ISHARES TR (GOVT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
933
Reporting holders
$43.5B
Reported value
0.0%
Held as options
+33
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $11.1B | 488,595,396 | 0.72% | 31q | +2.9%+$314.9M |
| JPMORGAN CHASE & CO | $5.2B | 228,095,630 | 0.29% | 31q | +6.7%+$328.2M |
| ENVESTNET ASSET MANAGEMENT INC | $3.8B | 167,199,210 | 0.90% | 31q | +8.6%+$303.1M |
| LPL Financial LLC | $3.7B | 162,613,206 | 0.83% | 31q | +15.4%+$494.8M |
| TRUIST FINANCIAL CORP | $1.7B | 76,608,536 | 2.09% | 27q | +1.8%+$30.0M |
| PNC Financial Services Group, Inc. | $1.4B | 59,440,029 | 0.67% | 31q | +8.7%+$107.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.2B | 52,278,440 | 0.16% | 13q | +104.8%+$609.5M |
| Sixth Street Partners Management Company, L.P. | $1.2B | 52,278,440 | 0.16% | new | NEW |
| MORGAN STANLEY | $1.0B | 44,022,618 | 0.05% | 35q | +7.2%+$67.7M |
| ASSETMARK, INC | $624.7M | 27,424,017 | 1.07% | 31q | +4.8%+$28.4M |
| TIAA Wealth Investment Management LLC | $609.4M | 26,647,476 | 4.07% | 2q | +4.1%+$23.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $580.2M | 25,858,813 | 0.97% | 18q | +12.6%+$65.2M |
| BlackRock, Inc. | $548.9M | 24,096,250 | 0.01% | 8q | +8.5%+$42.8M |
| Allworth Financial LP | $476.6M | 20,921,820 | 2.02% | 25q | -10.5%-$55.9M |
| Fund Evaluation Group, LLC | $419.7M | 18,424,626 | 11.33% | 14q | +2.4%+$9.7M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $360.4M | 15,819,740 | 1.24% | 2q | +15.2%+$47.6M |
| Merit Financial Group, LLC | $295.9M | 12,987,988 | 0.90% | 18q | +146.9%+$176.0M |
| UBS Group AG | $260.3M | 11,425,544 | 0.03% | 31q | +21.1%+$45.4M |
| Cetera Investment Advisers | $248.1M | 10,888,991 | 0.23% | 27q | +7.4%+$17.2M |
| AMERIPRISE FINANCIAL INC | $242.9M | 10,613,855 | 0.05% | 31q | -32.9%-$118.9M |
| Morningstar Investment Management LLC | $240.2M | 10,483,782 | 14.81% | 13q | HELD |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $230.6M | 10,130,922 | 1.27% | 31q | +2.0%+$4.5M |
| Nationwide Fund Advisors | $204.8M | 2,123,836 | 8.46% | 17q | +165.9%+$127.8M |
| TD PRIVATE CLIENT WEALTH LLC | $201.9M | 8,863,673 | 3.71% | 21q | +8.5%+$15.8M |
| Envestnet Portfolio Solutions, Inc. | $195.5M | 8,583,212 | 0.94% | 12q | +7.8%+$14.1M |
| Jordan Park Group LLC | $195.1M | 8,563,994 | 9.89% | 28q | -31.6%-$90.1M |
| MML INVESTORS SERVICES, LLC | $182.2M | 7,996,194 | 0.37% | 31q | +28.6%+$40.5M |
| Dynasty Wealth Management, LLC | $180.7M | 7,932,000 | 1.34% | 8q | +19.6%+$29.7M |
| Bank of New York Mellon Corp | $172.6M | 7,578,563 | 0.03% | 31q | +13.1%+$20.0M |
| EP Wealth Advisors, LLC | $160.9M | 7,063,645 | 0.61% | 15q | +1.0%+$1.6M |
| Norinchukin Bank, The | $147.9M | 6,494,554 | 1.44% | 13q | +5.5%+$7.7M |
| FMR LLC | $144.6M | 6,348,372 | 0.01% | 31q | HELD |
| NORTHERN TRUST CORP | $141.3M | 6,203,467 | 0.02% | 17q | -25.4%-$48.2M |
| BROWN ADVISORY INC | $137.1M | 6,018,417 | 0.21% | 15q | -1.3%-$1.9M |
| ROYAL BANK OF CANADA | $127.5M | 5,594,960 | 0.02% | 31q | +3.5%+$4.3M |
| Pathstone Holdings, LLC | $125.1M | 5,489,508 | 0.36% | 5q | +3329.2%+$121.4M |
| CAPTRUST FINANCIAL ADVISORS | $113.1M | 4,966,997 | 0.17% | 31q | +2.1%+$2.4M |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $111.7M | 4,902,127 | 0.08% | 7q | +45.4%+$34.9M |
| Wedmont Private Capital | $105.5M | 4,672,099 | 2.89% | 19q | +6.9%+$6.8M |
| MCF Advisors LLC | $104.2M | 4,572,890 | 3.72% | 16q | +9.8%+$9.3M |
| Sanctuary Advisors, LLC | $100.2M | 4,399,631 | 0.46% | 9q | +8.8%+$8.1M |
| RAYMOND JAMES FINANCIAL INC | $96.4M | 4,230,483 | 0.03% | 7q | +14.5%+$12.2M |
| AE Wealth Management LLC | $89.9M | 3,947,369 | 0.42% | 30q | +8.2%+$6.8M |
| Alesco Advisors, LLC, An ESL Co | $89.1M | 3,911,496 | 2.04% | 13q | +6.0%+$5.0M |
| SYM FINANCIAL Corp | $87.6M | 3,845,020 | 7.04% | 12q | +3.3%+$2.8M |
| NewEdge Advisors, LLC | $84.1M | 3,692,267 | 0.25% | 31q | +100.5%+$42.2M |
| OSAIC HOLDINGS, INC. | $82.6M | 3,624,472 | 0.10% | 26q | +28.7%+$18.4M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $81.5M | 3,577,996 | 0.12% | 3q | +516.0%+$68.3M |
| Crestwood Advisors Group, LLC | $80.3M | 3,526,231 | 1.19% | 14q | +2.0%+$1.6M |
| OpenArc Corporate Advisory, LLC | $80.2M | 3,521,336 | 0.95% | 3q | +28.0%+$17.6M |
| CASTLEARK MANAGEMENT LLC | $75.8M | 3,329,569 | 2.04% | 7q | HELD |
| Aptus Capital Advisors, LLC | $73.9M | 3,246,145 | 0.51% | 19q | +68067.7%+$73.8M |
| WELLS FARGO & COMPANY/MN | $69.3M | 3,043,419 | 0.01% | 31q | -39.6%-$45.4M |
| SAGESPRING WEALTH PARTNERS, LLC | $68.1M | 2,987,988 | 1.05% | 7q | +18.8%+$10.8M |
| Foundations Investment Advisors, LLC | $67.1M | 2,945,895 | 0.69% | 25q | +80.3%+$29.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $65.8M | 2,887,624 | 0.01% | 3q | -7.6%-$5.4M |
| STIFEL FINANCIAL CORP | $62.7M | 2,751,738 | 0.05% | 31q | +12.6%+$7.0M |
| Cresset Asset Management, LLC | $57.7M | 2,532,810 | 0.21% | 8q | +19.8%+$9.5M |
| 1607 Capital Partners, LLC | $52.3M | 2,295,222 | 4.55% | 26q | -32.6%-$25.3M |
| CITIGROUP INC | $48.3M | 2,118,713 | 0.02% | 31q | +1411.8%+$45.1M |
| Dodds Wealth, LLC | $46.5M | 2,039,239 | 10.45% | 8q | +2.4%+$1.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $44.8M | 1,967,803 | 0.06% | 31q | -3.8%-$1.8M |
| Focus Partners Wealth | $42.0M | 1,843,887 | 0.04% | 8q | -5.8%-$2.6M |
| BAILARD, INC. | $40.3M | 1,767,056 | 0.82% | 30q | -24.9%-$13.3M |
| Heck Capital Advisors, LLC | $39.7M | 1,741,058 | 2.37% | 15q | +4.4%+$1.7M |
| Verum Partners LLC | $38.8M | 1,703,197 | 5.80% | 12q | +9.6%+$3.4M |
| PRINCIPAL SECURITIES, INC. | $37.8M | 1,657,284 | 0.45% | 11q | +27.2%+$8.1M |
| CreativeOne Wealth, LLC | $36.6M | 1,607,356 | 0.79% | 22q | +15.7%+$5.0M |
| Foster Group, Inc. | $35.6M | 1,564,093 | 0.95% | 15q | -1.6%-$593.0K |
| JB Capital LLC | $35.2M | 1,544,278 | 1.22% | 19q | +10.9%+$3.5M |
| Strategic Blueprint, LLC | $34.8M | 1,526,575 | 1.74% | 25q | +11.3%+$3.5M |
| Vise Technologies, Inc. | $34.7M | 1,524,956 | 0.39% | 6q | +362.6%+$27.2M |
| Arax Advisory Partners | $34.5M | 1,516,171 | 0.23% | 3q | +192.8%+$22.7M |
| Mirae Asset Global Investments Co., Ltd. | $32.8M | 1,439,540 | 0.05% | 23q | -46.7%-$28.7M |
| Equitable Holdings, Inc. | $32.8M | 1,438,410 | 0.20% | 27q | +9.5%+$2.8M |
| INTEGRITY ALLIANCE, LLC. | $32.3M | 1,418,814 | 1.01% | 7q | +115.6%+$17.3M |
| Cerity Partners LLC | $32.2M | 1,415,306 | 0.04% | 23q | -9.6%-$3.4M |
| 3EDGE Asset Management, LP | $32.2M | 1,414,914 | 1.44% | 15q | -5.8%-$2.0M |
| Johnson Bixby & Associates, LLC | $32.0M | 1,403,983 | 3.57% | 23q | +28.0%+$7.0M |
| Ascent Group, LLC | $31.2M | 1,368,476 | 0.93% | 19q | +7.0%+$2.0M |
| US BANCORP \DE\ | $30.7M | 1,349,783 | 0.03% | 31q | -97.1%-$1.0B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $30.5M | 1,340,500 | 0.02% | 31q | +42.1%+$9.0M |
| Prime Capital Investment Advisors, LLC | $30.3M | 1,328,466 | 0.29% | 13q | -6.2%-$2.0M |
| Sharkey, Howes & Javer | $29.9M | 1,313,251 | 3.61% | 31q | +28.8%+$6.7M |
| Modern Wealth Management, LLC | $29.1M | 1,275,472 | 0.35% | 11q | +23.6%+$5.6M |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | $28.5M | 1,250,000 | 1.13% | 5q | HELD |
| BlueStem Wealth Partners, LLC | $27.7M | 1,214,016 | 2.75% | 7q | -16.1%-$5.3M |
| Wealthspire Advisors, LLC | $27.4M | 1,204,706 | 0.15% | 31q | -2.4%-$680.2K |
| Trilogy Capital Inc. | $27.0M | 1,186,819 | 1.05% | 17q | +6.4%+$1.6M |
| Lifeworks Advisors, LLC | $27.0M | 1,184,445 | 2.83% | 16q | +4.0%+$1.0M |
| Rockefeller Capital Management L.P. | $27.0M | 1,183,233 | 0.04% | 31q | +4.4%+$1.1M |
| CUTLER INVESTMENT COUNSEL LLC | $26.2M | 1,149,762 | 2.47% | 15q | +3.4%+$863.7K |
| Atria Investments, Inc | $25.9M | 1,136,935 | 0.26% | 31q | +7.0%+$1.7M |
| Vestmark Advisory Solutions, Inc. | $25.5M | 1,121,539 | 0.24% | 4q | +32.2%+$6.2M |
| ELEVATION POINT WEALTH PARTNERS, LLC | $24.9M | 1,092,317 | 0.46% | 28q | +13.7%+$3.0M |
| Genus Capital Management Inc. | $24.8M | 1,087,346 | 2.44% | 13q | +16.6%+$3.5M |
| Strategic Investment Advisors / MI | $24.7M | 1,084,684 | 1.49% | 12q | +2.4%+$570.5K |
| DDFG, Inc | $24.0M | 1,053,127 | 4.76% | 6q | -16.2%-$4.6M |
| SteelPeak Wealth, LLC | $23.9M | 1,050,429 | 0.62% | 27q | +5.2%+$1.2M |
| Farther Finance Advisors, LLC | $21.9M | 959,649 | 0.17% | 15q | +6.4%+$1.3M |
Showing the largest 100 of 961 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 933 | $43.5B | 1,900,444,880 | 97 | 491 | 221 | 0.0% |
| Q1 2026 | 900 | $40.6B | 1,767,081,399 | 154 | 423 | 190 | 0.0% |
| Q4 2025 | 805 | $31.4B | 1,362,595,356 | 58 | 362 | 208 | 0.0% |
| Q3 2025 | 755 | $27.3B | 1,179,215,288 | 66 | 314 | 239 | 0.0% |
| Q2 2025 | 735 | $24.8B | 1,078,912,219 | 49 | 301 | 256 | 0.0% |
| Q1 2025 | 751 | $24.1B | 1,050,507,224 | 63 | 316 | 252 | 0.0% |
| Q4 2024 | 752 | $27.3B | 1,188,112,912 | 58 | 288 | 236 | 0.1% |
| Q3 2024 | 678 | $24.8B | 1,055,927,854 | 73 | 300 | 191 | 0.1% |
| Q2 2024 | 648 | $23.0B | 1,016,927,273 | 66 | 264 | 211 | 0.1% |
| Q1 2024 | 641 | $23.7B | 1,042,919,181 | 65 | 280 | 202 | 0.0% |
| Q4 2023 | 645 | $21.0B | 909,998,671 | 82 | 173 | 263 | 0.1% |
| Q3 2023 | 592 | $20.5B | 930,439,340 | 55 | 167 | 284 | 0.0% |
| Q2 2023 | 595 | $24.7B | 1,078,665,364 | 64 | 248 | 180 | 0.0% |
| Q1 2023 | 561 | $25.3B | 1,078,149,248 | 67 | 233 | 191 | 0.0% |
| Q4 2022 | 536 | $17.9B | 789,828,289 | 66 | 126 | 257 | 0.0% |
| Q3 2022 | 574 | $21.9B | 960,412,757 | 65 | 286 | 144 | 0.0% |
| Q2 2022 | 574 | $17.2B | 718,701,270 | 70 | 186 | 241 | 0.0% |
| Q1 2022 | 577 | $15.7B | 632,797,274 | 53 | 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% |