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 1,349 institutions that hold shares in the stock, with a total of 477 Million shares, which have been reported (via 13F filing form) to have a value of $41.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
44,039
shares
|
$3.84 Million
0.16% of portfolio
|
Q3 2024
Added 16.81%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
43,990
shares
|
$3.84 Million
2.92% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
43,893
shares
|
$3.83 Million
1.51% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
43,887
shares
|
$3.83 Million
1.24% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
43,814
shares
|
$3.82 Million
0.07% of portfolio
|
Q4 2024
Added 101.3%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
43,438
shares
|
$3.79 Million
6.86% of portfolio
|
Q3 2023
Reduced 23.49%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
42,877
shares
|
$3.74 Million
0.11% of portfolio
|
Q3 2024
Added 35.61%
|
|
|
Clear Street Derivatives LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
42,868
shares
|
$3.74 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Q3 Asset Management
|
Nov 14, 2024 Q3 2024 |
42,854
shares
|
$3.74 Million
1.04% of portfolio
|
Q3 2024
Reduced 77.8%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
42,664
shares
|
$3.72 Million
1.51% of portfolio
|
Q1 2024
Reduced 16.76%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
42,660
shares
|
$3.72 Million
0.27% of portfolio
|
Q3 2024
Added 75.12%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
42,622
shares
|
$3.72 Million
0.25% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
42,523
shares
|
$3.71 Million
1.16% of portfolio
|
Q3 2024
Added 11090.26%
|
|
|
Ategra Capital Management, LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
42,401
shares
|
$3.7 Million
2.95% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
42,239
shares
|
$3.68 Million
0.49% of portfolio
|
Q3 2024
Added 119.2%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
42,218
shares
|
$3.68 Million
0.96% of portfolio
|
Q4 2024
Added 17.95%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
42,035
shares
|
$3.67 Million
0.38% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Hixon Zuercher, LLC
|
Oct 30, 2024 Q3 2024 |
41,908
shares
|
$3.65 Million
1.62% of portfolio
|
Q3 2024
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
41,704
shares
|
$3.64 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 23, 2024 Q3 2024 |
41,671
shares
|
$3.63 Million
2.66% of portfolio
|
Q3 2024
Added 28.79%
|
|
|
Cmc Financial Group
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
41,655
shares
|
$3.63 Million
6.57% of portfolio
|
Q3 2024
New holding
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
41,447
shares
|
$3.61 Million
1.43% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
40,969
shares
|
$3.57 Million
0.45% of portfolio
|
Q4 2024
Reduced 13.15%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Oct 24, 2024 Q3 2024 |
40,849
shares
|
$3.56 Million
3.2% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
40,652
shares
|
$3.54 Million
0.05% of portfolio
|
Q3 2023
Added 6.78%
|