IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares 25+ YR Treas Strips (GOVZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares221,847 from 220,603
Change+1,244 (+1%)
Value$6.8M (-$1.3M)
Filed 2026-11-06
Cerro Pacific Wealth Advisors LLC
NEW
Shares185,691
Change+185,691
Value$5.7M
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares107,640 from 112,330
Change-4,690 (-4%)
Value$3.3M (-$803.1K)
Filed 2026-11-02
Compass Financial Management LLC
DECREASED
Shares76,309 from 84,042
Change-7,733 (-9%)
Value$2.4M (-$731.2K)
Filed 2026-10-30
Beverly Hills Private Wealth, LLC
NEW
Shares48,184
Change+48,184
Value$1.5M
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares43,618 from 36,135
Change+7,483 (+21%)
Value$1.3M (+$72.9K)
Filed 2026-10-13
Mirae Asset Global Investments Co., Ltd.
UNCHANGED
Shares35,000 from 35,000
Change0 (0%)
Value$1.1M (-$205.1K)
Filed 2026-11-03
Savant Capital, LLC
NEW
Shares17,912
Change+17,912
Value$552.9K
Filed 2026-11-06
Sowell Financial Services LLC
NEW
Shares10,462
Change+10,462
Value$323.0K
Filed 2026-10-23
StoneX Group Inc.
INCREASED
Shares10,222 from 7,011
Change+3,211 (+46%)
Value$329.8K (+$76.2K)
Filed 2026-11-03
Nfsg Corp
DECREASED
Shares168 from 662
Change-494 (-75%)
Value$5.2K (-$19.1K)
Filed 2026-10-15
CPC Advisors, LLC
CLOSED
Shares0 from 60,035
Change-60,035 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-21
Kestra Advisory Services, LLC
CLOSED
Shares0 from 51,472
Change-51,472 (-100%)
Value$0 (-$1.9M)
Filed 2026-11-02
Goldman Sachs Group Inc
N/A
Shares— from 165,393
Change-165,393 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 136,115
Change-136,115 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 104,737
Change-104,737 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 102,007
Change-102,007 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 86,129
Change-86,129 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 35,017
Change-35,017 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 28,066
Change-28,066 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 27,698
Change-27,698 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,046
Change-11,046 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 10,694
Change-10,694 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 6,617
Change-6,617 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,049
Change-2,049 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 986
Change-986 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 804
Change-804 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 575
Change-575 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Status
LPL Financial LLC
INCREASED221,847220,603+1,244+1%$8.1M$6.8M-$1.3M2026-11-06
Cerro Pacific Wealth Advisors LLC
NEW185,691—+185,691——$5.7M—2026-10-22
Commonwealth Equity Services, LLC
DECREASED107,640112,330-4,690-4%$4.1M$3.3M-$803.1K2026-11-02
Compass Financial Management LLC
DECREASED76,30984,042-7,733-9%$3.1M$2.4M-$731.2K2026-10-30
Beverly Hills Private Wealth, LLC
NEW48,184—+48,184——$1.5M—2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED43,61836,135+7,483+21%$1.3M$1.3M+$72.9K2026-10-13
Mirae Asset Global Investments Co., Ltd.
UNCHANGED35,00035,00000%$1.3M$1.1M-$205.1K2026-11-03
Savant Capital, LLC
NEW17,912—+17,912——$552.9K—2026-11-06
Sowell Financial Services LLC
NEW10,462—+10,462——$323.0K—2026-10-23
StoneX Group Inc.
INCREASED10,2227,011+3,211+46%$253.6K$329.8K+$76.2K2026-11-03
Nfsg Corp
DECREASED168662-494-75%$24.3K$5.2K-$19.1K2026-10-15
CPC Advisors, LLC
CLOSED060,035-60,035-100%$2.2M$0-$2.2M2026-10-21
Kestra Advisory Services, LLC
CLOSED051,472-51,472-100%$1.9M$0-$1.9M2026-11-02
Goldman Sachs Group Inc
N/A—165,393-165,393-100%$6.1M———
Strategies Wealth Advisors, LLC
N/A—136,115-136,115-100%$5.0M———
Bank of America Corp
N/A—104,737-104,737-100%$3.8M———
Flow Traders U.S. LLC
N/A—102,007-102,007-100%$3.7K———
SG Americas Securities, LLC
N/A—86,129-86,129-100%$3.2K———
Cetera Investment Advisers
N/A—35,017-35,017-100%$1.3M———
Quadrature Capital Ltd
N/A—28,066-28,066-100%$1.0M———
Jane Street Group, LLC
N/A—27,698-27,698-100%$1.0M———
Susquehanna International Group, LLP
N/A—11,046-11,046-100%$405.7K———
Focus Partners Advisor Solutions, LLC
N/A—10,694-10,694-100%$392.8K———
HighTower Advisors, LLC
N/A—6,617-6,617-100%$243.0K———
National Bank of Canada
N/A—2,049-2,049-100%$75.1K———
Tower Research Capital LLC (TRC)
N/A—1,720-1,720-100%$63.2K———
Royal Bank of Canada
N/A—986-986-100%$36.0K———
JPMorgan Chase & Co
N/A—804-804-100%$30.1K———
Group One Trading LLC
N/A—575-575-100%$21.1K———
Osaic Holdings, Inc.
N/A—500-500-100%$18.4K———
Showing 30 of 30 institutions