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 849 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 |
|---|---|---|---|---|---|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
1,006,500
shares
|
$23.1 Million
7.27% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
1,006,363
shares
|
$23.1 Million
3.72% of portfolio
|
Q4 2024
Reduced 19.67%
|
|
|
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%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
973,981
shares
|
$22.3 Million
0.23% of portfolio
|
Q4 2024
Reduced 38.75%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
949,780
shares
|
$21.8 Million
0.02% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
939,176
shares
|
$21.5 Million
4.08% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
937,059
shares
|
$21.5 Million
9.04% of portfolio
|
Q2 2024
Added 1.78%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
931,471
shares
|
$21.4 Million
0.56% of portfolio
|
Q4 2024
Reduced 17.35%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
923,968
shares
|
$21.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 14.56%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
916,912
shares
|
$21 Million
0.0% of portfolio
|
Q4 2024
Added 15.24%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
915,242
shares
|
$21 Million
0.99% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
912,493
shares
|
$20.9 Million
2.68% of portfolio
|
Q4 2024
Added 12.59%
|
|
|
Cambridge Associates LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
908,045
shares
|
$20.8 Million
0.67% of portfolio
|
Q4 2024
Added 15.63%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
891,825
shares
|
$20.5 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
870,969
shares
|
$20 Million
6.05% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
856,778
shares
|
$19.7 Million
0.5% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
847,932
shares
|
$19.5 Million
0.04% of portfolio
|
Q4 2024
Added 221.94%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
832,660
shares
|
$19.1 Million
0.79% of portfolio
|
Q4 2024
Reduced 77.22%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
821,816
shares
|
$18.9 Million
3.5% of portfolio
|
Q4 2024
Added 11.43%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
821,235
shares
|
$18.8 Million
2.99% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
807,638
shares
|
$18.5 Million
0.11% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Jan 24, 2025 Q4 2024 |
804,779
shares
|
$18.5 Million
8.98% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
802,632
shares
|
$18.4 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
760,253
shares
|
$17.4 Million
0.01% of portfolio
|
Q4 2024
Added 23.42%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
737,660
shares
|
$16.9 Million
8.58% of portfolio
|
Q4 2024
Reduced 3.6%
|