Vault-13

ISHARES TR GOVT

US TREAS BD ETF · ETP · CUSIP 46429B267

957 institutional holders +22 vs Q1 2026
1,843,326,7721.8bn shares reported held*
$42.2bnreported value*
97 new 526 added 231 reduced 67 sold out net bought ≈ $2.3bn (+107.9m 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 ($514.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $22.88. Options: 1 managers hold calls ($287.0k notional), 1 hold puts ($234.6k).

Trends to Q2 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: 935Q2 26: 957957Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026957

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ3 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 25Q3 25: 424 bought or addedQ3 25: 309 cut or sold outQ4 25: 455 bought or addedQ4 25: 291 cut or sold outQ4 25Q1 26: 615 bought or addedQ1 26: 271 cut or sold outQ2 26: 623 bought or addedQ2 26: 298 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024412268
Q4 2024382307
Q1 2025418339
Q2 2025389353
Q3 2025424309
Q4 2025455291
Q1 2026615271
Q2 2026623298

Calls vs puts

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

CallsPuts
$0$100k$200k$300kQ3 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 1.09Q2 26 calls: $287.0kQ2 26 puts: $234.6kQ2 26P/C 0.82
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$248.7k$00.00
Q1 2026$263.5k$286.4k1.09
Q2 2026$287.0k$234.6k0.82

Biggest buyers

CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +26,757,919+26.8m
LPL Financial LLC Added +21,722,544+21.7m
JPMORGAN CHASE & CO Added +14,352,798+14.4m
BANK OF AMERICA CORP /DE/ Added +13,825,456+13.8m
ENVESTNET ASSET MANAGEMENT INC Added +13,304,992+13.3m
Pathstone Holdings, LLC Added +5,329,425+5.3m
PNC Financial Services Group, Inc. Added +4,735,866+4.7m
Aptus Capital Advisors, LLC Added +3,241,383+3.2m
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. Added +2,997,140+3.0m
MORGAN STANLEY Added +2,970,327+3.0m

Biggest sellers

US BANCORP \DE\ Reduced -45,480,073-45.5m
Hirtle & Co., LLC Reduced -5,055,103-5.1m
Jordan Park Group LLC Reduced -3,953,301-4.0m
Itau Unibanco Holding S.A. Reduced -2,484,035-2.5m
Allworth Financial LP Reduced -2,452,183-2.5m
NORTHERN TRUST CORP Reduced -2,117,646-2.1m
Triad Wealth Partners, LLC Reduced -1,858,464-1.9m
1607 Capital Partners, LLC Reduced -1,109,950-1.1m
Henderson Brothers Financial Partners, LLC Reduced -655,037-655.0k
BAILARD, INC. Reduced -585,123-585.1k

Biggest calls

CITADEL ADVISORS LLC Added $287.0k12.6k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $234.6k10.3k 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.72% of their portfolio CHARLOTTE, NC 488,595,396488.6m $11.1bn $11.1bn 0.72% Added +13.8m +13,825,456
2 JPMORGAN CHASE & CO 0.30% of their portfolio NEW YORK, NY 228,095,630228.1m $5.2bn $5.2bn 0.30% Added +14.4m +14,352,798
3 ENVESTNET ASSET MANAGEMENT INC 0.90% of their portfolio Berwyn, PA 167,199,210167.2m $3.8bn $3.8bn 0.90% Added +13.3m +13,304,992
4 LPL Financial LLC 0.83% of their portfolio FORT MILL, SC 162,613,206162.6m $3.7bn $3.7bn 0.83% Added +21.7m +21,722,544
5 TRUIST FINANCIAL CORP 2.09% of their portfolio CHARLOTTE, NC 76,608,53676.6m $1.7bn $1.7bn 2.09% Added +1.3m +1,317,654
6 PNC Financial Services Group, Inc. 0.67% of their portfolio Pittsburgh, PA 59,440,02959.4m $1.4bn $1.4bn 0.67% Added +4.7m +4,735,866
7 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.16% of their portfolio SAN FRANCISCO, CA 52,278,44052.3m $1.2bn $1.2bn 0.16% Added +26.8m +26,757,919
8 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 44,022,61844.0m $1.0bn $1.0bn 0.05% Added +3.0m +2,970,327
9 ASSETMARK, INC 1.07% of their portfolio CONCORD, CA 27,424,01727.4m $624.7m $624.7m 1.07% Added +1.2m +1,247,519
10 TIAA Wealth Investment Management LLC 4.07% of their portfolio New York, NY 26,647,47626.6m $609.4m $609.4m 4.07% Added +1.0m +1,039,500
11 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.97% of their portfolio PLYMOUTH, MN 25,858,81325.9m $580.2m $580.2m 0.97% Added +2.9m +2,903,777
12 BlackRock, Inc. 0.01% of their portfolio New York, NY 24,096,25024.1m $548.9m $548.9m 0.01% Added +1.9m +1,879,520
13 Allworth Financial LP 2.03% of their portfolio FOLSOM, CA 20,921,82020.9m $476.6m $476.6m 2.03% Reduced -2.5m -2,452,183
14 Fund Evaluation Group, LLC 11.33% of their portfolio CINCINNATI, OH 18,424,62618.4m $419.7m $419.7m 11.33% Added +424.6k +424,642
15 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 1.24% of their portfolio CHARLOTTE, NC 15,819,74015.8m $360.4m $360.4m 1.24% Added +2.1m +2,087,998
16 UBS Group AG 0.04% of their portfolio ZURICH, V8 11,425,54411.4m $260.3m $260.3m 0.04% Added +2.0m +1,991,955
17 Cetera Investment Advisers 0.23% of their portfolio SCHAUMBURG, IL 10,888,99110.9m $248.1m $248.1m 0.23% Added +753.6k +753,628
18 AMERIPRISE FINANCIAL INC 0.05% of their portfolio MINNEAPOLIS, MN 10,613,85510.6m $242.9m $242.9m 0.05% Added +2.7m +2,710,663
19 Morningstar Investment Management LLC 14.81% of their portfolio CHICAGO, IL 10,483,78210.5m $240.2m $240.2m 14.81% Unchanged
20 UNITED CAPITAL FINANCIAL ADVISORS, LLC 1.27% of their portfolio IRVING, TX 10,130,92210.1m $230.6m $230.6m 1.27% Added +198.0k +198,039
21 TD PRIVATE CLIENT WEALTH LLC 3.71% of their portfolio NEW YORK, NY 8,863,6738.9m $201.9m $201.9m 3.71% Added +693.9k +693,895
22 Envestnet Portfolio Solutions, Inc. 0.94% of their portfolio BERWYN, PA 8,583,2128.6m $195.5m $195.5m 0.94% Added +617.5k +617,450
23 Jordan Park Group LLC 9.89% of their portfolio SAN FRANCISCO, CA 8,563,9948.6m $195.1m $195.1m 9.89% Reduced -4.0m -3,953,301
24 MML INVESTORS SERVICES, LLC 0.37% of their portfolio SPRINGFIELD, MA 7,996,1948.0m $182.2m $182.2m 0.37% Added +1.8m +1,777,465
25 Dynasty Wealth Management, LLC 1.34% of their portfolio ST. PETERSBURG, FL 7,932,0007.9m $180.7m $180.7m 1.34% Added +1.3m +1,302,657
26 Bank of New York Mellon Corp 0.03% of their portfolio NEW YORK, NY 7,578,5637.6m $172.6m $172.6m 0.03% Added +876.4k +876,430
27 Janney Montgomery Scott LLC 0.32% of their portfolio PHILADELPHIA, PA 7,210,3787.2m $164.3m $164.3m 0.32% Added +621.8k +621,832
28 EP Wealth Advisors, LLC 0.61% of their portfolio TORRANCE, CA 7,063,6457.1m $160.9m $160.9m 0.61% Added +69.7k +69,682
29 PARK AVENUE SECURITIES LLC 0.93% of their portfolio NEW YORK, NY 6,553,4126.6m $149.3m $149.3m 0.93% Added +631.8k +631,839
30 Norinchukin Bank, The 1.44% of their portfolio TOKYO, M0 6,494,5546.5m $147.9m $147.9m 1.44% Added +336.2k +336,204
31 Merit Financial Group, LLC 0.92% of their portfolio ALPHARETTA, GA 6,493,9946.5m $147.9m $147.9m 0.92% Added +1.2m +1,233,584
32 FMR LLC 0.01% of their portfolio BOSTON, MA 6,348,3726.3m $144.6m $144.6m 0.01% Reduced -2.3k -2,274
33 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 6,203,4676.2m $141.3m $141.3m 0.02% Reduced -2.1m -2,117,646
34 BROWN ADVISORY INC 0.21% of their portfolio BALTIMORE, MD 6,018,4176.0m $137.1m $137.1m 0.21% Reduced -82.0k -82,006
35 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 5,594,9605.6m $127.5m $127.5m 0.02% Added +188.1k +188,067
36 Pathstone Holdings, LLC 0.36% of their portfolio ENGLEWOOD, NJ 5,489,5085.5m $125.1m $125.1m 0.36% Added +5.3m +5,329,425
37 CAPTRUST FINANCIAL ADVISORS 0.17% of their portfolio RALEIGH, NC 4,966,9975.0m $113.1m $113.1m 0.17% Added +104.2k +104,212
38 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.08% of their portfolio BLOOMINGTON, IL 4,902,1274.9m $111.7m $111.7m 0.08% Added +1.5m +1,531,757
39 Wedmont Private Capital 2.89% of their portfolio WEST CHESTER, PA 4,672,0994.7m $105.5m $105.5m 2.89% Added +301.7k +301,698
40 MCF Advisors LLC 3.72% of their portfolio LEXINGTON, KY 4,572,8904.6m $104.2m $104.2m 3.72% Added +407.3k +407,342
41 Sanctuary Advisors, LLC 0.47% of their portfolio INDIANAPOLIS, IN 4,399,6314.4m $100.2m $100.2m 0.47% Added +357.4k +357,439
42 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 4,230,4834.2m $96.4m $96.4m 0.03% Added +535.3k +535,280
43 AE Wealth Management LLC 0.42% of their portfolio TOPEKA, KS 3,947,3693.9m $89.9m $89.9m 0.42% Added +300.6k +300,587
44 Alesco Advisors, LLC, An ESL Co 2.04% of their portfolio Pittsford, NY 3,911,4963.9m $89.1m $89.1m 2.04% Added +220.5k +220,486
45 Cambridge Investment Research Advisors, Inc. 0.10% of their portfolio FAIRFIELD, IA 3,850,7313.9m $87.7m $87.7m 0.10% Added +2.1m +2,082,782
46 SYM FINANCIAL Corp 7.04% of their portfolio WINONA LAKE, IN 3,845,0203.8m $87.6m $87.6m 7.04% Added +121.7k +121,682
47 Thrivent Financial for Lutherans 0.14% of their portfolio Minneapolis, MN 3,734,8843.7m $85.1m $85.1m 0.14% Added +567.5k +567,489
48 NewEdge Advisors, LLC 0.25% of their portfolio NEW ORLEANS, LA 3,692,2673.7m $84.1m $84.1m 0.25% Added +853.3k +853,280
49 OSAIC HOLDINGS, INC. 0.10% of their portfolio SCOTTSDALE, AZ 3,624,4723.6m $82.6m $82.6m 0.10% Added +808.1k +808,119
50 NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.12% of their portfolio PHILADELPHIA, PA 3,577,9963.6m $81.5m $81.5m 0.12% Added +3.0m +2,997,140
51 Crestwood Advisors Group, LLC 1.19% of their portfolio BOSTON, MA 3,526,2313.5m $80.3m $80.3m 1.19% Added +70.3k +70,263
52 OpenArc Corporate Advisory, LLC 0.95% of their portfolio ATLANTA, GA 3,521,3363.5m $80.2m $80.2m 0.95% Added +770.9k +770,905
53 CASTLEARK MANAGEMENT LLC 2.04% of their portfolio CHICAGO, IL 3,329,5693.3m $75.8m $75.8m 2.04% Unchanged
54 Aptus Capital Advisors, LLC 0.54% of their portfolio FAIRHOPE, AL 3,246,1453.2m $73.9m $73.9m 0.54% Added +3.2m +3,241,383
55 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 3,043,4193.0m $69.3m $69.3m 0.01% Added +525.1k +525,054
56 SAGESPRING WEALTH PARTNERS, LLC 1.05% of their portfolio FRANKLIN, TN 2,987,9883.0m $68.1m $68.1m 1.05% Added +473.3k +473,266
57 Foundations Investment Advisors, LLC 0.69% of their portfolio PHOENIX, AZ 2,945,8952.9m $67.1m $67.1m 0.69% Added +1.3m +1,311,628
58 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 2,887,6242.9m $65.8m $65.8m 0.01% Reduced -236.5k -236,470
59 STIFEL FINANCIAL CORP 0.05% of their portfolio ST. LOUIS, MO 2,751,7382.8m $62.7m $62.7m 0.05% Added +307.3k +307,260
60 Cresset Asset Management, LLC 0.21% of their portfolio Chicago, IL 2,532,8102.5m $57.7m $57.7m 0.21% Added +418.1k +418,084
61 1607 Capital Partners, LLC 4.55% of their portfolio Richmond, VA 2,295,2222.3m $52.3m $52.3m 4.55% Reduced -1.1m -1,109,950
62 Nationwide Fund Advisors 8.46% of their portfolio COLUMBUS, OH 2,123,8362.1m $204.8m $204.8m 8.46% Added +1.3m +1,325,035
63 CITIGROUP INC 0.02% of their portfolio NEW YORK, NY 2,118,7132.1m $48.3m $48.3m 0.02% Added +2.0m +1,978,567
64 Dodds Wealth, LLC 10.45% of their portfolio GREENWOOD VILLAGE, CO 2,039,2392.0m $46.5m $46.5m 10.45% Added +48.3k +48,341
65 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 1,967,8032.0m $44.8m $44.8m 0.06% Reduced -77.8k -77,762
66 Focus Partners Wealth 0.04% of their portfolio ST LOUIS, MO 1,843,8871.8m $42.0m $42.0m 0.04% Reduced -112.7k -112,743
67 BAILARD, INC. 0.82% of their portfolio Foster City, CA 1,767,0561.8m $40.3m $40.3m 0.82% Reduced -585.1k -585,123
68 Heck Capital Advisors, LLC 2.37% of their portfolio Rhinelander, WI 1,741,0581.7m $39.7m $39.7m 2.37% Added +73.6k +73,629
69 Verum Partners LLC 5.87% of their portfolio CHARLOTTE, NC 1,703,1971.7m $38.8m $38.8m 5.87% Added +149.1k +149,139
70 PRINCIPAL SECURITIES, INC. 0.45% of their portfolio DES MOINES, IA 1,657,2841.7m $37.8m $37.8m 0.45% Added +354.1k +354,138
71 CreativeOne Wealth, LLC 0.79% of their portfolio OVERLAND PARK, KS 1,607,3561.6m $36.6m $36.6m 0.79% Added +217.5k +217,542
72 Foster Group, Inc. 0.95% of their portfolio WEST DES MOINES, IA 1,564,0931.6m $35.6m $35.6m 0.95% Reduced -26.0k -26,032
73 JB Capital LLC 1.22% of their portfolio WETHERSFIELD, CT 1,544,2781.5m $35.2m $35.2m 1.22% Added +152.1k +152,051
74 Strategic Blueprint, LLC 1.74% of their portfolio ATLANTA, GA 1,526,5751.5m $34.8m $34.8m 1.74% Added +154.9k +154,892
75 Vise Technologies, Inc. 0.39% of their portfolio NEW YORK, NY 1,524,9561.5m $34.7m $34.7m 0.39% Added +1.2m +1,195,324
76 Arax Advisory Partners 0.23% of their portfolio NEW YORK, NY 1,516,1711.5m $34.5m $34.5m 0.23% Added +998.3k +998,327
77 Mirae Asset Global Investments Co., Ltd. 0.06% of their portfolio SEOUL, M5 1,439,5401.4m $32.8m $32.8m 0.06% Added +88.9k +88,944
78 Equitable Holdings, Inc. 0.20% of their portfolio NEW YORK, NY 1,438,4101.4m $32.8m $32.8m 0.20% Added +124.8k +124,820
79 INTEGRITY ALLIANCE, LLC. 1.02% of their portfolio Urbandale, IA 1,418,8141.4m $32.3m $32.3m 1.02% Added +760.8k +760,788
80 Cerity Partners LLC 0.04% of their portfolio NEW YORK, NY 1,415,3061.4m $32.2m $32.2m 0.04% Reduced -150.8k -150,800
81 3EDGE Asset Management, LP 1.44% of their portfolio Naples, FL 1,414,9141.4m $32.2m $32.2m 1.44% Reduced -87.8k -87,763
82 Johnson Bixby & Associates, LLC 3.57% of their portfolio VANCOUVER, WA 1,403,9831.4m $32.0m $32.0m 3.57% Added +307.1k +307,121
83 Ascent Group, LLC 0.93% of their portfolio VIRGINIA BEACH, VA 1,368,4761.4m $31.2m $31.2m 0.93% Added +89.2k +89,164
84 US BANCORP \DE\ 0.03% of their portfolio MINNEAPOLIS, MN 1,349,7831.3m $30.7m $30.7m 0.03% Reduced -45.5m -45,480,073
85 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 1,340,5001.3m $30.5m $30.5m 0.02% Added +397.0k +396,989
86 Prime Capital Investment Advisors, LLC 0.29% of their portfolio OVERLAND PARK, KS 1,328,4661.3m $30.3m $30.3m 0.29% Reduced -88.1k -88,058
87 Sharkey, Howes & Javer 3.61% of their portfolio DENVER, CO 1,313,2511.3m $29.9m $29.9m 3.61% Added +293.6k +293,636
88 Acorns Advisers, LLC 0.19% of their portfolio IRVINE, CA 1,289,9611.3m $29.4m $29.4m 0.19% Added +88.3k +88,339
89 Modern Wealth Management, LLC 0.35% of their portfolio KANSAS CITY, MO 1,275,4721.3m $29.1m $29.1m 0.35% Added +243.8k +243,840
90 LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1.13% of their portfolio BETHESDA, MD 1,250,0001.2m $28.5m $28.5m 1.13% Unchanged
91 BlueStem Wealth Partners, LLC 2.75% of their portfolio MINNETONKA, MN 1,214,0161.2m $27.7m $27.7m 2.75% Reduced -233.2k -233,225
92 Wealthspire Advisors, LLC 0.15% of their portfolio NEW YORK, NY 1,204,7061.2m $27.4m $27.4m 0.15% Reduced -29.9k -29,859
93 Trilogy Capital Inc. 1.05% of their portfolio IRVINE, CA 1,186,8191.2m $27.0m $27.0m 1.05% Added +71.7k +71,694
94 Lifeworks Advisors, LLC 2.83% of their portfolio GRAND RAPIDS, MI 1,184,4451.2m $27.0m $27.0m 2.83% Added +46.0k +46,027
95 Rockefeller Capital Management L.P. 0.04% of their portfolio NEW YORK, NY 1,183,2331.2m $27.0m $27.0m 0.04% Added +49.8k +49,839
96 CUTLER INVESTMENT COUNSEL LLC 2.47% of their portfolio Jacksonville, OR 1,149,7621.1m $26.2m $26.2m 2.47% Added +37.9k +37,913
97 Atria Investments, Inc 0.26% of their portfolio Charlotte, NC 1,136,9351.1m $25.9m $25.9m 0.26% Added +74.1k +74,083
98 Vestmark Advisory Solutions, Inc. 0.24% of their portfolio Wakefield, MA 1,121,5391.1m $25.5m $25.5m 0.24% Added +273.3k +273,268
99 ELEVATION POINT WEALTH PARTNERS, LLC 0.46% of their portfolio DENVER, CO 1,092,3171.1m $24.9m $24.9m 0.46% Added +131.8k +131,752
100 Genus Capital Management Inc. 2.44% of their portfolio VANCOUVER, A1 1,087,3461.1m $24.8m $24.8m 2.44% Added +154.4k +154,419