iSHARES TRUST - GOVZ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,191,530 | 11,021 | 0.0% | 0.0% | 1 | -1,087,635 | -47.72% | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 1,190,000 | 11,007 | 0.03% | 0.05% | 2 | -560,000 | -32.0% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | Added to | 1,049,456 | 9,707 | 0.0% | — | 3 | +1,049,454 | 52472700.0% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 922,390 | 8,527 | 0.01% | 0.02% | 4 | -119,875 | -11.5% | Q4 2025 | Jan 08, 2026 |
| LPL Financial LLC | History | Added to | 836,519 | 7,737 | 0.0% | 0.0% | 5 | +750,620 | 873.84% | Q4 2025 | Feb 11, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 758,994 | 7,020 | 0.7% | 0.7% | 6 | +69,411 | 10.07% | Q4 2025 | Feb 13, 2026 |
| CPC Advisors, LLC | History | Reduced | 589,940 | 5,456 | 0.55% | 0.7% | 7 | -93,239 | -13.65% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 301,251 | 2,786 | 0.0% | 0.0% | 8 | +33,198 | 12.38% | Q4 2025 | Feb 12, 2026 |
| Sankala Group LLC | History | New | 278,663 | 2,733 | 2.18% | — | 9 | +278,663 | New | Q4 2025 | Mar 02, 2026 |
| Quadrature Capital Ltd | History | New | 272,666 | 2,522 | 0.03% | — | 10 | +272,666 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 258,358 | 2,389 | 0.0% | 0.0% | 11 | -4,801 | -1.82% | Q4 2025 | Mar 25, 2026 |
| Kestra Advisory Services, LLC | History | New | 202,615 | 1,874 | 0.01% | — | 12 | +202,615 | New | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 118,817 | 1,099 | 0.0% | 0.0% | 13 | +1,073 | 0.91% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 109,607 | 1,013 | 0.02% | — | 14 | +109,607 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 95,800 | 886 | 0.0% | 0.0% | 15 | -68,902 | -41.83% | Q4 2025 | Feb 12, 2026 |
| Glassman Wealth Services | History | New | 83,760 | 774 | 0.1% | — | 16 | +83,760 | New | Q4 2025 | Jan 28, 2026 |
| BlackRock, Inc. | History | Reduced | 79,290 | 733 | 0.0% | 0.0% | 17 | -41,662 | -34.45% | Q4 2025 | Feb 12, 2026 |
| Dentgroup LLC | History | Added to | 67,909 | 628 | 0.43% | 0.4% | 18 | +4,017 | 6.29% | Q4 2025 | Jan 28, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 67,293 | 622 | 0.11% | 0.07% | 19 | +28,050 | 71.48% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 66,389 | 614 | 0.0% | 0.0% | 20 | +2,654 | 4.16% | Q4 2025 | Feb 11, 2026 |
| Sowell Financial Services LLC | History | Added to | 41,650 | 385 | 0.01% | 0.01% | 21 | +16,400 | 64.95% | Q4 2025 | Jan 21, 2026 |
| HighTower Advisors, LLC | History | Reduced | 29,276 | 270 | 0.0% | 0.0% | 22 | -1,269 | -4.15% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 24,183 | 223 | 0.0% | 0.0% | 23 | +10,879 | 81.77% | Q4 2025 | Feb 17, 2026 |
| Rare Wolf Capital LLC | History | New | 22,012 | 203 | 0.13% | — | 24 | +22,012 | New | Q4 2025 | Feb 19, 2026 |
| &PARTNERS | History | New | 21,200 | 196 | 0.0% | — | 25 | +21,200 | New | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 15,275 | 141 | 0.0% | 0.0% | 26 | +3,886 | 34.12% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 12,210 | 112 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 10,100 | 93 | 0.0% | — | 28 | +10,100 | New | Q4 2025 | Feb 18, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 8,197 | 75 | 0.0% | — | 29 | +8,197 | New | Q4 2025 | Feb 17, 2026 |
| Morling Financial Advisors, LLC | History | New | 5,339 | 49 | 0.02% | — | 30 | +5,339 | New | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,946 | 37 | 0.0% | — | 31 | +3,946 | New | Q4 2025 | Feb 17, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 3,438 | 31 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,000 | 18 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,102 | 10 | 0.0% | 0.0% | 34 | -10,891 | -90.81% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | New | 280 | 2 | 0.0% | — | 35 | +280 | New | Q4 2025 | Feb 02, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -88,755 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,586 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,577 | -100.0% | Q3 2025 | Nov 13, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -3,217 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 24, 2025 |
| Sunbelt Securities, Inc. | History | Added to | 107 | 0 | — | 0.0% | — | +1 | 0.94% | Q4 2025 | Feb 20, 2026 |