iShares US Treasury Bond ETFGOVTETF

13F holders, Q2 2024 (June 30)
693holders +2
70new positions
68sold out
3famous investors
$22.56avg. 13F price*

At the end of Q2 2024, 693 institutions reported holding iShares US Treasury Bond ETF (GOVT) in their 13F filings, up 2 from Q1 2024. 70 opened new positions and 68 sold out. The largest holders were Bank of America Corp. ($8.3B), LPL Financial LLC ($2.4B) and Envestnet Asset Management Inc. ($1.3B). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 → Q2 2024

InstitutionsTotal Value
New Positions70$46.7M
Exits68$211.1M

All 13F filers, Q1 2024 → Q2 2024: 57,733,956 shares bought and 42,691,867 shares sold, net +15,042,089 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 693 holders

Bank of America Corp. 0.80% Add +1.6% 368,676,156 $8.3B
LPL Financial LLC 1.17% Add +6.6% 104,237,657 $2.4B
Envestnet Asset Management Inc. 0.45% Add +14.3% 57,384,743 $1.3B
Truist Financial Corp. 1.87% Reduce -6.6% 54,345,025 $1.2B
FMR LLC 0.08% Reduce -14.8% 53,778,752 $1.2B
PNC Financial Services Group, Inc. 0.51% Add +33.6% 33,983,269 $767.0M
Allworth Financial LP 4.12% Add +4.2% 28,063,687 $638.4M
Morgan Stanley 0.03% Reduce -4.3% 19,868,657 $448.4M
Assetmark, Inc. 1.24% Add +5.0% 17,779,645 $401.3M
Charles Schwab Investment Management Inc. 0.06% Reduce -5.1% 12,801,990 $288.9M
BlackRock Inc. 0.01% Add +2.4% 12,537,190 $283.0M
Fund Evaluation Group, LLC 15.39% Add +3.4% 11,116,463 $250.9M
Peavine Capital, LLC 55.15% Reduce -2.3% 9,617,689 $217.1M
Morningstar Investment Management LLC 20.56% Add +16.3% 8,717,729 $196.8M
Mutual Advisors, LLC 5.93% Add +4.3% 8,583,512 $196.1M
JPMorgan Chase & Co. 0.02% Add +13.0% 8,296,020 $187.2M
Prime Capital Investment Advisors, LLC 2.63% Reduce -4.4% 7,861,520 $177.4M
United Capital Financial Advisors, LLC 1.51% Add +0.3% 7,776,910 $175.5M
Jordan Park Group LLC 10.90% Add +12.0% 6,312,329 $142.5M
Townsquare Capital LLC 1.82% Add +4.7% 5,926,960 $133.8M
Ameriprise Financial Inc. 0.04% Add +3.9% 5,841,889 $131.8M
Nationwide Fund Advisors 13.44% Reduce -0.6% 5,465,748 $123.4M
UBS Group AG 0.04% Reduce -9.4% 5,160,647 $116.5M
EP Wealth Advisors, LLC 1.20% Add +5.3% 5,004,200 $112.9M
TD Private Client Wealth LLC 3.46% Add +6.8% 4,863,834 $109.8M
Itau Unibanco Holding S.A. 4.29% Reduce -1.1% 4,649,979 $105.0M
MCF Advisors LLC 7.36% Add +2.7% 4,306,589 $97.2M
Cobblestone Capital Advisors LLC 5.78% Add +6.3% 4,161,445 $93.9M
Cetera Investment Advisers 0.20% Add +18.5% 3,764,394 $85.0M
School Employees Retirement Board of Ohio 70.88% — 3,722,557 $84.0M
Norinchukin Bank, The 2.31% Add +35.5% 3,591,271 $81.1M
Alliancebernstein L.P. 0.03% Add +212.6% 3,456,873 $78.0M
Royal Bank of Canada 0.02% Reduce -5.4% 3,324,579 $75.0M
Commerce Bank 0.46% Reduce -14.0% 3,166,385 $71.5M
Crestwood Advisors Group, LLC 1.46% Add +8.7% 3,123,024 $70.5M
Alesco Advisors, LLC, An ESL Co 2.24% Add +4.4% 3,033,932 $68.5M
Clearstead Advisors, LLC 1.15% Add +166201.9% 2,991,771 $67.5M
Deutsche Bank AG 0.03% Reduce -2.6% 2,788,481 $62.9M
SYM FINANCIAL Corp 10.03% Add +5.1% 2,786,856 $62.9M
GLOBALT Investments LLC / GA 2.32% Reduce -0.1% 2,571,044 $58.0M
Northern Trust Corp. 0.01% Add +31.4% 2,424,604 $54.7M
Mill Creek Capital Advisors, LLC 1.33% Reduce -1.3% 2,309,311 $52.1M
Janney Montgomery Scott LLC 0.15% Reduce -2.1% 2,186,880 $49.4M
Wedmont Private Capital 3.04% Add +13.5% 2,118,498 $48.3M
Commonwealth Equity Services, LLC 0.07% Add +18.2% 2,043,210 $46.1M
Osaic Holdings, Inc. 0.11% Reduce -3.5% 2,003,173 $45.2M
3EDGE Asset Management, LP 3.39% Reduce -5.6% 1,914,514 $43.2M
Sand Hill Global Advisors, LLC 1.85% Add +43.6% 1,808,982 $40.8M
Wealth Enhancement Advisory Services, LLC 0.09% Add +130.5% 1,762,338 $39.8M
Foster Group, Inc. 1.56% Reduce -3.1% 1,756,547 $39.6M
Heirloom Wealth Management 12.53% Add +13.7% 1,713,165 $38.7M
Cwm, LLC 0.18% Reduce -6.0% 1,674,317 $37.8M
Capital Planning Advisors, LLC 6.37% Add +3.5% 1,649,324 $37.2M
Bailard, Inc. 1.02% Add +6.4% 1,646,756 $37.2M
AE Wealth Management LLC 0.35% Add +27.9% 1,543,447 $34.8M
Bank of New York Mellon Corp 0.01% Add +73.8% 1,535,834 $34.7M
Sanctuary Advisors, LLC 0.25% — 1,524,173 $33.8M
Wells Fargo & Company 0.01% Add +5.8% 1,477,967 $33.4M
Park Avenue Securities LLC 0.40% Add +45.4% 1,441,188 $32.5M
Envestnet Portfolio Solutions, Inc. 0.11% Add +17.0% 1,415,078 $31.9M
Mirae Asset Global Investments Co., Ltd. 0.16% Reduce -1.6% 1,384,102 $31.4M
Verum Partners LLC 10.09% Add +37.1% 1,381,578 $31.2M
Global Retirement Partners, LLC 0.95% Add +6.4% 1,350,482 $30.5M
HighTower Advisors, LLC 0.04% Add +5.9% 1,267,972 $28.6M
US Bancorp \de 0.04% Add +4.7% 1,253,531 $28.3M
MML Investors Services, LLC 0.11% Reduce -19.7% 1,215,526 $27.4M
McKinley Carter Wealth Services, Inc. 1.73% Add +3.2% 1,202,972 $27.2M
Heck Capital Advisors, LLC 3.33% Add +0.1% 1,186,216 $26.8M
Johnson Bixby & Associates, LLC 4.25% Add +3.3% 1,124,237 $25.4M
Acorns Advisers, LLC 0.27% Add +6.2% 1,108,346 $25.0M
Crane Advisory, LLC 4.78% Reduce -66.9% 1,093,695 $24.8M
Raymond James Financial Services Advisors, Inc. 0.03% Add +30.7% 1,081,455 $24.4M
Rockefeller Capital Management L.P. 0.07% Add +1.1% 1,078,822 $24.3M
Schmidt P J Investment Management Inc. 4.09% Add +2.0% 991,613 $22.4M
Clear Rock Advisors, LLC 9.04% Add +1.8% 937,059 $21.1M
Stifel Financial Corp. 0.02% Reduce -10.6% 899,615 $20.3M
Roberts Financial Services LLC 4.04% Add +5.9% 891,411 $20.1M
Hoese & Co LLP 17.47% Add +12.8% 893,320 $20.0M
Source Financial Advisors LLC 5.97% Add +82.0% 859,781 $19.4M
St Germain D J Co. Inc. 0.94% Add +21.1% 857,276 $19.3M
Perigon Wealth Management, LLC 0.54% Reduce -1.3% 823,596 $18.6M
1607 Capital Partners, LLC 1.65% Reduce -0.2% 816,542 $18.4M
Financial Advocates Investment Management 1.14% Add +171.7% 809,362 $18.3M
Kestra Advisory Services, LLC 0.10% Add +13.5% 788,409 $17.8M
Brown Advisory Inc. 0.02% Reduce -24.6% 778,218 $17.6M
Cambridge Investment Research Advisors, Inc. 0.06% Add +3.4% 776,931 $17.5M
Cook Wealth, LLC 9.45% Reduce -2.6% 768,675 $17.5M
Private Advisor Group, LLC 0.12% Add +33.1% 766,610 $17.3M
Cerity Partners LLC 0.05% Reduce -35.5% 737,774 $16.7M
Cambridge Associates LLC /Ma/ 0.75% No change 728,802 $16.4M
SeaBridge Investment Advisors LLC 4.25% Add +14.3% 726,812 $16.4M
Annandale Capital, LLC 3.40% Add +3.6% 723,313 $16.3M
Cutler Investment Counsel LLC 2.15% Add +0.2% 700,340 $15.8M
Access Financial Services, Inc. 7.15% Reduce -5.3% 696,872 $15.7M
Seneca Financial Advisors LLC 8.03% Add +69.2% 686,712 $15.5M
Integrated Wealth Concepts LLC 0.21% Add +1.1% 680,814 $15.4M
Bartlett & Co. Wealth Management LLC 0.22% Add +17.4% 632,854 $14.3M
Trilogy Capital Inc. 0.74% Reduce -38.5% 607,024 $13.7M
Spectrum Strategic Capital Management, LLC 9.73% Add +3.1% 589,686 $13.3M
HSBC Holdings PLC 0.01% Add +109.3% 577,617 $13.0M

"% 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 693 holders