Vault-13

ISHARES TR GOVT

US TREAS BD ETF · ETP · CUSIP 46429B267

776 institutional holders -19 vs Q1 2025
1,099,265,1161.1bn shares reported held*
$25.4bnreported value*
50 new 339 added 286 reduced 67 sold out net bought ≈ $523.9m (+23.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($21.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $23.06.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 585Q4 22: 632Q1 23: 632Q2 23: 659Q3 23: 655Q4 23: 712Q1 24: 695Q2 24: 700Q3 24: 725Q4 24: 795Q1 25: 795Q2 25: 776776Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022585
Q4 2022632
Q1 2023632
Q2 2023659
Q3 2023655
Q4 2023712
Q1 2024695
Q2 2024700
Q3 2024725
Q4 2024795
Q1 2025795
Q2 2025776

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
5000500Q3 23: 254 bought or addedQ3 23: 393 cut or sold outQ4 23: 293 bought or addedQ4 23: 380 cut or sold outQ4 23Q1 24: 381 bought or addedQ1 24: 314 cut or sold outQ2 24: 369 bought or addedQ2 24: 310 cut or sold outQ2 24Q3 24: 412 bought or addedQ3 24: 268 cut or sold outQ4 24: 382 bought or addedQ4 24: 307 cut or sold outQ4 24Q1 25: 418 bought or addedQ1 25: 339 cut or sold outQ2 25: 389 bought or addedQ2 25: 353 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023254393
Q4 2023293380
Q1 2024381314
Q2 2024369310
Q3 2024412268
Q4 2024382307
Q1 2025418339
Q2 2025389353

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5m$10m$15m$20mQ3 24 calls: $175.9kQ3 24 puts: $17.8mQ3 24P/C 101.35Q4 24 calls: $471.1kQ4 24 puts: $17.4mQ4 24P/C 36.87Q1 25 calls: $0Q1 25 puts: $0Q1 25P/C —Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$175.9k$17.8m101.35
Q4 2024$471.1k$17.4m36.87
Q1 2025$0$0—
Q2 2025$0$0—

Biggest buyers

TIAA TRUST, NATIONAL ASSOCIATION Added +30,576,208+30.6m
MORGAN STANLEY Added +11,993,847+12.0m
BANK OF AMERICA CORP /DE/ Added +8,760,376+8.8m
ROYAL BANK OF CANADA Added +3,639,542+3.6m
JPMORGAN CHASE & CO Added +2,794,537+2.8m
LPL Financial LLC Added +2,728,177+2.7m
Jordan Park Group LLC Added +2,559,272+2.6m
Mill Creek Capital Advisors, LLC Added +1,942,642+1.9m
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +1,415,215+1.4m
NORTHERN TRUST CORP Added +1,243,041+1.2m

Biggest sellers

PEAVINE CAPITAL, LLC Sold out -9,958,797-10.0m
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Sold out -8,213,229-8.2m
TOWNSQUARE CAPITAL LLC Reduced -6,873,675-6.9m
ALLIANCEBERNSTEIN L.P. Reduced -5,603,493-5.6m
FMR LLC Reduced -4,106,861-4.1m
Prime Capital Investment Advisors, LLC Reduced -3,948,013-3.9m
Itau Unibanco Holding S.A. Reduced -3,764,567-3.8m
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO Reduced -2,184,118-2.2m
Heirloom Wealth Management Sold out -1,836,810-1.8m
Aptus Capital Advisors, LLC Reduced -1,786,754-1.8m

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: TRUIST FINANCIAL CORP (4.3%, 2026-04-27)

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.60% of their portfolio CHARLOTTE, NC 321,504,611321.5m $7.4bn $7.4bn 0.60% Added +8.8m +8,760,376
2 LPL Financial LLC 0.81% of their portfolio FORT MILL, SC 105,719,785105.7m $2.4bn $2.4bn 0.81% Added +2.7m +2,728,177
3 ENVESTNET ASSET MANAGEMENT INC 0.50% of their portfolio Berwyn, PA 74,588,15374.6m $1.7bn $1.7bn 0.50% Added +470.3k +470,264
4 TRUIST FINANCIAL CORP 2.33% of their portfolio CHARLOTTE, NC 69,120,04169.1m $1.6bn $1.6bn 2.33% Reduced -452.3k -452,337
5 PNC Financial Services Group, Inc. 0.61% of their portfolio Pittsburgh, PA 41,157,18041.2m $945.8m $945.8m 0.61% Added +121.1k +121,143
6 JPMORGAN CHASE & CO 0.06% of their portfolio NEW YORK, NY 40,314,80540.3m $926.4m $926.4m 0.06% Added +2.8m +2,794,537
7 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 31,574,79631.6m $725.6m $725.6m 0.05% Added +12.0m +11,993,847
8 TIAA TRUST, NATIONAL ASSOCIATION 1.84% of their portfolio CHARLOTTE, NC 30,751,08730.8m $705.0m $705.0m 1.84% Added +30.6m +30,576,208
9 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.94% of their portfolio PLYMOUTH, MN 25,048,49925.0m $570.6m $570.6m 0.94% Added +1.4m +1,415,215
10 ASSETMARK, INC 1.22% of their portfolio CONCORD, CA 22,476,98622.5m $516.5m $516.5m 1.22% Added +414.6k +414,649
11 Allworth Financial LP 2.40% of their portfolio FOLSOM, CA 21,800,26621.8m $501.0m $501.0m 2.40% Added +269.2k +269,231
12 Jordan Park Group LLC 31.29% of their portfolio SAN FRANCISCO, CA 20,987,70821.0m $482.3m $482.3m 31.29% Added +2.6m +2,559,272
13 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.08% of their portfolio SAN FRANCISCO, CA 19,891,30419.9m $457.1m $457.1m 0.08% Reduced -524.3k -524,283
14 Fund Evaluation Group, LLC 11.96% of their portfolio CINCINNATI, OH 13,458,57013.5m $309.3m $309.3m 11.96% Added +1.2m +1,177,418
15 BlackRock, Inc. 0.01% of their portfolio New York, NY 12,043,22212.0m $276.8m $276.8m 0.01% Added +925.5k +925,467
16 Morningstar Investment Management LLC 22.37% of their portfolio CHICAGO, IL 11,091,05511.1m $254.9m $254.9m 22.37% Reduced -1.3m -1,329,030
17 FMR LLC 0.01% of their portfolio BOSTON, MA 9,126,2299.1m $209.7m $209.7m 0.01% Reduced -4.1m -4,106,861
18 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 7,852,2707.9m $180.4m $180.4m 0.02% Added +3.6m +3,639,542
19 UNITED CAPITAL FINANCIAL ADVISORS, LLC 1.45% of their portfolio IRVING, TX 7,832,1167.8m $180.0m $180.0m 1.45% Reduced -293.5k -293,462
20 TD PRIVATE CLIENT WEALTH LLC 3.61% of their portfolio NEW YORK, NY 6,389,9476.4m $146.8m $146.8m 3.61% Added +285.5k +285,524
21 UBS Group AG 0.03% of their portfolio ZURICH, V8 5,965,0546.0m $137.1m $137.1m 0.03% Added +234.0k +233,986
22 EP Wealth Advisors, LLC 0.87% of their portfolio TORRANCE, CA 5,783,4925.8m $132.9m $132.9m 0.87% Added +39.1k +39,109
23 Norinchukin Bank, The 1.97% of their portfolio TOKYO, M0 5,749,3755.7m $132.1m $132.1m 1.97% Added +563.0k +562,973
24 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 5,744,7075.7m $132.0m $132.0m 0.03% Added +577.0k +577,005
25 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5.93% of their portfolio ROCHESTER, NY 5,042,5135.0m $115.9m $115.9m 5.93% Added +32.4k +32,447
26 Hirtle & Co., LLC 3.84% of their portfolio WEST CONSHOHOCKEN, PA 4,407,0074.4m $101.3m $101.3m 3.84% Reduced -203.0k -203,018
27 Mill Creek Capital Advisors, LLC 2.20% of their portfolio Conshohocken, PA 4,313,1384.3m $99.1m $99.1m 2.20% Added +1.9m +1,942,642
28 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 4,261,7254.3m $97.9m $97.9m 0.01% Added +1.2m +1,243,041
29 MCF Advisors LLC 6.29% of their portfolio LEXINGTON, KY 4,140,8234.1m $95.2m $95.2m 6.29% Reduced -740.5k -740,501
30 Cetera Investment Advisers 0.15% of their portfolio SCHAUMBURG, IL 3,914,7993.9m $90.0m $90.0m 0.15% Added +292.9k +292,912
31 Crestwood Advisors Group, LLC 1.42% of their portfolio BOSTON, MA 3,459,9193.5m $79.5m $79.5m 1.42% Added +75.9k +75,911
32 DEUTSCHE BANK AG\ 0.03% of their portfolio FRANKFURT AM MAIN, 2M 3,318,9643.3m $76.3m $76.3m 0.03% Reduced -355.8k -355,753
33 SYM FINANCIAL Corp 8.45% of their portfolio WINONA LAKE, IN 3,285,6783.3m $75.5m $75.5m 8.45% Added +24.4k +24,428
34 CASTLEARK MANAGEMENT LLC 2.25% of their portfolio CHICAGO, IL 3,258,0993.3m $74.9m $74.9m 2.25% Reduced -821.7k -821,720
35 Alesco Advisors, LLC, An ESL Co 2.14% of their portfolio Pittsford, NY 3,233,7693.2m $74.3m $74.3m 2.14% Added +12.1k +12,129
36 Wedmont Private Capital 2.98% of their portfolio WEST CHESTER, PA 3,067,3393.1m $69.9m $69.9m 2.98% Added +70.0k +70,013
37 1607 Capital Partners, LLC 5.69% of their portfolio Richmond, VA 3,054,6873.1m $70.2m $70.2m 5.69% Added +145.8k +145,795
38 OSAIC HOLDINGS, INC. 0.12% of their portfolio SCOTTSDALE, AZ 2,911,6512.9m $66.9m $66.9m 0.12% Added +1.1m +1,086,968
39 AE Wealth Management LLC 0.40% of their portfolio TOPEKA, KS 2,403,2212.4m $55.2m $55.2m 0.40% Added +151.5k +151,549
40 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 2,346,3302.3m $53.9m $53.9m 0.02% Added +768.4k +768,431
41 MML INVESTORS SERVICES, LLC 0.15% of their portfolio SPRINGFIELD, MA 2,283,3962.3m $52.5m $52.5m 0.15% Added +163.1k +163,060
42 Janney Montgomery Scott LLC 0.13% of their portfolio PHILADELPHIA, PA 2,221,8192.2m $51.1m $51.1m 0.13% Reduced -53.8k -53,763
43 Dodds Wealth, LLC 13.15% of their portfolio GREENWOOD VILLAGE, CO 2,134,0272.1m $49.0m $49.0m 13.15% Added +1.1m +1,097,218
44 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 2,119,1462.1m $48.7m $48.7m 0.01% Added +663.2k +663,212
45 Prime Capital Investment Advisors, LLC 0.62% of their portfolio OVERLAND PARK, KS 2,036,1852.0m $46.8m $46.8m 0.62% Reduced -3.9m -3,948,013
46 Rockefeller Capital Management L.P. 0.05% of their portfolio NEW YORK, NY 2,029,2682.0m $46.6m $46.6m 0.05% Added +831.3k +831,306
47 Trilogy Capital Inc. 2.21% of their portfolio IRVINE, CA 1,975,1392.0m $45.4m $45.4m 2.21% Added +185.3k +185,346
48 McKinley Carter Wealth Services, Inc. 2.46% of their portfolio WHEELING, WV 1,928,3331.9m $44.3m $44.3m 2.46% Added +29.5k +29,509
49 Sanctuary Advisors, LLC 0.26% of their portfolio INDIANAPOLIS, IN 1,861,6481.9m $42.8m $42.8m 0.26% Reduced -249.1k -249,132
50 Thrivent Financial for Lutherans 0.09% of their portfolio Minneapolis, MN 1,762,8251.8m $40.5m $40.5m 0.09% Reduced -382.2k -382,184
51 Merit Financial Group, LLC 0.45% of their portfolio ALPHARETTA, GA 1,745,5921.7m $40.1m $40.1m 0.45% Added +584.5k +584,451
52 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,717,6081.7m $39.5m $39.5m 0.01% Added +72.0k +72,049
53 Genus Capital Management Inc. 4.90% of their portfolio VANCOUVER, A1 1,672,9541.7m $38.4m $38.4m 4.90% Added +885.8k +885,750
54 NorthCoast Asset Management LLC 0.16% of their portfolio STAMFORD, CT 1,626,8321.6m $37.4m $37.4m 0.16% Reduced -8.0k -7,977
55 3EDGE Asset Management, LP 2.32% of their portfolio Naples, FL 1,623,2461.6m $37.3m $37.3m 2.32% Reduced -85.3k -85,272
56 Foster Group, Inc. 1.27% of their portfolio WEST DES MOINES, IA 1,620,3331.6m $37.2m $37.2m 1.27% Reduced -24.7k -24,727
57 US BANCORP \DE\ 0.04% of their portfolio MINNEAPOLIS, MN 1,549,8981.5m $35.6m $35.6m 0.04% Reduced -140.9k -140,888
58 BROWN ADVISORY INC 0.05% of their portfolio BALTIMORE, MD 1,534,7161.5m $35.3m $35.3m 0.05% Added +66.2k +66,156
59 Verum Partners LLC 7.29% of their portfolio CHARLOTTE, NC 1,377,8271.4m $31.7m $31.7m 7.29% Added +28.4k +28,380
60 CWM, LLC 0.11% of their portfolio OMAHA, NE 1,376,2281.4m $31.6m $31.6m 0.11% Added +156.3k +156,309
61 BAILARD, INC. 0.73% of their portfolio Foster City, CA 1,359,3781.4m $31.2m $31.2m 0.73% Reduced -24.6k -24,635
62 Heck Capital Advisors, LLC 2.61% of their portfolio Rhinelander, WI 1,318,7341.3m $30.3m $30.3m 2.61% Added +42.3k +42,283
63 Envestnet Portfolio Solutions, Inc. 0.11% of their portfolio BERWYN, PA 1,260,2561.3m $29.0m $29.0m 0.11% Added +202.8k +202,805
64 Cresset Asset Management, LLC 0.14% of their portfolio Chicago, IL 1,242,7491.2m $28.6m $28.6m 0.14% Added +307.5k +307,507
65 COMMERCE BANK 0.16% of their portfolio KANSAS CITY, MO 1,176,8321.2m $27.0m $27.0m 0.16% Reduced -226.7k -226,689
66 Nationwide Fund Advisors 1.51% of their portfolio COLUMBUS, OH 1,174,0831.2m $27.0m $27.0m 1.51% Reduced -55.2k -55,241
67 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 1,142,7211.1m $26.3m $26.3m 0.03% Reduced -107.6k -107,589
68 BlueStem Wealth Partners, LLC 3.11% of their portfolio MINNETONKA, MN 1,100,5121.1m $25.3m $25.3m 3.11% Reduced -556.8k -556,773
69 Brueske Advisory Services, LLC 17.18% of their portfolio Bellevue, WA 1,099,4241.1m $25.3m $25.3m 17.18% Reduced -33.3k -33,287
70 SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 14.34% of their portfolio COLUMBUS, OH 1,092,0591.1m $25.1m $25.1m 14.34% Reduced -2.2m -2,184,118
71 Mirae Asset Global Investments Co., Ltd. 0.09% of their portfolio SEOUL, M5 1,091,5701.1m $25.1m $25.1m 0.09% Reduced -243.8k -243,768
72 Acorns Advisers, LLC 0.21% of their portfolio IRVINE, CA 1,084,9121.1m $24.9m $24.9m 0.21% Reduced -171.0k -171,036
73 Cambridge Investment Research Advisors, Inc. 0.08% of their portfolio FAIRFIELD, IA 1,081,5051.1m $24.9m $24.9m 0.08% Added +198.1k +198,067
74 Johnson Bixby & Associates, LLC 3.27% of their portfolio VANCOUVER, WA 1,034,6891.0m $23.8m $23.8m 3.27% Added +18.5k +18,542
75 CUTLER INVESTMENT COUNSEL LLC 2.61% of their portfolio Jacksonville, OR 1,020,5951.0m $23.5m $23.5m 2.61% Added +22.5k +22,501
76 SeaBridge Investment Advisors LLC 4.32% of their portfolio SUMMIT, NJ 1,010,1981.0m $23.2m $23.2m 4.32% Added +150.5k +150,482
77 Lifeworks Advisors, LLC 3.42% of their portfolio GRAND RAPIDS, MI 996,931996.9k $22.9m $22.9m 3.42% Added +56.4k +56,400
78 Cerity Partners LLC 0.04% of their portfolio NEW YORK, NY 995,618995.6k $22.7m $22.7m 0.04% Added +520.9k +520,924
79 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 960,444960.4k $22.1m $22.1m 0.02% Added +9.7k +9,735
80 LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 0.80% of their portfolio BETHESDA, MD 950,000950.0k $21.8m $21.8m 0.80% New
81 Financial Advocates Investment Management 1.78% of their portfolio OLYMPIA, WA 945,646945.6k $21.7m $21.7m 1.78% Added +64.1k +64,088
82 Itau Unibanco Holding S.A. 0.80% of their portfolio SAO PAULO, D5 911,128911.1k $20.9m $20.9m 0.80% Reduced -3.8m -3,764,567
83 Seneca Financial Advisors LLC 7.99% of their portfolio ROCHESTER, NY 902,112902.1k $20.7m $20.7m 7.99% Added +86.4k +86,403
84 PRUDENTIAL PLC 0.12% of their portfolio LONDON, X0 871,946871.9k $20.0m $20.0m 0.12% Added +812.9k +812,946
85 Capital Planning Advisors, LLC 2.91% of their portfolio Roseville, CA 863,045863.0k $19.8m $19.8m 2.91% Reduced -64.6k -64,573
86 PARK AVENUE SECURITIES LLC 0.18% of their portfolio NEW YORK, NY 860,725860.7k $19.8m $19.8m 0.18% Added +204.4k +204,418
87 Gibbs Wealth Management 3.75% of their portfolio Alpharetta, GA 846,789846.8k $19.5m $19.5m 3.75% Added +92.8k +92,833
88 SCHMIDT P J INVESTMENT MANAGEMENT INC 3.35% of their portfolio CEDARBURG, WI 844,293844.3k $19.4m $19.4m 3.35% Reduced -213.2k -213,176
89 DDFG, Inc 4.82% of their portfolio THOUSAND OAKS, CA 834,602834.6k $19.2m $19.2m 4.82% Added +22.8k +22,759
90 Savant Capital, LLC 0.14% of their portfolio ROCKFORD, IL 834,133834.1k $19.2m $19.2m 0.14% Reduced -121.9k -121,879
91 Annandale Capital, LLC 3.44% of their portfolio DALLAS, TX 811,998812.0k $18.7m $18.7m 3.44% Reduced -17.2k -17,240
92 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.26% of their portfolio CINCINNATI, OH 800,183800.2k $18.4m $18.4m 0.26% Added +91.9k +91,880
93 Geneos Wealth Management Inc. 0.45% of their portfolio ENGLEWOOD, CO 794,108794.1k $18.2m $18.2m 0.45% Reduced -514.7k -514,746
94 Strategic Blueprint, LLC 0.88% of their portfolio ATLANTA, GA 781,862781.9k $18.0m $18.0m 0.88% Added +3.9k +3,874
95 Equitable Holdings, Inc. 0.15% of their portfolio NEW YORK, NY 771,981772.0k $17.7m $17.7m 0.15% Added +73.0k +72,997
96 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 754,468754.5k $17.3m $17.3m 0.01% Added +49.9k +49,876
97 ST GERMAIN D J CO INC 0.74% of their portfolio SPRINGFIELD, MA 748,030748.0k $17.2m $17.2m 0.74% Reduced -18.0k -18,044
98 Global Retirement Partners, LLC 0.41% of their portfolio San Rafael, CA 726,716726.7k $16.7m $16.7m 0.41% First filing
99 Envision Financial Planning, LLC 7.70% of their portfolio MEMPHIS, TN 716,875716.9k $16.5m $16.5m 7.70% Added +27.3k +27,291
100 SUMITOMO MITSUI FINANCIAL GROUP, INC. 0.25% of their portfolio TOKYO, M0 666,851666.9k $15.3m $15.3m 0.25% Added +1.0k +1,002