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Who Owns iShares U.S. Treasury Bond ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares U.S. Treasury Bond ETF.

Who crossed 5% of GOVT →
Managers holding
35
as of 2026-09-30
Reported value
$214.7M
summed across filings
Shares held
9.8M
Added vs trimmed
22 / 10
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Wedmont Private CapitalUS TREAS BD ETF5.1M shadded$112.6M
Farther Finance Advisors, LLCETF915.8K shtrimmed$20M
Deane Retirement Strategies, Inc.ETF566.8K shadded$12.4M
Pacific Wealth ManagementUS TREAS BD ETF497.9K shtrimmed$10.9M
SigFig Wealth Management, LLCUS TREAS BD ETF325.2K shadded$7.1M
McNaughton Wealth Management, LLCUS TREAS BD ETF324.1K shadded$7.1M
FINANCIAL MANAGEMENT NETWORK INCUS TREAS BD ETF253.7K shtrimmed$5.5M
Balefire, LLCUS TREAS BD ETF210K shadded$4.6M
Shira Ridge Wealth ManagementUS TREAS BD ETF197.2K shadded$4.3M
Roan Capital PartnersUS TREAS BD ETF154.6K shtrimmed$3.4M
Cassilly Financial Group LLCUS TREAS BD ETF154.3K shadded$3.4M
Apeiron RIA LLCUS TREAS BD ETF142.9K shadded$3.1M
Asempa Wealth AdvisorsUS TREAS BD ETF123.9K shadded$2.7M
ARMSTRONG ADVISORY GROUP, INCUS TREAS BD ETF122.6K shtrimmed$2.7M
BOS Asset Management, LLCUS TREAS BD ETF99.9K shadded$2.2M
Wealth Enhancement Trust Services, Inc.US TREAS BD ETF94.4K shadded$2.1M
CoreCap Advisors, LLCETF89.6K shadded$2M
First Heartland Consultants, Inc.US TREAS BD ETF82.4K shadded$1.8M
Avidian Wealth Enterprises, LLCUS TREAS BD ETF63.8K shtrimmed$1.4M
Acropolis Investment Management, LLCUS TREAS BD ETF60.8K shadded$1.3M
Retirement Wealth Solutions LLCUS TREAS BD ETF48.1K shadded$1.1M
Cooper Financial GroupUS TREAS BD ETF19.8K shadded$433.6K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF18.2K shadded$397.2K
BAKER TILLY WEALTH MANAGEMENT, LLCUS TREAS BD ETF16.4K shadded$359.2K
Venture Visionary Partners LLCUS TREAS BD ETF16.3K shtrimmed$357.1K
GK Wealth Management LLCUS TREAS BD ETF16.3K shtrimmed$355.8K
Intelligence Driven Advisers, LLCUS TREAS BD ETF15.1K shtrimmed$329.2K
GAMMA Investing LLCETF11.3K shadded$247.9K
Atlas Brown,Inc.ETF11.2K sh—$245.3K
TrueWealth Advisors, LLCUS TREAS BD ETF11.2K shadded$244K
TOMPKINS FINANCIAL CORPUS TREAS BD ETF2.1K shadded$46.5K
Investors Research CorpUS TREAS BD ETF996 shheld$21.8K
Rosenberg Matthew HamiltonETF677 shtrimmed$14.8K
GILPIN WEALTH MANAGEMENT, LLCUS TREAS BD ETF232 shadded$5.1K
Davis Capital ManagementETF93 shheld$2K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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