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 |
|---|---|---|---|---|---|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
1,025,373
shares
|
$23.2 Million
3.83% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
994,183
shares
|
$22.5 Million
4.1% of portfolio
|
Q1 2024
Added 13.21%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
975,375
shares
|
$22.1 Million
7.48% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
963,836
shares
|
$21.8 Million
1.07% of portfolio
|
Q3 2024
Added 12.43%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
951,364
shares
|
$21.5 Million
1.26% of portfolio
|
Q3 2024
Added 17.54%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
937,059
shares
|
$21.2 Million
9.04% of portfolio
|
Q2 2024
Added 1.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
923,968
shares
|
$20.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 14.56%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
910,810
shares
|
$20.6 Million
4.0% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
905,118
shares
|
$20.5 Million
0.02% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
903,792
shares
|
$20.5 Million
1.94% of portfolio
|
Q3 2024
Added 10.69%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
871,845
shares
|
$19.7 Million
17.36% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
870,969
shares
|
$19.7 Million
6.05% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
821,988
shares
|
$18.6 Million
0.07% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
813,179
shares
|
$18.4 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
810,455
shares
|
$18.4 Million
2.4% of portfolio
|
Q3 2024
Added 15.72%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
795,670
shares
|
$18 Million
0.0% of portfolio
|
Q3 2024
Added 100.28%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
794,410
shares
|
$18 Million
0.04% of portfolio
|
Q3 2024
Added 7.68%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
792,603
shares
|
$18 Million
0.11% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
790,095
shares
|
$17.9 Million
0.12% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
785,320
shares
|
$17.8 Million
0.69% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Nov 04, 2024 Q3 2024 |
779,848
shares
|
$17.7 Million
9.27% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 07, 2024 Q3 2024 |
765,175
shares
|
$17.3 Million
9.42% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
755,885
shares
|
$17.1 Million
0.25% of portfolio
|
Q3 2024
Added 19.44%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
748,715
shares
|
$17 Million
2.46% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
737,514
shares
|
$16.7 Million
3.49% of portfolio
|
Q3 2024
Added 33.56%
|