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

iShares U.S. Treasury Bond ETF logo
$22.35 +0.02 (+0.09%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
615
Total
Institutional Inflows
(last 12 months)
$12.42B
Number of
Institutional Sellers
(last 12 months)
305
Total
Institutional Outflows
(last 12 months)
$525.39M
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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
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group658,297$15.00M1.5%+15.8%0.055%
8/27/2026 Corient Private Wealth LP44,415$1.01M0.0%-5.9%0.004%
8/25/2026 Advus Financial Partners LLC127,446$2.90M0.7%+114.2%0.011%
8/23/2026 DMC Group LLC95,193$2.17M1.5%-1.6%0.008%
8/23/2026 Ameritas Advisory Services LLC44,497$1.01M0.0%-51.5%0.004%
8/23/2026 Wedmont Private Capital4,672,099$105.52M2.9%+6.9%0.389%
8/23/2026 Endeavor Private Wealth Inc.283,058$6.45M1.6%+59.6%0.024%
8/23/2026 Beaird Harris Wealth Management LLC4,320$98K0.0%N/A0.000%
8/23/2026 HB Wealth Management LLC31,097$708K0.0%+2.8%0.003%
8/23/2026 Hutchens & Kramer Investment Management Group LLC14,649$334K0.1%+6.9%0.001%
8/23/2026 Unique Wealth LLC257,154$5.86M0.7%+26.5%0.021%
8/22/2026 Noble Wealth Partners LLC29,945$682K0.6%N/A0.002%
8/22/2026 Strive Financial Group LLC1,403$32K0.0%N/A0.000%
8/22/2026 Invested Advisors45,688$1.04M0.9%+33.5%0.004%
8/22/2026 Cassilly Financial Group LLC136,043$3.10M2.3%+192.2%0.011%
8/22/2026 Hopwood Nicholas Hunter62,062$1.41M0.4%N/A0.005%
8/22/2026 Blalock Williams LLC19,609$447K0.3%+13.5%0.002%
8/22/2026 Elevation Wealth Management LLC31,191$711K0.5%+10.0%0.003%
8/22/2026 BAM Wealth Management LLC23,694$540K0.3%+157.5%0.002%
8/22/2026 Retirement Wealth Solutions LLC47,299$1.08M0.6%+18.1%0.004%
8/22/2026 LifePlan Investment Advisors Inc.123,180$2.81M1.0%+37.2%0.010%
8/22/2026 TD Waterhouse Canada Inc.70,234$1.60M0.0%+82.4%0.006%
8/22/2026 Kickstand Ventures LLC.20,423$465K0.1%-66.8%0.002%
8/22/2026 Concurrent Investment Advisors LLC613,825$13.98M0.1%+113.3%0.051%
8/21/2026 Beacon Capital Management LLC55,509$1.27M0.2%N/A0.005%
8/21/2026 Paragon Private Wealth Management LLC39,519$900K0.2%-2.9%0.003%
8/21/2026 Continuum Advisory LLC33,587$765K0.1%+21.4%0.003%
8/21/2026 Beacon Financial Advisory LLC36,803$838K0.2%+21.5%0.003%
8/21/2026 Tsfg LLC223,459$5.09M0.6%+135.3%0.019%
8/20/2026 Nwam LLC72,644$1.66M0.1%+1.1%0.006%
8/20/2026 BTG Pactual Asset Management US LLC44,003$1.00M0.1%+1.9%0.004%
8/20/2026 M Holdings Securities Inc.34,167$780K0.1%+20.1%0.003%
8/20/2026 Greenleaf Trust30,087$685K0.0%-20.6%0.003%
8/17/2026 Blue Edge Capital LLC99,822$2.27M0.3%N/A0.008%
7/10/2026 Heck Capital Advisors LLC1,741,058$39.66M2.4%+4.4%0.145%
7/10/2026 JFS Wealth Advisors LLC81,840$1.86M0.1%+10.1%0.007%
7/10/2026 Dagco Inc.14,365$327K0.1%-42.4%0.001%
7/10/2026 Fiduciary Financial Group LLC12,739$290K0.0%N/A0.001%
7/10/2026 Stonekeep Investments LLC198,431$4.52M2.6%+6.7%0.017%
7/10/2026 Doliver Advisors LP22,014$501K0.1%N/A0.002%
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7/10/2026 KWB Wealth242,255$5.52M0.5%+1,245.0%0.020%
7/10/2026 Spinnaker Investment Group LLC9,982$227K0.0%N/A0.001%
7/10/2026 Fulcrum Equity Management17,994$410K0.3%+12.5%0.001%
7/10/2026 Redhawk Wealth Advisors Inc.197,003$4.49M0.4%N/A0.016%
7/10/2026 FFG Retirement Advisors LLC423,991$9.66M5.1%+167.3%0.035%
7/9/2026 Ares Financial Consulting LLC15,722$358K0.2%+21.5%0.001%
7/9/2026 Centurion Wealth Management LLC93,685$2.13M0.5%+14.9%0.008%
7/9/2026 Shira Ridge Wealth Management195,392$4.45M1.6%+3.0%0.016%
7/9/2026 World Equity Group Inc.33,388$761K0.2%+17.5%0.003%
7/9/2026 Focus Financial Network Inc.109,124$2.49M0.1%+424.4%0.009%
7/9/2026 Pettinga Financial Advisors LLC835,484$19.03M3.1%+208.9%0.070%
7/9/2026 Roan Capital Partners154,845$3.53M2.9%+3.8%0.013%
7/8/2026 Beaird Harris Wealth Management LLC4,320$98K0.0%N/A0.000%
7/8/2026 First Heartland Consultants Inc.81,018$1.85M0.1%+1.6%0.007%
7/8/2026 TrueWealth Advisors LLC11,018$251K0.1%+10.0%0.001%
7/8/2026 Cooper Financial Group19,616$447K0.0%+9.0%0.002%
7/8/2026 Apella Capital LLC9,472$214K0.0%N/A0.001%
7/8/2026 Stonehearth Capital Management LLC46,789$1.07M0.4%+11.6%0.004%
7/8/2026 Midwest Financial Network LLC12,799$292K0.2%N/A0.001%
7/8/2026 Archer Investment Management LLC329,090$7.50M2.6%+133.4%0.027%
7/7/2026 Foster Group Inc.1,564,093$35.63M0.9%-1.6%0.130%
7/7/2026 Balefire LLC124,015$2.83M0.5%+269.9%0.010%
7/7/2026 Dynamic Advisor Solutions LLC214,097$4.88M0.1%-0.6%0.018%
7/7/2026 McNaughton Wealth Management LLC308,636$7.03M2.5%+25.9%0.026%
7/7/2026 GK Wealth Management LLC16,814$383K0.2%N/A0.001%
7/7/2026 GAMMA Investing LLC10,336$235K0.0%+107.0%0.001%
7/7/2026 CoreCap Advisors LLC60,379$1.38M0.0%+5.1%0.005%
7/7/2026 Pacific Excel Wealth Advisors Inc.20,282$462K0.2%-60.6%0.002%
7/7/2026 Anderson Hoagland & Co.40,081$913K0.1%-38.4%0.003%
7/6/2026 Stableford Capital II LLC11,204$255K0.1%-88.0%0.001%
7/6/2026 RDA Financial Network56,672$1.29M0.3%+16.5%0.005%
7/6/2026 Trilogy Capital Inc.1,186,819$27.04M1.0%+6.4%0.099%
6/26/2026 WealthPoint Financial LLC60,308$1.38M1.1%N/A0.005%
6/24/2026 Redwood Investment Management LLC89,484$2.05M0.3%+655.8%0.007%
6/18/2026 Western Wealth Management LLC53,563$1.23M0.0%+50.6%0.004%
6/16/2026 Steelhead Wealth Management LLC10,308$236K0.1%N/A0.001%
6/8/2026 Farmers National Bank58,081$1.33M0.3%+0.8%0.005%
6/4/2026 Town Capital LLC88,286$2.02M1.6%+909.2%0.007%
6/3/2026 Parallel Advisors LLC77,891$1.78M0.0%-16.1%0.006%
6/3/2026 NewEdge Advisors LLC2,838,987$65.04M0.2%+347.1%0.237%
6/2/2026 Blue Edge Capital LLC103,256$2.37M0.3%+4.1%0.009%
6/1/2026 Concorde Asset Management LLC41,552$952K0.5%+165.0%0.003%
6/1/2026 Keel Point LLC73,631$1.69M0.1%-49.7%0.006%
5/28/2026 Maripau Wealth Management LLC52,792$1.21M0.5%+158.7%0.004%
5/27/2026 Security Financial Services INC.137,353$3.15M0.5%+1,083.2%0.011%
5/27/2026 Westshore Wealth LLC427,882$9.80M3.4%+5.0%0.036%
5/22/2026 Verus Capital Partners LLC89,032$2.04M0.1%+112.3%0.007%
5/20/2026 Cadia Private Client LLC104,382$2.39M1.9%-11.0%0.009%
5/20/2026 Arete Wealth Advisors LLC76,409$1.75M0.1%+37.0%0.006%
5/20/2026 TrueWealth Financial Partners17,909$410K0.2%N/A0.001%
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5/19/2026 Western Wealth Management LLC53,563$1.23M0.0%+50.6%0.004%
5/19/2026 NewEdge Advisors LLC1,841,277$42.18M0.8%+190.0%0.153%
5/19/2026 Bank of America Corp DE474,769,940$10.88B0.8%+20.3%39.564%
5/19/2026 Bull Harbor Capital LLC72,552$1.66M0.4%N/A0.006%
5/19/2026 Strategic Investment Advisors MI1,059,639$24.26M1.7%+80.3%0.088%
5/19/2026 Ashton Thomas Securities LLC9,400$215K0.0%N/A0.001%
5/19/2026 Arkadios Wealth Advisors435,812$9.98M0.2%+241.4%0.036%
5/19/2026 IFS Group LLC96,278$2.21M2.0%N/A0.008%
5/19/2026 Arete Wealth Advisors LLC76,409$1.75M0.1%+37.0%0.006%
5/18/2026 EverSource Wealth Advisors LLC13,866$318K0.0%+363.3%0.001%


GOVT Institutional Ownership - Frequently Asked Questions

During the previous two years, 967 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 ($10.88B), JPMorgan Chase & Co. ($4.49B), LPL Financial LLC ($2.74B), Envestnet Asset Management Inc. ($1.77B), Jump Financial LLC ($1.72B), Truist Financial Corp ($1.63B), and PNC Financial Services Group Inc. ($1.25B).Learn more on iShares U.S. Treasury Bond ETF's institutional investors.

Of the 877 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 ($209.24M), JPMorgan Chase & Co. ($198.63M), Jump Financial LLC ($74.26M), TIAA Trust National Association ($35.45M), Wealth Enhancement Advisory Services LLC ($27.85M), PNC Financial Services Group Inc. ($20.72M), and LPL Financial LLC ($16.75M).

Institutional investors have bought a total of 538,792,810 shares in the last 24 months. This purchase volume represents approximately $12.42B in transactions.

Of the 305 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: Jordan Park Group LLC ($2.18M), Trilogy Capital Inc. ($1.54M), Osaic Holdings Inc. ($1.29M), Seneca Financial Advisors LLC ($951.08K), Financial Advocates Investment Management ($932.72K), Wilmington Savings Fund Society FSB ($771.02K), and Morgan Stanley ($730.73K).

Institutional investors have sold a total of 22,763,483 shares in the last 24 months. This volume of shares sold represents approximately $525.39M in transactions.



Institutional ownership data for BATS:GOVT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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