iShares 25+ YR Treas StripsETF
13F holders, Q2 2024 (June 30)27holders +3
7new positions
4sold out
1famous investor
$10.76avg. 13F price*
At the end of Q2 2024, 27 institutions reported holding iShares 25+ YR Treas Strips in their 13F filings, up 3 from Q1 2024. 7 opened new positions and 4 sold out. The largest holders were CPC Advisors, LLC ($24.8M), Traphagen Investment Advisors LLC ($13.0M) and Strategies Wealth Advisors, LLC ($6.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares 25+ YR Treas Strips
- CUSIP
- 46436E577
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $33.2M |
| Exits | 4 | $62.0M |
All 13F filers, Q1 2024 → Q2 2024: 3,715,742 shares bought and 5,838,364 shares sold, net −2,122,622 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| CPC Advisors, LLC | 4.08% | New | 2,301,061 | $24.8M |
| Traphagen Investment Advisors LLC | 1.42% | Add +6.7% | 1,212,144 | $13.0M |
| Strategies Wealth Advisors, LLC | 0.92% | New | 588,436 | $6.3M |
| Cerro Pacific Wealth Advisors LLC | 2.31% | — | 561,604 | $6.0M |
| LPL Financial LLC | 0.00% | Add +135.1% | 521,668 | $5.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +45.1% | 482,971 | $5.2M |
| Brown Advisory Inc. | 0.00% | Reduce -16.5% | 149,330 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -57.1% | 140,032 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +122.8% | 130,108 | $1.4M |
| Jane Street Group, LLC | 0.00% | New | 128,510 | $1.4M |
| Bank of America Corp. | 0.00% | Reduce -55.9% | 83,394 | $897K |
| Cetera Investment Advisers | 0.00% | Add +33.3% | 82,508 | $888K |
| JPMorgan Chase & Co. | 0.00% | Add +40.6% | 52,335 | $563K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -0.5% | 46,228 | $497K |
| Sepio Capital, LP | 0.03% | Reduce -63.3% | 31,567 | $340K |
| Private Advisor Group, LLC | 0.00% | Reduce -21.8% | 26,400 | $284K |
| SpiderRock Advisors, LLC | 0.01% | New | 24,000 | $258K |
| Raymond James Trust N.A. | 0.01% | New | 19,820 | $213K |
| Citadel Advisors | 0.00% | New | 17,696 | $190K |
| Wolverine Trading, LLC | 0.00% | Reduce -33.7% | 12,444 | $134K |
| Scotia Capital Inc. | 0.00% | Add +2.6% | 11,031 | $119K |
| Osaic Holdings, Inc. | 0.00% | No change | 2,000 | $22K |
| NFSG Corp | 0.01% | New | 1,976 | $21K |
| IFP Advisors, Inc | 0.00% | Add +24.1% | 622 | $7K |
| Hollencrest Capital Management | 0.00% | No change | 397 | $4K |
| National Bank of Canada | 0.00% | No change | 317 | $3K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -4.7% | 221 | $2K |
"% of holder's portfolio" is ISHARES 25+ YR TREAS STRIPS's weight in each manager's 13F, not the share of iShares 25+ YR Treas Strips the manager owns.