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 44 institutions that hold shares in the stock, with a total of 8.05 Million shares, which have been reported (via 13F filing form) to have a value of $81.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
1,999,747
shares
|
$20.3 Million
3.01% of portfolio
|
Q4 2024
Reduced 18.49%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
930,415
shares
|
$9.43 Million
0.02% of portfolio
|
Q3 2024
Added 92.64%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
838,760
shares
|
$8.51 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
|
$8.06 Million
0.99% of portfolio
|
Q4 2024
Added 37.46%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
688,056
shares
|
$6.98 Million
2.29% of portfolio
|
Q4 2024
Added 20.19%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
659,928
shares
|
$6.69 Million
0.75% of portfolio
|
Q4 2024
Reduced 49.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
407,933
shares
|
$4.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 73.98%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
292,181
shares
|
$2.96 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
|
$2.74 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
160,058
shares
|
$1.62 Million
0.03% of portfolio
|
Q3 2024
Added 566.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
139,538
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Reduced 55.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
110,487
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Added 136.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
100,287
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 57.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
97,777
shares
|
$991,458
0.0% of portfolio
|
Q4 2024
Reduced 15.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
75,151
shares
|
$762,031
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
66,812
shares
|
$677,473
0.2% of portfolio
|
Q4 2024
Reduced 73.27%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
63,979
shares
|
$648,747
0.05% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
61,327
shares
|
$621,855
0.03% of portfolio
|
Q4 2024
Added 74.63%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
55,190
shares
|
$559,626
0.0% of portfolio
|
Q4 2024
Reduced 67.83%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
34,024
shares
|
$345,003
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
33,799
shares
|
$342,721
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
30,675
shares
|
$311,044
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
30,326
shares
|
$307,505
0.04% of portfolio
|
Q3 2022
Reduced 2.06%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
22,506
shares
|
$228,210
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
21,400
shares
|
$216,996
0.02% of portfolio
|
Q4 2024
Reduced 59.7%
|