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 |
|---|---|---|---|---|---|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
26,197
shares
|
$2.25 Million
0.91% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
25,773
shares
|
$2.21 Million
0.74% of portfolio
|
Q3 2024
Added 25.36%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,610
shares
|
$2.2 Million
0.07% of portfolio
|
Q3 2024
Reduced 51.46%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
25,471
shares
|
$2.19 Million
0.09% of portfolio
|
Q3 2024
Reduced 17.38%
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
25,470
shares
|
$2.19 Million
1.31% of portfolio
|
Q3 2024
Added 12.4%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
25,398
shares
|
$2.18 Million
1.08% of portfolio
|
Q3 2024
Added 76.22%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
25,090
shares
|
$2.16 Million
0.89% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 04, 2024 Q3 2024 |
25,000
shares
|
$2.15 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
25,000
shares
|
$2.15 Million
1.8% of portfolio
|
Q3 2024
New holding
|
|
|
Ogborne Capital Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
25,000
shares
|
$2.15 Million
0.65% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
24,792
shares
|
$2.13 Million
0.47% of portfolio
|
Q3 2024
Reduced 23.65%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
24,764
shares
|
$2.13 Million
2.19% of portfolio
|
Q3 2024
Added 12.54%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
24,740
shares
|
$2.13 Million
0.15% of portfolio
|
Q3 2024
Added 50.94%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
24,708
shares
|
$2.12 Million
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
24,563
shares
|
$2.11 Million
1.2% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
24,473
shares
|
$2.1 Million
2.37% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
24,461
shares
|
$2.1 Million
0.14% of portfolio
|
Q3 2024
Added 98.98%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2024 Q3 2024 |
24,458
shares
|
$2.1 Million
1.28% of portfolio
|
Q3 2024
Reduced 12.31%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
24,074
shares
|
$2.07 Million
0.15% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
24,030
shares
|
$2.06 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
23,982
shares
|
$2.06 Million
1.26% of portfolio
|
Q3 2024
Added 18.61%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
23,806
shares
|
$2.05 Million
0.66% of portfolio
|
Q2 2024
Added 240.09%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
23,737
shares
|
$2.04 Million
0.12% of portfolio
|
Q3 2024
Added 86.45%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
23,448
shares
|
$2.01 Million
0.48% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Vigilare Wealth Management
|
Oct 29, 2024 Q3 2024 |
23,392
shares
|
$2.01 Million
0.95% of portfolio
|
Q3 2024
Reduced 21.49%
|