ISHARES TR (GOVT)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
38
Reporting holders
$226.0M
Reported value
0.0%
Calls
0.0%
Puts
-930
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Wedmont Private Capital | $112.6M | 5,147,853 | 2.69% | 20q | +10.2%+$10.4M |
| Farther Finance Advisors, LLC | $20.0M | 915,779 | 0.14% | 16q | -4.6%-$959.4K |
| Deane Retirement Strategies, Inc. | $12.4M | 566,809 | 5.08% | new | NEW |
| Pacific Wealth Management | $10.9M | 497,893 | 4.79% | 9q | -26.4%-$3.9M |
| Montecito Bank & Trust | $10.6M | 482,821 | 1.60% | 31q | HELD |
| SigFig Wealth Management, LLC | $7.1M | 325,172 | 0.18% | 27q | +3.3%+$224.6K |
| McNaughton Wealth Management, LLC | $7.1M | 324,074 | 2.48% | 7q | +5.0%+$337.6K |
| FINANCIAL MANAGEMENT NETWORK INC | $5.5M | 253,706 | 0.80% | 10q | -13.1%-$835.2K |
| Balefire, LLC | $4.6M | 210,037 | 0.72% | 6q | +69.4%+$1.9M |
| Shira Ridge Wealth Management | $4.3M | 197,243 | 1.50% | 9q | +0.9%+$40.5K |
| Roan Capital Partners | $3.4M | 154,634 | 2.48% | 3q | HELD |
| Cassilly Financial Group LLC | $3.4M | 154,290 | 2.27% | 4q | -43.3%-$2.6M |
| Apeiron RIA LLC | $3.1M | 142,924 | 0.71% | 3q | +182.2%+$2.0M |
| Asempa Wealth Advisors | $2.7M | 123,870 | 2.07% | 4q | +8.6%+$214.2K |
| ARMSTRONG ADVISORY GROUP, INC | $2.7M | 122,564 | 0.16% | 13q | -4.3%-$121.3K |
| BOS Asset Management, LLC | $2.2M | 99,881 | 0.51% | 10q | +1.7%+$37.2K |
| Wealth Enhancement Trust Services, Inc. | $2.1M | 94,434 | 0.22% | 4q | -42.2%-$1.5M |
| CoreCap Advisors, LLC | $2.0M | 89,558 | 0.06% | 19q | +48.3%+$638.1K |
| First Heartland Consultants, Inc. | $1.8M | 82,388 | 0.12% | 31q | +1.7%+$30.0K |
| Avidian Wealth Enterprises, LLC | $1.4M | 63,784 | 0.04% | 9q | -25.4%-$474.0K |
| Acropolis Investment Management, LLC | $1.3M | 60,786 | 0.05% | 3q | +1236.2%+$1.2M |
| Retirement Wealth Solutions LLC | $1.1M | 48,054 | 0.56% | 8q | +1.6%+$16.5K |
| DOLIVER ADVISORS, LP | $486.1K | 22,228 | 0.11% | 2q | +1.0%+$4.7K |
| Cooper Financial Group | $433.6K | 19,828 | 0.03% | 3q | +1.1%+$4.6K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $397.2K | 18,160 | 0.00% | 3q | +10.3%+$37.2K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $359.2K | 16,424 | 0.07% | 24q | +26.6%+$75.4K |
| Venture Visionary Partners LLC | $357.1K | 16,330 | 0.01% | 2q | -2.9%-$10.7K |
| GK Wealth Management LLC | $355.8K | 16,268 | 0.20% | 2q | -3.2%-$11.9K |
| Intelligence Driven Advisers, LLC | $329.2K | 15,052 | 0.06% | 12q | -44.5%-$263.7K |
| GAMMA Investing LLC | $247.9K | 11,336 | 0.01% | 11q | +9.7%+$21.9K |
| Atlas Brown,Inc. | $245.3K | 11,214 | 0.06% | new | NEW |
| TrueWealth Advisors, LLC | $244.0K | 11,158 | 0.05% | 3q | +1.3%+$3.1K |
| Hickory Point Bank & Trust | $237.9K | 10,877 | 0.14% | 7q | HELD |
| TOMPKINS FINANCIAL CORP | $46.5K | 2,126 | 0.00% | 5q | +1262.8%+$43.1K |
| Investors Research Corp | $21.8K | 996 | 0.00% | 30q | HELD |
| Rosenberg Matthew Hamilton | $14.8K | 677 | 0.00% | 21q | -15.5%-$2.7K |
| GILPIN WEALTH MANAGEMENT, LLC | $5.1K | 232 | 0.00% | 4q | +1.8% |
| Davis Capital Management | $2.0K | 93 | 0.00% | 11q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 38 | $226.0M | 10,331,553 | 2 | 20 | 11 | 0.0% |
| Q2 2026 | 968 | $48.2B | 2,108,060,118 | 98 | 512 | 225 | 0.0% |
| Q1 2026 | 930 | $41.1B | 1,787,441,646 | 157 | 439 | 193 | 0.0% |
| Q4 2025 | 838 | $31.9B | 1,385,067,290 | 60 | 377 | 216 | 0.0% |
| Q3 2025 | 790 | $27.8B | 1,201,125,462 | 72 | 329 | 246 | 0.0% |
| Q2 2025 | 774 | $25.4B | 1,104,644,322 | 51 | 315 | 271 | 0.0% |
| Q1 2025 | 793 | $24.9B | 1,082,491,419 | 66 | 332 | 268 | 0.0% |
| Q4 2024 | 794 | $28.7B | 1,247,438,313 | 61 | 306 | 247 | 0.1% |
| Q3 2024 | 723 | $25.6B | 1,092,317,566 | 76 | 323 | 202 | 0.1% |
| Q2 2024 | 696 | $23.7B | 1,049,483,895 | 70 | 280 | 231 | 0.1% |
| Q1 2024 | 695 | $24.5B | 1,075,371,928 | 68 | 302 | 222 | 0.0% |
| Q4 2023 | 710 | $21.7B | 941,090,758 | 89 | 191 | 295 | 0.1% |
| Q3 2023 | 652 | $21.7B | 983,025,530 | 62 | 182 | 310 | 0.0% |
| Q2 2023 | 654 | $25.9B | 1,129,528,794 | 67 | 274 | 198 | 0.0% |
| Q1 2023 | 630 | $26.3B | 1,121,835,294 | 76 | 259 | 215 | 0.0% |
| Q4 2022 | 629 | $23.0B | 1,014,684,077 | 88 | 143 | 294 | 0.0% |
| Q3 2022 | 575 | $21.9B | 960,731,396 | 65 | 287 | 144 | 0.0% |
| Q2 2022 | 575 | $17.2B | 718,989,400 | 70 | 187 | 241 | 0.0% |
| Q1 2022 | 578 | $15.7B | 632,946,052 | 54 | 266 | 165 | 0.0% |
| Q4 2021 | 592 | $15.7B | 588,431,984 | 60 | 207 | 174 | 0.0% |
| Q3 2021 | 516 | $14.5B | 545,483,288 | 47 | 143 | 241 | 0.0% |
| Q2 2021 | 516 | $16.4B | 617,335,781 | 40 | 228 | 159 | 0.0% |
| Q1 2021 | 516 | $13.9B | 528,671,162 | 57 | 227 | 154 | 0.0% |
| Q4 2020 | 500 | $13.7B | 502,257,738 | 53 | 193 | 133 | 0.0% |
| Q3 2020 | 438 | $13.8B | 493,290,475 | 45 | 200 | 113 | 0.1% |
| Q2 2020 | 433 | $12.7B | 456,280,362 | 65 | 133 | 171 | 0.0% |
| Q1 2020 | 405 | $15.1B | 541,349,514 | 73 | 157 | 125 | 0.0% |
| Q4 2019 | 373 | $14.8B | 570,998,481 | 61 | 164 | 56 | 0.0% |
| Q3 2019 | 305 | $13.3B | 505,184,783 | 54 | 161 | 46 | 0.0% |
| Q2 2019 | 269 | $11.5B | 445,103,664 | 57 | 141 | 46 | 0.0% |
| Q1 2019 | 239 | $8.3B | 326,655,015 | 46 | 122 | 40 | 0.0% |
| Q4 2018 | 213 | $6.5B | 263,902,051 | 4 | 9 | 4 | 0.0% |