iShares 25+ YR Treas StripsETF
13F holders, Q4 2024 (December 31)37holders
7new positions
6sold out
1famous investor
$10.07avg. 13F price*
At the end of Q4 2024, 37 institutions reported holding iShares 25+ YR Treas Strips in their 13F filings, unchanged from Q3 2024. 7 opened new positions and 6 sold out. The largest holders were CPC Advisors, LLC ($19.8M), Wealth Enhancement Advisory Services, LLC ($9.4M) and Jane Street Group, LLC ($8.3M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.5M |
| Exits | 6 | $7.0M |
All 13F filers, Q3 2024 → Q4 2024: 966,199 shares bought and 3,530,542 shares sold, net −2,564,343 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| CPC Advisors, LLC | 2.69% | Reduce -18.5% | 1,999,747 | $19.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +1.9% | 948,396 | $9.4M |
| Jane Street Group, LLC | 0.01% | Add +9.7% | 838,760 | $8.3M |
| Cerro Pacific Wealth Advisors LLC | 2.69% | Add +20.2% | 688,056 | $8.1M |
| Strategies Wealth Advisors, LLC | 0.99% | Add +37.5% | 795,304 | $8.0M |
| Traphagen Investment Advisors LLC | 0.66% | Reduce -49.9% | 659,928 | $6.5M |
| LPL Financial LLC | 0.00% | Reduce -74.0% | 407,933 | $4.0M |
| Citadel Advisors | 0.00% | Add +210.4% | 292,181 | $2.9M |
| Royal Bank of Canada | 0.00% | Reduce -55.3% | 139,538 | $1.4M |
| BlackRock, Inc. | 0.00% | New | 118,500 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +136.8% | 110,487 | $1.1M |
| Bank of America Corp. | 0.00% | Reduce -57.5% | 100,287 | $991K |
| Cetera Investment Advisers | 0.00% | Reduce -15.2% | 97,777 | $966K |
| Steward Partners Investment Advisory, LLC | 0.01% | New | 75,151 | $742K |
| LaSalle St. Investment Advisors, LLC | 0.20% | Reduce -73.3% | 66,812 | $660K |
| Executive Wealth Management, LLC | 0.05% | Add +0.6% | 63,979 | $632K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +74.6% | 61,327 | $606K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -67.8% | 55,190 | $545K |
| Dentgroup LLC | 0.26% | New | 34,024 | $336K |
| Raymond James Financial Inc. | 0.00% | — | 33,799 | $334K |
| HighTower Advisors, LLC | 0.00% | No change | 30,675 | $303K |
| Drive Wealth Management, LLC | 0.05% | New | 22,506 | $222K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -59.7% | 21,400 | $211K |
| Scotia Capital Inc. | 0.00% | Add +6.6% | 12,062 | $119K |
| Truist Financial Corp. | 0.00% | Add +9.1% | 11,630 | $115K |
| Osaic Holdings, Inc. | 0.00% | Reduce -72.4% | 3,615 | $36K |
| NFSG Corp | 0.01% | No change | 3,438 | $34K |
| Simplex Trading, LLC | 0.00% | New | 721 | $7K |
| IFP Advisors, Inc | 0.00% | No change | 622 | $6K |
| Wells Fargo & Company | 0.00% | New | 376 | $4K |
| National Bank of Canada | 0.00% | No change | 317 | $3K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -11.8% | 195 | $2K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | — | 151 | $1K |
| UBS Group AG | 0.00% | New | 52 | $514 |
| Transcendent Capital Group LLC | 0.00% | Reduce -99.6% | 7 | $65 |
| FMR LLC | 0.00% | Add +100.0% | 2 | $20 |
| Morgan Stanley | 0.00% | No change | 1 | $18 |
"% 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.