GOVZ Institutional Ownership & Shareholders
ISHARES 25+ YR TREAS STRIPS (GOVZ) is currently held by 26 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $49.07M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of GOVZ tracked by InsiderSet, reporting ownership valued at approximately $8.10M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.43M, representing an estimated loss of -8.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed GOVZ value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Goldman Sachs Group Inc, Cerro Pacific Wealth Advisors Llc, and several other long-term asset managers with concentrated positions in ISHARES 25+ YR TREAS STRIPS (GOVZ).
This page ranks the largest institutional GOVZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
26
Total Reported Value
$49.07M
Largest Holder
Lpl Financial Llc
Largest Position
$8.10M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 220,603 | $8,102,753 | $7,434,321 | -$668,432 | -8.25% | |
| Goldman Sachs Group Inc | 0.00% | 165,393 | $6,074,885 | $5,573,744 | -$501,141 | -8.25% | |
| Cerro Pacific Wealth Advisors Llc | 1.25% | 185,691 | $5,732,282 | $6,257,787 | +$525,505 | +9.17% | |
| Strategies Wealth Advisors, Llc | 0.45% | 136,115 | $4,999,492 | $4,587,076 | -$412,417 | -8.25% | |
| Commonwealth Equity Services, Llc | 0.01% | 112,330 | $4,125,890 | $3,785,521 | -$340,369 | -8.25% | |
| Bank Of America Corp | 0.00% | 104,737 | $3,846,990 | $3,529,637 | -$317,353 | -8.25% | |
| Flow Traders U.S. Llc | 0.15% | 102,007 | $3,747,000 | $3,437,636 | -$309,364 | -8.26% | |
| Sg Americas Securities, Llc | 0.00% | 86,129 | $3,164,000 | $2,902,547 | -$261,453 | -8.26% | |
| Kestra Advisory Services, Llc | 0.01% | 51,472 | $1,890,576 | $1,734,606 | -$155,970 | -8.25% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 43,618 | $1,349,098 | $1,469,927 | +$120,829 | +8.96% | |
| Cetera Investment Advisers | 0.00% | 35,017 | $1,286,163 | $1,180,073 | -$106,090 | -8.25% | |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | 35,000 | $1,080,450 | $1,179,500 | +$99,050 | +9.17% | |
| Quadrature Capital Ltd | 0.01% | 28,066 | $1,030,864 | $945,824 | -$85,040 | -8.25% | |
| Jane Street Group, Llc | 0.00% | 27,698 | $1,017,348 | $933,423 | -$83,925 | -8.25% | |
| Susquehanna International Group, Llp | 0.00% | 11,046 | $405,720 | $372,250 | -$33,470 | -8.25% | |
| Focus Partners Advisor Solutions, Llc | 0.00% | 10,694 | $392,791 | $360,388 | -$32,403 | -8.25% | |
| Sowell Financial Services Llc | 0.01% | 10,462 | $322,962 | $352,569 | +$29,607 | +9.17% | |
| Stonex Group Inc. | 0.01% | 7,011 | $253,552 | $236,271 | -$17,281 | -6.82% | |
| National Bank Of Canada | 0.00% | 2,049 | $75,137 | $69,051 | -$6,086 | -8.10% | |
| Tower Research Capital Llc (Trc) | 0.00% | 1,720 | $63,176 | $57,964 | -$5,212 | -8.25% | |
| Royal Bank Of Canada | 0.00% | 986 | $36,000 | $33,228 | -$2,772 | -7.70% | |
| Jpmorgan Chase & Co | 0.00% | 804 | $30,062 | $27,095 | -$2,967 | -9.87% | |
| Group One Trading Llc | 0.00% | 575 | $21,120 | $19,378 | -$1,743 | -8.25% | |
| Osaic Holdings, Inc. | 0.00% | 500 | $18,365 | $16,850 | -$1,515 | -8.25% | |
| Nfsg Corp | 0.00% | 168 | $5,186 | $5,662 | +$476 | +9.17% | |
| Sunbelt Securities, Inc. | 0.00% | 71 | $655 | $2,393 | +$1,738 | +265.30% |
Frequently asked questions about GOVZ
Who are the largest institutional holders of GOVZ?
The largest institutional holders of GOVZ reported in the latest SEC Form 13F filings include Lpl Financial Llc, Goldman Sachs Group Inc, Cerro Pacific Wealth Advisors Llc, Strategies Wealth Advisors, Llc, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported GOVZ position.
What is GOVZ institutional ownership?
This page tracks GOVZ positions reported by institutional investment managers through SEC Form 13F. ISHARES 25+ YR TREAS STRIPS (GOVZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GOVZ?
InsiderSet currently tracks 26 institutional managers reporting GOVZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GOVZ shareholders.
How much GOVZ stock do institutions own?
Institutional investment managers disclosed approximately $49.07M in GOVZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GOVZ institutional ownership last updated?
The latest GOVZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional GOVZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GOVZ position after the reporting date.
Are institutions buying or selling GOVZ?
Institutional buying and selling can be analyzed by comparing GOVZ positions across consecutive 13F reporting periods. InsiderSet's GOVZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GOVZ ownership changes.
How has GOVZ institutional ownership changed over time?
InsiderSet tracks GOVZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.