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 859 institutions that hold shares in the stock, with a total of 1.1 Billion shares, which have been reported (via 13F filing form) to have a value of $25.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
996,931
shares
|
$22.8 Million
3.59% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
995,618
shares
|
$22.8 Million
0.04% of portfolio
|
Q2 2025
Added 109.74%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
994,183
shares
|
$22.8 Million
4.1% of portfolio
|
Q1 2024
Added 13.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
960,444
shares
|
$22 Million
0.02% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
950,000
shares
|
$21.7 Million
0.82% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
945,646
shares
|
$21.6 Million
1.85% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
937,059
shares
|
$21.4 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
|
$21.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 14.56%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
911,128
shares
|
$20.9 Million
0.75% of portfolio
|
Q2 2025
Reduced 80.51%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
870,969
shares
|
$19.9 Million
6.05% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
863,045
shares
|
$19.8 Million
2.99% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
860,725
shares
|
$19.7 Million
0.18% of portfolio
|
Q2 2025
Added 31.15%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
849,128
shares
|
$19.4 Million
0.13% of portfolio
|
Q2 2025
Reduced 11.41%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
846,789
shares
|
$19.4 Million
3.75% of portfolio
|
Q2 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
844,293
shares
|
$19.3 Million
3.45% of portfolio
|
Q2 2025
Reduced 20.16%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2025 Q2 2025 |
834,602
shares
|
$19.1 Million
4.82% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
811,998
shares
|
$18.6 Million
1.41% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
800,183
shares
|
$18.3 Million
0.26% of portfolio
|
Q2 2025
Added 12.97%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
781,862
shares
|
$17.9 Million
0.99% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
771,981
shares
|
$17.7 Million
0.15% of portfolio
|
Q2 2025
Added 10.44%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
754,468
shares
|
$17.3 Million
0.01% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
748,030
shares
|
$17.1 Million
0.77% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
726,716
shares
|
$16.6 Million
0.43% of portfolio
|
Q2 2025
Reduced 36.41%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
716,875
shares
|
$16.4 Million
7.7% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
666,851
shares
|
$15.3 Million
0.25% of portfolio
|
Q2 2025
Added 0.15%
|