GOVT institutional holders

iShares U.S. Treasury Bond ETF · 1,005 reporting institutions · $42.6B reported value

Funds that can replace GOVT · GOVT return decomposition

Institutional holdings

Institutions reporting GOVT, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$11.1B02026-06-30
Jpmorgan Chase & Co$5.2B02026-06-30
Envestnet Pmc$3.8B602026-06-30
Lpl Financial LLC$3.7B23,4582026-06-30
Truist Financial Corp$1.7B02026-06-30
PNC Financial Services Group, Inc.$1.4B02026-06-30
Charles Schwab Investment Management Inc$1.2B372026-06-30
Morgan Stanley$1B23,1852026-06-30
Assetmark, Inc$624.7M2202026-06-30
TIAA Wealth Investment Management LLC$609.4M72026-06-30
Wealth Enhancement Advisory Services, LLC$580.2M1,0262026-06-30
Blackrock, Inc.$548.9M02026-06-30
Allworth Financial, LP$476.6M3172026-06-30
Fund Evaluation Group, LLC$419.7M22026-06-30
TIAA-CREF Individual & Institutional Services, LLC$360.4M1,7212026-06-30
UBS Group AG$260.3M02026-06-30
Cetera Investment Advisers$248.1M10,3702026-06-30
Ameriprise Financial Inc$242.9M02026-06-30
Morningstar Investment Management LLC$240.2M252026-06-30
United Capital Financial Advisors, LLC$230.6M1662026-06-30
Nationwide Fund Advisors$204.8M02026-06-30
TD Private Client Wealth LLC$201.9M5352026-06-30
Envestnet Portfolio Solutions, Inc.$195.5M32026-06-30
Jordan Park Group LLC$195.1M142026-06-30
MML Investors Services, LLC$182.2M5,1202026-06-30
Dynasty Wealth Management, LLC$180.7M142026-06-30
Cwm, LLC$173M6672026-03-31
Bank of New York Mellon Corp$172.6M02026-06-30
Ep Wealth Advisors, LLC$160.9M3382026-06-30
Norinchukin Bank, the$147.9M02026-06-30
Merit Financial Group, LLC$147.9M2952026-06-30
Fmr LLC$144.6M02026-06-30
Northern Trust Corp$141.3M02026-06-30
Brown Advisory Inc$137.1M02026-06-30
Royal Bank of Canada$127.5M02026-06-30
Pathstone Holdings, LLC$125.1M02026-06-30
Mill Creek Capital Advisors, LLC$116.9M02026-03-31
Cobblestone Capital Advisors LLC /NY$114.2M02025-09-30
Captrust Financial Advisors$113.1M9622026-06-30
State Farm Mutual Automobile Insurance Co$111.7M02026-06-30
Wedmont Private Capital$105.5M122026-06-30
Mcf Advisors LLC$104.2M332026-06-30
Sanctuary Advisors, LLC$100.2M4012026-06-30
Raymond James Financial Inc$96.4M02026-06-30
Ae Wealth Management LLC$89.9M4712026-06-30
Alesco Advisors, LLC, An Esl Company$89.1M142026-06-30
Sym Financial Corp$87.6M332026-06-30
Newedge Advisors$84.1M6012026-06-30
Osaic Holdings, Inc.$82.6M02026-06-30
Nomura Asset Management International Inc.$81.5M02026-06-30
Crestwood Advisors Group, LLC$80.3M402026-06-30
Openarc Corporate Advisory, LLC$80.2M1232026-06-30
Castleark Management LLC$75.8M02026-06-30
Aptus Capital Advisors, LLC$73.9M212026-06-30
Wells Fargo & Company/mn$69.3M02026-06-30
Sagespring Wealth Partners$68.1M1262026-06-30
Foundations Investment Advisors, LLC$67.1M3022026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$65.8M02026-06-30
Stifel Financial Corp$62.7M02026-06-30
Cresset Asset Management, LLC$57.7M2122026-06-30
1607 Capital Partners, LLC$52.3M02026-06-30
Citigroup Inc$48.3M02026-06-30
Dodds Wealth, LLC$46.5M72026-06-30
Commonwealth Equity Services, LLC$44.8M2,8632026-06-30
Focus Partners Wealth$42M1,0482026-06-30
Bailard, Inc.$40.3M402026-06-30
Heck Capital Advisors, LLC$39.7M242026-06-30
Verum Partners LLC$38.8M162026-06-30
Principal Securities, Inc.$37.8M1,4632026-06-30
Creativeone Wealth, LLC$36.6M2212026-06-30
Foster Group, Inc.$35.6M582026-06-30
Jb Capital LLC$35.2M262026-06-30
Strategic Blueprint, LLC$34.8M552026-06-30
Vise Technologies, Inc.$34.7M02026-06-30
Arax Advisory Partners$34.5M2322026-06-30
Mirae Asset Global Investments Co., Ltd.$32.8M02026-06-30
Equitable Holdings, Inc.$32.8M02026-06-30
Integrity Alliance, Llc.$32.3M3532026-06-30
Cerity Partners LLC$32.2M7772026-06-30
3edge Asset Management, LP$32.2M152026-06-30
Johnson Bixby & Associates, LLC$32M132026-06-30
The Ascent Group, LLC$31.2M202026-06-30
US Bancorp$30.7M02026-06-30
Northwestern Mutual Wealth Management Co$30.5M02026-06-30
Prime Capital Financial$30.3M2652026-06-30
Sharkey, Howes & Javer$29.9M92026-06-30
Modern Wealth Management, LLC$29.1M1612026-06-30
Lockheed Martin Investment Management Co$28.5M02026-06-30
Bluestem Wealth Partners, LLC$27.7M172026-06-30
Wealthspire Advisors, LLC$27.4M2372026-06-30
Trilogy Capital, Inc.$27M722026-06-30
Lifeworks Advisors, LLC$27M422026-06-30
Rockefeller Capital Management LP$27M3462026-06-30
Cutler Investment Counsel LLC$26.2M212026-06-30
Atria Investments, Inc$25.9M62026-06-30
Vestmark Advisory Solutions, Inc.$25.5M82026-06-30
Elevation Point Wealth Partners, LLC$24.9M562026-06-30
Genus Capital Management Inc.$24.8M02026-06-30
Strategic Investment Advisors / Mi$24.7M02026-06-30
Ddfg, Inc$24M52026-06-30
Steelpeak Wealth, LLC$23.9M422026-06-30
Farther Finance Advisors, LLC$21.9M3342026-06-30
Global Retirement Partners LLC$21.4M4912026-06-30
Commerce Bank$21.3M02026-06-30
Juno Financial Group LLC$21.1M62026-06-30
Baird Financial Group, Inc.$20.9M02026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$20.8M1032026-06-30
Westshore Wealth, LLC$20.5M62026-06-30
Integrated Wealth Concepts LLC$20M4802026-06-30
Horst & Graben Wealth Management, LLC$19.9M52026-06-30
Orion Porfolio Solutions, LLC$19.7M1992026-06-30
Geneos Wealth Management, Inc.$19.6M1932026-06-30
Key Financial, Inc.$19.6M82026-06-30
Gibbs Wealth Management$19.6M682026-03-31
Envision Financial Planning, LLC$19.3M72026-06-30
Pettinga Financial Advisors LLC$19M82026-06-30
Snider Financial Group$19M92026-06-30
Schmidt P J Investment Management Inc$18.9M02026-06-30
Mgo One Seven LLC$18.8M1182026-06-30
Roberts Financial Services LLC$18.7M02026-06-30
Cfs Investment Advisory Services LLC$18.6M102026-06-30
&partners$18.5M5552026-06-30
Hm Payson & Co$17.5M02026-06-30
St Germain D J Co Inc$17.3M02026-06-30
Steward Partners Investment Advisory, LLC$17.2M4812026-06-30
Jt Stratford, LLC$16.8M182026-06-30
Capital Planning Advisors, LLC$16.8M02026-03-31
Arcadia Wealth Management, LLC$16.6M112026-06-30
Topel & Distasi Wealth Management, LLC$15.7M02026-06-30
Savant Wealth Management$15.6M4052026-06-30
Northrock Partners, LLC$15.5M912026-06-30
Sumitomo Mitsui Financial Group, Inc.$15.5M02026-06-30
Pacific Wealth Management$15.4M82026-06-30
Gotham Asset Management, LLC$14.9M52026-06-30
School Employees Retirement Board of Ohio$14.8M02026-06-30
Clear Creek Financial Management, LLC$14.8M442026-06-30
Kelly Financial Services LLC$14.7M72026-06-30
Shepherd Financial Partners LLC$14.6M82026-06-30
Private Advisor Group, LLC$14.3M9272026-06-30
Icon Wealth Advisors, LLC$14.3M182026-06-30
Perigon Wealth Management, LLC$14.2M922026-06-30
Concurrent Investment Advisors, LLC$14M3492026-06-30
Ifg Advisory, LLC$13.9M1102026-06-30
Star Financial Bank$13.8M02026-06-30
Stone House Investment Management, LLC$13.8M192026-06-30
Lineweaver Wealth Advisors, LLC$13.6M92026-06-30
Scs Capital Management LLC$13.6M802026-06-30
Addison Capital Co$13.4M32026-06-30
One Wealth Advisors, LLC$13.3M112026-06-30
Mma Asset Management LLC$13.2M202026-06-30
Mariner, LLC$12.8M02026-06-30
Bernardo Wealth Planning LLC$12.7M112026-06-30
TIAA Trust, National Association$12.5M02026-06-30
Hirtle & Co., LLC$12.5M02026-06-30
The Wealth Alliance, LLC$12.2M122026-06-30
Mutual Advisors, LLC$11.9M1532026-06-30
Bluespring Wealth Management, LLC$11.8M502026-06-30
Midwest Capital Advisors, LLC$11.7M82026-06-30
Stolz & Associates, Ps$11.4M32026-06-30
Trek Financial, LLC$11.2M632026-06-30
Diversify Advisory Services, LLC$11.1M1162026-06-30
Diversify Wealth Management, LLC$11.1M782026-06-30
Montecito Bank & Trust$11M02026-06-30
Phoenix Wealth Advisors$10.8M72026-06-30
Regal Investment Advisors LLC$10.7M1172026-06-30
Bookends Financial Planning$10.6M62026-06-30
Cerity Partners Ocio LLC$10.6M22026-06-30
A16z Perennial Management, LP$10.5M02026-06-30
Fairlight Advisors$10.5M22026-06-30
Stokes Family Office LLC$10.4M122026-06-30
TSA Wealth Managment LLC$10.1M02026-06-30
Westfuller Advisors, LLC$10M82026-06-30
Arkadios Wealth Advisors$9.9M2262026-06-30
Brookstone Capital Management$9.8M3372026-06-30
Ffg Retirement Counseling$9.7M22026-06-30
Cardinal Strategic Wealth Guidance$9.5M92026-06-30
Jones Financial Companies LLLP$9.5M02026-06-30
Itau Unibanco Holding S.A.$9.5M02026-06-30
National Bank of Canada /fi$9.4M02026-06-30
Compagnie Lombard Odier Scma$9.3M02026-06-30
One Advisory Partners, LLC$9.3M72026-06-30
Prudential PLC$9.2M02026-06-30
Renaissance Technologies LLC$9.2M02026-06-30
Creative Planning$9.1M1,1712026-06-30
Kestra Advisory Services, LLC$9M1,4792026-06-30
Spectrum Strategic Capital Management, LLC$8.8M42026-06-30
Advisory Services Network$8.8M2532026-06-30
Traveka Wealth, LLC$8.8M32026-06-30
Salient Wealth Planning$8.7M32026-06-30
Milestone Asset Management, LLC$8.5M112026-06-30
Madson Wealth Advisors Inc$8.3M32026-06-30
True North Advisors, LLC$8.2M322026-06-30
Bartlett & Co. Wealth Management LLC$8.1M322026-06-30
Peak Wealth Management LLC$8.1M02026-06-30
Henderson Brothers Financial Partners, LLC$8M182026-06-30
Mercer Global Advisors Inc /adv$7.9M02026-06-30
Beacon Financial Group$7.9M82026-06-30
Shared Vision Wealth Group LLC$7.9M32026-06-30
Synergy Investment Management, LLC$7.8M192026-06-30
Highline Wealth Partners LLC$7.8M172026-06-30
Coign Capital Advisors LLC$7.7M82026-06-30
Pax Financial Group, LLC$7.7M152026-06-30
Meitav Investment House Ltd$7.7M02026-06-30
Arch Global Advisors, LLC$7.7M62026-06-30
World Investment Advisors$7.7M3592026-06-30
Gateway Wealth Partners, LLC$7.5M1012026-06-30
Archer Investment Management, LLC$7.5M32026-06-30
Arrowroot Family Office, LLC$7.5M132026-06-30
Beacon Bridge Wealth Partners, LLC$7.4M62026-06-30
Kestra Private Wealth Services, LLC$7.3M2062026-06-30
Bay Harbor Wealth Management, LLC$7.2M32026-06-30
Centerline Wealth Advisors, LLC$7.2M42026-06-30
Invst, LLC$7.2M332026-06-30
Sigfig Wealth Management, LLC$7.2M42026-06-30
Keystone Financial Services$7.2M42026-06-30
Bcgm Wealth Management, LLC$7.2M112026-06-30
Rothschild Wealth LLC$7.2M312026-06-30
Cerity Partners Retirement Plan Consultants$7.1M892026-06-30
Robertson Stephens Wealth Management, LLC$7M722026-06-30
McNaughton Wealth Management, LLC$7M42026-06-30
Sovran Advisors, LLC$7M702026-06-30
Alliancebernstein LP$6.9M5172026-06-30
Scotia Capital Inc.$6.9M02026-06-30
Family Capital Trust Co$6.9M02026-06-30
Anfield Capital Management, LLC$6.9M02026-03-31
Simon Quick Advisors, LLC$6.8M402026-06-30
Fifth Third Bancorp$6.8M02026-06-30
Financial Management Network Inc$6.6M212026-06-30
Cobblestone Asset Management LLC$6.6M42026-06-30
Deutsche Bank AG$6.6M02026-06-30
Alterna Wealth Management, Inc$6.6M292026-06-30
Simplicity Wealth, LLC$6.6M02026-06-30
Blue Trust, Inc.$6.5M02026-06-30
Legacy Financial Group LLC$6.5M82026-06-30
Quadrant Private Wealth Management, LLC$6.5M122026-06-30
CIBC World Market Inc.$6.5M02026-06-30
Endeavor Private Wealth, Inc.$6.4M122026-06-30
Goldman Sachs Group Inc$6.4M02026-06-30
Ashton Thomas Private Wealth, LLC$6.3M962026-06-30
True Vision Mn LLC$6.3M02026-03-31
Hilltop Holdings Inc.$6.3M02026-06-30
Hightower Advisors, LLC$6.3M1,0462026-06-30
Center for Asset Management, LLC$6.3M22026-06-30
Shorehaven Wealth Partners, LLC$6.2M42026-06-30
Privium Fund Management (uk) Ltd$6.2M02026-06-30
Pfg Advisors$6.1M832026-06-30
Fairtree Asset Management (pty) Ltd$6M02026-06-30
Pinnacle Financial Partners, Inc.$6M02026-06-30
Vantage Financial Partners, LLC$5.9M02025-12-31
Cornerstone National Bank & Trust Co$5.9M02026-06-30

The 250 largest of 1,005 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-06-30 to 2026-06-30