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 7.26 Million shares, which have been reported (via 13F filing form) to have a value of $71.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
13,159
shares
|
$129,879
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
12,210
shares
|
$120,512
0.0% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
11,675
shares
|
$115,232
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
11,542
shares
|
$113,919
0.0% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
11,500
shares
|
$113,504
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
5,282
shares
|
$52,133
0.0% of portfolio
|
Q1 2025
Added 632.59%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
3,438
shares
|
$33,933
0.01% of portfolio
|
Q3 2024
Added 73.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,000
shares
|
$19,740
0.0% of portfolio
|
Q1 2025
Reduced 84.71%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
388
shares
|
$3,829
0.0% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
317
shares
|
$3,128
0.0% of portfolio
|
Q4 2023
Added 2.26%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
200
shares
|
$1,973
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
195
shares
|
$1,924
0.0% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
151
shares
|
$1,490
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$9
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|