Who owns iShares U.S. Treasury Bond ETF (GOVT)
Which tracked institutional funds hold GOVT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GOVT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
307 tracked funds added or opened GOVT while 133 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
GOVT’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.7% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GOVT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 929 tracked filers holding GOVT, 614 increased or opened the position and 336 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in GOVT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 47
- Global Retirement Partners, LLC$21M
- IFG Advisory, LLC$14M
- Lineweaver Wealth Advisors, LLC$14M
- Bluespring Wealth Management, LLC$12M
- Diversify Advisory Services, LLC$11M
- Fairlight Advisors$10M
Full exits 49
- CWM, LLC$173M
- Janney Montgomery Scott LLC$151M
- PARK AVENUE SECURITIES LLC$136M
- Mill Creek Capital Advisors, LLC$117M
- Thrivent Financial for Lutherans$73M
- Cambridge Investment Research Advisors, Inc.$41M
Largest adds
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$606M
- LPL Financial LLC$477M
- JPMORGAN CHASE & CO$324M
- ENVESTNET ASSET MANAGEMENT INC$283M
- BANK OF AMERICA CORP /DE/$253M
- BlackRock, Inc.$191M
Largest trims
- US BANCORP \DE\$1.2B
- Jordan Park Group LLC$92M
- Itau Unibanco Holding S.A.$61M
- Allworth Financial LP$59M
- NORTHERN TRUST CORP$49M
- Triad Wealth Partners, LLC$43M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 488,595,396 | $11.1B | 28.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 228,095,630 | $5.2B | 13.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 167,199,210 | $3.8B | 9.6% | 2026-Q2 |
| LPL Financial LLC added | 162,613,206 | $3.7B | 9.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 76,608,536 | $1.7B | 4.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 59,440,029 | $1.4B | 3.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 52,278,440 | $1.2B | 3.0% | 2026-Q2 |
| MORGAN STANLEY added | 44,022,618 | $1.0B | 2.5% | 2026-Q2 |
| ASSETMARK, INC added | 27,424,017 | $625M | 1.6% | 2026-Q2 |
| TIAA Wealth Investment Management LLC added | 26,647,476 | $609M | 1.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 25,858,813 | $580M | 1.5% | 2026-Q2 |
| BlackRock, Inc. added | 24,096,250 | $549M | 1.4% | 2026-Q2 |
| Allworth Financial LP trimmed | 20,921,820 | $477M | 1.2% | 2026-Q2 |
| Fund Evaluation Group, LLC added | 18,424,626 | $420M | 1.1% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC added | 15,819,740 | $360M | 0.9% | 2026-Q2 |
| UBS Group AG added | 11,425,544 | $260M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers added | 10,888,991 | $248M | 0.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 10,613,855 | $243M | 0.6% | 2026-Q2 |
| Morningstar Investment Management LLC | 10,483,782 | $240M | 0.6% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 10,130,922 | $231M | 0.6% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC added | 8,863,673 | $202M | 0.5% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 8,583,212 | $196M | 0.5% | 2026-Q2 |
| Jordan Park Group LLC trimmed | 8,563,994 | $195M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 7,996,194 | $182M | 0.5% | 2026-Q2 |
| Dynasty Wealth Management, LLC added | 7,932,000 | $181M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 7,578,563 | $173M | 0.4% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 7,063,645 | $161M | 0.4% | 2026-Q2 |
| Norinchukin Bank, The added | 6,494,554 | $148M | 0.4% | 2026-Q2 |
| Merit Financial Group, LLC added | 6,493,994 | $148M | 0.4% | 2026-Q2 |
| FMR LLC added | 6,348,372 | $145M | 0.4% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 6,203,467 | $141M | 0.4% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 6,018,417 | $137M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 5,594,960 | $127M | 0.3% | 2026-Q2 |
| Pathstone Holdings, LLC added | 5,489,508 | $125M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 4,966,997 | $113M | 0.3% | 2026-Q2 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO added | 4,902,127 | $112M | 0.3% | 2026-Q2 |
| Wedmont Private Capital added | 4,672,099 | $106M | 0.3% | 2026-Q2 |
| MCF Advisors LLC added | 4,572,890 | $104M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 4,399,631 | $100M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 4,230,483 | $96M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 3,947,369 | $90M | 0.2% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co added | 3,911,496 | $89M | 0.2% | 2026-Q2 |
| SYM FINANCIAL Corp added | 3,845,020 | $88M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 3,692,267 | $84M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 3,624,472 | $83M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 3,577,996 | $82M | 0.2% | 2026-Q2 |
| Crestwood Advisors Group, LLC added | 3,526,231 | $80M | 0.2% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC added | 3,521,336 | $80M | 0.2% | 2026-Q2 |
| CASTLEARK MANAGEMENT LLC | 3,329,569 | $76M | 0.2% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 3,246,145 | $74M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,043,419 | $69M | 0.2% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 2,987,988 | $68M | 0.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 2,945,895 | $67M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 2,887,624 | $66M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 2,751,738 | $63M | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC added | 2,532,810 | $58M | 0.1% | 2026-Q2 |
| 1607 Capital Partners, LLC trimmed | 2,295,222 | $52M | 0.1% | 2026-Q2 |
| Nationwide Fund Advisors added | 2,123,836 | $205M | 0.5% | 2026-Q2 |
| CITIGROUP INC added | 2,118,713 | $48M | 0.1% | 2026-Q2 |
| Dodds Wealth, LLC added | 2,039,239 | $46M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,967,803 | $45M | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 1,843,887 | $42M | 0.1% | 2026-Q2 |
| BAILARD, INC. trimmed | 1,767,056 | $40M | 0.1% | 2026-Q2 |
| Heck Capital Advisors, LLC added | 1,741,058 | $40M | 0.1% | 2026-Q2 |
| Verum Partners LLC added | 1,703,197 | $39M | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 1,657,284 | $38M | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 1,607,356 | $37M | 0.1% | 2026-Q2 |
| Foster Group, Inc. trimmed | 1,564,093 | $36M | 0.1% | 2026-Q2 |
| JB Capital LLC added | 1,544,278 | $35M | 0.1% | 2026-Q2 |
| Strategic Blueprint, LLC added | 1,526,575 | $35M | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. added | 1,524,956 | $35M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 1,516,171 | $35M | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 1,439,540 | $33M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 1,438,410 | $33M | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 1,418,814 | $32M | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 1,415,306 | $32M | 0.1% | 2026-Q2 |
| 3EDGE Asset Management, LP trimmed | 1,414,914 | $32M | 0.1% | 2026-Q2 |
| Johnson Bixby & Associates, LLC added | 1,403,983 | $32M | 0.1% | 2026-Q2 |
| Ascent Group, LLC added | 1,368,476 | $31M | 0.1% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 1,349,783 | $31M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,340,500 | $31M | 0.1% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 1,328,466 | $30M | 0.1% | 2026-Q2 |
| Sharkey, Howes & Javer added | 1,313,251 | $30M | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC added | 1,275,472 | $29M | 0.1% | 2026-Q2 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 1,250,000 | $28M | 0.1% | 2026-Q2 |
| BlueStem Wealth Partners, LLC trimmed | 1,214,016 | $28M | 0.1% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 1,204,706 | $27M | 0.1% | 2026-Q2 |
| Trilogy Capital Inc. added | 1,186,819 | $27M | 0.1% | 2026-Q2 |
| Lifeworks Advisors, LLC added | 1,184,445 | $27M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 1,183,233 | $27M | 0.1% | 2026-Q2 |
| CUTLER INVESTMENT COUNSEL LLC added | 1,149,762 | $26M | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 1,136,935 | $26M | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 1,121,539 | $26M | 0.1% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 1,092,317 | $25M | 0.1% | 2026-Q2 |
| Genus Capital Management Inc. added | 1,087,346 | $25M | 0.1% | 2026-Q2 |
| Strategic Investment Advisors / MI added | 1,084,684 | $25M | 0.1% | 2026-Q2 |
| DDFG, Inc trimmed | 1,053,127 | $24M | 0.1% | 2026-Q2 |
| SteelPeak Wealth, LLC added | 1,050,429 | $24M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 959,649 | $22M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 939,632 | $21M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.