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 |
|---|---|---|---|---|---|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Sep 16, 2024 Q2 2024 |
33,407
shares
|
$3.07 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Scotia Capital Inc.
|
Aug 14, 2024 Q2 2024 |
33,273
shares
|
$3.06 Million
0.02% of portfolio
|
Q2 2024
Reduced 47.63%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
33,100
shares
|
$3.05 Million
0.36% of portfolio
|
Q2 2024
Added 77.66%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
32,891
shares
|
$3.03 Million
1.9% of portfolio
|
Q3 2024
Added 35.74%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
32,884
shares
|
$3.03 Million
0.12% of portfolio
|
Q3 2024
Reduced 98.7%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Aug 15, 2024 Q2 2024 |
32,792
shares
|
$3.02 Million
0.89% of portfolio
|
Q2 2024
Reduced 46.24%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
32,359
shares
|
$2.98 Million
1.28% of portfolio
|
Q4 2022
Added 77.0%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 26, 2024 Q2 2024 |
32,294
shares
|
$2.97 Million
1.07% of portfolio
|
Q2 2024
Added 6.89%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
32,139
shares
|
$2.96 Million
1.05% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
31,944
shares
|
$2.94 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
31,827
shares
|
$2.93 Million
0.1% of portfolio
|
Q3 2024
Added 89.02%
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
31,618
shares
|
$2.91 Million
0.08% of portfolio
|
Q2 2024
Added 13.93%
|
|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
31,601
shares
|
$2.91 Million
1.13% of portfolio
|
Q3 2024
Added 46.92%
|
|
|
Westshore Wealth, LLC
|
Feb 15, 2024 Q4 2023 |
31,571
shares
|
$2.91 Million
1.44% of portfolio
|
Q4 2023
Added 32.61%
|
|
|
Amitell Capital Pte LTD
Singapore, U0 |
Aug 12, 2024 Q2 2024 |
31,500
shares
|
$2.9 Million
2.65% of portfolio
|
Q4 2023
Added 139.54%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
31,497
shares
|
$2.9 Million
0.03% of portfolio
|
Q2 2024
Added 10.42%
|
|
|
Bcgm Wealth Management, LLC
|
Jul 30, 2024 Q2 2024 |
31,404
shares
|
$2.89 Million
1.06% of portfolio
|
Q2 2024
Added 12.26%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Aug 08, 2024 Q2 2024 |
31,236
shares
|
$2.87 Million
0.36% of portfolio
|
Q2 2024
Reduced 15.6%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Jul 23, 2024 Q2 2024 |
31,191
shares
|
$2.87 Million
1.67% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 29, 2024 Q3 2024 |
31,175
shares
|
$2.87 Million
1.0% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
31,157
shares
|
$2.87 Million
0.06% of portfolio
|
Q2 2024
Reduced 9.66%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Oct 21, 2024 Q3 2024 |
31,128
shares
|
$2.86 Million
2.03% of portfolio
|
Q3 2024
Added 10.16%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
30,900
shares
|
$2.84 Million
0.09% of portfolio
|
Q2 2024
Reduced 11.6%
|
|
|
Moulton Wealth Management, Inc
|
Oct 17, 2024 Q3 2024 |
30,886
shares
|
$2.84 Million
2.57% of portfolio
|
Q3 2024
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Aug 09, 2024 Q2 2024 |
30,829
shares
|
$2.84 Million
0.11% of portfolio
|
Q2 2024
Added 9.21%
|