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iShares U.S. Treasury Bond ETF (GOVT) Institutional Ownership

iShares U.S. Treasury Bond ETF logo
$23.14 -0.05 (-0.22%)
As of 09/9/2025

Institutional Ownership Changes (13F Filings) for iShares U.S. Treasury Bond ETF (BATS:GOVT)

Number of
Institutional Buyers
(last 12 months)
621
Total
Institutional Inflows
(last 12 months)
$7.51B
Number of
Institutional Sellers
(last 12 months)
417
Total
Institutional Outflows
(last 12 months)
$3.36B
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GOVT Institutional Buying and Selling by Quarter

iShares U.S. Treasury Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025Osaic Holdings Inc.2,911,651$66.92M0.1%+59.6%0.243%
8/27/2025Barnes Wealth Management Group Inc12,795$294K0.2%+7.4%0.001%
8/27/2025Orion Porfolio Solutions LLC103,994$2.39M0.0%-59.5%0.009%
8/27/2025Seneca Financial Advisors LLC902,112$20.73M8.0%+10.6%0.075%
8/26/2025Thrivent Financial for Lutherans1,762,825$40.51M0.1%-17.8%0.147%
8/20/2025Coppell Advisory Solutions LLC20,846$477K0.1%N/A0.002%
8/19/2025Cape Investment Advisory Inc.5,444$125K0.0%+31.5%0.000%
8/19/2025Advisory Services Network LLC126,993$2.90M0.0%-15.5%0.011%
8/18/2025Geneos Wealth Management Inc.794,108$18.25M0.4%+71.1%0.066%
8/18/2025Castleark Management LLC3,258,099$74.87M2.3%-20.1%0.272%
8/16/2025Headlands Technologies LLC16,124$371K0.0%-36.4%0.001%
8/15/2025Strategic Investment Advisors MI479,632$11.01M1.1%+11.8%0.040%
8/15/2025High Falls Advisors Inc63,896$1.47M0.3%-15.5%0.005%
8/15/2025Tower Research Capital LLC TRC 8,301$191K0.0%-98.2%0.001%
8/15/2025Blue Edge Capital LLC99,325$2.28M0.3%-1.3%0.008%
8/15/2025Semmax Financial Advisors Inc.2,041$47K0.0%+75.2%0.000%
8/15/2025Corient Private Wealth LLC25,973$597K0.0%-29.1%0.002%
8/15/2025Equitable Holdings Inc.771,981$17.74M0.1%+10.4%0.064%
8/15/2025Captrust Financial Advisors49,630$1.14M0.0%+29.3%0.004%
8/15/2025Keel Point LLC233,576$5.37M0.4%+44.6%0.019%
8/15/2025Scott Marsh Financial LLC56,095$1.29M0.5%N/A0.005%
8/15/2025Smartleaf Asset Management LLC53,505$1.23M0.1%+20.5%0.004%
8/15/2025Snowden Capital Advisors LLC45,403$1.04M0.0%-13.5%0.004%
8/15/2025Redwood Investment Management LLC9,984$229K0.0%-52.3%0.001%
8/15/2025Orion Porfolio Solutions LLC103,994$2.39M0.0%-59.5%0.009%
8/15/2025MML Investors Services LLC2,283,396$52.47M0.2%+7.7%0.190%
8/15/2025Modern Wealth Management LLC584,174$13.42M0.3%+2.2%0.049%
8/15/2025IHT Wealth Management LLC22,555$518K0.0%+6.2%0.002%
8/15/2025Great Valley Advisor Group Inc.203,112$4.67M0.1%+8.4%0.017%
8/15/2025EP Wealth Advisors LLC5,783,492$132.91M0.9%+0.7%0.482%
8/15/2025Envision Financial Planning LLC716,875$16.47M7.7%+4.0%0.060%
8/15/2025BNP Paribas Financial Markets91,034$2.09M0.0%+99.2%0.008%
8/15/2025Bank of America Corp DE321,504,611$7.39B0.5%+2.8%26.792%
8/15/2025Ameriprise Financial Inc.5,744,707$132.04M0.0%+11.2%0.479%
8/14/2025Raymond James Financial Inc.2,346,330$53.92M0.0%+48.7%0.196%
8/14/2025Diversify Wealth Management LLC348,917$7.98M0.5%+10.4%0.029%
8/14/2025Diversify Advisory Services LLC345,388$7.90M0.3%+22.1%0.029%
8/14/2025Peapack Gladstone Financial Corp9,437$217K0.0%N/A0.001%
8/14/2025Sand Hill Global Advisors LLC16,855$387K0.0%-20.5%0.001%
8/14/2025FAS Wealth Partners Inc.3,165$73K0.0%+235.6%0.000%
8/14/2025BNP Paribas81,659$1.88M0.1%-29.0%0.007%
8/14/2025NewEdge Advisors LLC525,006$12.07M0.1%+6.1%0.044%
8/14/2025Stonehaven Wealth & Tax Solutions LLC56,097$1.29M1.3%+5.2%0.005%
8/14/2025Qube Research & Technologies Ltd22,763$523K0.0%N/A0.002%
8/14/2025Vertex Planning Partners LLC9,277$213K0.0%N/A0.001%
8/14/2025Cary Street Partners Financial LLC16,066$369K0.0%+10.3%0.001%
8/14/2025Cerity Partners LLC995,618$22.70M0.0%+109.7%0.083%
8/13/2025Idaho Trust Co140,035$3.22M1.1%-3.6%0.012%
8/13/2025Cheviot Value Management LLC32,481$743K0.1%+12.4%0.003%
8/13/2025SageView Advisory Group LLC14,698$334K0.0%-5.9%0.001%
8/13/2025Flow Traders U.S. LLC425,888$9.79M0.4%+26.6%0.035%
8/13/2025Cresset Asset Management LLC1,242,749$28.56M0.1%+32.9%0.104%
8/13/2025Gateway Wealth Partners LLC17,572$404K0.1%-29.0%0.001%
8/13/2025Brown Advisory Inc.1,534,716$35.27M0.0%+4.5%0.128%
8/13/2025SCS Capital Management LLC546,923$12.57M0.1%+4.3%0.046%
8/13/2025Annandale Capital LLC811,998$18.66M1.4%-2.1%0.068%
8/13/2025Baird Financial Group Inc.195,888$4.50M0.0%-3.2%0.016%
8/13/2025EverSource Wealth Advisors LLC3,061$70K0.0%-22.8%0.000%
8/13/2025Kilter Group LLC1,806$41K0.0%N/A0.000%
8/13/2025Trek Financial LLC71,499$1.64M0.1%-8.6%0.006%
8/13/2025CW Advisors LLC269,152$6.19M0.1%+4.2%0.022%
8/13/2025Acorns Advisers LLC1,084,912$24.93M0.2%-13.6%0.090%
8/13/2025JT Stratford LLC361,764$8.31M1.3%+6.0%0.030%
8/13/2025Twin Peaks Wealth Advisors LLC44,321$1.01M0.3%+311.6%0.004%
8/13/2025WCG Wealth Advisors LLC18,170$418K0.0%+10.3%0.002%
8/13/2025M&T Bank Corp128,743$2.96M0.0%-9.7%0.011%
8/13/2025Van Hulzen Asset Management LLC35,802$823K0.1%-11.5%0.003%
8/13/2025Fisher Asset Management LLC19,637$451K0.0%+74.6%0.002%
8/13/2025Bernardo Wealth Planning LLC545,358$12.53M2.7%-1.6%0.045%
8/13/2025Scotia Capital Inc.372,640$8.56M0.0%-1.1%0.031%
8/13/2025Hsbc Holdings PLC225,334$5.18M0.0%-0.3%0.019%
8/13/2025Northwestern Mutual Wealth Management Co.754,468$17.34M0.0%+7.1%0.063%
8/13/2025Sumitomo Mitsui Financial Group Inc.666,851$15.32M0.2%+0.2%0.056%
8/13/2025Crabel Capital Management LLC294,155$6.76M4.1%+18.0%0.025%
8/13/2025Elevation Point Wealth Partners LLC22,511$517K0.0%+86.3%0.002%
8/13/2025Vermillion & White Wealth Management Group LLC23,982$551K0.4%-2.3%0.002%
8/13/2025Choreo LLC55,504$1.28M0.0%-19.0%0.005%
8/13/2025Silphium Asset Management Ltd491,200$11.29M4.0%N/A0.041%
8/12/2025J.W. Cole Advisors Inc.27,964$643K0.0%+91.2%0.002%
8/12/2025Blueprint Financial Advisors LLC104,840$2.41M0.8%-72.8%0.009%
8/12/2025Richmond Investment Services LLC42,884$985K0.2%N/A0.004%
8/12/2025Farmers National Bank44,065$1.01M0.3%+11.5%0.004%
8/12/2025Financial Advocates Investment Management945,646$21.73M1.8%+7.3%0.079%
8/12/2025Steward Partners Investment Advisory LLC425,232$9.77M0.1%+0.2%0.035%
8/12/2025Insigneo Advisory Services LLC8,942$205K0.0%-42.1%0.001%
8/12/2025CreativeOne Wealth LLC190,098$4.37M0.1%+4.7%0.016%
8/12/2025Maripau Wealth Management LLC26,354$605K0.3%+4.9%0.002%
8/12/2025Global Retirement Partners LLC726,716$16.70M0.4%N/A0.061%
8/12/2025Waterloo Capital L.P.38,011$873K0.1%-32.0%0.003%
8/12/2025Coldstream Capital Management Inc.586,222$13.47M0.2%+1.5%0.049%
8/12/2025Charles Schwab Investment Management Inc.19,891,304$457.10M0.1%-2.6%1.658%
8/12/2025Blueprint Investment Partners LLC147,478$3.39M0.6%-82.2%0.012%
8/12/2025Franklin Resources Inc.67,737$1.56M0.0%+166.6%0.006%
8/12/2025MAI Capital Management26,109$600K0.0%-14.7%0.002%
8/12/2025JPMorgan Chase & Co.40,314,805$926.43M0.1%+7.4%3.360%
8/12/2025ADE LLC47,224$1.09M0.6%+9.7%0.004%
8/12/2025Prudential PLC871,946$20.04M0.1%+1,377.9%0.073%
8/11/2025Alteri Wealth LLC39,934$918K0.4%-34.1%0.003%
8/11/2025TD Waterhouse Canada Inc.21,642$497K0.0%-66.5%0.002%
8/11/2025Anfield Capital Management LLC510,390$11.73M3.9%-0.9%0.043%
(Data available from 1/1/2016 forward)

GOVT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GOVT shares?

During the previous two years, 909 institutional investors and hedge funds held shares of iShares U.S. Treasury Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($7.39B), LPL Financial LLC ($2.37B), Envestnet Asset Management Inc. ($1.71B), Truist Financial Corp ($1.59B), PNC Financial Services Group Inc. ($945.79M), JPMorgan Chase & Co. ($926.43M), and TIAA Trust National Association ($705.04M).Learn more on iShares U.S. Treasury Bond ETF's institutional investors.

Which institutional investors have been buying iShares U.S. Treasury Bond ETF's stock?

Of the 802 institutional investors that purchased iShares U.S. Treasury Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($55.97M), JPMorgan Chase & Co. ($43.86M), TIAA Trust National Association ($30.66M), Wealth Enhancement Advisory Services LLC ($24.52M), LPL Financial LLC ($15.31M), Jordan Park Group LLC ($14.52M), and Charles Schwab Investment Management Inc. ($14.45M).

How much institutional buying is happening at iShares U.S. Treasury Bond ETF?

Institutional investors have bought a total of 330,322,763 shares in the last 24 months. This purchase volume represents approximately $7.51B in transactions.

Which of iShares U.S. Treasury Bond ETF's major shareholders have been selling company stock?

Of the 417 institutional investors that sold iShares U.S. Treasury Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($34.56M), JPMorgan Chase & Co. ($11.85M), Allworth Financial LP ($11.71M), Mutual Advisors LLC ($11.02M), LPL Financial LLC ($10.11M), Itau Unibanco Holding S.A. ($8.35M), and Prime Capital Investment Advisors LLC ($5.61M).

How much institutional selling is happening at iShares U.S. Treasury Bond ETF?

Institutional investors have sold a total of 146,377,722 shares in the last 24 months. This volume of shares sold represents approximately $3.36B in transactions.



This page (BATS:GOVT) was last updated on 9/10/2025 by MarketBeat.com Staff
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