1,789,793
shares
|
$40.7 Million
2.2% of portfolio
|
Q1 2025
Added 199.04%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,787,073
shares
|
$40.7 Million
0.46% of portfolio
|
Q1 2025
Added 281328.81%
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
1,708,518
shares
|
$38.9 Million
3.13% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,690,786
shares
|
$38.5 Million
0.05% of portfolio
|
Q1 2025
Added 15.02%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
1,657,285
shares
|
$37.7 Million
5.19% of portfolio
|
Q1 2025
Added 7.91%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,645,559
shares
|
$37.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
1,645,060
shares
|
$37.4 Million
1.47% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
1,634,809
shares
|
$37.2 Million
0.21% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,577,899
shares
|
$35.9 Million
0.01% of portfolio
|
Q1 2025
Added 13.08%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
1,468,560
shares
|
$33.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 18.08%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
1,403,521
shares
|
$31.9 Million
0.21% of portfolio
|
Q1 2025
Reduced 44.95%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
1,384,013
shares
|
$31.5 Million
0.84% of portfolio
|
Q1 2025
Added 48.58%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
1,349,447
shares
|
$30.7 Million
8.36% of portfolio
|
Q1 2025
Reduced 10.39%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
1,335,338
shares
|
$30.4 Million
0.08% of portfolio
|
Q1 2025
Reduced 12.65%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
1,276,451
shares
|
$29.1 Million
3.3% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
1,255,948
shares
|
$28.6 Million
0.28% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,250,310
shares
|
$28.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 40.27%
|
|
|
Nationwide Fund Advisors
|
Apr 23, 2025 Q1 2025 |
1,229,324
shares
|
$28 Million
2.41% of portfolio
|
Q1 2025
Reduced 77.38%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,219,919
shares
|
$27.8 Million
0.11% of portfolio
|
Q1 2025
Reduced 19.98%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
1,197,962
shares
|
$27.3 Million
0.07% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
1,161,141
shares
|
$26.4 Million
0.41% of portfolio
|
Q1 2025
Added 584.74%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,142,796
shares
|
$26 Million
0.77% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
1,132,711
shares
|
$25.8 Million
24.66% of portfolio
|
Q1 2025
Reduced 2.41%
|