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 36 institutions that hold shares in the stock, with a total of 7.91 Million shares, which have been reported (via 13F filing form) to have a value of $84.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
2,453,471
shares
|
$26.1 Million
4.79% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
1,318,195
shares
|
$14 Million
1.79% of portfolio
|
Q3 2024
Added 8.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
930,415
shares
|
$9.9 Million
0.02% of portfolio
|
Q3 2024
Added 92.64%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
578,568
shares
|
$6.16 Million
0.91% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
572,475
shares
|
$6.09 Million
2.48% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
521,668
shares
|
$5.55 Million
0.0% of portfolio
|
Q2 2024
Added 135.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
270,280
shares
|
$2.88 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
171,552
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Added 22.51%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
160,058
shares
|
$1.7 Million
0.03% of portfolio
|
Q3 2024
Added 566.91%
|
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
149,330
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2024
Reduced 16.52%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
130,108
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2024
Added 122.81%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
128,510
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
83,394
shares
|
$887,312
0.0% of portfolio
|
Q2 2024
Reduced 55.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
82,508
shares
|
$877,885
0.0% of portfolio
|
Q2 2024
Added 33.34%
|
|
|
Executive Wealth Management, LLC
|
Nov 01, 2024 Q3 2024 |
63,590
shares
|
$676,597
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
53,104
shares
|
$565,026
0.07% of portfolio
|
Q3 2024
Added 14.87%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
52,335
shares
|
$556,844
0.0% of portfolio
|
Q2 2024
Added 40.58%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
35,118
shares
|
$373,655
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sepio Capital, LP
|
Aug 15, 2024 Q2 2024 |
31,567
shares
|
$335,872
0.04% of portfolio
|
Q2 2024
Reduced 63.29%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
30,326
shares
|
$322,668
0.04% of portfolio
|
Q3 2022
Reduced 2.06%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
26,400
shares
|
$280,896
0.0% of portfolio
|
Q2 2024
Reduced 21.76%
|
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
19,820
shares
|
$210,884
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
17,696
shares
|
$188,285
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
12,444
shares
|
$132,404
0.0% of portfolio
|
Q2 2024
Reduced 33.67%
|
|
|
Scotia Capital Inc.
|
Aug 14, 2024 Q2 2024 |
11,031
shares
|
$117,369
0.0% of portfolio
|
Q2 2024
Added 2.6%
|