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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/423,933,669$9.74B0.9%+47,213,55813F-HRTimelineGroup
LPL Financial LLC113,104,408$2.6B1.06%+5,340,90013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding73,014,551$1.68B+3,579,982Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP66,956,719$1.54B2.41%+1,543,83413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO49,365,745$1.13B0.09%+38,232,72113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…39,816,820$915M0.61%+3,191,07913F-HRTimelineGroup
Allworth Financial LP33,236,595$747M4.11%+4,437,10513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,613,760$497M0.95%+19,761,63213F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC21,409,555$492M1.34%+2,990,09413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY20,989,744$482M0.03%+1,193,04813F-HR/ATimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co20,088,596$462M0.09%+7,266,54613F-HRTimelineGroup
FMR LLCin group FMR LLC19,214,897$442M0.03%-7,138,64613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.13,345,019$307M0.01%+94,19313F-HRTimelineGroup
Fund Evaluation Group, LLC13,247,340$304M14.23%+1,145,57313F-HRTimeline
Morningstar Investment Management LLCgroup of 2 filers holding13,124,464$302M+4,242,493Timeline
Mutual Advisors, LLC11,332,555$254M7.37%+1,741,58413F-HRTimeline
PEAVINE CAPITAL, LLC10,096,178$232M58.43%+563,39513F-HRTimeline
Jordan Park Group LLC9,038,850$208M15.35%+1,193,82313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…7,862,876$181M1.53%-235,63713F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC6,880,812$158M1.79%+723,30713F-HRTimeline
Prime Capital Investment Advisors, LLC6,195,577$142M2.07%-1,100,86313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,060,377$139M0.04%-49,80513F-HRTimelineGroup
UBS Group AGin group UBS Group AG5,768,796$133M0.03%+1,189,10913F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC5,690,525$131M3.66%+216,89513F-HRTimeline
Nationwide Fund Advisorsin group Nationwide Fund Advisors5,435,330$125M9.99%-33,86313F-HRTimelineGroup
EP Wealth Advisors, LLC5,373,142$123M1.01%+179,31413F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The5,135,378$118M2.49%+873,97013F-HRTimelineGroup
MCF Advisors LLC5,093,049$117M8.21%+610,76513F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/4,931,775$113M6.18%+92,23513F-HRTimeline
SCHOOL EMPLOYEES RETIREMENT BOARD OF OH…4,160,742$95.6M49.7%+438,18513F-HRTimeline
Cetera Investment Advisers3,895,842$89.5M0.19%+84,41413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\3,590,140$82.5M0.03%+645,14613F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,544,908$81.5M0.02%+70,77713F-HRTimelineGroup
Crestwood Advisors Group, LLC3,305,707$76M1.42%-12,36413F-HRTimeline
Alesco Advisors, LLC, An ESL Co3,192,721$73.4M2.31%+115,92413F-HRTimeline
Clearstead Advisors, LLC3,115,335$71.6M1.09%+1,99913F-HRTimeline
SYM FINANCIAL Corp3,079,574$70.8M9.15%+227,20113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,895,224$66.5M0.01%+317,20713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS2,864,267$65.8M0.19%+2,838,68013F-HRTimeline
Wedmont Private Capital2,759,911$61.5M3.24%+366,93813F-HRTimeline
1607 Capital Partners, LLC2,558,892$58.8M4.72%+1,655,10013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,549,661$58.6M0.36%-253,52513F-HRTimelineGroup
Mill Creek Capital Advisors, LLC2,333,330$53.6M1.29%+12,57513F-HRTimeline
Janney Montgomery Scott LLC2,145,165$49.3M0.14%-89,61213F-HRTimeline
Sanctuary Advisors, LLC2,149,319$48.6M0.31%+106,80913F-HRTimeline
AE Wealth Management LLC2,096,817$48.2M0.41%+266,66313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,093,187$48.1M0.07%+83,54513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,091,077$48.1M0.11%+161,82713F-HR/ATimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,899,007$43.5M0.08%+404,19513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,804,314$41.5M0.14%+328,09713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC1,792,709$41.2M0.05%-153,17813F-HRTimelineGroup
3EDGE Asset Management, LP1,782,292$41M2.53%-80,16413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,762,424$40.5M0.01%-24,97713F-HRTimelineGroup
Heirloom Wealth Management1,712,880$39.4M11.81%-45,48613F-HRTimeline
Foster Group, Inc.1,685,558$38.7M1.48%-25,44013F-HRTimeline
CASTLEARK MANAGEMENT LLC1,621,369$37.3M1.3%new13F-HRTimeline
NorthCoast Asset Management LLC1,562,827$35.9M0.18%+88,75613F-HR/ATimeline
Sand Hill Global Advisors, LLC1,558,773$35.8M1.52%-298,48313F-HRTimeline
BlueStem Wealth Partners, LLC1,535,845$35.3M4.63%13F-HRTimeline
CWM, LLCin group CWM, LLC1,524,536$35M0.15%-105,12813F-HRTimelineGroup
Verum Partners LLC1,505,944$34.6M9.96%+38,36213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,528,795$34.4M0.14%-208,91513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,484,339$34.1M0.01%+122,35313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,470,042$33.8M0.04%+219,46013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,395,416$32.1M0.01%13F-HR/ATimelineGroup
McKinley Carter Wealth Services, Inc.1,305,646$30M1.84%+70,64213F-HRTimeline
Acorns Advisers, LLC1,237,608$28.4M0.28%+73,44513F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding1,229,081$28.2M-35,248Timeline
Heck Capital Advisors, LLC1,205,215$27.7M3.18%-22,45513F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,187,134$27.3M+18,073Timeline
Brueske Advisory Services, LLC1,160,633$26.7M23.72%13F-HRTimeline
Global Retirement Partners, LLC1,142,796$26.3M0.75%+22,42213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,074,662$24.7M0.06%-55,00913F-HRTimelineGroup
Rock Creek Group LLCin group Rock Creek Group LLC1,060,389$24.4M2.56%-1,667,57613F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC1,055,825$24.3M4.21%+24,96413F-HRTimeline
Johnson Bixby & Associates, LLC1,020,991$23.5M3.58%-4,38213F-HRTimeline
Financial Advocates Investment Manageme…1,009,236$23.2M1.32%+57,87213F-HRTimeline
Capital Planning Advisors, LLC1,006,363$23.1M3.57%-246,48713F-HRTimeline
Dodds Wealth, LLC1,006,500$22.6M7.27%+31,12513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC973,981$22.4M0.23%-616,09013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP949,780$21.8M0.02%+44,66213F-HRTimelineGroup
Roberts Financial Services LLC939,176$21.6M4.07%+28,36613F-HRTimeline
BAILARD, INC.931,471$21.4M0.55%-195,58013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC916,912$21.1M<0.01%+121,24213F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC915,242$21M0.96%-48,59413F-HRTimelineGroup
CUTLER INVESTMENT COUNSEL LLC912,493$21M2.61%+102,03813F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV908,045$20.9M0.67%+122,72513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC891,825$20.5M0.16%new13F-HRTimelineGroup
Financial Engines Advisors L.L.C.847,932$19.5M0.04%+584,54713F-HRTimeline
Perigon Wealth Management, LLC856,778$19.2M0.47%+43,59913F-HRTimeline
Lifeworks Advisors, LLC821,816$18.9M3.41%+84,30213F-HRTimeline
Annandale Capital, LLC821,235$18.9M3.74%+72,52013F-HRTimeline
Cambridge Investment Research Advisors,…802,632$18.4M0.06%-19,35613F-HRTimeline
Cook Wealth, LLC804,779$18.1M8.47%+24,93113F-HRTimeline
Seneca Financial Advisors LLC785,079$18M8.96%+57,45913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…760,253$17.5M0.01%+144,27013F-HRTimelineGroup
Arcadia Wealth Management, LLC737,660$17M8.58%-27,51513F-HRTimeline
SCS Capital Management LLC683,855$15.7M0.32%+183,99813F-HRTimeline
Gibbs Wealth Management682,293$15.7M4.25%+97,98513F-HRTimeline
Cresset Asset Management, LLC676,199$15.5M0.07%+317,35913F-HRTimeline
Private Advisor Group, LLC676,002$15.5M0.09%-114,09313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.671,311$15.4M0.15%+79,68213F-HRTimelineGroup
Envision Financial Planning, LLC669,089$15.4M7.95%+24,70313F-HRTimeline
Integrated Wealth Concepts LLC667,170$15.3M0.18%+7,22913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC655,495$15.1M0.22%-100,39013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…642,555$14.4M0.19%-6,79913F-HRTimelineGroup
Snider Financial Group606,781$13.9M4.32%+130,74913F-HRTimeline
SeaBridge Investment Advisors LLC603,324$13.9M2.9%-96,48713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC600,714$13.8M0.29%+574,21513F-HRTimeline
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…600,557$13.8M0.44%+200,40013F-HRTimeline
Trilogy Capital Inc.598,509$13.8M0.71%-34,20213F-HRTimeline
Occidental Asset Management, LLC581,635$13.4M2.09%+17,51413F-HRTimeline
Spectrum Strategic Capital Management, …568,071$13.1M8.22%-14,45213F-HRTimeline
Strategic Blueprint, LLC554,230$12.7M0.76%+25,33613F-HRTimeline
INTEGRITY ALLIANCE, LLC.550,762$12.7M1.37%13F-HRTimeline
Topel & Distasi Wealth Management, LLC538,128$12.4M5.3%+21,87213F-HRTimeline
Key Financial Inc530,653$12.2M2.77%+9,23113F-HRTimeline
Bernardo Wealth Planning LLC545,123$12.1M2.9%-70,66513F-HRTimeline
Mariner, LLCin group Mariner, LLC516,900$11.9M0.02%+8,58013F-HRTimelineGroup
Montecito Bank & Trust516,309$11.9M2.05%-11,79713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/508,235$11.7M0.01%+22,95513F-HRTimelineGroup
Seascape Capital Management498,890$11.5M3.99%-10,00513F-HRTimeline
HighTower Advisors, LLC494,740$11.4M0.02%+39,85813F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…483,144$11.1M4.03%+13,99213F-HRTimelineGroup
NewEdge Advisors, LLC469,748$10.8M0.06%+10,35213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding483,973$10.8M+86,240Timeline
Pacific Wealth Management461,135$10.6M5.61%-625,47913F-HRTimeline
Geneos Wealth Management Inc.460,885$10.6M0.37%+17,00713F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…460,015$10.6M1.68%-821,15713F-HRTimelineGroup
Atria Investments, Inc457,447$10.5M0.13%-15,76513F-HRTimeline
Clear Creek Financial Management, LLC456,672$10.5M1.13%-35,86313F-HRTimeline
IFG Advisory, LLC453,652$10.4M0.59%+85,82813F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.454,163$10.4M0.14%+16,81413F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC435,757$10M1.76%-22413F-HRTimeline
Modern Wealth Management, LLC435,539$10M0.37%+196,40413F-HR/ATimeline
Northwest & Ethical Investments L.P.421,230$9.68M0.26%-64,97013F-HRTimeline
Steward Partners Investment Advisory, L…419,752$9.65M0.09%-9,67713F-HRTimeline
Farther Finance Advisors, LLC404,925$9.31M0.34%-10,18613F-HRTimeline
Optas, LLC404,369$9.29M2%-5,58713F-HRTimeline
Independent Advisor Alliance403,687$9.28M0.12%+392,34613F-HRTimeline
Wealthspire Advisors, LLC390,175$8.97M0.09%-127,11113F-HRTimeline
Strategic Investment Advisors / MI385,425$8.86M0.94%+71,27713F-HRTimeline
Meridian Wealth Management, LLC381,335$8.76M0.41%+12,00913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.380,979$8.75M0.55%-29,22113F-HRTimelineGroup
ASHFORD CAPITAL MANAGEMENT INC379,652$8.72M1.03%+202,99513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV378,758$8.7M0.02%-111,15013F-HRTimeline
Parallel Advisors, LLC377,730$8.68M0.2%+30,51813F-HRTimeline
Crestmont Private Wealth LLC376,928$8.66M3.9%+19,89013F-HRTimeline
Foundations Investment Advisors, LLC374,528$8.61M0.17%+34,02813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC371,433$8.54M0.17%-7,69913F-HRTimeline
SCOTIA CAPITAL INC.365,628$8.39M0.04%+44,08413F-HRTimeline
Center For Asset Management LLC346,261$7.96M5.15%+7,41013F-HRTimeline
Wilmington Savings Fund Society, FSB346,107$7.95M0.14%+3,34713F-HRTimeline
Westshore Wealth, LLC342,919$7.88M3.19%+18,53013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC340,091$7.82M1.92%+26,29113F-HRTimeline
Compagnie Lombard Odier SCmA335,118$7.7M0.11%+46,95913F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …334,455$7.69M0.01%+8,10113F-HRTimelineGroup
Creative Planningin group Creative Planning326,153$7.49M0.01%+171,75013F-HRTimelineGroup
Orion Porfolio Solutions, LLC316,428$7.27M0.07%+156,83413F-HRTimeline
Orion Portfolio Solutions, LLC316,428$7.27M0.07%+156,83413F-HRTimeline
Cornerstone National Bank & Trust Co312,288$7.18M3.3%-10,72013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.303,342$6.97M3.1%-373,70413F-HRTimeline
Prasad Wealth Partners, LLC300,397$6.9M2.23%13F-HRTimeline
Greenline Partners, LLC297,564$6.84M0.96%-16,80713F-HRTimeline
Wise Wealth Partners295,628$6.79M16.76%13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC291,325$6.69M<0.01%+14,97013F-HR/ATimelineGroup
Atria Wealth Solutions, Inc.287,721$6.61M0.07%-34,43113F-HRTimeline
Coign Capital Advisors LLC282,427$6.49M5.98%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC272,195$6.26M0.5%-23,38613F-HRTimeline
Family Capital Trust Co271,995$6.25M2.12%+264,32213F-HRTimeline
CW Advisors, LLC267,845$6.16M0.08%+38,50513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding267,127$6.14M-29,649Timeline
MMA ASSET MANAGEMENT LLC266,079$6.11M2.67%-64,24613F-HRTimeline
Portside Wealth Group, LLC263,034$6.04M1%+22,61713F-HR/ATimeline
AVALON CAPITAL MANAGEMENT259,144$5.96M1.92%-202,65713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC254,833$5.86M<0.01%-13,35913F-HRTimelineGroup
Landing Point Financial Group, LLC248,107$5.57M4.25%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.240,999$5.54M0.03%-21,97213F-HRTimeline
DSG Capital Advisors, LLC237,196$5.45M0.99%13F-HRTimeline
Fairtree Asset Management (Pty) Ltd231,871$5.33M5.1%13F-HR/ATimeline
Bull Oak Capital, LLC229,435$5.27M2.93%-153,95813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC225,773$5.19M0.12%+9,44013F-HRTimelineGroup
AdvisorNet Financial, Inc218,614$5.02M0.42%-10,81813F-HRTimeline
Sterling Financial Planning, Inc.214,403$4.93M1.81%+57,80213F-HRTimeline
Proquility Private Wealth Partners, LLC211,084$4.85M1.56%-33,27513F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA205,804$4.73M0.01%+9,63613F-HRTimelineGroup
MATHER GROUP, LLC.204,581$4.7M0.06%-11,95613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC206,097$4.62M0.96%+40,88313F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.197,451$4.54M2.38%+4,31813F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC197,094$4.53M3.54%-1,93513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC193,000$4.44M1.45%-111,45913F-HRTimeline
COMERICA BANK192,972$4.43M0.02%-32,31013F-HR/ATimeline
Strategic Financial Concepts, LLC189,677$4.36M0.84%+158,64913F-HR/ATimeline
Sowell Financial Services LLC188,589$4.33M0.23%-98,67313F-HRTimeline
Privium Fund Management (UK) Ltd192,800$4.32M3.52%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/184,928$4.25M0.01%+92,18713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…182,317$4.19M0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC181,768$4.18M0.13%+5,61513F-HRTimelineGroup
Phoenix Wealth Advisors181,564$4.17M1.81%-19,29513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.181,446$4.17M0.01%+18,47013F-HRTimelineGroup