iShares US Treasury Bond ETFGOVTETF

13F holders, Q1 2024 (March 31)
691holders
2famous investors
$22.77avg. 13F price*

At the end of Q1 2024, 691 institutions reported holding iShares US Treasury Bond ETF (GOVT) in their 13F filings. The largest holders were Bank of America Corp. ($8.3B), LPL Financial LLC ($2.2B) and FMR LLC ($1.4B). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares US Treasury Bond ETF
CUSIP
46429B267
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 691Q1 2024Q2 2024: 693Q2 2024Q3 2024: 721Q3 2024Q4 2024: 792Q4 2024Q1 2025: 792Q1 2025Q2 2025: 772Q2 2025Q3 2025: 789Q3 2025Q4 2025: 837Q4 2025Q1 2026: 933Q1 2026Q2 2026: 960Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions69$136.9M
Exits81$238.7M

Ownership 691 holders

Bank of America Corp. 0.82% Add +1.1% 362,972,396 $8.3B
LPL Financial LLC 1.20% Add +1764.6% 97,794,306 $2.2B
FMR LLC 0.10% Add +11.5% 63,104,925 $1.4B
Truist Financial Corp. 2.01% Add +4.2% 58,161,325 $1.3B
Envestnet Asset Management Inc. 0.43% Add +9.2% 50,181,467 $1.1B
Allworth Financial LP 4.33% Add +7.0% 26,933,904 $613.3M
PNC Financial Services Group, Inc. 0.40% Add +15.8% 25,443,972 $579.4M
Morgan Stanley 0.04% Add +1.8% 20,753,390 $472.6M
Assetmark, Inc. 1.25% Add +1.6% 16,937,328 $385.7M
Charles Schwab Investment Management Inc. 0.07% Reduce -6.0% 13,491,644 $307.2M
BlackRock Inc. 0.01% Reduce -3.6% 12,244,894 $278.8M
Fund Evaluation Group, LLC 15.32% Add +8.0% 10,748,080 $244.7M
Peavine Capital, LLC 56.62% Add +3.1% 9,848,623 $224.3M
Mutual Advisors, LLC 6.02% Add +11.5% 8,233,590 $187.5M
Prime Capital Investment Advisors, LLC 2.61% Reduce -1.0% 8,222,059 $187.2M
United Capital Financial Advisors, LLC 1.46% Reduce -1.6% 7,754,271 $176.6M
Morningstar Investment Management LLC 18.51% Add +19.3% 7,496,170 $170.7M
JPMorgan Chase & Co. 0.01% Reduce -17.9% 7,339,473 $167.1M
UBS Group AG 0.04% Reduce -2.5% 5,697,125 $129.7M
Townsquare Capital LLC 1.89% Add +14.2% 5,659,251 $128.9M
Jordan Park Group LLC 8.16% Add +13.0% 5,638,252 $128.4M
Ameriprise Financial Inc. 0.04% Add +2.4% 5,622,835 $128.0M
Nationwide Fund Advisors 13.56% Add +1.1% 5,497,558 $125.2M
Allspring Global Investments Holdings, LLC 0.18% Add +5.7% 4,969,584 $113.2M
EP Wealth Advisors, LLC 1.26% Add +1.3% 4,752,554 $108.2M
Itau Unibanco Holding S.A. 4.59% Add +5.3% 4,702,295 $107.1M
TD Private Client Wealth LLC 3.40% Add +15.4% 4,552,681 $103.7M
MCF Advisors LLC 7.40% Add +7.0% 4,194,589 $95.5M
Cobblestone Capital Advisors LLC 5.61% Add +43.1% 3,914,952 $89.1M
Commerce Bank 0.55% Add +4.4% 3,682,713 $83.9M
Royal Bank of Canada 0.02% Add +34.5% 3,513,751 $80.0M
Crane Advisory, LLC 15.04% Add +10.7% 3,306,537 $74.6M
Cetera Investment Advisers 0.17% Add +581.8% 3,177,425 $72.3M
Wilbanks Smith & Thomas Asset Management LLC 1.98% Add +5.6% 3,108,176 $70.8M
1832 Asset Management L.P. 0.12% Add +36.3% 2,935,845 $66.8M
Alesco Advisors, LLC, An ESL Co 2.18% Add +2.1% 2,906,070 $66.2M
Crestwood Advisors Group, LLC 1.43% Add +10.7% 2,872,434 $65.4M
Deutsche Bank AG 0.03% Add +1.0% 2,863,706 $65.2M
SYM FINANCIAL Corp 9.96% Add +10.1% 2,650,947 $60.4M
Norinchukin Bank, The 1.81% Reduce -2.5% 2,649,662 $60.3M
Asset Management One Co., Ltd. 0.23% New 2,600,000 $59.2M
GLOBALT Investments LLC / GA 2.33% Reduce -2.3% 2,574,932 $58.6M
Mill Creek Capital Advisors, LLC 1.45% Reduce -12.9% 2,340,437 $53.3M
Janney Montgomery Scott LLC 0.15% Add +128.6% 2,234,601 $50.9M
Osaic Holdings, Inc. 0.11% Reduce -26.7% 2,076,736 $47.3M
3EDGE Asset Management, LP 3.60% Reduce -5.5% 2,027,772 $46.2M
Northern Trust Corp. 0.01% Add +61.5% 1,845,615 $42.0M
Wedmont Private Capital 3.07% Add +5.6% 1,866,147 $42.0M
Foster Group, Inc. 2.05% Add +2094.4% 1,812,960 $41.3M
Cwm, LLC 0.20% Reduce -27.1% 1,781,729 $40.6M
Commonwealth Equity Services, LLC 0.07% Add +75.1% 1,728,019 $39.3M
Brookstone Capital Management 0.65% Reduce -7.1% 1,600,267 $36.4M
Capital Planning Advisors, LLC 6.37% Add +6.9% 1,593,133 $36.3M
Bailard, Inc. 0.97% Add +7.7% 1,547,879 $35.2M
Sequoia Financial Advisors, LLC 0.44% Add +11.2% 1,541,124 $35.1M
MML Investors Services, LLC 0.14% Reduce -2.3% 1,514,190 $34.5M
Heirloom Wealth Management 11.69% Add +14.2% 1,506,280 $34.3M
Armstrong Advisory Group, Inc. 3.30% No change 1,473,662 $34.0M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +8.9% 1,407,022 $32.0M
Wells Fargo & Company 0.01% Reduce -4.8% 1,396,304 $31.8M
Global Retirement Partners, LLC 1.08% Add +1176.0% 1,269,244 $28.9M
Sand Hill Global Advisors, LLC 1.36% Add +24.2% 1,259,795 $28.7M
Envestnet Portfolio Solutions, Inc. 0.10% Add +15.4% 1,209,154 $27.5M
AE Wealth Management LLC 0.31% Add +13.0% 1,206,583 $27.5M
US Bancorp \de 0.04% Add +0.8% 1,197,405 $27.3M
HighTower Advisors, LLC 0.04% Add +7.8% 1,197,502 $27.2M
Heck Capital Advisors, LLC 4.11% Add +1.5% 1,184,470 $27.0M
McKinley Carter Wealth Services, Inc. 1.77% Add +8.3% 1,165,169 $26.5M
Relative Value Partners Group, LLC 1.66% Reduce -0.4% 1,146,747 $26.4M
Cerity Partners LLC 0.07% Reduce -14.6% 1,143,805 $26.0M
Alliancebernstein L.P. 0.01% Reduce -75.0% 1,105,955 $25.2M
Johnson Bixby & Associates, LLC 4.31% Add +6.4% 1,088,848 $24.8M
Rockefeller Capital Management L.P. 0.07% Add +4.1% 1,066,513 $24.3M
Acorns Advisers, LLC 0.27% Add +8.4% 1,044,033 $23.8M
Brown Advisory Inc. 0.03% Reduce -8.2% 1,032,525 $23.5M
Verum Partners LLC 8.16% Add +21.9% 1,007,625 $22.9M
Stifel Financial Corp. 0.03% Add +2.4% 1,006,702 $22.9M
Financial Advisory Group 3.99% Add +13.2% 994,183 $22.6M
Park Avenue Securities LLC 0.29% Add +14.4% 991,165 $22.6M
Trilogy Capital Inc. 1.29% Add +6.8% 987,287 $22.5M
Schmidt P J Investment Management Inc. 4.18% Add +8.4% 972,041 $22.1M
Clear Rock Advisors, LLC 9.10% Add +2.5% 920,670 $21.0M
Bank of New York Mellon Corp 0.00% Add +156.3% 883,853 $20.1M
Blueprint Investment Partners LLC 3.94% Add +41.0% 876,666 $20.0M
Roberts Financial Services LLC 3.91% Reduce -58.8% 842,091 $19.2M
Perigon Wealth Management, LLC 0.58% Add +639.7% 834,083 $19.0M
Raymond James Financial Services Advisors, Inc. 0.03% Add +3.0% 827,200 $18.8M
1607 Capital Partners, LLC 1.52% Reduce -58.3% 818,142 $18.6M
Hoese & Co LLP 16.37% Add +2.2% 792,249 $17.9M
Cook Wealth, LLC 10.55% Add +0.5% 789,408 $17.5M
Wealth Enhancement Advisory Services, LLC 0.04% Add +43.9% 764,698 $17.4M
Cambridge Investment Research Advisors, Inc. 0.07% Add +39.2% 751,620 $17.1M
Access Financial Services, Inc. 7.49% Add +7.6% 736,026 $16.8M
Cambridge Associates LLC /Ma/ 0.89% Reduce -7.6% 728,802 $16.6M
Genus Capital Management Inc. 2.12% — 717,382 $16.3M
St Germain D J Co. Inc. 0.79% Add +124.1% 708,197 $16.1M
Cutler Investment Counsel LLC 2.13% Add +3.2% 698,892 $15.9M
Annandale Capital, LLC 3.59% Add +6.9% 697,839 $15.9M
Kestra Advisory Services, LLC 0.11% Add +25.7% 694,442 $15.8M
Mercer Global Advisors Inc. 0.04% Reduce -7.4% 686,317 $15.6M

"% of holder's portfolio" is GOVT's weight in each manager's 13F, not the share of iShares US Treasury Bond ETF the manager owns.

Show all 691 holders