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Disclosery

GOVT ISHARES TR

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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
Empower Advisory Group, LLC9,538$219K<0.01%-54213F-HRTimeline
Avidian Wealth Enterprises, LLC9,518$219K0.01%+31913F-HRTimeline
Valeo Financial Advisors, LLC9,322$214K0.01%new13F-HRTimeline
Magnus Financial Group LLC9,278$213K0.02%+50513F-HRTimeline
Modera Wealth Management, LLC9,180$211K<0.01%+14513F-HRTimeline
BCU Wealth Advisors, LLC9,111$209K0.12%new13F-HRTimeline
THEORY FINANCIAL LLC9,100$209K0.09%-23213F-HRTimeline
Transce3nd, LLC9,095$209K0.07%13F-HRTimeline
Sterling Investment Counsel, LLC9,048$208K0.14%new13F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…8,979$206K0.02%new13F-HR/ATimelineGroup
Chesapeake Wealth Management8,952$206K0.07%+36113F-HRTimeline
LaSalle St. Investment Advisors, LLC8,956$205K0.06%new13F-HRTimeline
Aveo Capital Partners, LLC8,918$205K0.02%new13F-HRTimeline
Beacon Pointe Advisors, LLC8,897$204K<0.01%-96213F-HRTimeline
KICKSTAND VENTURES, LLC.8,751$201K0.05%-7013F-HRTimeline
LifePlan Investment Advisors, Inc.8,728$201K0.12%-10713F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.8,500$195K0.15%13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS8,486$195K0.09%+18113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.8,336$188K0.01%+2,98513F-HRTimelineGroup
PROFFITT & GOODSON INC8,010$184K0.03%+20813F-HRTimeline
WR Wealth Planners, LLC7,968$183K0.06%-8,06113F-HRTimeline
PrairieView Partners, LLC8,154$183K0.02%+6,24913F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …7,942$182K0.02%new13F-HRTimelineGroup
Caldwell Trust Co7,901$182K0.02%013F-HRTimeline
Truvestments Capital LLC7,485$172K0.04%-2,82713F-HRTimeline
Continuum Advisory, LLC7,059$162K0.02%+36913F-HRTimeline
Tidemark, LLC7,038$162K0.06%+6,39013F-HRTimeline
Sandy Spring Bank6,901$159K0.01%013F-HRTimeline
Signature Resources Capital Management,…6,638$153K0.14%+37513F-HRTimeline
CENTAURUS FINANCIAL, INC.6,248$144K0.01%-10,70513F-HRTimeline
Avior Wealth Management, LLC6,193$142K0.01%-1,08713F-HRTimeline
Lindbrook Capital, LLC5,782$133K0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton5,782$133K0.03%-5,70313F-HRTimeline
Deane Retirement Strategies, Inc.5,777$133K0.07%-7913F-HRTimeline
ADIRONDACK TRUST CO5,396$124K0.05%+2,01313F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.5,232$118K0.08%+39513F-HRTimeline
Mascoma Wealth Management LLC5,112$117K0.03%+4,65013F-HRTimeline
Pflug Koory, LLC4,953$114K0.06%013F-HRTimeline
Bogart Wealth, LLC4,790$110K0.01%+213F-HRTimeline
Redwood Park Advisors LLC4,760$109K0.09%13F-HRTimeline
GeoWealth Management, LLC4,749$109K<0.01%+1,40513F-HRTimeline
Founders Financial Alliance, LLC4,206$96.7K0.03%+213F-HRTimeline
First PREMIER Bank4,045$93K0.02%013F-HRTimeline
Global Wealth Strategies & Associates4,038$92.8K0.03%+18513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding3,884$87.8K-6,884Timeline
Piscataqua Savings Bank3,507$80.6K0.07%013F-HRTimeline
Medallion Wealth Advisors, LLC3,484$80.1K0.04%13F-HRTimeline
Golden State Wealth Management, LLC3,304$75.9K0.01%13F-HRTimeline
BOKF, NAin group BOKF, NA3,334$74.2K<0.01%+1,77613F-HRTimelineGroup
Cape Investment Advisory, Inc.3,191$73.3K0.03%+1,16113F-HRTimeline
TRUST CO OF VERMONT2,828$65K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC2,725$63.7K0.01%013F-HRTimeline
Arax Advisory Partners2,698$62K<0.01%+2,23113F-HRTimeline
REAP Financial Group, LLC2,629$60.4K0.01%-8913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,601$59.8K<0.01%+1113F-HRTimelineGroup
Retirement Wealth Solutions LLC2,680$59.7K0.05%13F-HRTimeline
Cornerstone Planning Group LLC2,381$53.8K0.01%-19713F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …2,338$53.7K0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…2,287$52.6K0.01%013F-HRTimeline
Indiana Trust & Investment Management Co2,264$52K0.02%013F-HRTimeline
Pacifica Partners Inc.2,311$51.9K0.02%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,158$49.6K<0.01%013F-HRTimelineGroup
Horizon Investments, LLC2,089$47.9K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC2,006$46.1K0.01%013F-HRTimeline
Avion Wealth2,038$46K0.01%+213F-HRTimeline
MONTAG A & ASSOCIATES INC1,991$45.8K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,954$44.9K<0.01%-20313F-HRTimelineGroup
Decker Retirement Planning Inc.1,881$43.2K0.03%13F-HRTimeline
EPG Wealth Management LLC1,880$43.2K0.01%+1213F-HRTimeline
AllSquare Wealth Management LLC1,815$41.7K0.02%013F-HRTimeline
Raleigh Capital Management Inc.1,777$40.8K0.02%+98013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,747$40.1K0.01%-14113F-HRTimeline
Venturi Wealth Management, LLC1,713$39.3K<0.01%+20413F-HRTimeline
WealthCollab, LLC1,678$38.6K0.02%-2813F-HRTimeline
Wood Tarver Financial Group, LLC1,662$38K0.01%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,628$37.4K<0.01%+2913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Larson Financial Group LLC1,519$34.9K<0.01%-62513F-HRTimeline
PSI Advisors, LLC1,477$33.9K0.01%new13F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC1,405$31.7K0.02%013F-HRTimeline
Sunbelt Securities, Inc.1,380$31K<0.01%-56813F-HRTimeline
Frazier Financial Advisors, LLC1,340$30.1K0.02%new13F-HRTimeline
FLP Wealth Management, LLC1,280$29.4K0.08%13F-HRTimeline
AMERIFLEX GROUP, INC.1,273$28.7K0.01%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,235$28.4K<0.01%013F-HRTimelineGroup
Dogwood Wealth Management LLC1,179$27.1K0.01%new13F-HRTimeline
Towne Trust Company, N.A1,118$25.7K0.01%new13F-HRTimeline
Union Bancaire Privee, UBP SA1,126$25.3K<0.01%13F-HR/ATimeline
Glen Eagle Advisors, LLC1,087$25K<0.01%-60013F-HRTimeline
Semmax Financial Advisors Inc.1,068$24.1K0.01%+613F-HRTimeline
TSFG, LLC1,044$24K<0.01%013F-HRTimeline
Investors Research Corp1,037$23.8K0.01%013F-HRTimeline
Canton Hathaway, LLC1,000$23K0.01%-12013F-HRTimeline
Federation des caisses Desjardins du Qu…989$22.7K<0.01%-25613F-HRTimeline
Washington Trust Advisors, Inc.965$22.2K<0.01%013F-HRTimeline
New Republic Capital, LLC962$22.1K0.01%+6013F-HRTimeline
FSC Wealth Advisors, LLC934$21.5K0.01%013F-HRTimeline
Archer Investment Corp929$21.4K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.873$20.1K0.01%013F-HRTimeline
Your Advocates Ltd., LLP873$20.1K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department863$19.8K0.01%13F-HRTimelineGroup
FAS Wealth Partners, Inc.834$19.2K<0.01%+81713F-HRTimeline
Glass Jacobson Investment Advisors llc826$19K0.01%+41513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Jackson Hole Capital Partners, LLC824$18.9K<0.01%013F-HRTimeline
Pineridge Advisors LLC739$17K0.01%+813F-HRTimeline
BARRETT & COMPANY, INC.692$15.9K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.674$15.5K0.02%13F-HRTimeline
NorthRock Partners, LLC670$15.4K<0.01%+13813F-HR/ATimeline
Financial Connections Group, Inc.687$15K0.01%+713F-HRTimeline
MTM Investment Management, LLC649$14.9K0.01%new13F-HRTimeline
Beacon Capital Management, LLC645$14.8K<0.01%-2,69413F-HRTimeline
Aventura Private Wealth, LLC638$14.7K0.01%13F-HRTimeline
Aptus Capital Advisors, LLC635$14.6K<0.01%-78813F-HRTimeline
Sachetta, LLC628$14.4K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC624$14.3K<0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.619$14.2K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC605$13.9K<0.01%-33713F-HRTimeline
ALBION FINANCIAL GROUP /UT600$13.8K<0.01%+31513F-HRTimeline
WHITTIER TRUST CO581$13.3K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…590$13.2K<0.01%013F-HR/ATimeline
Prudent Man Investment Management, Inc.575$13.2K0.01%13F-HRTimeline
Menard Financial Group LLC574$13.2K0.01%new13F-HRTimeline
FSA Wealth Management LLC556$12.8K0.01%-32513F-HRTimeline
Strategic Investment Solutions, Inc. /IL512$11.8K<0.01%+513F-HRTimeline
Park Place Capital Corp451$10.4K<0.01%-1,80313F-HRTimeline
West Branch Capital LLC447$10.3K<0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.443$10.2K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC441$10.1K<0.01%013F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC436$10K<0.01%+38213F-HRTimeline
AlphaCore Capital LLC358$8.23K<0.01%-30913F-HRTimeline
Sawyer & Company, Inc347$8K<0.01%013F-HRTimeline
Sound Income Strategies, LLC319$7.33K<0.01%-313F-HRTimeline
SOA Wealth Advisors, LLC.300$6.89K<0.01%+1913F-HR/ATimeline
CALDWELL SUTTER CAPITAL, INC.254$5.84K<0.01%013F-HRTimeline
Northwest Capital Management Inc252$5.79K<0.01%013F-HRTimeline
WestEnd Advisors, LLC240$5.51K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC236$5.42K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC231$5.31K<0.01%13F-HRTimeline
Legacy Investment Solutions, LLC224$5.06K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…224$5.06K<0.01%013F-HRTimelineGroup
Davis Capital Management208$4.78K<0.01%013F-HRTimeline
Sanctuary Wealth Management, L.L.C.194$4.46K<0.01%013F-HRTimeline
GoalVest Advisory LLC187$4.3K<0.01%-2,48613F-HRTimeline
HOWE & RUSLING INC183$4.21K<0.01%+10113F-HRTimeline
Heritage Wealth Advisors176$4.04K<0.01%+113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.173$3.98K<0.01%013F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV147$3.38K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.112$3K<0.01%+113F-HRTimeline
Bullock Wealth Management Group129$2.96K<0.01%013F-HRTimeline
LRI Investments, LLC122$2.8K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC115$2.64K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC113$2.6K<0.01%013F-HRTimeline
Integrity Financial Corp /WA102$2.34K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT100$2.3K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC99$2.27K<0.01%+113F-HRTimeline
MOTCO85$1.95K<0.01%013F-HRTimeline
Register Financial Advisors LLC79$1.81K<0.01%013F-HRTimeline
Kozak & Associates, Inc.75$1.69K<0.01%-74413F-HRTimeline
Roxbury Financial LLC67$1.56K<0.01%13F-HRTimeline
Reyes Financial Architecture, Inc.61$1.4K<0.01%13F-HRTimeline
OARSMAN CAPITAL, INC.58$1.33K<0.01%013F-HRTimeline
Eukles Asset Management57$1.31K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC57$1.31K<0.01%13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC54$1.21K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC52$1.2K<0.01%+413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…47$1.08K<0.01%-7,83713F-HRTimelineGroup
Hexagon Capital Partners LLC45$1.03K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…26$1K<0.01%013F-HRTimelineGroup
Tortoise Investment Management, LLC42$965<0.01%013F-HR/ATimeline
Asset Dedication, LLC37$851<0.01%-23213F-HRTimeline
BFSG, LLC29$667<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP25$575<0.01%013F-HRTimelineGroup
Park Square Financial Group, LLC24$552<0.01%13F-HRTimeline
CAMPBELL CAPITAL MANAGEMENT INC18$414<0.01%new13F-HRTimeline
Glassman Wealth Services10$230<0.01%new13F-HRTimeline
Cassady Schiller Wealth Management, LLC8$184<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.5$1340.01%-10,18213F-HRTimeline
WINNACLE WEALTH LLC5$93<0.01%13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC3$69<0.01%013F-HRTimeline
Realta Investment Advisors3$67<0.01%013F-HRTimeline
Grove Bank & Trust1$23<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC0$11<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
Members Trust Co16,952$390Mnew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.
Legacy Financial Group LLC14,472$333M+3,04013F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.