Stock ownership · SEC 13F · Q4 2025
ISHARES US TREASURY BOND
Who owns ISHARES US TREASURY BOND (CUSIP 46429B267)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.
- $9.7M
- Reported value
- 4
- Institutions
- 100%
- Top-5 share
The verdict
As of Q4 2025, 4 institutions report $9.7M in ISHARES US TREASURY BOND positions, ownership that is dominated by its top few institutional owners.
- 4
- institutions hold it
- $9.7M
- reported 13F value
- 100%
- held by top 5
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 46429B267 · Q4 2025 $10M reported
VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-FULL
- VALUE-TRACE $9.7M
- HOLDERS-FOCUS 4 filers
- CONC-DOM 100% top-5
- PHOTO-UNK No peer
- ACTIVITY-MID 4 new
- BOOK-FULL 8Q history
Read with: Ownership concentration guide - ISHARES US TREASURY BOND's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.
Institutional ownership over time
The number of institutions reporting a ISHARES US TREASURY BOND position has held steady from 4 to 4 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Westshore Wealth, LLC | 407,358 | $9.4M | 96.7% |
| 2 | Barnes Wealth Management Group, Inc | 13,198 | $304K | 3.1% |
| 3 | Strategic Investment Solutions, Inc. /IL | 531 | $12K | 0.1% |
| 4 | Anchor Investment Management, LLC | 252 | $6K | 0.1% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ISHARES US TREASURY BOND's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (4)
Complete exits (8)
Frequently Asked Questions
How many institutions hold ISHARES US TREASURY BOND?▼
What is the total institutional value of ISHARES US TREASURY BOND?▼
How concentrated is ownership of ISHARES US TREASURY BOND?▼
Who is the largest institutional holder of ISHARES US TREASURY BOND?▼
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.