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 |
|---|---|---|---|---|---|
|
Snider Financial Group
Bellevue, WA |
Nov 06, 2024 Q3 2024 |
476,032
shares
|
$10.8 Million
4.13% of portfolio
|
Q3 2024
Added 20.44%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
473,212
shares
|
$10.7 Million
0.15% of portfolio
|
Q3 2024
Added 42.37%
|
|
|
Argi Investment Services, LLC
|
Nov 12, 2024 Q3 2024 |
469,919
shares
|
$10.6 Million
0.93% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
469,152
shares
|
$10.6 Million
4.31% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
461,801
shares
|
$10.5 Million
3.36% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
459,396
shares
|
$10.4 Million
0.07% of portfolio
|
Q3 2024
Added 13.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
454,882
shares
|
$10.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 64.13%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
453,143
shares
|
$10.3 Million
1.1% of portfolio
|
Q1 2024
Added 23.79%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
451,254
shares
|
$10.2 Million
2.23% of portfolio
|
Q3 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
443,878
shares
|
$10.1 Million
0.4% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
437,349
shares
|
$9.91 Million
0.15% of portfolio
|
Q3 2024
Added 31.02%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
435,981
shares
|
$9.87 Million
1.78% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
429,429
shares
|
$9.73 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
415,111
shares
|
$9.4 Million
0.37% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
412,197
shares
|
$9.34 Million
1.98% of portfolio
|
Q4 2023
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
410,200
shares
|
$9.29 Million
0.63% of portfolio
|
Q3 2024
Added 9.56%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
409,956
shares
|
$9.29 Million
2.24% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
408,558
shares
|
$9.25 Million
0.94% of portfolio
|
Q2 2023
Added 60.4%
|
|
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
Nov 14, 2024 Q3 2024 |
400,157
shares
|
$9.06 Million
0.39% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
383,393
shares
|
$8.68 Million
5.24% of portfolio
|
Q3 2024
Added 69.57%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
380,329
shares
|
$8.61 Million
0.58% of portfolio
|
Q4 2023
Reduced 33.76%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
379,132
shares
|
$8.59 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Regency Capital Management Inc.\De
|
Oct 04, 2024 Q3 2024 |
369,877
shares
|
$8.38 Million
5.25% of portfolio
|
Q3 2024
Added 1729.44%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
369,326
shares
|
$8.37 Million
0.43% of portfolio
|
Q3 2024
Added 22.29%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
368,818
shares
|
$8.35 Million
3.1% of portfolio
|
Q3 2024
New holding
|