iShares 25+ YR Treas StripsETF

13F holders, Q1 2026 (March 31)
39holders +4
9new positions
4sold out
1famous investor
$9.17avg. 13F price*

At the end of Q1 2026, 39 institutions reported holding iShares 25+ YR Treas Strips in their 13F filings, up 4 from Q4 2025. 9 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($7.8M), Strategies Wealth Advisors, LLC ($6.8M) and Goldman Sachs Group Inc. ($6.1M). 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

010203040 Q1 2024: 24Q1 2024Q2 2024: 27Q2 2024Q3 2024: 37Q3 2024Q4 2024: 37Q4 2024Q1 2025: 35Q1 2025Q2 2025: 34Q2 2025Q3 2025: 30Q3 2025Q4 2025: 35Q4 2025Q1 2026: 39Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions9$2.7M
Exits4$2.7M

All 13F filers, Q4 2025 → Q1 2026: 1,309,517 shares bought and 3,781,318 shares sold, net −2,471,801 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 39 holders

LPL Financial LLC 0.00% Add +1.5% 849,288 $7.8M
Strategies Wealth Advisors, LLC 0.68% Reduce -2.5% 740,337 $6.8M
Goldman Sachs Group Inc. 0.00% Add +156.1% 661,572 $6.1M
Morgan Stanley 0.00% Reduce -41.3% 616,154 $5.7M
Tower Research Capital LLC (TRC) 0.14% Add +435.7% 587,117 $5.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -54.6% 540,000 $5.0M
Commonwealth Equity Services, LLC 0.00% Add +10.7% 333,559 $3.1M
Sankala Group LLC 2.12% Add +2.0% 284,345 $2.6M
Kestra Advisory Services, LLC 0.01% Add +8.8% 220,392 $2.0M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -80.9% 176,049 $1.6M
Cetera Investment Advisers 0.00% Add +8.3% 128,667 $1.2M
Bank of America Corp. 0.00% Reduce -89.7% 122,599 $1.1M
CPC Advisors, LLC 0.17% Reduce -80.9% 112,549 $1.0M
Citadel Advisors 0.00% New 82,856 $760K
Glassman Wealth Services 0.09% Reduce -11.6% 74,022 $679K
Jane Street Group, LLC 0.00% New 73,244 $672K
Susquehanna International Group, LLP 0.00% Add +150.1% 60,482 $555K
Beverly Hills Private Wealth, LLC 0.09% Reduce -16.0% 56,522 $518K
Sowell Financial Services LLC 0.01% Add +2.9% 42,850 $393K
BlackRock, Inc. 0.00% Reduce -47.3% 41,790 $383K
JPMorgan Chase & Co. 0.00% Reduce -45.6% 36,085 $332K
Focus Partners Advisor Solutions, LLC 0.00% New 29,509 $271K
HighTower Advisors, LLC 0.00% Reduce -8.0% 26,928 $247K
HRT Financial LP 0.00% New 25,955 $238K
Sawgrass Asset Management LLC 0.03% New 24,530 $225K
Rare Wolf Capital LLC 0.13% No change 22,012 $202K
XTX Topco Ltd 0.00% New 18,615 $171K
Scotia Capital Inc. 0.00% Add +20.6% 18,418 $169K
Silver Oak Securities, Incorporated 0.01% New 17,776 $163K
Raymond James Financial Inc. 0.00% Add +48.5% 15,000 $138K
Flow Traders U.S. LLC 0.00% New 14,337 $131K
Truist Financial Corp. 0.00% No change 12,210 $112K
Ashton Thomas Securities, LLC 0.01% New 10,100 $93K
Osaic Holdings, Inc. 0.00% Add +397.1% 9,943 $91K
National Bank of Canada 0.00% No change 8,197 $75K
Morling Financial Advisors, LLC 0.01% Reduce -6.0% 5,020 $46K
Royal Bank of Canada 0.00% No change 3,946 $36K
NFSG Corp 0.00% Reduce -22.9% 2,651 $24K
Simplex Trading, LLC 0.00% Reduce -61.3% 426 $4K

"% 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.