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 1,355 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 $41.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
28,407
shares
|
$2.44 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
28,384
shares
|
$2.44 Million
0.98% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
28,313
shares
|
$2.43 Million
0.48% of portfolio
|
Q1 2024
Reduced 6.87%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 05, 2024 Q3 2024 |
28,228
shares
|
$2.43 Million
3.02% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
28,183
shares
|
$2.42 Million
0.33% of portfolio
|
Q3 2024
Reduced 9.77%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
28,084
shares
|
$2.41 Million
4.75% of portfolio
|
Q4 2022
Added 4.49%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
28,000
shares
|
$2.41 Million
0.29% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
27,681
shares
|
$2.38 Million
0.03% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
27,679
shares
|
$2.38 Million
0.18% of portfolio
|
Q3 2024
Reduced 20.37%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 24, 2024 Q3 2024 |
27,544
shares
|
$2.37 Million
0.8% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
27,529
shares
|
$2.37 Million
1.93% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
27,529
shares
|
$2.37 Million
1.93% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,358
shares
|
$2.35 Million
0.08% of portfolio
|
Q3 2024
Reduced 11.46%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
27,198
shares
|
$2.34 Million
1.1% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
26,910
shares
|
$2.31 Million
0.27% of portfolio
|
Q3 2024
Reduced 21.89%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
26,811
shares
|
$2.3 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
26,808
shares
|
$2.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
26,796
shares
|
$2.3 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Oct 21, 2024 Q3 2024 |
26,790
shares
|
$2.3 Million
2.47% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
26,682
shares
|
$2.29 Million
1.4% of portfolio
|
Q3 2024
Reduced 14.46%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
26,498
shares
|
$2.28 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
White Pine Investment CO
|
Oct 29, 2024 Q3 2024 |
26,463
shares
|
$2.27 Million
0.75% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
26,415
shares
|
$2.27 Million
0.02% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
26,373
shares
|
$2.27 Million
1.3% of portfolio
|
Q3 2024
Added 25.71%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
26,335
shares
|
$2.26 Million
1.65% of portfolio
|
Q3 2024
Reduced 58.17%
|