iShares US Treasury Bond ETFGOVTETF

13F holders, Q3 2024 (September 30)
721holders +28
76new positions
51sold out
3famous investors
$23.44avg. 13F price*

At the end of Q3 2024, 721 institutions reported holding iShares US Treasury Bond ETF (GOVT) in their 13F filings, up 28 from Q2 2024. 76 opened new positions and 51 sold out. The largest holders were Bank of America Corp. ($8.8B), LPL Financial LLC ($2.5B) and Envestnet Asset Management Inc. ($1.6B). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions76$232.7M
Exits51$15.3M

All 13F filers, Q2 2024 → Q3 2024: 75,249,930 shares bought and 35,828,876 shares sold, net +39,421,054 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 721 holders

Bank of America Corp. 0.77% Add +2.2% 376,720,111 $8.8B
LPL Financial LLC 1.13% Add +3.4% 107,763,508 $2.5B
Envestnet Asset Management Inc. 0.51% Add +18.5% 67,988,838 $1.6B
Truist Financial Corp. 2.41% Add +20.4% 65,412,885 $1.5B
PNC Financial Services Group, Inc. 0.55% Add +7.8% 36,625,741 $858.9M
Allworth Financial LP 4.11% Add +2.6% 28,799,490 $675.3M
FMR LLC 0.04% Reduce -51.0% 26,353,543 $618.0M
Morgan Stanley 0.03% Reduce -0.4% 19,796,696 $464.2M
Assetmark, Inc. 1.24% Add +3.6% 18,419,461 $431.9M
BlackRock, Inc. 0.01% — 13,250,826 $310.7M
Charles Schwab Investment Management Inc. 0.06% Add +0.2% 12,822,050 $300.7M
Fund Evaluation Group, LLC 15.71% Add +8.9% 12,101,767 $283.8M
JPMorgan Chase & Co. 0.02% Add +34.2% 11,133,024 $261.1M
Peavine Capital, LLC 54.71% Reduce -0.9% 9,532,783 $223.5M
Mutual Advisors, LLC 6.42% Add +11.7% 9,590,971 $219.6M
Morningstar Investment Management LLC 19.97% Add +0.7% 8,777,042 $201.9M
United Capital Financial Advisors, LLC 1.56% Add +4.1% 8,098,513 $189.9M
Jordan Park Group LLC 12.54% Add +24.3% 7,845,027 $184.0M
Alliancebernstein L.P. 0.06% Add +117.4% 7,515,174 $176.2M
Prime Capital Investment Advisors, LLC 2.44% Reduce -7.2% 7,296,440 $171.1M
Townsquare Capital LLC 1.73% Add +3.9% 6,157,505 $144.4M
Ameriprise Financial Inc. 0.04% Add +4.6% 6,110,182 $143.3M
TD Private Client Wealth LLC 3.69% Add +12.5% 5,473,630 $128.4M
Nationwide Fund Advisors 10.13% Add +0.1% 5,469,193 $128.3M
EP Wealth Advisors, LLC 1.05% Add +3.8% 5,193,828 $121.8M
Cobblestone Capital Advisors LLC 6.37% Add +16.3% 4,839,540 $113.5M
UBS Group AG 0.03% Reduce -11.3% 4,579,687 $107.4M
Itau Unibanco Holding S.A. 3.49% Reduce -2.9% 4,514,711 $105.9M
MCF Advisors LLC 7.37% Add +4.1% 4,482,284 $105.1M
Norinchukin Bank, The 2.36% Add +18.7% 4,261,408 $99.9M
Cetera Investment Advisers 0.20% Add +1.3% 3,811,428 $89.4M
School Employees Retirement Board of Ohio 49.68% No change 3,722,557 $87.3M
Royal Bank of Canada 0.02% Add +4.5% 3,474,131 $81.5M
Crestwood Advisors Group, LLC 1.49% Add +6.3% 3,318,071 $77.8M
Clearstead Advisors, LLC 1.13% Add +4.1% 3,113,336 $73.0M
Alesco Advisors, LLC, An ESL Co 2.23% Add +1.4% 3,076,797 $72.2M
Deutsche Bank AG 0.03% Add +5.6% 2,944,994 $69.1M
SYM FINANCIAL Corp 8.95% Add +2.4% 2,852,373 $66.9M
Commerce Bank 0.40% Reduce -11.5% 2,803,186 $65.7M
Rock Creek Group LLC 7.28% New 2,727,965 $63.5M
Northern Trust Corp. 0.01% Add +6.3% 2,578,017 $60.5M
GLOBALT Investments LLC / GA 2.17% Reduce -4.1% 2,465,947 $57.8M
Wedmont Private Capital 3.15% Add +13.0% 2,392,973 $55.2M
Mill Creek Capital Advisors, LLC 1.31% Add +0.5% 2,320,755 $54.4M
Janney Montgomery Scott LLC 0.15% Add +2.2% 2,234,777 $52.4M
Commonwealth Equity Services, LLC 0.07% Reduce -1.6% 2,009,642 $47.1M
Sanctuary Advisors, LLC 0.29% Add +34.0% 2,042,510 $46.2M
Brown Advisory Inc. 0.06% Add +150.0% 1,945,887 $45.6M
Osaic Holdings, Inc. 0.10% Reduce -3.7% 1,929,250 $45.2M
3EDGE Asset Management, LP 3.10% Reduce -2.7% 1,862,456 $43.7M
Sand Hill Global Advisors, LLC 1.84% Add +2.7% 1,857,256 $43.6M
Wealth Enhancement Advisory Services, LLC 0.09% Add +5.1% 1,852,128 $43.4M
AE Wealth Management LLC 0.39% Add +18.6% 1,830,154 $42.9M
Wells Fargo & Company 0.01% Add +20.9% 1,787,401 $41.9M
Heirloom Wealth Management 12.86% Add +2.6% 1,758,366 $41.2M
Mirae Asset Global Investments Co., Ltd. 0.18% Add +25.6% 1,737,710 $40.9M
Foster Group, Inc. 1.50% Reduce -2.6% 1,710,998 $40.1M
Cwm, LLC 0.16% Reduce -2.7% 1,629,664 $38.2M
Park Avenue Securities LLC 0.42% Add +10.3% 1,590,071 $37.3M
Thrivent Financial for Lutherans 0.07% Add +280.3% 1,494,812 $35.1M
MML Investors Services, LLC 0.13% Add +21.4% 1,476,217 $34.6M
NorthCoast Asset Management LLC 0.24% New 1,474,071 $34.4M
Verum Partners LLC 10.11% Add +6.2% 1,467,582 $34.4M
Envestnet Portfolio Solutions, Inc. 0.11% Add +2.2% 1,445,731 $33.9M
Bank of New York Mellon Corp 0.01% Reduce -11.3% 1,361,986 $31.9M
Blueprint Investment Partners LLC 5.45% Add +121.8% 1,281,172 $30.0M
Capital Planning Advisors, LLC 4.44% Reduce -24.0% 1,252,850 $29.4M
US Bancorp \de 0.04% Reduce -0.2% 1,250,582 $29.3M
McKinley Carter Wealth Services, Inc. 1.75% Add +2.7% 1,235,004 $29.0M
Heck Capital Advisors, LLC 3.32% Add +3.5% 1,227,670 $28.8M
Acorns Advisers, LLC 0.27% Add +5.0% 1,164,163 $27.3M
Rockefeller Capital Management L.P. 0.07% Add +4.7% 1,129,671 $26.5M
Bailard, Inc. 0.69% Reduce -31.6% 1,127,051 $26.4M
Global Retirement Partners, LLC 0.79% Reduce -17.0% 1,120,374 $26.3M
Pacific Wealth Management 11.85% New 1,086,614 $25.5M
Crane Advisory, LLC 4.58% Add +0.4% 1,097,675 $25.3M
Schmidt P J Investment Management Inc. 4.17% Add +4.0% 1,030,861 $24.2M
Johnson Bixby & Associates, LLC 3.66% Reduce -8.8% 1,025,373 $24.0M
St Germain D J Co. Inc. 1.04% Add +12.4% 963,836 $22.6M
Dodds Wealth, LLC 7.48% New 975,375 $22.4M
Financial Advocates Investment Management 1.26% Add +17.5% 951,364 $22.3M
Raymond James Financial Services Advisors, Inc. 0.03% Reduce -14.6% 923,968 $21.7M
Roberts Financial Services LLC 4.00% Add +2.2% 910,810 $21.4M
Stifel Financial Corp. 0.02% Add +0.6% 905,118 $21.2M
1607 Capital Partners, LLC 1.94% Add +10.7% 903,792 $21.2M
Hoese & Co LLP 17.13% Reduce -2.4% 871,845 $20.4M
Source Financial Advisors LLC 6.03% Add +1.3% 870,969 $20.4M
Cambridge Investment Research Advisors, Inc. 0.07% Add +5.8% 821,988 $19.3M
Perigon Wealth Management, LLC 0.51% Reduce -1.3% 813,179 $19.1M
Cutler Investment Counsel LLC 2.40% Add +15.7% 810,455 $19.0M
Goldman Sachs Group Inc. 0.00% Add +100.3% 795,670 $18.7M
Cerity Partners LLC 0.04% Add +7.7% 794,410 $18.6M
Kestra Advisory Services, LLC 0.10% Add +0.5% 792,603 $18.6M
Private Advisor Group, LLC 0.12% Add +3.1% 790,095 $18.5M
Cambridge Associates LLC /Ma/ 0.69% Add +7.8% 785,320 $18.4M
Arcadia Wealth Management, LLC 9.42% New 765,175 $17.9M
Cook Wealth, LLC 8.94% Add +1.4% 779,848 $17.8M
Bartlett & Co. Wealth Management LLC 0.25% Add +19.4% 755,885 $17.7M
Annandale Capital, LLC 3.51% Add +3.5% 748,715 $17.6M
Lifeworks Advisors, LLC 3.40% Add +33.6% 737,514 $17.3M

"% 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 721 holders