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 43 institutions that hold shares in the stock, with a total of 6.51 Million shares, which have been reported (via 13F filing form) to have a value of $62 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
12,301
shares
|
$118,950
0.03% of portfolio
|
Q2 2025
Reduced 85.89%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
12,210
shares
|
$118,070
0.0% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
11,318
shares
|
$109,445
0.0% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
10,498
shares
|
$101,515
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
8,749
shares
|
$84,602
0.0% of portfolio
|
Q2 2025
Reduced 73.35%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
3,900
shares
|
$37,713
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
3,438
shares
|
$33,245
0.01% of portfolio
|
Q3 2024
Added 73.99%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
2,679
shares
|
$25,905
0.0% of portfolio
|
Q2 2025
Reduced 49.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
2,000
shares
|
$19,340
0.0% of portfolio
|
Q2 2025
Reduced 44.67%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
317
shares
|
$3,065
0.0% of portfolio
|
Q4 2023
Added 2.26%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
223
shares
|
$2,156
0.0% of portfolio
|
Q2 2025
Reduced 42.53%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
200
shares
|
$1,934
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
195
shares
|
$1,885
0.0% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$9
0.0% of portfolio
|
Q2 2025
Reduced 80.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|