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GOVT Institutional Ownership

iShares U.S. Treasury Bond ETF
1W: +0.7% 1M: +1.7% 3M: -0.9% YTD: -3.0% 1Y: -3.9% 3Y: +10.4% 5Y: -5.6%
$22.21
-0.01 (-0.02%)
 
Weekly Expected Move ±0.6%
$22 $22 $22 $22 $22
ETF CBOE · AUM $42.8B

Institutional Ownership — GOVT

1,032
Institutional Holders
+31 vs prior quarter
0.0%
Ownership
+0.00pp
44B
Total Invested
109
New Positions
530
Increased
296
Reduced
65
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (1093 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BANK OF AMERICA CORP /DE 488,595,396 10.9B +13,825,456 +2.9% 15Q SEC ↗
2 JPMORGAN CHASE & CO 228,095,630 5.1B +14,352,798 +6.7% 43Q SEC ↗
3 ENVESTNET ASSET MANAGEMENT INC 167,199,210 3.7B +13,304,992 +8.6% 46Q SEC ↗
4 LPL Financial LLC 162,613,206 3.6B +21,722,544 +15.4% 54Q SEC ↗
5 TRUIST FINANCIAL CORP 76,608,536 1.7B +1,317,654 +1.8% 27Q SEC ↗
6 PNC Financial Services Group, Inc. 59,440,029 1.3B +4,735,866 +8.7% 15Q SEC ↗
7 Sixth Street Partners Management Compa NEW 52,278,440 1.2B — +0.0% 1Q SEC ↗
8 CHARLES SCHWAB INVESTMENT MANAGEMENT I 52,278,440 1.2B +26,757,919 +104.8% 13Q SEC ↗
9 MORGAN STANLEY 44,022,618 978M +2,970,327 +7.2% 51Q SEC ↗
10 ASSETMARK, INC 27,424,017 609M +1,247,519 +4.8% 45Q SEC ↗
11 TIAA Wealth Investment Management LLC 26,647,476 592M +1,039,500 +4.1% 2Q SEC ↗
12 WEALTH ENHANCEMENT ADVISORY SERVICES, 25,858,813 574M +2,903,777 +12.6% 18Q SEC ↗
13 BlackRock, Inc. 24,096,250 535M +1,879,520 +8.5% 8Q SEC ↗
14 Allworth Financial LP 20,921,820 465M -2,452,183 -10.5% 25Q SEC ↗
15 Fund Evaluation Group, LLC 18,424,626 409M +424,642 +2.4% 14Q SEC ↗
16 TIAA-CREF INDIVIDUAL & INSTITUTIONAL S 15,819,740 351M +2,087,998 +15.2% 2Q SEC ↗
17 UBS Group AG 11,425,544 254M +1,991,955 +21.1% 47Q SEC ↗
18 Cetera Investment Advisers 10,888,991 242M +753,628 +7.4% 27Q SEC ↗
19 AMERIPRISE FINANCIAL INC 10,613,855 236M +2,710,663 +34.3% 16Q SEC ↗
20 Morningstar Investment Management LLC 10,483,782 233M — +0.0% 13Q SEC ↗
21 UNITED CAPITAL FINANCIAL ADVISORS, LLC 10,130,922 225M +198,039 +2.0% 41Q SEC ↗
22 TD PRIVATE CLIENT WEALTH LLC 8,863,673 197M +693,895 +8.5% 21Q SEC ↗
23 Envestnet Portfolio Solutions, Inc. 8,583,212 191M +617,450 +7.8% 12Q SEC ↗
24 Jordan Park Group LLC 8,563,994 190M -3,953,301 -31.6% 28Q SEC ↗
25 MML INVESTORS SERVICES, LLC 7,996,194 178M +1,777,465 +28.6% 34Q SEC ↗
26 Dynasty Wealth Management, LLC 7,932,000 176M +1,302,657 +19.6% 8Q SEC ↗
27 Bank of New York Mellon Corp 7,578,563 168M +876,430 +13.1% 37Q SEC ↗
28 CWM, LLC 7,549,432 168M +6,478,078 +604.7% 18Q SEC ↗
29 Janney Montgomery Scott LLC 7,210,378 160M +621,832 +9.4% 38Q SEC ↗
30 EP Wealth Advisors, LLC 7,063,645 157M +69,682 +1.0% 3Q SEC ↗
31 PARK AVENUE SECURITIES LLC 6,553,412 146M +631,839 +10.7% 39Q SEC ↗
32 Norinchukin Bank, The 6,494,554 144M +336,204 +5.5% 13Q SEC ↗
33 Merit Financial Group, LLC 6,493,994 144M +1,233,584 +23.5% 18Q SEC ↗
34 FMR LLC 6,348,372 141M -2,274 -0.0% 32Q SEC ↗
35 NORTHERN TRUST CORP 6,203,467 138M -2,117,646 -25.4% 17Q SEC ↗
36 BROWN ADVISORY INC 6,018,417 134M -82,006 -1.3% 15Q SEC ↗
37 ROYAL BANK OF CANADA 5,594,960 124M +188,067 +3.5% 56Q SEC ↗
38 Pathstone Holdings, LLC 5,489,508 122M +5,329,425 +3329.2% 5Q SEC ↗
39 Mill Creek Capital Advisors, LLC 5,103,565 113M +148,235 +3.0% 12Q SEC ↗
40 CAPTRUST FINANCIAL ADVISORS 4,966,997 110M +104,212 +2.1% 32Q SEC ↗
41 STATE FARM MUTUAL AUTOMOBILE INSURANCE 4,902,127 109M +1,531,757 +45.4% 7Q SEC ↗
42 Wedmont Private Capital 4,672,099 104M +301,698 +6.9% 19Q SEC ↗
43 MCF Advisors LLC 4,572,890 102M +407,342 +9.8% 16Q SEC ↗
44 Sanctuary Advisors, LLC 4,399,631 98M +357,439 +8.8% 9Q SEC ↗
45 RAYMOND JAMES FINANCIAL INC 4,230,483 94M +535,280 +14.5% 7Q SEC ↗
46 AE Wealth Management LLC 3,947,369 88M +300,587 +8.2% 30Q SEC ↗
47 Alesco Advisors, LLC, An ESL Co 3,911,496 87M +220,486 +6.0% 13Q SEC ↗
48 SYM FINANCIAL Corp 3,845,020 85M +121,682 +3.3% 12Q SEC ↗
49 Thrivent Financial for Lutherans 3,734,884 83M +567,489 +17.9% 25Q SEC ↗
50 NewEdge Advisors, LLC 3,692,267 82M +853,280 +30.1% 36Q SEC ↗

Recent Activity

New Positions (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
CHARLES SCHWAB INVESTMENT MANAGEMEN +26,757,919 +104.8% 52,278,440
LPL Financial LLC +21,722,544 +15.4% 162,613,206
JPMORGAN CHASE & CO +14,352,798 +6.7% 228,095,630
BANK OF AMERICA CORP /DE +13,825,456 +2.9% 488,595,396
ENVESTNET ASSET MANAGEMENT INC +13,304,992 +8.6% 167,199,210
CWM, LLC +6,478,078 +604.7% 7,549,432
Pathstone Holdings, LLC +5,329,425 +3329.2% 5,489,508
PNC Financial Services Group, Inc. +4,735,866 +8.7% 59,440,029
Aptus Capital Advisors, LLC +3,241,383 +68067.7% 3,246,145
NOMURA ASSET MANAGEMENT INTERNATION +2,997,140 +516.0% 3,577,996
MORGAN STANLEY +2,970,327 +7.2% 44,022,618
WEALTH ENHANCEMENT ADVISORY SERVICE +2,903,777 +12.6% 25,858,813
AMERIPRISE FINANCIAL INC +2,710,663 +34.3% 10,613,855
TIAA-CREF INDIVIDUAL & INSTITUTIONA +2,087,998 +15.2% 15,819,740
UBS Group AG +1,991,955 +21.1% 11,425,544
CITIGROUP INC +1,978,567 +1411.8% 2,118,713
BlackRock, Inc. +1,879,520 +8.5% 24,096,250
MML INVESTORS SERVICES, LLC +1,777,465 +28.6% 7,996,194
STATE FARM MUTUAL AUTOMOBILE INSURA +1,531,757 +45.4% 4,902,127
Nationwide Fund Advisors +1,325,035 +165.9% 2,123,836
Biggest Decreases (20)
HolderReducedChange %Total Shares
US BANCORP \DE -45,480,073 -97.1% 1,349,783
Jordan Park Group LLC -3,953,301 -31.6% 8,563,994
Itau Unibanco Holding S.A. -2,484,035 -85.7% 415,293
Allworth Financial LP -2,452,183 -10.5% 20,921,820
NORTHERN TRUST CORP -2,117,646 -25.4% 6,203,467
Triad Wealth Partners, LLC -1,858,464 -95.2% 93,204
1607 Capital Partners, LLC -1,109,950 -32.6% 2,295,222
Henderson Brothers Financial Partne -655,037 -65.1% 351,555
BAILARD, INC. -585,123 -24.9% 1,767,056
SCHOOL EMPLOYEES RETIREMENT BOARD O -437,838 -40.2% 651,153
Mariner, LLC -427,437 -43.1% 563,429
McKinley Carter Wealth Services, In -402,141 -82.1% 87,497
Independent Advisor Alliance -302,603 -92.7% 23,925
Scarborough Advisors, LLC -296,757 -91.0% 29,463
Ascentis Independent Advisors -243,123 -98.7% 3,275
UBS AM, a distinct business unit of -236,470 -7.6% 2,887,624
BlueStem Wealth Partners, LLC -233,225 -16.1% 1,214,016
Gateway Wealth Partners, LLC -221,626 -40.2% 329,833
DDFG, Inc -203,117 -16.2% 1,053,127
Phoenix Financial Ltd. -190,688 -51.6% 179,012

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