Who Owns ISHARES TR (GOVT)? -- Institutional Holders (2026-06-30)

558 institutions reported holding $10.39B of ISHARES TR (GOVT) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($3.81B), TRUIST FINANCIAL CORP ($1.75B), ASSETMARK, INC ($624.7M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($580.2M), Morningstar Investment Management LLC ($240.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$3.81B167.2MAdded
2TRUIST FINANCIAL CORP$1.75B76.6MAdded
3ASSETMARK, INC$624.7M27.4MAdded
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$580.2M25.9MAdded
5Morningstar Investment Management LLC$240.2M10.5MHold
6Nationwide Fund Advisors$204.8M2.1MAdded
7TD PRIVATE CLIENT WEALTH LLC$201.9M8.9MAdded
8Envestnet Portfolio Solutions, Inc.$195.5M8.6MAdded
9PARK AVENUE SECURITIES LLC$149.3M6.6MAdded
10Merit Financial Group, LLC$147.9M6.5MAdded
11Wedmont Private Capital$105.5M4.7MAdded
12AE Wealth Management LLC$89.9M3.9MAdded
13Cambridge Investment Research Advisors, Inc.$87.7M3.9MAdded
14SYM FINANCIAL Corp$87.6M3.8MAdded
15Crestwood Advisors Group, LLC$80.3M3.5MAdded
16SAGESPRING WEALTH PARTNERS, LLC$68.1M3.0MAdded
17CITIGROUP INC$48.3M2.1MAdded
18COMMONWEALTH EQUITY SERVICES, LLC$44.8M2.0MTrimmed
19BAILARD, INC.$40.3M1.8MTrimmed
20Heck Capital Advisors, LLC$39.7M1.7MAdded
21Verum Partners LLC$38.8M1.7MAdded
22PRINCIPAL SECURITIES, INC.$37.8M1.7MAdded
23Foster Group, Inc.$35.6M1.6MTrimmed
24JB Capital LLC$35.2M1.5MAdded
25Strategic Blueprint, LLC$34.8M1.5MAdded

Source: SEC Form 13F filings · as of 2026-06-30