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 |
|---|---|---|---|---|---|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
66,060
shares
|
$5.77 Million
0.01% of portfolio
|
Q1 2024
Added 24.52%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
65,860
shares
|
$5.75 Million
0.47% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
64,534
shares
|
$5.63 Million
5.15% of portfolio
|
Q3 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
64,171
shares
|
$5.6 Million
0.27% of portfolio
|
Q3 2024
Added 15.24%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
62,276
shares
|
$5.44 Million
0.37% of portfolio
|
Q3 2024
Reduced 9.8%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
62,230
shares
|
$5.43 Million
0.31% of portfolio
|
Q3 2024
Reduced 93.4%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
62,171
shares
|
$5.43 Million
0.71% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
62,032
shares
|
$5.41 Million
1.7% of portfolio
|
Q3 2024
New holding
|
|
|
Plaisance Capital LLC
Denver, CO |
Aug 15, 2022 Q2 2022 |
61,400
shares
|
$5.36 Million
4.1% of portfolio
|
Q2 2022
New holding
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
61,243
shares
|
$5.35 Million
0.46% of portfolio
|
Q3 2024
Added 44.58%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
60,682
shares
|
$5.3 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Rezny Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
60,456
shares
|
$5.28 Million
1.52% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
60,267
shares
|
$5.26 Million
1.7% of portfolio
|
Q2 2024
Added 39.63%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
60,022
shares
|
$5.24 Million
0.17% of portfolio
|
Q3 2024
Added 250.43%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
59,800
shares
|
$5.22 Million
0.92% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
59,489
shares
|
$5.19 Million
0.09% of portfolio
|
Q3 2024
Added 111.08%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
59,264
shares
|
$5.17 Million
0.63% of portfolio
|
Q3 2024
Added 18.88%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
59,126
shares
|
$5.16 Million
1.62% of portfolio
|
Q4 2024
Added 10.66%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
58,854
shares
|
$5.14 Million
1.95% of portfolio
|
Q3 2024
Added 98.06%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
58,285
shares
|
$5.09 Million
0.25% of portfolio
|
Q3 2024
Reduced 22.66%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
57,940
shares
|
$5.06 Million
1.2% of portfolio
|
Q3 2024
Added 32.36%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
57,538
shares
|
$5.02 Million
1.17% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
57,184
shares
|
$4.99 Million
2.0% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
56,745
shares
|
$4.95 Million
1.17% of portfolio
|
Q3 2024
Reduced 22.21%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Oct 15, 2024 Q3 2024 |
56,611
shares
|
$4.94 Million
3.27% of portfolio
|
Q3 2024
New holding
|