Skip to content
Disclosery

GOVT ISHARES TR

Follow

SHS (fund)

783 managers (793 13F filers) reported a position in GOVT shares at 2024-12-31, 1,210,729,633 shares in all. 60 filers opened a position and 53 filers sold out during the quarter.

Managers
783
13F filers
793
New
60
Added
318
Reduced
255
Sold out
53
Shares held by filers
1,210,729,633

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Element Wealth, LLC176,232$4.05M2.12%+35,38513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…176,126$4.05M0.09%+89,34913F-HRTimelineGroup
Dynamic Advisor Solutions LLC174,244$4M0.17%-2,00713F-HRTimeline
Ullmann Wealth Partners Group, LLC173,743$3.99M0.52%-4,75613F-HRTimeline
SteelPeak Wealth, LLC173,043$3.98M0.16%+24,52713F-HRTimeline
Merit Financial Group, LLC169,574$3.9M0.07%+70,25313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding169,568$3.9M+3,568Timeline
PRIVATE TRUST CO NA168,902$3.88M0.4%-21,45413F-HRTimeline
Vantage Financial Partners, LLC166,155$3.82M0.96%-43213F-HRTimeline
Sharkey, Howes & Javer164,897$3.79M0.53%-3,92013F-HRTimeline
Capital Investment Counsel, LLC163,694$3.76M0.63%+5,09613F-HRTimeline
PFG Investments, LLC163,438$3.76M0.23%+3,91313F-HRTimeline
GLOBALT Investments LLC / GA162,551$3.74M0.14%-2,303,39613F-HRTimeline
Addison Capital Co159,816$3.67M1.46%+28,44613F-HRTimeline
One Day In July LLC159,516$3.67M0.38%-28,60013F-HRTimeline
Olde Wealth Management, LLC158,258$3.64M1.3%+15,70213F-HRTimeline
SYNOVUS FINANCIAL CORP157,145$3.61M0.05%-59,44313F-HRTimeline
FFG RETIREMENT ADVISORS LLC150,044$3.45M2.25%+4,84713F-HRTimeline
Dorsey & Whitney Trust CO LLC147,750$3.4M0.19%+13,75013F-HRTimeline
Smith Thornton Advisors LLC147,132$3.38M2.14%+1,79413F-HRTimeline
First Pacific Financial146,733$3.37M0.78%-1,84313F-HRTimeline
CHOREO, LLC146,064$3.32M0.05%-9,80113F-HRTimeline
Regal Investment Advisors LLC142,562$3.28M0.25%-112,49713F-HRTimeline
CFS Investment Advisory Services, LLC141,716$3.26M0.29%+2,67213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp139,858$3.21M0.01%+8,32913F-HRTimelineGroup
KWB Wealth135,267$3.17M0.39%-21,07213F-HRTimeline
Fortitude Advisory Group L.L.C.137,708$3.16M1.91%-1,75013F-HRTimeline
SWMG, LLC139,967$3.15M1.25%+9,40813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding134,122$3.08M-10,131Timeline
Dentgroup LLC133,026$3.06M2.34%-118,08813F-HRTimeline
LVW Advisors, LLC131,485$3.02M0.37%+3,25213F-HRTimeline
Shira Ridge Wealth Management131,295$3.02M1.48%+32,14013F-HRTimeline
Coordinated Financial Services, Inc.130,622$3M2.34%13F-HRTimeline
SageView Advisory Group, LLC130,487$3M0.13%+113,44213F-HRTimeline
Beacon Bridge Wealth Partners, LLC129,320$2.97M1.26%-120,03613F-HRTimeline
Advisory Services Network, LLC128,845$2.96M0.06%+102,64913F-HRTimeline
Sollinda Capital Management LLC128,187$2.95M0.81%+8,72813F-HRTimeline
Paladin Advisory Group, LLC123,506$2.84M2.17%-192,27413F-HRTimeline
Spartan Planning & Wealth Management117,433$2.7M2.47%13F-HRTimeline
NOVEM GROUP117,115$2.69M0.4%13F-HRTimeline
WealthCare Investment Partners, LLC118,561$2.66M1.16%+4,94613F-HRTimeline
Shared Vision Wealth Group LLC115,679$2.66M1.4%-2,34013F-HRTimeline
Catalina Capital Group, LLC115,666$2.66M0.88%-34,56713F-HRTimeline
4WEALTH ADVISORS, INC.115,124$2.65M2.71%13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC114,710$2.64M0.2%-6,99613F-HRTimelineGroup
Westfuller Advisors, LLC113,097$2.6M1.65%+71,87013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS112,600$2.59M<0.01%new13F-HRTimelineGroup
BNP PARIBASin group BNP PARIBAS109,152$2.51M0.02%+16,22013F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…108,667$2.5M2.11%13F-HRTimeline
Western Financial Corp/CA108,564$2.49M1.37%+7,91113F-HRTimeline
CIBC WORLD MARKET INC.107,258$2.46M0.01%-58,68513F-HRTimeline
Twele Capital Management, Inc.105,462$2.42M0.51%+9,72713F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co105,250$2.36M0.59%013F-HRTimelineGroup
Stonekeep Investments, LLC100,544$2.31M1.72%+32,51713F-HRTimeline
Valmark Advisers, Inc.100,491$2.31M0.04%+16,79413F-HRTimeline
Capital Investment Advisory Services, L…97,988$2.25M0.22%+5,09713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC97,938$2.25M<0.01%-14813F-HRTimelineGroup
GAMMA Investing LLC97,704$2.25M0.19%+4,89413F-HRTimeline
MA Private Wealth95,634$2.2M0.41%-3,61213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP94,970$2.18M<0.01%+44,92313F-HRTimelineGroup
GREENLEAF TRUST94,872$2.18M0.02%+24,07713F-HRTimeline
Blue Edge Capital, LLC94,857$2.18M0.34%+3,44613F-HRTimeline
AtlasMark Financial, Inc91,847$2.11M1.94%+7,53513F-HRTimeline
WESBANCO BANK INC91,203$2.1M0.07%+11,94113F-HRTimeline
Family Firm, Inc.89,568$2.06M0.46%+9,92113F-HRTimeline
Wealthfront Advisers LLC89,370$2.05M0.01%+26,18413F-HR/ATimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co88,848$2.04M<0.01%-7,20013F-HRTimelineGroup
Dynasty Wealth Management, LLC88,601$2.04M0.04%+51,97113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management88,091$2.02M0.03%-8,21313F-HRTimelineGroup
Anchor Pointe Wealth Management, LLC88,527$1.99M2.59%13F-HRTimeline
Heritage Wealth Management, Inc. /CA/86,054$1.98M1.69%+4,78013F-HRTimeline
Horst & Graben Wealth Management LLC84,384$1.94M0.35%+3,03313F-HRTimeline
Sovran Advisors, LLC86,227$1.92M0.27%13F-HRTimeline
Clear Harbor Asset Management, LLC83,445$1.92M0.15%+68,10513F-HRTimeline
Canandaigua National Trust Co of Florida82,358$1.89M1.48%+59,51813F-HRTimeline
ORG Partners LLC80,858$1.86M0.25%+2,92913F-HRTimeline
BIP Wealth, LLC80,239$1.84M0.12%+10,50713F-HRTimeline
SWP FINANCIAL LLC80,123$1.84M1.11%new13F-HRTimeline
Keel Point, LLC79,130$1.82M0.15%-4,99013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC78,826$1.81M<0.01%-86,96513F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC78,797$1.81M0.14%+5,84713F-HRTimeline
Stewardship Advisors, LLC77,696$1.79M0.5%-157,90513F-HRTimeline
Prospera Financial Services Inc77,667$1.79M0.04%+49313F-HRTimeline
Triad Wealth Partners, LLC77,513$1.78M0.64%+45,43713F-HRTimeline
TSA Wealth Managment LLC76,900$1.77M0.72%+3,79813F-HRTimeline
Roble, Belko & Company, Inc76,909$1.77M0.28%+25,49713F-HRTimeline
Prime Buchholz LLC76,437$1.76M0.57%13F-HRTimeline
Intelligence Driven Advisers, LLC75,325$1.73M0.33%-24,14513F-HRTimeline
EIGHT 31 FINANCIAL, LLC74,944$1.72M1.29%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd75,485$1.7M0.03%+28,87813F-HRTimelineGroup
Trek Financial, LLC73,767$1.7M0.13%+1,59713F-HRTimeline
Blue Trust, Inc.73,451$1.69M0.02%+1,11513F-HR/ATimeline
TFB Advisors LLC71,078$1.63M0.47%+7,62613F-HRTimeline
Summit Wealth Group, LLC70,923$1.63M0.47%+28,61413F-HRTimeline
High Falls Advisors, Inc69,768$1.6M0.37%-6,29613F-HRTimeline
Icon Wealth Advisors, LLC69,262$1.59M0.13%+3,43913F-HRTimeline
Austin Private Wealth, LLC69,061$1.59M0.15%+78813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management68,975$1.59M0.05%-6,81713F-HRTimelineGroup
Elevated Capital Advisors, LLC68,876$1.58M0.43%+31,24113F-HRTimeline
Composition Wealth, LLC68,381$1.57M0.03%+58,38313F-HRTimeline
Cyndeo Wealth Partners, LLC68,349$1.57M0.11%+4,33713F-HRTimeline
Wealth Advisory Solutions, LLC67,551$1.55M0.43%+3,69413F-HRTimeline
Sequoia Financial Advisors, LLC66,969$1.54M0.01%+1,80913F-HR/ATimeline
Alteri Wealth LLC66,183$1.52M0.42%13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC66,105$1.51M0.25%-10,98613F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.60,428$1.5M0.05%-4,454,28313F-HRTimelineGroup
BostonPremier Wealth LLC64,868$1.49M0.9%13F-HRTimeline
&PARTNERS66,085$1.48M0.02%+26,55413F-HRTimeline
Ascent Wealth Partners, LLC63,963$1.47M0.2%+4,76813F-HRTimeline
PFG Advisors63,328$1.46M0.09%-4,25713F-HRTimeline
WCG Wealth Advisors LLC63,144$1.45M0.1%+1,40013F-HRTimeline
HARBOUR INVESTMENTS, INC.62,122$1.43M0.04%-4,65913F-HRTimeline
TD Waterhouse Canada Inc.61,807$1.42M0.01%+15,29613F-HRTimeline
Avondale Wealth Management61,764$1.42M0.91%-6,58813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC61,558$1.41M0.6%-3,13213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…61,309$1.41M0.04%+1,08413F-HRTimelineGroup
Verdence Capital Advisors LLC60,389$1.39M0.11%-7,21113F-HRTimeline
Alliance Wealth Advisors, LLC /UT60,367$1.39M0.36%+9,06213F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC58,571$1.35M0.16%-1,39713F-HRTimelineGroup
One Wealth Advisors, LLC58,564$1.35M0.2%+4,37213F-HRTimeline
Paragon Private Wealth Management, LLC58,268$1.34M0.62%+6,55813F-HRTimeline
Jordan Park Trust Co LLC58,246$1.34M1.12%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC58,094$1.34M0.04%+1,05313F-HRTimeline
PAX Financial Group, LLC57,568$1.32M0.24%-3,25113F-HRTimeline
Advus Financial Partners, LLC56,651$1.3M0.56%-18,00113F-HR/ATimeline
Cosner Financial Group, LLC56,292$1.29M0.82%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC55,640$1.28M0.03%+2913F-HRTimeline
TME FINANCIAL, INC.53,913$1.26M1.18%13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC54,046$1.24M0.48%-20,10713F-HRTimeline
Snowden Capital Advisors LLC53,736$1.23M0.04%-4913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…54,784$1.23M0.07%-4,33013F-HRTimeline
Vise Technologies, Inc.53,270$1.22M0.1%new13F-HRTimeline
Clarendon Private LLC53,125$1.22M1.28%13F-HRTimeline
Waterloo Capital, L.P.53,105$1.22M0.13%-25,28413F-HRTimeline
Bank of Marin52,732$1.21M0.96%013F-HRTimeline
Thrive Capital Management, LLC52,274$1.2M0.55%-5,56413F-HRTimeline
Certus Wealth Management, LLC53,121$1.2M0.8%+2,74913F-HRTimeline
Atlatl Advisers LLC51,972$1.19M0.7%13F-HRTimeline
HB Wealth Management, LLC50,757$1.17M0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC50,664$1.16M0.01%-16,25513F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.50,473$1.16M0.85%13F-HRTimeline
Bestgate Wealth Advisors, LLC50,198$1.15M2.31%13F-HRTimeline
Perennial Investment Advisors, LLC49,941$1.15M0.14%-9,80213F-HRTimeline
Willis Johnson & Associates, Inc.49,632$1.14M0.09%-64913F-HRTimeline
SigFig Wealth Management, LLC48,984$1.1M0.04%+1,34013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC47,689$1.1M0.09%+30,44413F-HRTimeline
Van Hulzen Asset Management, LLC47,316$1.09M0.08%-8,37813F-HRTimeline
Pines Wealth Management, LLC48,804$1.09M0.47%13F-HRTimeline
Marshall Financial Group, LLC46,417$1.07M0.26%-54913F-HRTimeline
MATAURO, LLC46,392$1.07M0.23%13F-HRTimeline
Stokes Family Office, LLC45,023$1.03M0.11%+11,25813F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC44,802$1.03M0.91%13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …44,571$1.02M0.22%013F-HRTimeline
JPL Wealth Management, LLC44,279$1.02M0.29%13F-HRTimeline
Spectrum Wealth Counsel, LLC43,334$996K0.12%+4,24213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…43,299$995K0.02%+1,06113F-HRTimelineGroup
Hoxton Planning & Management, LLC42,435$975K0.37%+3,08113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC41,854$962K0.02%-1,58413F-HRTimelineGroup
NORDEN GROUP LLC41,720$959K0.11%-3,15513F-HRTimeline
ADE, LLC41,598$956K0.59%+7,18613F-HRTimeline
Copperleaf Capital, LLC41,566$955K0.61%-1,50813F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP42,473$945K0.17%-9,70713F-HRTimeline
Riggs Capital Management LLC40,963$941K0.92%13F-HRTimeline
True Vision MN LLC40,868$939K0.56%-92713F-HRTimeline
JB Capital LLC40,542$932K0.05%-1,08213F-HRTimeline
Bay Harbor Wealth Management, LLC40,234$925K0.3%+1,36513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC40,040$920K0.03%-99513F-HRTimeline
Balentine LLC39,514$908K0.04%013F-HRTimeline
Stonehearth Capital Management, LLC39,312$903K0.36%+2,85313F-HRTimeline
Kingsview Wealth Management, LLC39,286$903K0.02%+5,05713F-HRTimeline
Advyzon Investment Management, LLC39,277$903K0.35%13F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC38,856$893K0.97%13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC38,845$893K0.35%+42013F-HRTimeline
Fairvoy Private Wealth, LLC38,812$892K0.24%13F-HRTimeline
Tennessee Valley Asset Management Partn…38,762$891K0.15%-12,36613F-HRTimeline
Signal Advisors Wealth, LLC38,622$888K0.1%+1,46213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC38,351$881K0.74%-12,90213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC38,200$878K0.08%-3,30213F-HR/ATimeline
DMC Group, LLC38,013$874K0.71%+1,13013F-HRTimeline
Vermillion & White Wealth Management Gr…37,983$873K0.64%-6,29313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.37,946$872K0.04%-4,48913F-HRTimeline
FOSTER & MOTLEY INC37,857$870K0.06%-8513F-HRTimeline
PACIFIC FINANCIAL GROUP INC37,733$867K0.64%+14613F-HRTimeline
Invst, LLC37,311$857K0.1%+3,89413F-HRTimeline
FourThought Financial Partners, LLC37,120$853K0.09%013F-HRTimeline
WealthShield Partners, LLC36,952$849K0.12%+1,26213F-HRTimeline
LongView Wealth Management36,385$836K0.25%+22,58513F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC36,292$834K0.32%+4,21613F-HRTimeline
ANDERSON HOAGLAND & CO36,552$821K0.08%-197,55413F-HRTimeline
National Wealth Management Group, LLC35,441$814K0.54%+2,15113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP35,208$809K<0.01%+5,97313F-HRTimelineGroup
KKM Financial LLC35,755$807K0.34%new13F-HRTimeline
Clifford Group, LLC34,910$802K0.61%+2,92413F-HRTimeline
NorthCrest Asset Manangement, LLC34,740$798K0.02%new13F-HR/ATimeline
RHS Financial, LLC34,638$796K0.41%+88813F-HRTimeline
WEDBUSH SECURITIES INC34,412$791K0.03%+1,41813F-HRTimeline
UMB Bank, n.a.33,862$778K0.01%-14,63913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …33,739$775K0.01%+12,00013F-HRTimelineGroup
Advisor Resource Council33,631$773K0.55%new13F-HRTimeline
Summit X, LLC33,304$765K0.17%-1,35013F-HRTimeline