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Disclosery

GOVT ISHARES TR

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SHS (fund)

828 managers (839 13F filers) reported a position in GOVT shares at 2025-12-31, 1,379,094,163 shares in all. 61 filers opened a position and 60 filers sold out during the quarter.

Managers
828
13F filers
839
New
61
Added
394
Reduced
230
Sold out
60
Shares held by filers
1,379,094,163

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Ullmann Wealth Partners Group, LLC173,648$4.03M0.42%+92313F-HRTimeline
Peak Wealth Management LLC171,660$3.95M3.3%13F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.171,090$3.94M2.55%-5,56413F-HRTimeline
&PARTNERS167,953$3.88M0.02%+58,40313F-HRTimeline
Sowell Financial Services LLC167,774$3.86M0.14%-45013F-HRTimeline
NorthRock Partners, LLC165,640$3.81M0.06%+44,80713F-HRTimeline
PRIVATE TRUST CO NA164,646$3.79M0.33%+3,67813F-HRTimeline
Traveka Wealth, LLC164,498$3.79M1.54%+71,72313F-HRTimeline
Wealthfront Advisers LLC162,193$3.73M0.01%+6,16513F-HRTimeline
Sollinda Capital Management LLC161,564$3.72M0.95%+11,48113F-HRTimeline
Dorsey & Whitney Trust CO LLC160,426$3.69M0.2%+2,52113F-HRTimeline
Shared Vision Wealth Group LLC158,627$3.66M1.48%-27713F-HRTimeline
Regal Investment Advisors LLC157,504$3.63M0.22%+4,91013F-HRTimeline
Bull Oak Capital, LLC155,747$3.59M1.46%+5,48313F-HRTimeline
Shira Ridge Wealth Management155,628$3.58M1.44%+63,02013F-HRTimeline
Twele Capital Management, Inc.153,186$3.53M0.63%+8,19413F-HRTimeline
NOVEM GROUP150,098$3.46M0.4%+10,27613F-HRTimeline
Smartleaf Asset Management LLC147,240$3.4M0.13%+61,42113F-HRTimeline
Keel Point, LLC146,413$3.37M0.2%-40,10213F-HRTimeline
Advisory Services Network, LLC143,971$3.31M0.05%+40,89213F-HRTimeline
Sharkey, Howes & Javer143,014$3.29M0.42%+23,07413F-HRTimeline
Arrowroot Family Office, LLC142,986$3.29M1.2%new13F-HRTimeline
NorthCrest Asset Manangement, LLC142,033$3.28M0.07%+36,05913F-HRTimeline
FFG RETIREMENT ADVISORS LLC142,132$3.27M2.03%+9713F-HRTimeline
World Investment Advisors139,492$3.21M0.05%+123,41613F-HR/ATimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co137,620$3.17M0.71%+13,06013F-HRTimelineGroup
SWMG, LLC135,286$3.12M0.87%+3,20013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV135,273$3.12M<0.01%+11,29013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC134,691$3.1M0.21%-11213F-HRTimeline
OpenArc Corporate Advisory, LLC132,923$3.06M0.05%13F-HRTimeline
AtlasMark Financial, Inc132,647$3.05M1.97%-9,65413F-HRTimeline
Beacon Bridge Wealth Partners, LLC132,391$3.05M1.01%+7,55113F-HRTimeline
HighTower Advisors, LLC129,169$2.97M<0.01%-10,98813F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD127,922$2.94M0.03%+7,01613F-HRTimelineGroup
Arkadios Wealth Advisors127,643$2.94M0.06%+86,97813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC124,764$2.87M<0.01%new13F-HRTimelineGroup
STAR Financial Bank121,608$2.8M1.43%new13F-HRTimeline
CALTON & ASSOCIATES, INC.121,129$2.79M0.41%+3,45013F-HRTimeline
GLOBALT Investments LLC / GA118,125$2.72M0.1%013F-HRTimeline
Cadia Private Client LLC117,340$2.7M2.14%13F-HRTimeline
Sovran Advisors, LLC116,057$2.68M0.23%+11,02613F-HRTimeline
Coordinated Financial Services, Inc.112,540$2.59M1.49%-3,39413F-HRTimeline
Heritage Wealth Management, Inc. /CA/111,425$2.57M1.66%+30,74413F-HRTimeline
RFG Advisory, LLC108,546$2.5M0.05%+10,15213F-HRTimeline
Composition Wealth, LLC107,014$2.46M0.04%+10,05213F-HRTimeline
Net Worth Advisory Group106,868$2.46M0.5%+72,55513F-HRTimeline
Altiora Financial Group, LLC106,475$2.45M0.42%new13F-HRTimeline
Clearstead Advisors, LLC103,014$2.37M0.03%+3,38213F-HRTimeline
4WEALTH ADVISORS, INC.101,738$2.34M2.03%-2,02713F-HRTimeline
Valmark Advisers, Inc.101,555$2.34M0.03%-1,10913F-HRTimeline
WESBANCO BANK INC100,424$2.31M0.06%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…99,301$2.29M<0.01%+32,04613F-HRTimelineGroup
Stokes Family Office, LLC99,238$2.28M0.21%+19,73713F-HRTimeline
Blue Edge Capital, LLC99,192$2.28M0.31%+51613F-HRTimeline
Western Financial Corp/CA98,072$2.26M0.9%-1,19913F-HRTimeline
Beacon Pointe Advisors, LLC97,803$2.25M0.02%new13F-HRTimeline
ORG Partners LLC97,622$2.25M0.4%-1,10013F-HRTimeline
STABLEFORD CAPITAL II LLC96,024$2.21M0.8%+67,74713F-HRTimeline
BIP Wealth, LLC95,625$2.2M0.08%+7,23213F-HRTimeline
TSA Wealth Managment LLC95,245$2.19M0.73%-89613F-HRTimeline
DMC Group, LLC93,894$2.16M1.44%+1,94113F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC92,888$2.14M0.72%-1,19413F-HRTimeline
Parallel Advisors, LLC92,864$2.14M0.04%-5,35913F-HRTimeline
Horst & Graben Wealth Management LLC91,579$2.11M0.32%+3,74413F-HRTimeline
Alvarez & Marsal Private Wealth Partner…91,585$2.11M0.41%13F-HRTimeline
Seneca Financial Advisors LLC90,819$2.09M0.64%-877,04713F-HRTimeline
SWP FINANCIAL LLC90,308$2.08M1.04%+3,31813F-HRTimeline
Cyndeo Wealth Partners, LLC90,073$2.07M0.11%+3,54913F-HRTimeline
Horizon Investments, LLC90,084$2.07M0.03%+1,77613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding90,008$2.07M+84,179Timeline
FOUNDERS FINANCIAL SECURITIES LLC89,751$2.07M0.12%+2,95913F-HRTimeline
One Day In July LLC89,076$2.05M0.17%-1,79113F-HRTimeline
One Wealth Advisors, LLC88,877$2.05M0.25%+9,72113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC88,336$2.03M<0.01%+2,86213F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management87,228$2.01M0.02%+12,47313F-HRTimelineGroup
PW ADVISORS, LLC \ FL86,890$2M1.61%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP86,883$2M<0.01%+54,06713F-HR/ATimelineGroup
Meridian Wealth Management, LLC85,658$1.97M0.07%-398,48913F-HRTimeline
Trek Financial, LLC85,626$1.97M0.11%+89913F-HRTimeline
AdvisorNet Financial, Inc83,159$1.91M0.1%+2,63713F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV82,896$1.91M0.03%-561,97413F-HR/ATimeline
Jordan Park Trust Co LLC82,886$1.91M1.31%-1,11513F-HRTimeline
Austin Private Wealth, LLC81,784$1.88M0.14%+3,10813F-HRTimeline
Integrity Advisory Solutions, LLC81,012$1.87M0.27%+8,69313F-HRTimeline
Regency Capital Management Inc.\DE80,734$1.86M0.77%+7,36413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC79,154$1.82M0.53%+32,01613F-HRTimeline
Catalina Capital Group, LLC79,236$1.82M1.12%-39,34313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC78,864$1.82M0.15%+68,05413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.78,574$1.81M0.04%+41,27413F-HRTimeline
High Falls Advisors, Inc78,546$1.81M0.37%+5,75013F-HRTimeline
Wealth Enhancement Trust Services, Inc.78,146$1.8M0.23%13F-HRTimeline
MA Private Wealth78,046$1.8M0.3%-20,96113F-HRTimeline
Avondale Wealth Management76,187$1.75M0.9%+5,19813F-HRTimeline
TFB Advisors LLC74,502$1.72M0.48%+5,10713F-HRTimeline
Richmond Investment Services, LLC73,941$1.7M0.29%+8,52713F-HRTimeline
Mach-1 Financial Group, LLC73,097$1.68M0.35%+77813F-HRTimeline
Odyssey Capital Advisors, Inc.72,520$1.67M1.48%13F-HRTimeline
Cosner Financial Group, LLC72,312$1.66M0.85%-2,53013F-HRTimeline
Prospera Financial Services Inc69,785$1.61M0.03%-3,51913F-HRTimeline
Yukon Wealth Management, Inc.70,049$1.61M0.93%+6,43013F-HRTimeline
JPL Wealth Management, LLC69,620$1.6M0.39%-4,99413F-HRTimeline
Idaho Trust Co69,302$1.6M0.53%-28,84513F-HRTimeline
HighPoint Advisor Group LLC69,136$1.59M0.03%new13F-HRTimeline
BNP PARIBASin group BNP PARIBAS68,816$1.58M0.05%-11,56913F-HRTimelineGroup
Ascent Wealth Partners, LLC68,371$1.57M0.18%+1,63113F-HRTimeline
PFG Advisors68,013$1.57M0.08%-125,88713F-HRTimeline
Simplicity Wealth,LLC67,554$1.56M0.09%+5,27013F-HRTimeline
CFS Investment Advisory Services, LLC67,302$1.55M0.11%-6,12013F-HRTimeline
Summit Wealth Group, LLC67,138$1.55M0.36%-71313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources66,183$1.52M<0.01%-1,08513F-HRTimelineGroup
MLG Wealth Management DBA Pine Grove Fi…66,044$1.52M0.18%13F-HRTimeline
Collier Financial65,587$1.51M1.13%+6,51013F-HRTimeline
Ashton Thomas Private Wealth, LLC65,388$1.51M0.04%+81913F-HRTimeline
Roble, Belko & Company, Inc65,353$1.5M0.2%013F-HRTimeline
Pinion Investment Advisors, LLC65,184$1.5M0.37%+14,27613F-HRTimeline
CHOREO, LLC64,913$1.5M0.02%+1,81013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC64,720$1.49M<0.01%-340,13113F-HRTimelineGroup
Wealth Advisory Solutions, LLC64,496$1.49M0.35%-2813F-HRTimeline
U.S. Capital Wealth Advisors, LLC64,373$1.48M0.04%-6,82713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…64,257$1.48M0.02%+5,28013F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC64,003$1.47M0.1%+2,86813F-HRTimeline
Bank of Marin63,984$1.47M1.02%013F-HRTimeline
Canandaigua National Trust Co of Florida63,941$1.47M0.92%+39,44513F-HRTimeline
Advyzon Investment Management, LLC63,205$1.46M0.17%+4,85013F-HRTimeline
ADE, LLC62,104$1.43M0.69%+6,75613F-HRTimeline
ANDERSON HOAGLAND & CO62,035$1.43M0.12%+78413F-HRTimeline
Blue Trust, Inc.61,805$1.42M0.02%+93813F-HRTimeline
MAI Capital Management61,550$1.42M0.01%-30413F-HRTimeline
Asempa Wealth Advisors61,545$1.42M1.22%13F-HRTimeline
Icon Wealth Advisors, LLC61,272$1.41M0.09%+2,97113F-HRTimeline
Dentgroup LLC60,728$1.4M0.96%-75613F-HRTimeline
MGO ONE SEVEN LLC59,625$1.37M0.03%+41,97813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp58,777$1.35M<0.01%+8,51213F-HR/ATimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…57,875$1.33M0.03%+5,51413F-HRTimelineGroup
Advus Financial Partners, LLC57,827$1.33M0.48%-31713F-HR/ATimeline
Farmers National Bank57,638$1.33M0.3%+4,81413F-HRTimeline
Cheviot Value Management, LLC56,742$1.31M0.13%+20,65813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC56,684$1.31M<0.01%+29,93513F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP56,007$1.29M0.07%new13F-HRTimeline
Arete Wealth Advisors, LLC55,769$1.28M0.09%-1,72213F-HR/ATimeline
Bestgate Wealth Advisors, LLC55,762$1.28M2.26%+1,31813F-HRTimeline
Davis Wealth Advisors, LLC55,742$1.28M1.07%+24,70413F-HRTimeline
Verdence Capital Advisors LLC55,688$1.28M0.08%-4,42513F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC55,604$1.28M1.15%-87513F-HRTimeline
Stewardship Advisors, LLC54,854$1.26M0.29%+1,95613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC54,801$1.26M0.16%-11,61713F-HRTimeline
SigFig Wealth Management, LLC54,754$1.26M0.04%+65013F-HRTimeline
One Capital Management, LLC54,706$1.26M0.04%+44,99913F-HRTimeline
Dakota Wealth Management54,030$1.24M0.02%new13F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/53,400$1.23M<0.01%-4,81713F-HRTimelineGroup
Atlatl Advisers LLC52,916$1.22M0.47%+2,69913F-HRTimeline
PFG Investments, LLC52,874$1.22M0.06%-32,97713F-HRTimeline
NWAM LLC52,233$1.2M0.07%+24,16713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management51,570$1.19M0.04%+8413F-HRTimelineGroup
Hoxton Planning & Management, LLC50,786$1.17M0.35%+4,88513F-HRTimeline
Clarendon Private LLC50,632$1.17M0.99%-3,64613F-HRTimeline
Flatrock Wealth Partners LLC50,426$1.16M0.56%13F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC49,950$1.15M0.05%-71013F-HRTimeline
Elevated Capital Advisors, LLC49,395$1.14M0.27%-1,92213F-HRTimeline
Willis Johnson & Associates, Inc.49,067$1.13M0.07%+1,05913F-HRTimeline
TME FINANCIAL, INC.48,963$1.13M0.79%-26,32213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…48,612$1.12M0.02%+16,18113F-HRTimelineGroup
WAYSTONE ADVISORS LLC47,989$1.1M0.95%13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS47,734$1.1M<0.01%-291,70013F-HRTimelineGroup
Kingsview Wealth Management, LLC47,468$1.09M0.02%+3,49813F-HRTimeline
National Wealth Management Group, LLC47,321$1.09M0.38%+4,62713F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.47,306$1.09M0.05%+71913F-HRTimelineGroup
ALTERNA WEALTH MANAGEMENT, INC46,675$1.07M0.9%+1,45313F-HRTimeline
Range Financial Group LLC46,540$1.07M0.37%+21,87813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …46,020$1.06M0.17%+53213F-HRTimeline
PAX Financial Group, LLC45,959$1.06M0.18%+6,30513F-HRTimeline
OneDigital Investment Advisors LLC44,859$1.03M0.01%-1,90113F-HRTimeline
Hara Capital LLC44,752$1.03M0.57%-5,45013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC44,446$1.02M0.09%+4,08013F-HRTimelineGroup
True Vision MN LLC44,370$1.02M0.52%+3,10513F-HRTimeline
WealthShield Partners, LLC44,255$1.02M0.11%+89413F-HRTimeline
Optas, LLC43,958$1.01M0.16%-113,06513F-HRTimeline
D.A. DAVIDSON & CO.43,547$1M0.01%-94213F-HRTimeline
Bay Harbor Wealth Management, LLC43,473$1M0.26%+9113F-HRTimeline
Snowden Capital Advisors LLC43,246$996K0.03%-3,70213F-HRTimeline
Cobblestone Asset Management LLC43,037$991K0.44%+1,47913F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC43,016$990K0.68%-23413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,850$987K<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.46,544$984K0.02%+14,11513F-HRTimeline
HB Wealth Management, LLC42,724$984K0.01%+14,78213F-HRTimeline
Gladstone Institutional Advisory LLC42,289$974K0.04%+4,55813F-HRTimeline
Stonehearth Capital Management, LLC41,801$962K0.36%-51,29713F-HRTimeline
Clifford Group, LLC41,494$955K0.74%+4,02813F-HRTimeline
Marble Wealth, LLC41,094$946K0.13%13F-HRTimeline
Cassilly Financial Group LLC40,946$943K0.83%13F-HRTimeline
Midwest Trust Co40,637$936K0.01%+3213F-HRTimeline
Paragon Private Wealth Management, LLC40,550$934K0.29%-5,22713F-HRTimeline
Sequoia Financial Advisors, LLC40,145$924K0.01%+99413F-HRTimeline
IHT Wealth Management, LLC40,068$923K0.02%+17,67013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC39,985$921K0.02%-19613F-HRTimelineGroup
Tennessee Valley Asset Management Partn…39,958$920K0.12%+82613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC39,638$913K0.02%-52613F-HRTimeline
OAKWORTH CAPITAL, INC.39,453$908K0.05%-8413F-HRTimeline
Alliance Wealth Advisors, LLC /UT38,878$895K0.19%-5,37213F-HRTimeline
Pines Wealth Management, LLC38,716$891K0.29%+1,67513F-HRTimeline