Institutional Ownership Ishares 25+ Year Treasury Stri (GOVZ)
This table provides information about the institutional ownership of Ishares 25+ Year Treasury Stri (GOVZ). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 7.47 Million shares, which have been reported (via 13F filing form) to have a value of $73.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
2,064,768
shares
|
$20.4 Million
3.33% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
945,603
shares
|
$9.33 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
838,760
shares
|
$8.28 Million
0.0% of portfolio
|
Q4 2024
Added 9.73%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
795,304
shares
|
$7.85 Million
0.99% of portfolio
|
Q4 2024
Added 37.46%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
625,223
shares
|
$6.17 Million
0.84% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
292,181
shares
|
$2.88 Million
0.0% of portfolio
|
Q4 2024
Added 210.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
270,280
shares
|
$2.67 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
260,545
shares
|
$2.57 Million
0.0% of portfolio
|
Q1 2025
Reduced 36.13%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
160,058
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2024
Added 566.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
139,538
shares
|
$1.38 Million
0.0% of portfolio
|
Q4 2024
Reduced 55.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
125,221
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Added 28.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
110,487
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Added 136.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
100,287
shares
|
$989,832
0.0% of portfolio
|
Q4 2024
Reduced 57.51%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
87,203
shares
|
$860,693
0.3% of portfolio
|
Q1 2025
Reduced 87.33%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
75,151
shares
|
$741,740
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
66,812
shares
|
$659,434
0.2% of portfolio
|
Q4 2024
Reduced 73.27%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
63,979
shares
|
$631,472
0.05% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
55,190
shares
|
$544,725
0.0% of portfolio
|
Q4 2024
Reduced 67.83%
|
|
|
Dentgroup LLC
|
Apr 14, 2025 Q1 2025 |
35,145
shares
|
$346,881
0.29% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
33,799
shares
|
$333,596
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
30,675
shares
|
$302,762
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
30,326
shares
|
$299,317
0.04% of portfolio
|
Q3 2022
Reduced 2.06%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
25,039
shares
|
$247,134
0.06% of portfolio
|
Q1 2025
Added 11.25%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
21,040
shares
|
$207,664
0.02% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,228
shares
|
$199,650
0.01% of portfolio
|
Q3 2024
Added 2.06%
|