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

iShares U.S. Treasury Bond ETF logo
$22.46 -0.05 (-0.22%)
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)
616
Total
Institutional Inflows
(last 12 months)
$12.62B
Number of
Institutional Sellers
(last 12 months)
311
Total
Institutional Outflows
(last 12 months)
$569.99M
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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
8/13/2026Capital Square LLC4,829$417K0.2%N/A0.000%
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%
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%
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6/24/2026Redwood Investment Management LLC89,484$2.05M0.3%+655.8%0.007%
6/18/2026Western Wealth Management LLC53,563$1.23M0.0%+50.6%0.004%
6/16/2026Steelhead 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%
6/2/2026Blue Edge Capital LLC103,256$2.37M0.3%+4.1%0.009%
6/1/2026Concorde Asset Management LLC41,552$952K0.5%+165.0%0.003%
6/1/2026Keel 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%
5/20/2026TrueWealth Financial Partners17,909$410K0.2%N/A0.001%
5/19/2026Western 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%
5/19/2026Bank 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%
5/19/2026Strategic 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%
5/18/2026Royal Bank of Canada5,406,893$123.87M0.0%+19.7%0.451%
5/18/2026Envision Financial Planning LLC927,889$21.26M7.7%+7.0%0.077%
5/15/2026 Intelligence Driven Advisers LLC25,489$584K0.1%-22.8%0.002%
5/15/2026 Gateway Wealth Partners LLC551,459$12.63M0.5%+2,051.4%0.046%
5/15/2026Waverly Advisors LLC30,062$689K0.0%+2.9%0.003%
5/15/2026 Wealth Alliance LLC385,999$8.84M0.9%+1,115.2%0.032%
5/14/2026Renaissance Technologies LLC129,800$2.97M0.0%N/A0.011%
5/14/2026Hilltop Holdings Inc.297,111$6.81M0.6%-8.9%0.025%
5/14/2026 Morningstar Investment Management LLC10,483,782$240.18M14.9%-2.0%0.874%
5/14/2026 GC Wealth Management RIA LLC9,403$215K0.0%N/A0.001%
5/14/2026 Compound Planning Inc.15,562$357K0.0%+35.3%0.001%
5/14/2026Modern Wealth Management LLC1,031,632$23.55M0.4%+76.9%0.086%
5/14/2026 Keebeck Wealth Management141,240$3.24M0.4%+1,306.4%0.012%
5/14/2026Gibbs Wealth Management853,799$19.56M2.6%+60.9%0.071%
5/14/2026 Lido Advisors LLC18,628$427K0.0%-2.4%0.002%
5/13/2026 Cetera Investment Advisers10,135,363$232.20M0.2%+144.8%0.845%
5/13/2026 Signature Equity Partners LLC3,339$76K0.0%+134.3%0.000%
5/13/2026 NewEdge Wealth LLC9,100$208K0.0%N/A0.001%
5/13/2026 Alesco Advisors LLC An ESL Co3,691,010$84.56M2.2%+4.7%0.308%
5/12/2026 a16z Perennial Management L.P.108,847$2.49M0.2%N/A0.009%
5/8/2026 PNC Financial Services Group Inc.54,704,163$1.25B0.7%+3.3%4.559%
5/8/2026 Cutler Investment Counsel LLC1,111,849$25.47M2.6%+0.8%0.093%
5/8/2026ESL Trust Services LLC58,990$1.35M0.3%N/A0.005%
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5/7/2026 Meeder Advisory Services Inc.46,750$1.07M0.0%-1.2%0.004%
5/7/2026 Scarborough Advisors LLC326,220$7.47M0.8%N/A0.027%
5/7/2026 Balefire LLC33,529$768K0.1%+153.9%0.003%
5/7/2026 Parallel Advisors LLC77,891$1.78M0.0%-16.1%0.006%
5/7/2026 True North Advisors LLC365,979$8.39M1.0%N/A0.030%
5/7/2026 Vision Retirement LLC27,926$640K0.2%-11.6%0.002%
5/7/2026 World Equity Group Inc.28,416$651K0.2%N/A0.002%
5/7/2026 Precision Wealth Strategies LLC29,161$668K0.2%-10.2%0.002%
5/7/2026 Ascent Wealth Partners LLC78,613$1.80M0.2%+15.0%0.007%
5/6/2026 Sterling Financial Planning Inc.192,211$4.40M1.3%+2.1%0.016%


GOVT Institutional Ownership - Frequently Asked Questions

During the previous two years, 957 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 870 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 547,611,160 shares in the last 24 months. This purchase volume represents approximately $12.62B in transactions.

Of the 310 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), Castleark Management LLC ($821.72K), and Wilmington Savings Fund Society FSB ($771.02K).

Institutional investors have sold a total of 24,710,266 shares in the last 24 months. This volume of shares sold represents approximately $569.99M 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 8/13/2026. New 13F filings are added each quarter as they're published.
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