Ishares Government IT BO (GBF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Kelly Financial Group LLC

INCREASED

Shares40,361 from 28,342

Change+12,019 (+42%)

Value$4.0M (+$1.1M)

Filed 2026-10-16

US Bancorp \de\

INCREASED

Shares32,061 from 31,949

Change+112 (+0%)

Value$3.2M (-$128.3K)

Filed 2026-11-05

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares29,233 from 28,832

Change+401 (+1%)

Value$2.9M (-$50.1K)

Filed 2026-10-13

Keybank National Association

DECREASED

Shares25,526 from 26,026

Change-500 (-2%)

Value$2.5M (-$163.3K)

Filed 2026-11-04

Wesbanco Bank Inc

INCREASED

Shares14,871 from 14,503

Change+368 (+3%)

Value$1.5M (-$26.7K)

Filed 2026-11-04

Beirne Wealth Consulting Services, LLC

DECREASED

Shares14,070 from 14,469

Change-399 (-3%)

Value$1.4M (-$102.8K)

Filed 2026-10-19

LPL Financial LLC

INCREASED

Shares11,736 from 9,744

Change+1,992 (+20%)

Value$1.2M (+$155.7K)

Filed 2026-11-06

Ascent Group, LLC

INCREASED

Shares11,290 from 6,693

Change+4,597 (+69%)

Value$1.1M (+$428.0K)

Filed 2026-10-30

Prime Capital Investment Advisors, LLC

INCREASED

Shares10,153 from 6,096

Change+4,057 (+67%)

Value$1.0M (+$376.9K)

Filed 2026-10-20

Colton Groome Financial Advisors, LLC

DECREASED

Shares6,325 from 6,353

Change-28 (0%)

Value$629.1K (-$30.5K)

Filed 2026-10-06

Vise Technologies, Inc.

INCREASED

Shares5,431 from 2,923

Change+2,508 (+86%)

Value$540.2K (+$236.7K)

Filed 2026-10-29

Farther Finance Advisors, LLC

INCREASED

Shares5,227 from 2,082

Change+3,145 (+151%)

Value$519.9K (+$303.7K)

Filed 2026-10-08

Sigma Planning Corp

INCREASED

Shares4,772 from 3,812

Change+960 (+25%)

Value$474.7K (+$78.9K)

Filed 2026-10-23

Davenport & Co LLC

INCREASED

Shares4,646 from 4,590

Change+56 (+1%)

Value$462.2K (-$14.5K)

Filed 2026-10-14

MN Wealth Advisors, LLC

NEW

Shares4,474

Change+4,474

Value$445.0K

Filed 2026-10-23

Truist Financial Corp

INCREASED

Shares3,815 from 3,695

Change+120 (+3%)

Value$379.4K (-$4.2K)

Filed 2026-10-30

Procyon Advisors, LLC

INCREASED

Shares3,183 from 3,048

Change+135 (+4%)

Value$316.6K (+$129)

Filed 2026-10-21

Ascentis Independent Advisors

NEW

Shares2,615

Change+2,615

Value$260.1K

Filed 2026-11-03

Elevation Wealth Management LLC

NEW

Shares2,324

Change+2,324

Value$231.2K

Filed 2026-11-02

Wilmington Savings Fund Society, FSB

DECREASED

Shares1,140 from 1,690

Change-550 (-33%)

Value$113.4K (-$62.1K)

Filed 2026-10-23

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares955 from 955

Change0 (0%)

Value$95.0K (-$4.2K)

Filed 2026-11-03

First United Bank & Trust

DECREASED

Shares235 from 340

Change-105 (-31%)

Value$23.4K (-$11.9K)

Filed 2026-10-22

Assetmark, Inc

DECREASED

Shares112 from 1,190

Change-1,078 (-91%)

Value$11.1K (-$112.4K)

Filed 2026-10-21

CoreCap Advisors, LLC

UNCHANGED

Shares112 from 112

Change0 (0%)

Value$11.1K (-$489)

Filed 2026-10-08

Latitude Advisors, LLC

NEW

Shares109

Change+109

Value$10.8K

Filed 2026-10-27

AMG National Trust Bank

CLOSED

Shares0 from 3,590

Change-3,590 (-100%)

Value$0 (-$372.7K)

Filed 2026-11-05

TSA Wealth Managment LLC

CLOSED

Shares0 from 3,208

Change-3,208 (-100%)

Value$0 (-$333.1K)

Filed 2026-10-22

Csenge Advisory Group

CLOSED

Shares0 from 2,127

Change-2,127 (-100%)

Value$0 (-$220.8K)

Filed 2026-11-04

Destination Wealth Management

N/A

Shares— from 210,294

Change-210,294 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 185,062

Change-185,062 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 117,295

Change-117,295 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 95,301

Change-95,301 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 42,212

Change-42,212 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 25,406

Change-25,406 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 20,595

Change-20,595 (-100%)

Value—

Biondo Investment Advisors, LLC

N/A

Shares— from 18,091

Change-18,091 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 11,673

Change-11,673 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 10,024

Change-10,024 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 8,478

Change-8,478 (-100%)

Value—

D L Carlson Investment Group Inc

N/A

Shares— from 7,008

Change-7,008 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 5,275

Change-5,275 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 4,704

Change-4,704 (-100%)

Value—

WorthPointe, LLC

N/A

Shares— from 4,560

Change-4,560 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 3,970

Change-3,970 (-100%)

Value—

German American Bancorp, Inc.

N/A

Shares— from 3,937

Change-3,937 (-100%)

Value—

UBS Group AG

N/A

Shares— from 3,826

Change-3,826 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 3,750

Change-3,750 (-100%)

Value—

5T Wealth, LLC

N/A

Shares— from 2,885

Change-2,885 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 2,726

Change-2,726 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 2,711

Change-2,711 (-100%)

Value—

Kickstand Ventures, Llc.

N/A

Shares— from 2,169

Change-2,169 (-100%)

Value—

Shared Vision Wealth Group LLC

N/A

Shares— from 2,096

Change-2,096 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 1,933

Change-1,933 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 1,327

Change-1,327 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,034

Change-1,034 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 457

Change-457 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 412

Change-412 (-100%)

Value—

Blair William & Co

N/A

Shares— from 270

Change-270 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 165

Change-165 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 133

Change-133 (-100%)

Value—

FMR LLC

N/A

Shares— from 69

Change-69 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 65

Change-65 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 24

Change-24 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Kelly Financial Group LLC	INCREASED	40,361	28,342	+12,019	+42%	$2.9M	$4.0M	+$1.1M	2026-10-16
US Bancorp \de\	INCREASED	32,061	31,949	+112	+0%	$3.3M	$3.2M	-$128.3K	2026-11-05
Wealth Enhancement Advisory Services, LLC	INCREASED	29,233	28,832	+401	+1%	$3.0M	$2.9M	-$50.1K	2026-10-13
Keybank National Association	DECREASED	25,526	26,026	-500	-2%	$2.7M	$2.5M	-$163.3K	2026-11-04
Wesbanco Bank Inc	INCREASED	14,871	14,503	+368	+3%	$1.5M	$1.5M	-$26.7K	2026-11-04
Beirne Wealth Consulting Services, LLC	DECREASED	14,070	14,469	-399	-3%	$1.5M	$1.4M	-$102.8K	2026-10-19
LPL Financial LLC	INCREASED	11,736	9,744	+1,992	+20%	$1.0M	$1.2M	+$155.7K	2026-11-06
Ascent Group, LLC	INCREASED	11,290	6,693	+4,597	+69%	$694.9K	$1.1M	+$428.0K	2026-10-30
Prime Capital Investment Advisors, LLC	INCREASED	10,153	6,096	+4,057	+67%	$632.9K	$1.0M	+$376.9K	2026-10-20
Colton Groome Financial Advisors, LLC	DECREASED	6,325	6,353	-28	0%	$659.6K	$629.1K	-$30.5K	2026-10-06
Vise Technologies, Inc.	INCREASED	5,431	2,923	+2,508	+86%	$303.5K	$540.2K	+$236.7K	2026-10-29
Farther Finance Advisors, LLC	INCREASED	5,227	2,082	+3,145	+151%	$216.2K	$519.9K	+$303.7K	2026-10-08
Sigma Planning Corp	INCREASED	4,772	3,812	+960	+25%	$395.8K	$474.7K	+$78.9K	2026-10-23
Davenport & Co LLC	INCREASED	4,646	4,590	+56	+1%	$476.6K	$462.2K	-$14.5K	2026-10-14
MN Wealth Advisors, LLC	NEW	4,474	—	+4,474	—	—	$445.0K	—	2026-10-23
Truist Financial Corp	INCREASED	3,815	3,695	+120	+3%	$383.6K	$379.4K	-$4.2K	2026-10-30
Procyon Advisors, LLC	INCREASED	3,183	3,048	+135	+4%	$316.5K	$316.6K	+$129	2026-10-21
Ascentis Independent Advisors	NEW	2,615	—	+2,615	—	—	$260.1K	—	2026-11-03
Elevation Wealth Management LLC	NEW	2,324	—	+2,324	—	—	$231.2K	—	2026-11-02
Wilmington Savings Fund Society, FSB	DECREASED	1,140	1,690	-550	-33%	$175.5K	$113.4K	-$62.1K	2026-10-23
Ashton Thomas Private Wealth, LLC	UNCHANGED	955	955	0	0%	$99.2K	$95.0K	-$4.2K	2026-11-03
First United Bank & Trust	DECREASED	235	340	-105	-31%	$35.3K	$23.4K	-$11.9K	2026-10-22
Assetmark, Inc	DECREASED	112	1,190	-1,078	-91%	$123.6K	$11.1K	-$112.4K	2026-10-21
CoreCap Advisors, LLC	UNCHANGED	112	112	0	0%	$11.6K	$11.1K	-$489	2026-10-08
Latitude Advisors, LLC	NEW	109	—	+109	—	—	$10.8K	—	2026-10-27
AMG National Trust Bank	CLOSED	0	3,590	-3,590	-100%	$372.7K	$0	-$372.7K	2026-11-05
TSA Wealth Managment LLC	CLOSED	0	3,208	-3,208	-100%	$333.1K	$0	-$333.1K	2026-10-22
Csenge Advisory Group	CLOSED	0	2,127	-2,127	-100%	$220.8K	$0	-$220.8K	2026-11-04
Destination Wealth Management	N/A	—	210,294	-210,294	-100%	$21.8M	—	—	—
JPMorgan Chase & Co	N/A	—	185,062	-185,062	-100%	$19.3M	—	—	—
Bank of America Corp	N/A	—	117,295	-117,295	-100%	$12.2M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	95,301	-95,301	-100%	$9.9M	—	—	—
Jane Street Group, LLC	N/A	—	42,212	-42,212	-100%	$4.4M	—	—	—
Sanctuary Advisors, LLC	N/A	—	25,406	-25,406	-100%	$2.6M	—	—	—
Wells Fargo & Company	N/A	—	20,595	-20,595	-100%	$2.1M	—	—	—
Biondo Investment Advisors, LLC	N/A	—	18,091	-18,091	-100%	$1.9M	—	—	—
Citadel Advisors LLC	N/A	—	11,673	-11,673	-100%	$1.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	10,024	-10,024	-100%	$1.0M	—	—	—
Cetera Investment Advisers	N/A	—	8,478	-8,478	-100%	$880.3K	—	—	—
D L Carlson Investment Group Inc	N/A	—	7,008	-7,008	-100%	$727.6K	—	—	—
Morgan Stanley	N/A	—	5,275	-5,275	-100%	$547.7K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	4,704	-4,704	-100%	$488.4K	—	—	—
WorthPointe, LLC	N/A	—	4,560	-4,560	-100%	$473.5K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	3,970	-3,970	-100%	$412.2K	—	—	—
German American Bancorp, Inc.	N/A	—	3,937	-3,937	-100%	$408.8K	—	—	—
UBS Group AG	N/A	—	3,826	-3,826	-100%	$397.2K	—	—	—
Royal Bank of Canada	N/A	—	3,750	-3,750	-100%	$389.0K	—	—	—
5T Wealth, LLC	N/A	—	2,885	-2,885	-100%	$299.6K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	2,726	-2,726	-100%	$283.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	2,711	-2,711	-100%	$281.4K	—	—	—
Kickstand Ventures, Llc.	N/A	—	2,169	-2,169	-100%	$225.2K	—	—	—
Shared Vision Wealth Group LLC	N/A	—	2,096	-2,096	-100%	$217.6K	—	—	—
Modern Wealth Management, LLC	N/A	—	1,933	-1,933	-100%	$200.7K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	1,327	-1,327	-100%	$137.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,034	-1,034	-100%	$107.7K	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	457	-457	-100%	$47.4K	—	—	—
Bank of Montreal	N/A	—	412	-412	-100%	$42.8K	—	—	—
Blair William & Co	N/A	—	270	-270	-100%	$28.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	165	-165	-100%	$17.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	133	-133	-100%	$13.8K	—	—	—
FMR LLC	N/A	—	69	-69	-100%	$7.2K	—	—	—
Harbour Investments, Inc.	N/A	—	65	-65	-100%	$6.7K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	24	-24	-100%	$2.5K	—	—	—
AE Wealth Management LLC	N/A	—	9	-9	-100%	$934	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$104	—	—	—

Showing 65 of 65 institutions