Vault-13

ISHARES TR GOVT

US TREAS BD ETF · ETP · CUSIP 46429B267

935 institutional holders +95 vs Q4 2025
1,751,609,3931.8bn shares reported held*
$40.4bnreported value*
156 new 459 added 209 reduced 62 sold out net bought ≈ $8.1bn (+352.7m 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 ($464.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $23.06. Options: 1 managers hold calls ($263.5k notional), 1 hold puts ($286.4k).

Trends to Q1 2026

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: 792Q4 25: 840Q1 26: 935935Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q4 2025840
Q1 2026935

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ2 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 25Q4 25: 455 bought or addedQ4 25: 291 cut or sold outQ1 26: 615 bought or addedQ1 26: 271 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024369310
Q3 2024412268
Q4 2024382307
Q1 2025418339
Q2 2025389353
Q3 2025424309
Q4 2025455291
Q1 2026615271

Calls vs puts

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

CallsPuts
$0$100k$200k$300kQ2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $248.7kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $263.5kQ1 26 puts: $286.4kQ1 26P/C 1.09
Numbers
QuarterCallsPutsP/C
Q2 2025$0$0—
Q3 2025$0$0—
Q4 2025$248.7k$00.00
Q1 2026$263.5k$286.4k1.09

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +81,583,262+81.6m
BANK OF AMERICA CORP /DE/ Added +80,062,969+80.1m
US BANCORP \DE\ Added +45,186,105+45.2m
LPL Financial LLC Added +21,803,239+21.8m
JPMORGAN CHASE & CO Added +18,666,004+18.7m
BlackRock, Inc. Added +9,579,013+9.6m
MORGAN STANLEY Added +8,504,707+8.5m
Envestnet Portfolio Solutions, Inc. Added +6,536,609+6.5m
CWM, LLC Added +6,478,078+6.5m
Dynasty Wealth Management, LLC Added +6,161,410+6.2m

Biggest sellers

TIAA TRUST, NATIONAL ASSOCIATION Reduced -35,132,375-35.1m
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -6,652,722-6.7m
Jordan Park Group LLC Reduced -6,290,970-6.3m
FMR LLC Reduced -1,045,550-1.0m
McKinley Carter Wealth Services, Inc. Reduced -897,375-897.4k
SEVEN MILE ADVISORY Sold out -638,315-638.3k
Deane Retirement Strategies, Inc. Reduced -545,495-545.5k
COLDSTREAM CAPITAL MANAGEMENT INC Reduced -472,421-472.4k
IFG Advisory, LLC Sold out -458,126-458.1k
Mirae Asset Global Investments Co., Ltd. Reduced -428,624-428.6k

Biggest calls

CITADEL ADVISORS LLC New $263.5k11.5k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $286.4k12.5k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.80% of their portfolio CHARLOTTE, NC 474,769,940474.8m $10.9bn $10.9bn 0.80% Added +80.1m +80,062,969
2 JPMORGAN CHASE & CO 0.33% of their portfolio NEW YORK, NY 213,742,832213.7m $4.9bn $4.9bn 0.33% Added +18.7m +18,666,004
3 ENVESTNET ASSET MANAGEMENT INC 0.94% of their portfolio Berwyn, PA 153,894,218153.9m $3.5bn $3.5bn 0.94% Added +81.6m +81,583,262
4 LPL Financial LLC 0.86% of their portfolio FORT MILL, SC 140,890,662140.9m $3.2bn $3.2bn 0.86% Added +21.8m +21,803,239
5 TRUIST FINANCIAL CORP 2.33% of their portfolio CHARLOTTE, NC 75,290,88275.3m $1.7bn $1.7bn 2.33% Added +4.3m +4,284,387
6 PNC Financial Services Group, Inc. 0.72% of their portfolio Pittsburgh, PA 54,704,16354.7m $1.3bn $1.3bn 0.72% Added +1.8m +1,756,317
7 US BANCORP \DE\ 1.45% of their portfolio MINNEAPOLIS, MN 46,829,85646.8m $1.2bn $1.2bn 1.45% Added +45.2m +45,186,105
8 MORGAN STANLEY 0.06% of their portfolio NEW YORK, NY 41,052,29141.1m $940.5m $940.5m 0.06% Added +8.5m +8,504,707
9 ASSETMARK, INC 1.22% of their portfolio CONCORD, CA 26,176,49826.2m $599.7m $599.7m 1.22% Added +1.2m +1,186,252
10 TIAA Wealth Investment Management LLC 4.47% of their portfolio New York, NY 25,607,97625.6m $586.2m $586.2m 4.47% First filing
11 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.09% of their portfolio SAN FRANCISCO, CA 25,520,52125.5m $584.7m $584.7m 0.09% Added +1.8m +1,843,964
12 Allworth Financial LP 2.18% of their portfolio FOLSOM, CA 23,374,00323.4m $535.5m $535.5m 2.18% Added +338.4k +338,448
13 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1.15% of their portfolio PLYMOUTH, MN 22,955,03623.0m $521.4m $521.4m 1.15% Reduced -6.7m -6,652,722
14 BlackRock, Inc. 0.01% of their portfolio New York, NY 22,216,73022.2m $509.0m $509.0m 0.01% Added +9.6m +9,579,013
15 Fund Evaluation Group, LLC 12.67% of their portfolio CINCINNATI, OH 17,999,98418.0m $412.4m $412.4m 12.67% Added +1.1m +1,093,272
16 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 1.21% of their portfolio CHARLOTTE, NC 13,731,74213.7m $314.6m $314.6m 1.21% First filing
17 Jordan Park Group LLC 15.27% of their portfolio SAN FRANCISCO, CA 12,517,29512.5m $286.8m $286.8m 15.27% Reduced -6.3m -6,290,970
18 Morningstar Investment Management LLC 14.87% of their portfolio CHICAGO, IL 10,483,78210.5m $240.2m $240.2m 14.87% Reduced -217.7k -217,710
19 Cetera Investment Advisers 0.25% of their portfolio SCHAUMBURG, IL 10,135,36310.1m $232.2m $232.2m 0.25% Added +6.0m +5,995,250
20 UNITED CAPITAL FINANCIAL ADVISORS, LLC 1.40% of their portfolio IRVING, TX 9,932,8839.9m $227.5m $227.5m 1.40% Added +2.3m +2,332,746
21 UBS Group AG 0.04% of their portfolio ZURICH, V8 9,433,5899.4m $216.1m $216.1m 0.04% Added +4.1m +4,130,625
22 NORTHERN TRUST CORP 0.03% of their portfolio CHICAGO, IL 8,321,1138.3m $190.6m $190.6m 0.03% Added +3.6m +3,620,950
23 TD PRIVATE CLIENT WEALTH LLC 3.88% of their portfolio NEW YORK, NY 8,169,7788.2m $187.2m $187.2m 3.88% Added +696.3k +696,322
24 Envestnet Portfolio Solutions, Inc. 1.01% of their portfolio BERWYN, PA 7,965,7628.0m $182.5m $182.5m 1.01% Added +6.5m +6,536,609
25 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 7,903,1927.9m $180.2m $180.2m 0.04% Added +3.0m +2,952,492
26 CWM, LLC 0.45% of their portfolio OMAHA, NE 7,549,4327.5m $173.0m $173.0m 0.45% Added +6.5m +6,478,078
27 EP Wealth Advisors, LLC 0.79% of their portfolio TORRANCE, CA 6,993,9637.0m $160.2m $160.2m 0.79% Added +423.4k +423,440
28 Bank of New York Mellon Corp 0.03% of their portfolio NEW YORK, NY 6,702,1336.7m $153.5m $153.5m 0.03% Added +4.5m +4,548,373
29 Dynasty Wealth Management, LLC 1.32% of their portfolio ST. PETERSBURG, FL 6,629,3436.6m $151.9m $151.9m 1.32% Added +6.2m +6,161,410
30 Janney Montgomery Scott LLC 0.37% of their portfolio PHILADELPHIA, PA 6,588,5466.6m $150.9m $150.9m 0.37% Added +4.2m +4,226,644
31 FMR LLC 0.01% of their portfolio BOSTON, MA 6,350,6466.4m $145.5m $145.5m 0.01% Reduced -1.0m -1,045,550
32 MML INVESTORS SERVICES, LLC 0.40% of their portfolio SPRINGFIELD, MA 6,218,7296.2m $142.5m $142.5m 0.40% Added +3.7m +3,738,116
33 Norinchukin Bank, The 1.65% of their portfolio TOKYO, M0 6,158,3506.2m $141.1m $141.1m 1.65% Reduced -105.1k -105,132
34 BROWN ADVISORY INC 0.23% of their portfolio BALTIMORE, MD 6,100,4236.1m $139.8m $139.8m 0.23% Added +3.2m +3,187,845
35 PARK AVENUE SECURITIES LLC 1.06% of their portfolio NEW YORK, NY 5,921,5735.9m $135.7m $135.7m 1.06% Added +4.8m +4,793,860
36 Hirtle & Co., LLC 4.40% of their portfolio WEST CONSHOHOCKEN, PA 5,601,8785.6m $128.3m $128.3m 4.40% Reduced -13.1k -13,084
37 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 5,406,8935.4m $123.9m $123.9m 0.02% Added +889.5k +889,525
38 Merit Financial Group, LLC 0.90% of their portfolio ALPHARETTA, GA 5,260,4105.3m $120.5m $120.5m 0.90% Added +2.7m +2,719,338
39 Mill Creek Capital Advisors, LLC 2.40% of their portfolio Conshohocken, PA 5,103,5655.1m $116.9m $116.9m 2.40% Added +148.2k +148,235
40 CAPTRUST FINANCIAL ADVISORS 0.19% of their portfolio RALEIGH, NC 4,862,7854.9m $111.4m $111.4m 0.19% Added +101.8k +101,797
41 Wedmont Private Capital 3.23% of their portfolio WEST CHESTER, PA 4,370,4014.4m $100.1m $100.1m 3.23% Added +544.8k +544,772
42 MCF Advisors LLC 4.18% of their portfolio LEXINGTON, KY 4,165,5484.2m $95.4m $95.4m 4.18% Reduced -66.1k -66,066
43 Sanctuary Advisors, LLC 0.50% of their portfolio INDIANAPOLIS, IN 4,042,1924.0m $92.6m $92.6m 0.50% Added +2.2m +2,198,721
44 SYM FINANCIAL Corp 8.52% of their portfolio WINONA LAKE, IN 3,723,3383.7m $85.3m $85.3m 8.52% Added +169.5k +169,547
45 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 3,695,2033.7m $84.7m $84.7m 0.03% Added +1.0m +1,022,994
46 Alesco Advisors, LLC, An ESL Co 2.16% of their portfolio Pittsford, NY 3,691,0103.7m $84.6m $84.6m 2.16% Added +164.6k +164,591
47 AE Wealth Management LLC 0.45% of their portfolio TOPEKA, KS 3,646,7823.6m $83.5m $83.5m 0.45% Added +216.1k +216,100
48 Crestwood Advisors Group, LLC 1.33% of their portfolio BOSTON, MA 3,455,9683.5m $79.2m $79.2m 1.33% Added +15.3k +15,297
49 1607 Capital Partners, LLC 5.62% of their portfolio Richmond, VA 3,405,1723.4m $78.0m $78.0m 5.62% Added +194.1k +194,050
50 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.06% of their portfolio BLOOMINGTON, IL 3,370,3703.4m $77.2m $77.2m 0.06% Added +1.0m +1,003,774
51 CASTLEARK MANAGEMENT LLC 2.52% of their portfolio CHICAGO, IL 3,329,5693.3m $76.3m $76.3m 2.52% Unchanged
52 Thrivent Financial for Lutherans 0.14% of their portfolio Minneapolis, MN 3,167,3953.2m $72.6m $72.6m 0.14% Added +731.4k +731,387
53 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 3,124,0943.1m $71.6m $71.6m 0.01% Added +2.7m +2,678,633
54 Itau Unibanco Holding S.A. 1.59% of their portfolio SAO PAULO, D5 2,899,3282.9m $66.4m $66.4m 1.59% Reduced -159.4k -159,363
55 NewEdge Advisors, LLC 0.23% of their portfolio NEW ORLEANS, LA 2,838,9872.8m $65.0m $65.0m 0.23% Added +2.2m +2,203,995
56 OSAIC HOLDINGS, INC. 0.09% of their portfolio SCOTTSDALE, AZ 2,816,3532.8m $64.5m $64.5m 0.09% Added +559.2k +559,230
57 OpenArc Corporate Advisory, LLC 0.90% of their portfolio ATLANTA, GA 2,750,4312.8m $63.0m $63.0m 0.90% Added +2.6m +2,617,508
58 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 2,518,3652.5m $57.7m $57.7m 0.01% Added +545.6k +545,574
59 SAGESPRING WEALTH PARTNERS, LLC 1.05% of their portfolio FRANKLIN, TN 2,514,7222.5m $57.6m $57.6m 1.05% Added +2.5m +2,490,308
60 STIFEL FINANCIAL CORP 0.05% of their portfolio ST. LOUIS, MO 2,444,4782.4m $56.0m $56.0m 0.05% Added +1.6m +1,576,838
61 BAILARD, INC. 1.24% of their portfolio Foster City, CA 2,352,1792.4m $53.9m $53.9m 1.24% Added +473.1k +473,092
62 Cresset Asset Management, LLC 0.21% of their portfolio Chicago, IL 2,114,7262.1m $48.4m $48.4m 0.21% Added +226.4k +226,395
63 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 2,045,5652.0m $46.9m $46.9m 0.07% Added +861.4k +861,408
64 Dodds Wealth, LLC 11.20% of their portfolio GREENWOOD VILLAGE, CO 1,990,8982.0m $45.6m $45.6m 11.20% Reduced -16.0k -15,960
65 Focus Partners Wealth 0.05% of their portfolio ST LOUIS, MO 1,956,6302.0m $45.0m $45.0m 0.05% Added +121.8k +121,809
66 Triad Wealth Partners, LLC 3.54% of their portfolio LAWRENCE, KS 1,951,6682.0m $44.7m $44.7m 3.54% Added +1.4m +1,350,535
67 Cambridge Investment Research Advisors, Inc. 0.10% of their portfolio FAIRFIELD, IA 1,767,9491.8m $40.5m $40.5m 0.10% Added +683.2k +683,152
68 Heck Capital Advisors, LLC 2.83% of their portfolio Rhinelander, WI 1,667,4291.7m $38.2m $38.2m 2.83% Added +23.4k +23,417
69 Foundations Investment Advisors, LLC 0.46% of their portfolio PHOENIX, AZ 1,634,2671.6m $37.4m $37.4m 0.46% Added +1.3m +1,252,520
70 Foster Group, Inc. 1.08% of their portfolio WEST DES MOINES, IA 1,590,1251.6m $36.4m $36.4m 1.08% Reduced -986 -986
71 Cerity Partners LLC 0.05% of their portfolio NEW YORK, NY 1,566,1061.6m $35.9m $35.9m 0.05% Added +585.5k +585,493
72 Verum Partners LLC 6.76% of their portfolio CHARLOTTE, NC 1,554,0581.6m $35.6m $35.6m 6.76% Added +59.5k +59,454
73 3EDGE Asset Management, LP 1.66% of their portfolio Naples, FL 1,502,6771.5m $34.4m $34.4m 1.66% Reduced -37.8k -37,831
74 BlueStem Wealth Partners, LLC 3.68% of their portfolio MINNETONKA, MN 1,447,2411.4m $33.2m $33.2m 3.68% Added +246.9k +246,853
75 Prime Capital Investment Advisors, LLC 0.38% of their portfolio OVERLAND PARK, KS 1,416,5241.4m $32.5m $32.5m 0.38% Reduced -167.7k -167,729
76 JB Capital LLC 1.29% of their portfolio WETHERSFIELD, CT 1,392,2271.4m $31.9m $31.9m 1.29% Added +1.4m +1,356,201
77 CreativeOne Wealth, LLC 0.74% of their portfolio OVERLAND PARK, KS 1,389,8141.4m $31.8m $31.8m 0.74% Added +1.2m +1,187,785
78 Strategic Blueprint, LLC 1.83% of their portfolio ATLANTA, GA 1,371,6831.4m $31.4m $31.4m 1.83% Added +494.9k +494,910
79 Mirae Asset Global Investments Co., Ltd. 0.09% of their portfolio SEOUL, M5 1,350,5961.4m $30.9m $30.9m 0.09% Reduced -428.6k -428,624
80 Equitable Holdings, Inc. 0.19% of their portfolio NEW YORK, NY 1,313,5901.3m $30.2m $30.2m 0.19% Added +308.3k +308,320
81 PRINCIPAL SECURITIES, INC. 0.44% of their portfolio DES MOINES, IA 1,303,1461.3m $29.9m $29.9m 0.44% Added +527.2k +527,247
82 Ascent Group, LLC 1.01% of their portfolio VIRGINIA BEACH, VA 1,279,3121.3m $29.3m $29.3m 1.01% Added +1.1m +1,073,484
83 DDFG, Inc 6.20% of their portfolio THOUSAND OAKS, CA 1,256,2441.3m $28.8m $28.8m 6.20% Added +57.5k +57,543
84 LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1.05% of their portfolio BETHESDA, MD 1,250,0001.2m $28.6m $28.6m 1.05% Unchanged
85 Wealthspire Advisors, LLC 0.22% of their portfolio NEW YORK, NY 1,234,5651.2m $28.3m $28.3m 0.22% Reduced -12.8k -12,844
86 Acorns Advisers, LLC 0.20% of their portfolio IRVINE, CA 1,201,6221.2m $27.5m $27.5m 0.20% Added +2.3k +2,329
87 Lifeworks Advisors, LLC 3.35% of their portfolio GRAND RAPIDS, MI 1,138,4181.1m $26.1m $26.1m 3.35% Added +23.5k +23,526
88 Rockefeller Capital Management L.P. 0.05% of their portfolio NEW YORK, NY 1,133,3941.1m $26.0m $26.0m 0.05% Added +54.0k +53,969
89 Trilogy Capital Inc. 1.14% of their portfolio IRVINE, CA 1,115,1251.1m $25.5m $25.5m 1.14% Added +21.9k +21,891
90 CUTLER INVESTMENT COUNSEL LLC 2.62% of their portfolio Jacksonville, OR 1,111,8491.1m $25.5m $25.5m 2.62% Added +8.9k +8,911
91 Johnson Bixby & Associates, LLC 3.12% of their portfolio VANCOUVER, WA 1,096,8621.1m $25.1m $25.1m 3.12% Added +23.7k +23,660
92 SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 10.17% of their portfolio COLUMBUS, OH 1,088,9911.1m $24.9m $24.9m 10.17% Unchanged
93 Atria Investments, Inc 0.27% of their portfolio Charlotte, NC 1,062,8521.1m $24.3m $24.3m 0.27% Added +623.3k +623,262
94 Strategic Investment Advisors / MI 1.68% of their portfolio FARMINGTON HILLS, MI 1,059,6391.1m $24.3m $24.3m 1.68% Added +471.8k +471,842
95 Modern Wealth Management, LLC 0.40% of their portfolio KANSAS CITY, MO 1,031,6321.0m $23.6m $23.6m 0.40% Added +448.6k +448,600
96 Sharkey, Howes & Javer 3.15% of their portfolio DENVER, CO 1,019,6151.0m $23.4m $23.4m 3.15% Added +876.6k +876,601
97 Henderson Brothers Financial Partners, LLC 5.84% of their portfolio PITTSBURGH, PA 1,006,5921.0m $23.1m $23.1m 5.84% First filing
98 SteelPeak Wealth, LLC 0.72% of their portfolio WOODLAND HILLS, CA 998,208998.2k $22.9m $22.9m 0.72% Added +775.3k +775,299
99 Mariner, LLC 0.03% of their portfolio Overland Park, KS 990,866990.9k $22.7m $22.7m 0.03% Added +299.4k +299,396
100 ELEVATION POINT WEALTH PARTNERS, LLC 0.52% of their portfolio DENVER, CO 960,565960.6k $22.0m $22.0m 0.52% Added +353.7k +353,742