Vault-13

ISHARES TR GOVT

US TREAS BD ETF · ETP · CUSIP 46429B267

792 institutional holders +16 vs Q2 2025
1,269,848,7101.3bn shares reported held*
$27.8bnreported value*
70 new 354 added 259 reduced 50 sold out net bought ≈ $2.4bn (+176.6m 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 ($23.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $21.91.

Trends to Q3 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: 776Q3 25: 792792Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025792

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q4 23: 293 bought or addedQ4 23: 380 cut or sold outQ1 24: 381 bought or addedQ1 24: 314 cut or sold outQ1 24Q2 24: 369 bought or addedQ2 24: 310 cut or sold outQ3 24: 412 bought or addedQ3 24: 268 cut or sold outQ3 24Q4 24: 382 bought or addedQ4 24: 307 cut or sold outQ1 25: 418 bought or addedQ1 25: 339 cut or sold outQ1 25Q2 25: 389 bought or addedQ2 25: 353 cut or sold outQ3 25: 424 bought or addedQ3 25: 309 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023293380
Q1 2024381314
Q2 2024369310
Q3 2024412268
Q4 2024382307
Q1 2025418339
Q2 2025389353
Q3 2025424309

Calls vs puts

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

CallsPuts
$0$5m$10m$15m$20mQ4 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 —Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —
Numbers
QuarterCallsPutsP/C
Q4 2024$471.1k$17.4m36.87
Q1 2025$0$0—
Q2 2025$0$0—
Q3 2025$0$0—

Biggest buyers

Jump Financial, LLC New +74,263,136+74.3m
JPMORGAN CHASE & CO Added +43,399,993+43.4m
BANK OF AMERICA CORP /DE/ Added +40,633,910+40.6m
PNC Financial Services Group, Inc. Added +7,111,353+7.1m
LPL Financial LLC Added +5,481,229+5.5m
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +2,188,174+2.2m
Sanctuary Advisors, LLC Added +2,087,935+2.1m
ENVESTNET ASSET MANAGEMENT INC Added +2,071,769+2.1m
TIAA TRUST, NATIONAL ASSOCIATION Added +2,035,736+2.0m
ASSETMARK, INC Added +1,773,768+1.8m

Biggest sellers

ROYAL BANK OF CANADA Reduced -3,373,992-3.4m
DEUTSCHE BANK AG\ Reduced -3,022,801-3.0m
FMR LLC Reduced -1,109,800-1.1m
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO Sold out -1,092,059-1.1m
Jordan Park Group LLC Reduced -1,072,673-1.1m
Rockefeller Capital Management L.P. Reduced -1,016,886-1.0m
SeaBridge Investment Advisors LLC Sold out -1,010,198-1.0m
Financial Advocates Investment Management Reduced -932,716-932.7k
Genus Capital Management Inc. Reduced -740,534-740.5k
BlackRock, Inc. Reduced -587,696-587.7k

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.63% of their portfolio CHARLOTTE, NC 362,138,521362.1m $8.4bn $8.4bn 0.63% Added +40.6m +40,633,910
2 LPL Financial LLC 0.75% of their portfolio FORT MILL, SC 111,201,014111.2m $2.6bn $2.6bn 0.75% Added +5.5m +5,481,229
3 JPMORGAN CHASE & CO 0.06% of their portfolio NEW YORK, NY 83,714,79883.7m $1.9bn $1.9bn 0.06% Added +43.4m +43,399,993
4 ENVESTNET ASSET MANAGEMENT INC 0.51% of their portfolio Berwyn, PA 76,659,92276.7m $1.8bn $1.8bn 0.51% Added +2.1m +2,071,769
5 Jump Financial, LLC 0.66% of their portfolio Chicago, IL 74,263,13674.3m $51.9m $51.9m 0.66% New
6 TRUIST FINANCIAL CORP 2.15% of their portfolio CHARLOTTE, NC 68,704,22368.7m $1.6bn $1.6bn 2.15% Reduced -415.8k -415,818
7 PNC Financial Services Group, Inc. 0.68% of their portfolio Pittsburgh, PA 48,268,53348.3m $1.1bn $1.1bn 0.68% Added +7.1m +7,111,353
8 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 33,278,31233.3m $769.4m $769.4m 0.05% Added +1.7m +1,703,516
9 TIAA TRUST, NATIONAL ASSOCIATION 1.84% of their portfolio CHARLOTTE, NC 32,786,82332.8m $758.0m $758.0m 1.84% Added +2.0m +2,035,736
10 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.95% of their portfolio PLYMOUTH, MN 27,236,67327.2m $628.8m $628.8m 0.95% Added +2.2m +2,188,174
11 ASSETMARK, INC 1.20% of their portfolio CONCORD, CA 24,250,75424.3m $560.7m $560.7m 1.20% Added +1.8m +1,773,768
12 Allworth Financial LP 2.30% of their portfolio FOLSOM, CA 22,441,62722.4m $518.9m $518.9m 2.30% Added +641.4k +641,361
13 Jordan Park Group LLC 26.27% of their portfolio SAN FRANCISCO, CA 19,915,03519.9m $460.4m $460.4m 26.27% Reduced -1.1m -1,072,673
14 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.07% of their portfolio SAN FRANCISCO, CA 19,576,64719.6m $452.6m $452.6m 0.07% Reduced -314.7k -314,657
15 Fund Evaluation Group, LLC 12.64% of their portfolio CINCINNATI, OH 15,108,90215.1m $349.3m $349.3m 12.64% Added +1.7m +1,650,332
16 BlackRock, Inc. 0.00% of their portfolio New York, NY 11,455,52611.5m $264.9m $264.9m 0.00% Reduced -587.7k -587,696
17 Morningstar Investment Management LLC 9.10% of their portfolio CHICAGO, IL 10,701,49210.7m $247.4m $247.4m 9.10% Reduced -389.6k -389,563
18 FMR LLC 0.01% of their portfolio BOSTON, MA 8,016,4298.0m $185.3m $185.3m 0.01% Reduced -1.1m -1,109,800
19 UNITED CAPITAL FINANCIAL ADVISORS, LLC 1.31% of their portfolio IRVING, TX 7,889,8427.9m $182.4m $182.4m 1.31% Added +57.7k +57,726
20 TD PRIVATE CLIENT WEALTH LLC 3.49% of their portfolio NEW YORK, NY 6,703,7466.7m $155.0m $155.0m 3.49% Added +313.8k +313,799
21 Norinchukin Bank, The 1.85% of their portfolio TOKYO, M0 5,958,6006.0m $137.8m $137.8m 1.85% Added +209.2k +209,225
22 UBS Group AG 0.02% of their portfolio ZURICH, V8 5,522,5345.5m $127.7m $127.7m 0.02% Reduced -442.5k -442,520
23 Hirtle & Co., LLC 4.26% of their portfolio WEST CONSHOHOCKEN, PA 5,243,4945.2m $121.2m $121.2m 4.26% Added +836.5k +836,487
24 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 5,190,8775.2m $118.5m $118.5m 0.03% Reduced -553.8k -553,830
25 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5.48% of their portfolio ROCHESTER, NY 4,937,6594.9m $114.2m $114.2m 5.48% Reduced -104.9k -104,854
26 Mill Creek Capital Advisors, LLC 2.19% of their portfolio Conshohocken, PA 4,594,8294.6m $106.2m $106.2m 2.19% Added +281.7k +281,691
27 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 4,478,2784.5m $103.5m $103.5m 0.02% Reduced -3.4m -3,373,992
28 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 4,286,9294.3m $99.1m $99.1m 0.01% Added +25.2k +25,204
29 MCF Advisors LLC 6.06% of their portfolio LEXINGTON, KY 4,277,1824.3m $98.9m $98.9m 6.06% Added +136.4k +136,359
30 Sanctuary Advisors, LLC 0.28% of their portfolio INDIANAPOLIS, IN 3,949,5833.9m $91.0m $91.0m 0.28% Added +2.1m +2,087,935
31 Cetera Investment Advisers 0.10% of their portfolio SCHAUMBURG, IL 3,701,4893.7m $85.6m $85.6m 0.10% Reduced -213.3k -213,310
32 1607 Capital Partners, LLC 6.43% of their portfolio Richmond, VA 3,691,5223.7m $85.3m $85.3m 6.43% Added +636.8k +636,835
33 OSAIC HOLDINGS, INC. 0.11% of their portfolio SCOTTSDALE, AZ 3,543,6913.5m $81.7m $81.7m 0.11% Added +632.0k +632,040
34 SYM FINANCIAL Corp 8.63% of their portfolio WINONA LAKE, IN 3,489,1383.5m $80.7m $80.7m 8.63% Added +203.5k +203,460
35 Crestwood Advisors Group, LLC 1.36% of their portfolio BOSTON, MA 3,464,5893.5m $80.1m $80.1m 1.36% Added +4.7k +4,670
36 Wedmont Private Capital 2.92% of their portfolio WEST CHESTER, PA 3,406,7893.4m $78.6m $78.6m 2.92% Added +339.4k +339,450
37 Alesco Advisors, LLC, An ESL Co 2.11% of their portfolio Pittsford, NY 3,373,0283.4m $78.0m $78.0m 2.11% Added +139.3k +139,259
38 CASTLEARK MANAGEMENT LLC 2.11% of their portfolio CHICAGO, IL 3,258,0993.3m $75.3m $75.3m 2.11% Unchanged
39 AE Wealth Management LLC 0.46% of their portfolio TOPEKA, KS 3,104,7573.1m $71.8m $71.8m 0.46% Added +701.5k +701,536
40 Merit Financial Group, LLC 0.59% of their portfolio ALPHARETTA, GA 2,753,3782.8m $63.7m $63.7m 0.59% Added +1.0m +1,007,786
41 Trilogy Capital Inc. 2.82% of their portfolio IRVINE, CA 2,634,8352.6m $60.9m $60.9m 2.82% Added +659.7k +659,696
42 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 2,415,9122.4m $55.9m $55.9m 0.02% Added +69.6k +69,582
43 Thrivent Financial for Lutherans 0.11% of their portfolio Minneapolis, MN 2,361,2812.4m $54.6m $54.6m 0.11% Added +598.5k +598,456
44 MML INVESTORS SERVICES, LLC 0.14% of their portfolio SPRINGFIELD, MA 2,305,0332.3m $53.3m $53.3m 0.14% Added +21.6k +21,637
45 Janney Montgomery Scott LLC 0.12% of their portfolio PHILADELPHIA, PA 2,269,5562.3m $52.5m $52.5m 0.12% Added +47.7k +47,737
46 Dodds Wealth, LLC 12.90% of their portfolio GREENWOOD VILLAGE, CO 2,252,9922.3m $52.1m $52.1m 12.90% Added +119.0k +118,965
47 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 2,022,7042.0m $46.8m $46.8m 0.01% Reduced -96.4k -96,442
48 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,996,2802.0m $46.2m $46.2m 0.01% Added +278.7k +278,672
49 McKinley Carter Wealth Services, Inc. 2.40% of their portfolio WHEELING, WV 1,975,5292.0m $45.7m $45.7m 2.40% Added +47.2k +47,196
50 BROWN ADVISORY INC 0.06% of their portfolio BALTIMORE, MD 1,932,4791.9m $44.7m $44.7m 0.06% Added +397.8k +397,763
51 Prime Capital Investment Advisors, LLC 0.55% of their portfolio OVERLAND PARK, KS 1,903,1201.9m $44.0m $44.0m 0.55% Reduced -133.1k -133,065
52 Mirae Asset Global Investments Co., Ltd. 0.13% of their portfolio SEOUL, M5 1,738,3181.7m $40.2m $40.2m 0.13% Added +646.7k +646,748
53 Foster Group, Inc. 1.17% of their portfolio WEST DES MOINES, IA 1,611,5271.6m $37.3m $37.3m 1.17% Reduced -8.8k -8,806
54 NorthCoast Asset Management LLC 0.14% of their portfolio STAMFORD, CT 1,603,8991.6m $37.1m $37.1m 0.14% Reduced -22.9k -22,933
55 US BANCORP \DE\ 0.04% of their portfolio MINNEAPOLIS, MN 1,599,9581.6m $37.0m $37.0m 0.04% Added +50.1k +50,060
56 Cresset Asset Management, LLC 0.16% of their portfolio Chicago, IL 1,575,1251.6m $36.4m $36.4m 0.16% Added +332.4k +332,376
57 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.03% of their portfolio BLOOMINGTON, IL 1,574,4081.6m $36.4m $36.4m 0.03% Added +1.1m +1,107,366
58 3EDGE Asset Management, LP 2.05% of their portfolio Naples, FL 1,569,8501.6m $36.3m $36.3m 2.05% Reduced -53.4k -53,396
59 BAILARD, INC. 0.78% of their portfolio Foster City, CA 1,559,3961.6m $36.1m $36.1m 0.78% Added +200.0k +200,018
60 Heck Capital Advisors, LLC 2.64% of their portfolio Rhinelander, WI 1,475,9161.5m $34.1m $34.1m 2.64% Added +157.2k +157,182
61 Verum Partners LLC 7.06% of their portfolio CHARLOTTE, NC 1,436,5541.4m $33.2m $33.2m 7.06% Added +58.7k +58,727
62 Envestnet Portfolio Solutions, Inc. 0.11% of their portfolio BERWYN, PA 1,311,1401.3m $30.3m $30.3m 0.11% Added +50.9k +50,884
63 LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1.06% of their portfolio BETHESDA, MD 1,250,0001.2m $28.9m $28.9m 1.06% Added +300.0k +300,000
64 BlueStem Wealth Partners, LLC 3.19% of their portfolio MINNETONKA, MN 1,206,5671.2m $27.9m $27.9m 3.19% Added +106.1k +106,055
65 DDFG, Inc 6.26% of their portfolio THOUSAND OAKS, CA 1,171,8301.2m $27.1m $27.1m 6.26% Added +337.2k +337,228
66 Nationwide Fund Advisors 1.48% of their portfolio COLUMBUS, OH 1,164,1141.2m $26.9m $26.9m 1.48% Reduced -10.0k -9,969
67 Acorns Advisers, LLC 0.21% of their portfolio IRVINE, CA 1,147,4361.1m $26.5m $26.5m 0.21% Added +62.5k +62,524
68 CWM, LLC 0.08% of their portfolio OMAHA, NE 1,143,2041.1m $26.4m $26.4m 0.08% Reduced -233.0k -233,024
69 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 1,131,2291.1m $26.2m $26.2m 0.03% Reduced -11.5k -11,492
70 Cambridge Investment Research Advisors, Inc. 0.07% of their portfolio FAIRFIELD, IA 1,121,7231.1m $25.9m $25.9m 0.07% Added +40.2k +40,218
71 Brueske Advisory Services, LLC 13.82% of their portfolio Bellevue, WA 1,095,9921.1m $25.3m $25.3m 13.82% Reduced -3.4k -3,432
72 COMMERCE BANK 0.14% of their portfolio KANSAS CITY, MO 1,078,3771.1m $24.9m $24.9m 0.14% Reduced -98.5k -98,455
73 Johnson Bixby & Associates, LLC 3.17% of their portfolio VANCOUVER, WA 1,069,5751.1m $24.7m $24.7m 3.17% Added +34.9k +34,886
74 CUTLER INVESTMENT COUNSEL LLC 2.56% of their portfolio Jacksonville, OR 1,054,8911.1m $24.4m $24.4m 2.56% Added +34.3k +34,296
75 Lifeworks Advisors, LLC 3.25% of their portfolio GRAND RAPIDS, MI 1,049,5421.0m $24.3m $24.3m 3.25% Added +52.6k +52,611
76 Rockefeller Capital Management L.P. 0.05% of their portfolio NEW YORK, NY 1,012,3821.0m $23.4m $23.4m 0.05% Reduced -1.0m -1,016,886
77 Phoenix Financial Ltd. 0.15% of their portfolio Givatayim, L3 996,086996.1k $23.0m $23.0m 0.15% Added +505.0k +505,039
78 Cerity Partners LLC 0.04% of their portfolio NEW YORK, NY 995,572995.6k $23.2m $23.2m 0.04% Reduced -46 -46
79 Seneca Financial Advisors LLC 7.31% of their portfolio ROCHESTER, NY 967,866967.9k $22.4m $22.4m 7.31% Added +65.8k +65,754
80 PARK AVENUE SECURITIES LLC 0.17% of their portfolio NEW YORK, NY 948,583948.6k $21.9m $21.9m 0.17% Added +87.9k +87,858
81 Genus Capital Management Inc. 2.50% of their portfolio VANCOUVER, A1 932,420932.4k $21.6m $21.6m 2.50% Reduced -740.5k -740,534
82 Roberts Financial Services LLC 6.70% of their portfolio MARQUETTE, MI 897,634897.6k $20.8m $20.8m 6.70% Added +262.2k +262,201
83 Geneos Wealth Management Inc. 0.51% of their portfolio ENGLEWOOD, CO 865,293865.3k $20.0m $20.0m 0.51% Added +71.2k +71,185
84 Equitable Holdings, Inc. 0.15% of their portfolio NEW YORK, NY 857,979858.0k $19.8m $19.8m 0.15% Added +86.0k +85,998
85 Envision Financial Planning, LLC 8.36% of their portfolio MEMPHIS, TN 852,309852.3k $19.7m $19.7m 8.36% Added +135.4k +135,434
86 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 836,337836.3k $19.3m $19.3m 0.02% Reduced -124.1k -124,107
87 Strategic Blueprint, LLC 0.84% of their portfolio ATLANTA, GA 835,703835.7k $19.3m $19.3m 0.84% Added +53.8k +53,841
88 Savant Capital, LLC 0.12% of their portfolio ROCKFORD, IL 828,800828.8k $19.2m $19.2m 0.12% Reduced -5.3k -5,333
89 Annandale Capital, LLC 3.37% of their portfolio DALLAS, TX 823,277823.3k $19.0m $19.0m 3.37% Added +11.3k +11,279
90 SCHMIDT P J INVESTMENT MANAGEMENT INC 3.14% of their portfolio CEDARBURG, WI 821,700821.7k $19.0m $19.0m 3.14% Reduced -22.6k -22,593
91 Capital Planning Advisors, LLC 2.54% of their portfolio Roseville, CA 800,383800.4k $18.5m $18.5m 2.54% Reduced -62.7k -62,662
92 ST GERMAIN D J CO INC 0.69% of their portfolio SPRINGFIELD, MA 750,763750.8k $17.4m $17.4m 0.69% Added +2.7k +2,733
93 Global Retirement Partners, LLC 0.38% of their portfolio San Rafael, CA 741,006741.0k $17.1m $17.1m 0.38% Added +14.3k +14,290
94 SUMITOMO MITSUI FINANCIAL GROUP, INC. 0.28% of their portfolio TOKYO, M0 691,289691.3k $16.0m $16.0m 0.28% Added +24.4k +24,438
95 Key Financial Inc 2.88% of their portfolio WEST CHESTER, PA 674,319674.3k $15.6m $15.6m 2.88% Added +66.0k +65,978
96 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0.27% of their portfolio BOSTON, MA 644,870644.9k $14.9m $14.9m 0.27% Unchanged
97 Perigon Wealth Management, LLC 0.30% of their portfolio SAN FRANCISCO, CA 640,409640.4k $14.8m $14.8m 0.30% Added +14.8k +14,752
98 Snider Financial Group 4.02% of their portfolio BELLEVUE, WA 637,171637.2k $14.7m $14.7m 4.02% Added +9.6k +9,558
99 MACQUARIE GROUP LTD 0.02% of their portfolio Sydney, NSW 2000, C3 633,927633.9k $14.7m $14.7m 0.02% Unchanged
100 Private Advisor Group, LLC 0.07% of their portfolio MORRISTOWN, NJ 633,723633.7k $14.7m $14.7m 0.07% Added +11.2k +11,189