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 1,308 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 |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
36,744
shares
|
$3.38 Million
0.53% of portfolio
|
Q2 2024
Added 74.04%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
36,729
shares
|
$3.38 Million
0.06% of portfolio
|
Q2 2024
Reduced 36.1%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
36,671
shares
|
$3.37 Million
0.26% of portfolio
|
Q3 2024
Added 96.32%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Oct 10, 2024 Q3 2024 |
36,652
shares
|
$3.37 Million
2.54% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 15, 2024 Q3 2024 |
36,585
shares
|
$3.37 Million
2.2% of portfolio
|
Q3 2024
Added 317.92%
|
|
|
Trinity Point Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
36,509
shares
|
$3.36 Million
0.53% of portfolio
|
Q2 2024
Added 4.3%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 07, 2024 Q2 2024 |
36,159
shares
|
$3.33 Million
1.09% of portfolio
|
Q2 2024
Reduced 14.78%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Aug 14, 2024 Q2 2024 |
36,068
shares
|
$3.32 Million
0.16% of portfolio
|
Q2 2024
Reduced 53.16%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
35,792
shares
|
$3.29 Million
0.94% of portfolio
|
Q3 2024
Added 63.11%
|
|
|
Peterson Wealth Management
|
Aug 05, 2024 Q2 2024 |
35,758
shares
|
$3.29 Million
2.03% of portfolio
|
Q2 2024
Added 2.91%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
35,581
shares
|
$3.27 Million
0.01% of portfolio
|
Q2 2024
Added 400.86%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 14, 2024 Q2 2024 |
35,534
shares
|
$3.27 Million
1.02% of portfolio
|
Q2 2024
Added 11.74%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 01, 2024 Q2 2024 |
35,000
shares
|
$3.22 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
34,855
shares
|
$3.21 Million
2.68% of portfolio
|
Q3 2024
Added 548.83%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
34,760
shares
|
$3.2 Million
0.24% of portfolio
|
Q2 2024
Reduced 1.74%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
34,675
shares
|
$3.19 Million
1.31% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
Aug 07, 2024 Q2 2024 |
34,607
shares
|
$3.18 Million
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
34,579
shares
|
$3.18 Million
0.4% of portfolio
|
Q3 2024
Added 424.4%
|
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
34,535
shares
|
$3.18 Million
0.18% of portfolio
|
Q2 2024
Reduced 14.11%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
34,450
shares
|
$3.17 Million
0.38% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
33,815
shares
|
$3.11 Million
0.36% of portfolio
|
Q2 2024
Added 25.94%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
33,738
shares
|
$3.1 Million
0.21% of portfolio
|
Q2 2024
Added 9.81%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Apr 18, 2024 Q1 2024 |
33,726
shares
|
$3.1 Million
2.35% of portfolio
|
Q1 2024
Added 24.84%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
33,726
shares
|
$3.1 Million
1.99% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
33,662
shares
|
$3.1 Million
4.69% of portfolio
|
Q3 2023
Reduced 3.73%
|