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 |
|---|---|---|---|---|---|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
24,074
shares
|
$2.22 Million
0.15% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
23,982
shares
|
$2.21 Million
1.26% of portfolio
|
Q3 2024
Added 18.61%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 13, 2024 Q2 2024 |
23,875
shares
|
$2.2 Million
0.88% of portfolio
|
Q2 2024
Reduced 44.67%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
23,806
shares
|
$2.19 Million
0.66% of portfolio
|
Q2 2024
Added 240.09%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2024 Q2 2024 |
23,474
shares
|
$2.16 Million
0.01% of portfolio
|
Q2 2024
Added 14.73%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2024 Q2 2024 |
23,394
shares
|
$2.15 Million
0.19% of portfolio
|
Q2 2024
Reduced 50.57%
|
|
|
Vigilare Wealth Management
|
Oct 29, 2024 Q3 2024 |
23,392
shares
|
$2.15 Million
0.95% of portfolio
|
Q3 2024
Reduced 21.49%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
23,371
shares
|
$2.15 Million
1.04% of portfolio
|
Q1 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
23,305
shares
|
$2.14 Million
0.49% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
|
Alethea Capital Management, LLC
San Diego, CA |
Aug 15, 2024 Q2 2024 |
23,123
shares
|
$2.13 Million
1.62% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 06, 2024 Q2 2024 |
22,848
shares
|
$2.1 Million
0.29% of portfolio
|
Q2 2024
Added 3.53%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
22,750
shares
|
$2.09 Million
0.04% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Moser Wealth Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
22,661
shares
|
$2.09 Million
1.14% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
22,656
shares
|
$2.09 Million
0.47% of portfolio
|
Q2 2024
Added 4.05%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
22,248
shares
|
$2.05 Million
0.21% of portfolio
|
Q3 2024
Reduced 32.05%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
22,240
shares
|
$2.05 Million
1.05% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 13, 2024 Q2 2024 |
22,004
shares
|
$2.03 Million
2.01% of portfolio
|
Q2 2024
Added 19.01%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
21,766
shares
|
$2 Million
0.05% of portfolio
|
Q3 2024
Reduced 47.47%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
21,690
shares
|
$2 Million
0.02% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
21,682
shares
|
$2 Million
0.34% of portfolio
|
Q3 2024
Added 449.05%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 18, 2024 Q2 2024 |
21,584
shares
|
$1.99 Million
1.96% of portfolio
|
Q2 2024
Added 490.7%
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
21,576
shares
|
$1.99 Million
0.0% of portfolio
|
Q2 2024
Added 8.03%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Aug 15, 2024 Q2 2024 |
21,553
shares
|
$1.98 Million
0.29% of portfolio
|
Q2 2024
Reduced 29.65%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
21,500
shares
|
$1.98 Million
3.03% of portfolio
|
Q1 2023
New holding
|
|
|
Wespac Advisors So Cal, LLC
|
Jul 23, 2024 Q2 2024 |
21,295
shares
|
$1.96 Million
0.5% of portfolio
|
Q2 2024
Reduced 21.7%
|