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Security record · archived quarter

GOVT

iShares U.S. Treasury Bond ETF · Financial Services · Asset Management

22.20 -0.2% mkt cap $42.74B quote delayed (FMP) · as of Oct 25 03:59 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
72Tracked holders
0Δ holders
1.41BShares held
$32.47BReported value
+4New positions
−4Exits
Strongly Rising Conviction score 69/100 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +28.5% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 3 0 55.82M $1.22B n/a n/a
Q2 2026 71 0 1.48B $33.70B +2 −2
Q1 2026 72 0 1.41B $32.47B +4 −4
Q4 2025 71 0 1.10B $25.30B n/a n/a
Q3 2025 7 0 136.74M $3.16B +1 −1
Q2 2025 4 0 21.20M $487.22M n/a n/a
Q1 2025 2 0 23.76K $546,221 n/a n/a
Q4 2024 2 -1 43.33K $995,730 n/a −1
Q3 2024 3 0 367.08K $8.61M n/a n/a
Q2 2024 3 n/a 91.81K $2.07M n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 474.77M +20.3% $10.88B 0.8% ▲ Add 2 SEC ↗ ×4
2 JPMorgan Chase ✦ 213.74M +9.6% $4.89B 0.3% ▲ Add 3 SEC ↗ ×10
3 Envestnet Asset Management Inc 153.89M +112.8% $3.53B 0.9% ▲ Add 2 SEC ↗
4 LPL Financial LLC 140.89M +18.3% $3.23B 0.9% ▲ Add 2 SEC ↗
5 Truist Financial Corp 75.29M +6.0% $1.72B 2.3% ▲ Add 2 SEC ↗ ×3
6 Pnc Financial Services Group, Inc. 54.70M +3.3% $1.25B 0.7% ▲ Add 2 SEC ↗ ×8
7 Us Bancorp \De\ 46.83M +2749.0% $1.20B 1.5% ▲ Add 2 SEC ↗ ×4
8 Morgan Stanley ✦ 41.05M +26.1% $940.51M 0.1% ▲ Add 3 SEC ↗ ×6
9 Assetmark, Inc 26.18M +4.8% $599.70M 1.2% ▲ Add 2 SEC ↗
10 Charles Schwab Investment… 25.52M +7.8% $584.68M 0.1% ▲ Add 2 SEC ↗
11 Wealth Enhancement Advisory… 22.96M -22.5% $521.45M 1.1% ▼ Trim 2 SEC ↗
12 BlackRock ✦ (passive) 22.22M +75.8% $508.99M 0.0% ▲ Add 4 SEC ↗ ×7
13 Cetera Investment Advisers 10.14M +144.8% $232.20M 0.2% ▲ Add 2 SEC ↗
14 UBS Group AG 9.43M +77.9% $216.12M 0.0% ▲ Add 2 SEC ↗ ×4
15 Northern Trust Corp 8.32M +77.0% $190.64M 0.0% ▲ Add 2 SEC ↗ ×3
16 Ameriprise Financial Inc 7.90M +59.6% $180.21M 0.0% ▲ Add 2 SEC ↗ ×4
17 Cwm, Llc 7.55M +604.7% $172.96M 0.5% ▲ Add 2 SEC ↗
18 Bank of New York Mellon Corp 6.70M +211.2% $153.55M 0.0% ▲ Add 2 SEC ↗ ×6
19 Fidelity (FMR) ✦ 6.35M -14.1% $145.49M 0.0% ▼ Trim 4 SEC ↗ ×2
20 Mml Investors Services, Llc 6.22M +150.7% $142.47M 0.4% ▲ Add 2 SEC ↗
21 Brown Advisory Inc 6.10M +109.5% $139.76M 0.2% ▲ Add 2 SEC ↗ ×2
22 Royal Bank Of Canada 5.41M +19.7% $123.87M 0.0% ▲ Add 2 SEC ↗ ×7
23 Captrust Financial Advisors 4.86M +2.1% $111.41M 0.2% ▲ Add 2 SEC ↗
24 Raymond James Financial Inc 3.70M +38.3% $84.66M 0.0% ▲ Add 2 SEC ↗ ×3
25 State Farm Mutual Automobile… 3.37M +42.4% $77.22M 0.1% ▲ Add 2 SEC ↗
26 UBS AM, a distinct business unit of… 3.12M +601.3% $71.57M 0.0% ▲ Add 2 SEC ↗
27 Osaic Holdings, Inc. 2.82M +24.8% $64.52M 0.1% ▲ Add 2 SEC ↗ ×3
28 Wells Fargo & Company/Mn 2.52M +27.6% $57.70M 0.0% ▲ Add 2 SEC ↗ ×4
29 Stifel Financial Corp 2.44M +181.7% $56.00M 0.1% ▲ Add 2 SEC ↗ ×4
30 Commonwealth Equity Services, Llc 2.05M +72.7% $46.86M 0.1% ▲ Add 2 SEC ↗
31 Focus Partners Wealth 1.96M +6.6% $45.04M 0.1% ▲ Add 2 SEC ↗
32 Cerity Partners LLC 1.57M +59.7% $35.88M 0.1% ▲ Add 2 SEC ↗ ×3
33 Mirae Asset Global Investments Co.… 1.35M -24.1% $30.94M 0.1% ▼ Trim 2 SEC ↗
34 Rockefeller Capital Management L.P. 1.13M +5.0% $25.97M 0.0% ▲ Add 2 SEC ↗ ×4
35 Mariner, LLC 990.87K +43.3% $22.70M 0.0% ▲ Add 2 SEC ↗ ×4
36 Northwestern Mutual Wealth… 943.51K +65.1% $21.62M 0.0% ▲ Add 2 SEC ↗
37 Baird Financial Group, Inc. 897.15K +208.4% $20.55M 0.0% ▲ Add 2 SEC ↗ ×3
38 Gotham Asset Management ✦ 640.68K +3.5% $14.68M 0.0% ▲ Add 8 SEC ↗
39 Nomura Asset Management… 580.86K 0.0% $13.31M 0.0% Held 2 SEC ↗
40 Citadel Advisors ✦ 474.79K New $10.88M 0.0% New 1 SEC ↗
41 Deutsche Bank Ag\ 452.55K +24.6% $10.37M 0.0% ▲ Add 2 SEC ↗
42 Barclays Plc 425.15K +556.9% $9.74M 0.0% ▲ Add 2 SEC ↗ ×2
43 National Bank Of Canada /Fi/ 395.90K +1.1% $9.07M 0.0% ▲ Add 2 SEC ↗ ×2
44 Jones Financial Companies Lllp 375.69K +16.4% $8.55M 0.0% ▲ Add 2 SEC ↗ ×2
45 Creative Planning 333.60K +9.0% $7.64M 0.0% ▲ Add 2 SEC ↗
46 Alliancebernstein L.P. 291.24K +0.3% $6.71M 0.0% ▲ Add 2 SEC ↗
47 Fifth Third Bancorp 287.65K +1735.2% $6.59M 0.0% ▲ Add 2 SEC ↗
48 Financial Engines Advisors L.L.C. 227.41K -23.2% $5.21M 0.0% ▼ Trim 2 SEC ↗
49 Cibc World Market Inc. 224.41K +0.6% $5.14M 0.0% ▲ Add 2 SEC ↗
50 Hsbc Holdings Plc 221.57K -48.8% $5.08M 0.0% ▼ Trim 2 SEC ↗ ×2
51 HighTower Advisors, LLC 215.27K +66.7% $4.93M 0.0% ▲ Add 2 SEC ↗
52 Mercer Global Advisors Inc /Adv 192.46K +42.3% $4.41M 0.0% ▲ Add 2 SEC ↗
53 Wealthfront Advisers LLC 171.63K +5.8% $3.93M 0.0% ▲ Add 2 SEC ↗
54 Citigroup Inc 140.15K +58.6% $3.21M 0.0% ▲ Add 2 SEC ↗
55 Renaissance Technologies ✦ 129.80K New $2.97M 0.0% New 1 SEC ↗
56 Russell Investments Group, Ltd. 107.75K +8.5% $2.47M 0.0% ▲ Add 2 SEC ↗ ×2
57 Hrt Financial Lp 90.93K New $2.08M 0.0% New 1 SEC ↗
58 Goldman Sachs Group ✦ 88.23K -51.7% $2.02M 0.0% ▼ Trim 3 SEC ↗ ×2
59 Franklin Resources Inc 60.18K -9.1% $1.38M 0.0% ▼ Trim 2 SEC ↗ ×3
60 Bank Of Montreal /Can/ 56.02K +4.9% $1.28M 0.0% ▲ Add 2 SEC ↗ ×4
61 Bnp Paribas Financial Markets 47.73K 0.0% $1.09M 0.0% Held 2 SEC ↗
62 Corient Private Wealth LP 47.18K -75.3% $1.06M 0.0% ▼ Trim 2 SEC ↗
63 TD Waterhouse Canada Inc. 38.51K +9.5% $878,656 0.0% ▲ Add 2 SEC ↗
64 CIBC Bancorp USA Inc. 30.06K n/a $688,697 0.0% n/c 1 SEC ↗ ×2
65 AQR Capital Management ✦ 23.15K -59.2% $530,404 0.0% ▼ Trim 3 SEC ↗
66 Lido Advisors, LLC 18.63K -2.5% $426,793 0.0% ▼ Trim 2 SEC ↗ ×2
67 Blair William & Co/Il 17.59K -42.6% $402,994 0.0% ▼ Trim 2 SEC ↗
68 Rhumbline Advisers 16.97K 0.0% $388,873 0.0% Held 2 SEC ↗
69 Aberdeen Group plc 12.94K -8.3% $296,387 0.0% ▼ Trim 2 SEC ↗
70 Fisher Asset Management ✦ 9.72K New $222,690 0.0% New 1 SEC ↗
71 Simplex Trading, Llc 2.78K -47.2% $63,735 0.0% ▼ Trim 2 SEC ↗
72 Kayne Anderson Rudnick Investment… 590 0.0% $13,512 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Citadel Advisors $10.88M 0.0%
Renaissance Technologies $2.97M 0.0%
Hrt Financial Lp $2.08M 0.0%
Fisher Asset Management $222,690 0.0%

Exited

Susquehanna International… $986,621 was 0.0%
Qube Research & Technologies… $834,219 was 0.0%
Principal Financial Group Inc $312,812 was 0.0%
Toronto Dominion Bank $28,689 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 919 holders, 1.56B shares, $35.31B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API