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 1,352 institutions that hold shares in the stock, with a total of 477 Million shares, which have been reported (via 13F filing form) to have a value of $41.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
20,909
shares
|
$1.83 Million
1.23% of portfolio
|
Q3 2024
Reduced 13.19%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
20,842
shares
|
$1.82 Million
0.95% of portfolio
|
Q4 2024
Reduced 13.09%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
20,824
shares
|
$1.82 Million
0.8% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
20,818
shares
|
$1.82 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
20,708
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
20,705
shares
|
$1.81 Million
3.41% of portfolio
|
Q4 2023
Added 301.96%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
20,530
shares
|
$1.8 Million
0.82% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
20,434
shares
|
$1.79 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,403
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2024
Reduced 79.24%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
20,359
shares
|
$1.78 Million
0.83% of portfolio
|
Q3 2024
Reduced 11.62%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
20,033
shares
|
$1.75 Million
0.06% of portfolio
|
Q3 2024
Reduced 93.11%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
19,977
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2022
Added 17.51%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 04, 2024 Q3 2024 |
19,900
shares
|
$1.74 Million
0.52% of portfolio
|
Q2 2024
Added 2.79%
|
|
|
Sourcerock Group LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
19,900
shares
|
$1.74 Million
0.18% of portfolio
|
Q3 2024
Reduced 57.71%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
19,734
shares
|
$1.73 Million
0.65% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
19,623
shares
|
$1.72 Million
0.11% of portfolio
|
Q3 2024
Reduced 65.28%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
19,595
shares
|
$1.71 Million
0.59% of portfolio
|
Q3 2024
Reduced 39.32%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
19,420
shares
|
$1.7 Million
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
19,143
shares
|
$1.68 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
19,071
shares
|
$1.67 Million
0.8% of portfolio
|
Q3 2024
Reduced 66.71%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
19,070
shares
|
$1.67 Million
0.48% of portfolio
|
Q4 2024
Reduced 12.31%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
19,068
shares
|
$1.67 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
19,049
shares
|
$1.67 Million
0.44% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
19,023
shares
|
$1.66 Million
0.78% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
18,893
shares
|
$1.65 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.6%
|