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GBF Institutional Ownership

iShares Government/Credit Bond ETF
1W: -0.8% 1M: -0.5% 3M: -2.0% YTD: -2.6% 1Y: -1.5% 3Y: +8.9% 5Y: -6.3%
$102.06
Last traded 2026-09-01 — delisted
ETF AMEX · AUM $124.6M

Institutional Ownership — GBF

67
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
105M
Total Invested
7
New Positions
23
Increased
29
Reduced
6
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (71 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Destination Wealth Management 210,294 21M +680 +0.3% 37Q SEC ↗
2 JPMORGAN CHASE & CO 185,062 19M +91,621 +98.1% 12Q SEC ↗
3 BANK OF AMERICA CORP /DE 117,295 12M +3,685 +3.2% 15Q SEC ↗
4 OneDigital Investment Advisors LLC 95,301 10M -11,276 -10.6% 13Q SEC ↗
5 JANE STREET GROUP, LLC 42,212 4M +18,712 +79.6% 19Q SEC ↗
6 US BANCORP \DE 31,949 3M -712 -2.2% 51Q SEC ↗
7 WEALTH ENHANCEMENT ADVISORY SERVICES, 28,832 3M -1,098 -3.7% 5Q SEC ↗
8 KELLY FINANCIAL GROUP LLC 28,342 3M +3,919 +16.0% 7Q SEC ↗
9 KEYBANK NATIONAL ASSOCIATION/OH 26,026 3M -1,364 -5.0% 56Q SEC ↗
10 Sanctuary Advisors, LLC 25,406 3M -1,024 -3.9% 9Q SEC ↗
11 WELLS FARGO & COMPANY/MN 20,595 2M +1,364 +7.1% 71Q SEC ↗
12 Biondo Investment Advisors, LLC 18,091 2M +1,347 +8.0% 26Q SEC ↗
13 WESBANCO BANK INC 14,503 1M +989 +7.3% 22Q SEC ↗
14 Beirne Wealth Consulting Services, LLC 14,469 1M -1,107 -7.1% 17Q SEC ↗
15 CITADEL ADVISORS LLC NEW 11,673 1M — +0.0% 1Q SEC ↗
16 ENVESTNET ASSET MANAGEMENT INC 10,024 1M -1,004 -9.1% 31Q SEC ↗
17 LPL Financial LLC 9,744 994K +177 +1.9% 44Q SEC ↗
18 Cetera Investment Advisers 8,478 865K -260 -3.0% 4Q SEC ↗
19 D L CARLSON INVESTMENT GROUP INC 7,008 715K — +0.0% 5Q SEC ↗
20 Ascent Group, LLC NEW 6,693 683K — +0.0% 1Q SEC ↗
21 COLTON GROOME FINANCIAL ADVISORS, LLC 6,353 648K +3,057 +92.7% 15Q SEC ↗
22 Prime Capital Investment Advisors, LLC 6,096 622K +3,491 +134.0% 2Q SEC ↗
23 MORGAN STANLEY 5,275 538K -46 -0.9% 60Q SEC ↗
24 SILVER OAK SECURITIES, INCORPORATED 4,704 480K +35 +0.7% 18Q SEC ↗
25 DAVENPORT & Co LLC 4,590 468K +103 +2.3% 9Q SEC ↗
26 WorthPointe, LLC 4,560 465K -286 -5.9% 7Q SEC ↗
27 BARTLETT & CO. WEALTH MANAGEMENT LLC 3,970 405K — +0.0% 15Q SEC ↗
28 GERMAN AMERICAN BANCORP, INC. 3,937 402K — +0.0% 15Q SEC ↗
29 UBS Group AG 3,826 390K +3 +0.1% 47Q SEC ↗
30 Sigma Planning Corp 3,812 389K +540 +16.5% 5Q SEC ↗
31 ROYAL BANK OF CANADA 3,750 383K +147 +4.1% 67Q SEC ↗
32 TRUIST FINANCIAL CORP 3,695 377K +245 +7.1% 10Q SEC ↗
33 AMG National Trust Bank 3,590 366K -245 -6.4% 25Q SEC ↗
34 TSA Wealth Managment LLC 3,208 327K -308 -8.8% 11Q SEC ↗
35 Procyon Advisors, LLC 3,048 311K -221 -6.8% 4Q SEC ↗
36 Vise Technologies, Inc. NEW 2,923 298K — +0.0% 1Q SEC ↗
37 5T Wealth, LLC 2,885 294K -564 -16.4% 7Q SEC ↗
38 Integrated Wealth Concepts LLC 2,726 278K +52 +1.9% 2Q SEC ↗
39 NewEdge Advisors, LLC NEW 2,711 277K — +0.0% 1Q SEC ↗
40 KICKSTAND VENTURES, LLC. 2,169 221K -783 -26.5% 12Q SEC ↗
41 Csenge Advisory Group 2,127 217K -74 -3.4% 12Q SEC ↗
42 Shared Vision Wealth Group LLC 2,096 214K — +0.0% 11Q SEC ↗
43 Farther Finance Advisors, LLC 2,082 212K +955 +84.7% 13Q SEC ↗
44 Modern Wealth Management, LLC 1,933 197K -588 -23.3% 11Q SEC ↗
45 Wilmington Savings Fund Society, FSB 1,690 172K — +0.0% 8Q SEC ↗
46 O'SHAUGHNESSY ASSET MANAGEMENT, LLC NEW 1,327 135K — +0.0% 1Q SEC ↗
47 ASSETMARK, INC 1,190 121K -376 -24.0% 38Q SEC ↗
48 JONES FINANCIAL COMPANIES LLLP 1,034 106K +47 +4.8% 3Q SEC ↗
49 Ashton Thomas Private Wealth, LLC 955 97K +59 +6.6% 2Q SEC ↗
50 KAYNE ANDERSON RUDNICK INVESTMENT MANA 457 47K -2,222 -82.9% 24Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
JPMORGAN CHASE & CO +91,621 +98.1% 185,062
JANE STREET GROUP, LLC +18,712 +79.6% 42,212
KELLY FINANCIAL GROUP LLC +3,919 +16.0% 28,342
BANK OF AMERICA CORP /DE +3,685 +3.2% 117,295
Prime Capital Investment Advisors, +3,491 +134.0% 6,096
COLTON GROOME FINANCIAL ADVISORS, L +3,057 +92.7% 6,353
WELLS FARGO & COMPANY/MN +1,364 +7.1% 20,595
Biondo Investment Advisors, LLC +1,347 +8.0% 18,091
WESBANCO BANK INC +989 +7.3% 14,503
Farther Finance Advisors, LLC +955 +84.7% 2,082
Destination Wealth Management +680 +0.3% 210,294
Sigma Planning Corp +540 +16.5% 3,812
TRUIST FINANCIAL CORP +245 +7.1% 3,695
LPL Financial LLC +177 +1.9% 9,744
Rockefeller Capital Management L.P. +150 +1000.0% 165
ROYAL BANK OF CANADA +147 +4.1% 3,750
DAVENPORT & Co LLC +103 +2.3% 4,590
Ashton Thomas Private Wealth, LLC +59 +6.6% 955
Integrated Wealth Concepts LLC +52 +1.9% 2,726
JONES FINANCIAL COMPANIES LLLP +47 +4.8% 1,034
Biggest Decreases (20)
HolderReducedChange %Total Shares
OneDigital Investment Advisors LLC -11,276 -10.6% 95,301
KAYNE ANDERSON RUDNICK INVESTMENT M -2,222 -82.9% 457
KEYBANK NATIONAL ASSOCIATION/OH -1,364 -5.0% 26,026
Beirne Wealth Consulting Services, -1,107 -7.1% 14,469
WEALTH ENHANCEMENT ADVISORY SERVICE -1,098 -3.7% 28,832
Sanctuary Advisors, LLC -1,024 -3.9% 25,406
ENVESTNET ASSET MANAGEMENT INC -1,004 -9.1% 10,024
KICKSTAND VENTURES, LLC. -783 -26.5% 2,169
US BANCORP \DE -712 -2.2% 31,949
Modern Wealth Management, LLC -588 -23.3% 1,933
5T Wealth, LLC -564 -16.4% 2,885
ASSETMARK, INC -376 -24.0% 1,190
TSA Wealth Managment LLC -308 -8.8% 3,208
WorthPointe, LLC -286 -5.9% 4,560
Cetera Investment Advisers -260 -3.0% 8,478
AMG National Trust Bank -245 -6.4% 3,590
Procyon Advisors, LLC -221 -6.8% 3,048
Csenge Advisory Group -74 -3.4% 2,127
BLAIR WILLIAM & CO/IL -53 -16.4% 270
MORGAN STANLEY -46 -0.9% 5,275

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms