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 45 institutions that hold shares in the stock, with a total of 7.51 Million shares, which have been reported (via 13F filing form) to have a value of $71.8 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
|
$19.7 Million
3.33% of portfolio
|
Q1 2025
Added 3.25%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
945,603
shares
|
$9.04 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
|
$8.02 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
|
$7.6 Million
0.99% of portfolio
|
Q4 2024
Added 37.46%
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
625,223
shares
|
$5.98 Million
0.84% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
407,933
shares
|
$3.9 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
|
$2.79 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
|
$2.58 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
160,058
shares
|
$1.53 Million
0.03% of portfolio
|
Q3 2024
Added 566.91%
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
139,538
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 55.29%
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
110,487
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Added 136.85%
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
100,287
shares
|
$958,743
0.0% of portfolio
|
Q4 2024
Reduced 57.51%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
97,777
shares
|
$934,748
0.0% of portfolio
|
Q4 2024
Reduced 15.18%
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
87,203
shares
|
$833,660
0.3% of portfolio
|
Q1 2025
Reduced 87.33%
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
75,151
shares
|
$718,443
0.01% of portfolio
|
Q4 2024
New holding
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
66,812
shares
|
$638,722
0.2% of portfolio
|
Q4 2024
Reduced 73.27%
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
63,979
shares
|
$611,639
0.05% of portfolio
|
Q4 2024
Added 0.61%
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
61,327
shares
|
$586,286
0.03% of portfolio
|
Q4 2024
Added 74.63%
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
55,190
shares
|
$527,616
0.0% of portfolio
|
Q4 2024
Reduced 67.83%
|
|
Dentgroup LLC
|
Apr 14, 2025 Q1 2025 |
35,145
shares
|
$335,986
0.29% of portfolio
|
Q1 2025
Added 3.29%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
33,799
shares
|
$323,118
0.0% of portfolio
|
Q4 2024
New holding
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
30,675
shares
|
$293,253
0.0% of portfolio
|
Q3 2024
New holding
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
30,326
shares
|
$289,916
0.04% of portfolio
|
Q3 2022
Reduced 2.06%
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
22,506
shares
|
$215,157
0.06% of portfolio
|
Q4 2024
New holding
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
21,400
shares
|
$204,584
0.02% of portfolio
|
Q4 2024
Reduced 59.7%
|