Institutional Ownership Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT). We have compiled data on the 1,354 institutions that hold shares in the stock, with a total of 479 Million shares, which have been reported (via 13F filing form) to have a value of $41.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
83,507
shares
|
$7.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 74.36%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
83,491
shares
|
$7.29 Million
5.28% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
83,442
shares
|
$7.28 Million
0.31% of portfolio
|
Q1 2024
Added 14.67%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
83,084
shares
|
$7.25 Million
1.93% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
82,382
shares
|
$7.19 Million
0.67% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
82,296
shares
|
$7.18 Million
2.5% of portfolio
|
Q3 2024
Reduced 61.09%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
80,351
shares
|
$7.01 Million
0.15% of portfolio
|
Q3 2024
Added 60.4%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
79,660
shares
|
$6.95 Million
1.96% of portfolio
|
Q3 2024
Added 25.12%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Nov 05, 2024 Q3 2024 |
79,501
shares
|
$6.94 Million
5.04% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
79,397
shares
|
$6.93 Million
0.02% of portfolio
|
Q3 2024
Added 17.22%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
79,007
shares
|
$6.9 Million
3.38% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
78,938
shares
|
$6.89 Million
0.52% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
78,414
shares
|
$6.84 Million
0.22% of portfolio
|
Q3 2024
Added 32.86%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
78,373
shares
|
$6.84 Million
4.04% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
77,900
shares
|
$6.8 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Bay Rivers Group
|
Oct 25, 2024 Q3 2024 |
77,812
shares
|
$6.79 Million
3.82% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
77,236
shares
|
$6.74 Million
1.75% of portfolio
|
Q3 2024
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
77,236
shares
|
$6.74 Million
1.63% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
76,157
shares
|
$6.65 Million
0.03% of portfolio
|
Q3 2024
Reduced 72.77%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
75,526
shares
|
$6.59 Million
1.53% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
74,942
shares
|
$6.54 Million
0.47% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
74,800
shares
|
$6.53 Million
0.01% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
74,429
shares
|
$6.5 Million
0.18% of portfolio
|
Q3 2024
Added 1295.89%
|
|
|
Security Benefit Life Insurance CO
Topeka, KS |
Oct 22, 2024 Q3 2024 |
74,200
shares
|
$6.48 Million
3.71% of portfolio
|
Q2 2023
New holding
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
74,101
shares
|
$6.47 Million
2.65% of portfolio
|
Q3 2024
Added 2.76%
|