GOVT · iShares U.S. Treasury Bond ETF ETF
$22.36
+0.01 (+0.02%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 7
Total Value: $71,565,257
Total Shares: 3,141,583
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 7 13F filers · Δ vs Mar 31, 2026Top Holder
73.1%
+46.3 pts
Top 5
99.9%
+40.3 pts
Top 10
100.0%
+29.5 pts
HHI
5,795
Highly concentrated+4,741
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
3
Decreased
4
Sold Out
917
Unchanged
0
Holder count:
-917
Institutional value:
-99.8%
Shares held:
-99.8%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group | +89,661 | 658,297 | |
| Small Advus Financial Partners, LLC | +67,944 | 127,446 | |
| Small BROWN, LISLE/CUMMINGS, INC. | +279 | 3,532 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mid 1607 Capital Partners, LLC | −1,109,950 | 2,295,222 | |
| Mega CITADEL ADVISORS LLC | −473,691 | 12,600 | |
| Large Corient Private Wealth LLC | −2,762 | 44,415 | |
| Small Cornerstone Financial Management LLC | −85 | 71 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega BANK OF AMERICA CORP /DE/ | 474,769,940 | $10,876,979,324 | |
| Mega JPMORGAN CHASE & CO | 213,742,832 | $4,896,848,276 | |
| Mega ENVESTNET ASSET MANAGEMENT INC | 153,894,218 | $3,525,716,534 | |
| Mega LPL Financial LLC | 140,890,662 | $3,227,805,066 | |
| Large TRUIST FINANCIAL CORP | 75,290,882 | $1,724,914,106 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mid 1607 Capital Partners, LLC GOVT | $52,285,157 | 73.06% | 2,295,222 | Shares | 2026-09-02 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group GOVT | $14,996,005 | 20.95% | 658,297 | Shares | 2026-09-02 | |
| Small Advus Financial Partners, LLC GOVT | $2,903,219 | 4.06% | 127,446 | Shares | 2026-08-25 | |
| Large Corient Private Wealth LLC GOVT | $1,011,773 | 1.41% | 44,415 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC GOVT | $287,028 | 0.40% | 12,600 | Call | 2026-09-02 | |
| Small BROWN, LISLE/CUMMINGS, INC. GOVT | $80,458 | 0.11% | 3,532 | Shares | 2026-09-02 | |
| Small Cornerstone Financial Management LLC GOVT | $1,617 | 0.00% | 71 | Shares | 2026-08-28 |