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 |
|---|---|---|---|---|---|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
23,371
shares
|
$2.01 Million
1.04% of portfolio
|
Q1 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
23,305
shares
|
$2 Million
0.49% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
|
Alethea Capital Management, LLC
San Diego, CA |
Nov 14, 2024 Q3 2024 |
23,123
shares
|
$1.99 Million
1.65% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
23,118
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2024
Reduced 60.05%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
23,091
shares
|
$1.98 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
22,983
shares
|
$1.97 Million
0.46% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
22,750
shares
|
$1.95 Million
0.04% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
22,735
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2024
Added 24.91%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
22,509
shares
|
$1.93 Million
0.35% of portfolio
|
Q3 2024
Reduced 14.67%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,488
shares
|
$1.93 Million
0.04% of portfolio
|
Q3 2024
Reduced 64.11%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
22,397
shares
|
$1.92 Million
1.12% of portfolio
|
Q4 2024
Reduced 78.64%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
22,330
shares
|
$1.92 Million
0.07% of portfolio
|
Q3 2024
Added 461.48%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
22,248
shares
|
$1.91 Million
0.21% of portfolio
|
Q3 2024
Reduced 32.05%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
22,240
shares
|
$1.91 Million
1.05% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Nov 18, 2024 Q3 2024 |
22,045
shares
|
$1.89 Million
1.18% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
21,896
shares
|
$1.88 Million
0.02% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
21,805
shares
|
$1.87 Million
0.08% of portfolio
|
Q3 2024
Added 113.13%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
21,786
shares
|
$1.87 Million
0.42% of portfolio
|
Q3 2024
Reduced 21.46%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
21,766
shares
|
$1.87 Million
0.05% of portfolio
|
Q3 2024
Reduced 47.47%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
21,747
shares
|
$1.87 Million
0.62% of portfolio
|
Q3 2024
Reduced 12.01%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
21,682
shares
|
$1.86 Million
0.34% of portfolio
|
Q3 2024
Added 449.05%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
21,500
shares
|
$1.85 Million
3.03% of portfolio
|
Q1 2023
New holding
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
21,229
shares
|
$1.82 Million
0.07% of portfolio
|
Q3 2024
Reduced 17.82%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
21,060
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Added 18.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
21,035
shares
|
$1.81 Million
0.62% of portfolio
|
Q3 2024
Added 4.94%
|