iShares US Treasury Bond ETFGOVTETF

13F holders, Q4 2024 (December 31)
792holders +71
61new positions
53sold out
2famous investors
$22.96avg. 13F price*

At the end of Q4 2024, 792 institutions reported holding iShares US Treasury Bond ETF (GOVT) in their 13F filings, up 71 from Q3 2024. 61 opened new positions and 53 sold out. The largest holders were Bank of America Corp. ($9.7B), LPL Financial LLC ($2.6B) and Envestnet Asset Management Inc. ($1.6B). 2 famous investors held it, including 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions61$89.9M
Exits53$254.2M

All 13F filers, Q3 2024 → Q4 2024: 168,041,823 shares bought and 37,815,171 shares sold, net +130,226,652 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 792 holders

Bank of America Corp. 0.90% Add +12.5% 423,933,669 $9.7B
LPL Financial LLC 1.06% Add +5.0% 113,104,408 $2.6B
Envestnet Asset Management Inc. 0.53% Add +5.2% 71,528,583 $1.6B
Truist Financial Corp. 2.41% Add +2.4% 66,956,719 $1.5B
JPMorgan Chase & Co. 0.09% Add +343.4% 49,365,745 $1.1B
PNC Financial Services Group, Inc. 0.61% Add +8.7% 39,816,820 $915.0M
Allworth Financial LP 4.11% Add +15.4% 33,236,595 $747.2M
Wealth Enhancement Advisory Services, LLC 0.95% Add +1067.0% 21,613,760 $496.7M
Assetmark, Inc. 1.34% Add +16.2% 21,409,555 $492.0M
Morgan Stanley 0.03% Add +6.0% 20,989,744 $482.3M
Charles Schwab Investment Management Inc. 0.09% Add +56.7% 20,088,596 $461.6M
FMR LLC 0.03% Reduce -27.1% 19,214,897 $441.6M
BlackRock, Inc. 0.01% Add +0.7% 13,345,019 $306.7M
Fund Evaluation Group, LLC 14.23% Add +9.5% 13,247,340 $304.4M
Morningstar Investment Management LLC 23.78% Add +49.5% 13,124,464 $301.6M
Mutual Advisors, LLC 7.37% Add +18.2% 11,332,555 $254.5M
Peavine Capital, LLC 58.43% Add +5.9% 10,096,178 $232.0M
Jordan Park Group LLC 15.35% Add +15.2% 9,038,850 $207.7M
United Capital Financial Advisors, LLC 1.53% Reduce -2.9% 7,862,876 $180.7M
Townsquare Capital LLC 1.79% Add +11.8% 6,880,812 $158.1M
Prime Capital Investment Advisors, LLC 2.07% Reduce -15.1% 6,195,577 $142.4M
Ameriprise Financial Inc. 0.04% Reduce -0.8% 6,060,377 $139.2M
UBS Group AG 0.03% Add +26.0% 5,768,796 $132.6M
TD Private Client Wealth LLC 3.66% Add +4.0% 5,690,525 $130.8M
Nationwide Fund Advisors 9.99% Reduce -0.6% 5,435,330 $124.9M
EP Wealth Advisors, LLC 1.01% Add +3.5% 5,373,142 $123.5M
Norinchukin Bank, The 2.49% Add +20.5% 5,135,378 $118.0M
MCF Advisors LLC 8.21% Add +13.6% 5,093,049 $117.0M
Cobblestone Capital Advisors LLC 6.18% Add +1.9% 4,931,775 $113.3M
School Employees Retirement Board of Ohio 49.70% Add +11.8% 4,160,742 $95.6M
Cetera Investment Advisers 0.19% Add +2.2% 3,895,842 $89.5M
Deutsche Bank AG 0.03% Add +21.9% 3,590,140 $82.5M
Royal Bank of Canada 0.02% Add +2.0% 3,544,908 $81.5M
Crestwood Advisors Group, LLC 1.42% Reduce -0.4% 3,305,707 $76.0M
Alesco Advisors, LLC, An ESL Co 2.31% Add +3.8% 3,192,721 $73.4M
Clearstead Advisors, LLC 1.09% Add +0.1% 3,115,335 $71.6M
SYM FINANCIAL Corp 9.15% Add +8.0% 3,079,574 $70.8M
Northern Trust Corp. 0.01% Add +12.3% 2,895,224 $66.5M
Captrust Financial Advisors 0.19% Add +11094.2% 2,864,267 $65.8M
Wedmont Private Capital 3.24% Add +15.3% 2,759,911 $61.5M
1607 Capital Partners, LLC 4.72% Add +183.1% 2,558,892 $58.8M
Commerce Bank 0.36% Reduce -9.0% 2,549,661 $58.6M
Mill Creek Capital Advisors, LLC 1.29% Add +0.5% 2,333,330 $53.6M
Janney Montgomery Scott LLC 0.14% Reduce -4.0% 2,145,165 $49.3M
Sanctuary Advisors, LLC 0.31% Add +5.2% 2,149,319 $48.6M
AE Wealth Management LLC 0.41% Add +14.6% 2,096,817 $48.2M
Commonwealth Equity Services, LLC 0.07% Add +4.2% 2,093,187 $48.1M
Osaic Holdings, Inc. 0.11% Add +8.4% 2,091,077 $48.1M
Thrivent Financial for Lutherans 0.08% Add +27.0% 1,899,007 $43.5M
MML Investors Services, LLC 0.14% Add +22.2% 1,804,314 $41.5M
Brown Advisory Inc. 0.05% Reduce -7.9% 1,792,709 $41.2M
3EDGE Asset Management, LP 2.53% Reduce -4.3% 1,782,292 $41.0M
Wells Fargo & Company 0.01% Reduce -1.4% 1,762,424 $40.5M
Heirloom Wealth Management 11.81% Reduce -2.6% 1,712,880 $39.4M
Foster Group, Inc. 1.48% Reduce -1.5% 1,685,558 $38.7M
Castleark Management LLC 1.30% New 1,621,369 $37.3M
NorthCoast Asset Management LLC 0.18% Add +6.0% 1,562,827 $35.9M
Sand Hill Global Advisors, LLC 1.52% Reduce -16.1% 1,558,773 $35.8M
BlueStem Wealth Partners, LLC 4.63% — 1,535,845 $35.3M
Cwm, LLC 0.15% Reduce -6.5% 1,524,536 $35.0M
Verum Partners LLC 9.99% Add +2.6% 1,505,944 $34.6M
Mirae Asset Global Investments Co., Ltd. 0.14% Reduce -12.0% 1,528,795 $34.4M
Envestnet Portfolio Solutions, Inc. 0.11% Add +2.8% 1,485,968 $34.1M
Bank of New York Mellon Corp 0.01% Add +9.0% 1,484,339 $34.1M
US Bancorp \de 0.04% Add +17.6% 1,470,042 $33.8M
Raymond James Financial Inc. 0.01% — 1,395,416 $32.1M
McKinley Carter Wealth Services, Inc. 1.84% Add +5.7% 1,305,646 $30.0M
Acorns Advisers, LLC 0.28% Add +6.3% 1,237,608 $28.4M
Heck Capital Advisors, LLC 3.18% Reduce -1.8% 1,205,215 $27.7M
Brueske Advisory Services, LLC 23.72% — 1,160,633 $26.7M
Global Retirement Partners, LLC 0.75% Add +2.0% 1,142,796 $26.3M
Rockefeller Capital Management L.P. 0.06% Reduce -4.9% 1,074,662 $24.7M
Rock Creek Group LLC 2.56% Reduce -61.1% 1,060,389 $24.4M
Schmidt P J Investment Management Inc. 4.21% Add +2.4% 1,055,825 $24.3M
Johnson Bixby & Associates, LLC 3.58% Reduce -0.4% 1,020,991 $23.5M
Financial Advocates Investment Management 1.32% Add +6.1% 1,009,236 $23.2M
Capital Planning Advisors, LLC 3.57% Reduce -19.7% 1,006,363 $23.1M
Dodds Wealth, LLC 7.27% Add +3.2% 1,006,500 $22.6M
Park Avenue Securities LLC 0.23% Reduce -38.8% 973,981 $22.4M
Stifel Financial Corp. 0.02% Add +4.9% 949,780 $21.8M
Roberts Financial Services LLC 4.07% Add +3.1% 939,176 $21.6M
Bailard, Inc. 0.55% Reduce -17.4% 931,471 $21.4M
Goldman Sachs Group Inc. 0.00% Add +15.2% 916,912 $21.1M
St Germain D J Co. Inc. 0.96% Reduce -5.0% 915,242 $21.0M
Cutler Investment Counsel LLC 2.61% Add +12.6% 912,493 $21.0M
Cambridge Associates LLC /Ma/ 0.67% Add +15.6% 908,045 $20.9M
Savant Capital, LLC 0.16% New 891,825 $20.5M
Financial Engines Advisors L.L.C. 0.04% Add +221.9% 847,932 $19.5M
Perigon Wealth Management, LLC 0.47% Add +5.4% 856,778 $19.2M
Lifeworks Advisors, LLC 3.41% Add +11.4% 821,816 $18.9M
Annandale Capital, LLC 3.74% Add +9.7% 821,235 $18.9M
Kestra Advisory Services, LLC 0.10% Add +1.9% 807,638 $18.6M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -2.4% 802,632 $18.4M
Cook Wealth, LLC 8.47% Add +3.2% 804,779 $18.1M
Seneca Financial Advisors LLC 8.96% Add +7.9% 785,079 $18.0M
Northwestern Mutual Wealth Management Co. 0.01% Add +23.4% 760,253 $17.5M
Arcadia Wealth Management, LLC 8.58% Reduce -3.6% 737,660 $17.0M
Cerity Partners LLC 0.04% Reduce -7.4% 735,355 $16.9M
SCS Capital Management LLC 0.32% Add +36.8% 683,855 $15.7M
Gibbs Wealth Management 4.25% Add +16.8% 682,293 $15.7M

"% 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 792 holders