# ISHARES TR (GOVT)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/GOVT/

- Reporting holders: 38
- Reported value: $226.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $112.6M | 5,147,853 | 2.7% | 20 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $20.0M | 915,779 | 0.1% | 16 |
| [Deane Retirement Strategies, Inc.](https://holderbook.com/funds/1659346-deane-retirement-strategies-inc/) | $12.4M | 566,809 | 5.1% | 1 |
| [Pacific Wealth Management](https://holderbook.com/funds/1852338-pacific-wealth-management/) | $10.9M | 497,893 | 4.8% | 9 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $10.6M | 482,821 | 1.6% | 31 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $7.1M | 325,172 | 0.2% | 27 |
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $7.1M | 324,074 | 2.5% | 7 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $5.5M | 253,706 | 0.8% | 10 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $4.6M | 210,037 | 0.7% | 6 |
| [Shira Ridge Wealth Management](https://holderbook.com/funds/1961210-shira-ridge-wealth-management/) | $4.3M | 197,243 | 1.5% | 9 |
| [Roan Capital Partners](https://holderbook.com/funds/2124783-roan-capital-partners/) | $3.4M | 154,634 | 2.5% | 3 |
| [Cassilly Financial Group LLC](https://holderbook.com/funds/2090777-cassilly-financial-group-llc/) | $3.4M | 154,290 | 2.3% | 4 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $3.1M | 142,924 | 0.7% | 3 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $2.7M | 123,870 | 2.1% | 4 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $2.7M | 122,564 | 0.2% | 13 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $2.2M | 99,881 | 0.5% | 10 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $2.1M | 94,434 | 0.2% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $2.0M | 89,558 | 0.1% | 19 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.8M | 82,388 | 0.1% | 31 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.4M | 63,784 | 0.0% | 9 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $1.3M | 60,786 | 0.1% | 3 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $1.1M | 48,054 | 0.6% | 8 |
| [DOLIVER ADVISORS, LP](https://holderbook.com/funds/938077-doliver-advisors-lp/) | $486.1K | 22,228 | 0.1% | 2 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $433.6K | 19,828 | 0.0% | 3 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $397.2K | 18,160 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 38 | $226.0M |
| Q2 2026 | 968 | $48.2B |
| Q1 2026 | 930 | $41.1B |
| Q4 2025 | 838 | $31.9B |
| Q3 2025 | 790 | $27.8B |
| Q2 2025 | 774 | $25.4B |
| Q1 2025 | 793 | $24.9B |
| Q4 2024 | 794 | $28.7B |
| Q3 2024 | 723 | $25.6B |
| Q2 2024 | 696 | $23.7B |
| Q1 2024 | 695 | $24.5B |
| Q4 2023 | 710 | $21.7B |