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 1,307 institutions that hold shares in the stock, with a total of 405 Million shares, which have been reported (via 13F filing form) to have a value of $37.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marshall Wace, LLP
London, X0 |
Aug 14, 2024 Q2 2024 |
41,667
shares
|
$3.83 Million
0.01% of portfolio
|
Q2 2024
Reduced 60.22%
|
|
|
Keystone Financial Services
|
Jul 23, 2024 Q2 2024 |
41,510
shares
|
$3.82 Million
1.59% of portfolio
|
Q2 2024
Added 7.86%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
41,033
shares
|
$3.78 Million
0.06% of portfolio
|
Q2 2024
Added 145.97%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 12, 2024 Q2 2024 |
40,916
shares
|
$3.77 Million
1.51% of portfolio
|
Q2 2024
Added 21.4%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Oct 24, 2024 Q3 2024 |
40,849
shares
|
$3.76 Million
3.2% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
40,696
shares
|
$3.75 Million
0.13% of portfolio
|
Q2 2024
Reduced 23.04%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
40,652
shares
|
$3.74 Million
0.05% of portfolio
|
Q3 2023
Added 6.78%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
40,617
shares
|
$3.74 Million
0.48% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Aug 06, 2024 Q2 2024 |
40,578
shares
|
$3.73 Million
1.31% of portfolio
|
Q2 2024
Added 7.9%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
40,403
shares
|
$3.72 Million
1.05% of portfolio
|
Q4 2022
Added 16.93%
|
|
|
F Dx Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
40,384
shares
|
$3.72 Million
1.02% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
40,082
shares
|
$3.69 Million
2.79% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Aug 07, 2024 Q2 2024 |
39,754
shares
|
$3.66 Million
1.77% of portfolio
|
Q2 2024
Reduced 6.88%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
39,752
shares
|
$3.66 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
39,367
shares
|
$3.62 Million
2.6% of portfolio
|
Q3 2024
Added 15.6%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Jul 31, 2024 Q2 2024 |
39,363
shares
|
$3.62 Million
1.08% of portfolio
|
Q2 2024
New holding
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
38,951
shares
|
$3.58 Million
1.51% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Privium Fund Management (Uk) LTD
|
Aug 01, 2024 Q2 2024 |
38,835
shares
|
$3.57 Million
1.41% of portfolio
|
Q2 2024
Added 18.09%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 13, 2024 Q2 2024 |
38,835
shares
|
$3.57 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
38,492
shares
|
$3.54 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
38,291
shares
|
$3.52 Million
0.15% of portfolio
|
Q3 2024
Added 61.54%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
38,025
shares
|
$3.5 Million
0.6% of portfolio
|
Q1 2024
New holding
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Aug 13, 2024 Q2 2024 |
38,000
shares
|
$3.5 Million
0.71% of portfolio
|
Q2 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
37,700
shares
|
$3.47 Million
0.16% of portfolio
|
Q2 2024
Reduced 32.75%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 06, 2024 Q2 2024 |
36,977
shares
|
$3.4 Million
0.98% of portfolio
|
Q2 2024
Reduced 54.22%
|