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 |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
18,836
shares
|
$1.73 Million
0.17% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2024 Q2 2024 |
18,472
shares
|
$1.7 Million
0.01% of portfolio
|
Q2 2024
Reduced 12.94%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
18,299
shares
|
$1.68 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
18,262
shares
|
$1.68 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
18,201
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2024
Added 24.41%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
18,187
shares
|
$1.67 Million
0.91% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
18,149
shares
|
$1.67 Million
0.84% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
18,009
shares
|
$1.66 Million
0.01% of portfolio
|
Q2 2024
Reduced 43.72%
|
|
|
Alpine Global Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
17,900
shares
|
$1.65 Million
0.37% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
17,847
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2024
Reduced 25.67%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2024 Q2 2024 |
17,742
shares
|
$1.63 Million
0.02% of portfolio
|
Q2 2024
Reduced 42.52%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Aug 07, 2024 Q2 2024 |
17,741
shares
|
$1.63 Million
0.96% of portfolio
|
Q2 2024
Added 15.81%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
17,636
shares
|
$1.62 Million
0.02% of portfolio
|
Q2 2024
Added 51.71%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
17,516
shares
|
$1.61 Million
1.52% of portfolio
|
Q4 2022
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
17,485
shares
|
$1.61 Million
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
17,450
shares
|
$1.61 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2024 Q2 2024 |
17,349
shares
|
$1.6 Million
0.58% of portfolio
|
Q2 2024
Added 109.18%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jul 23, 2024 Q2 2024 |
17,327
shares
|
$1.59 Million
1.34% of portfolio
|
Q2 2024
Reduced 4.46%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
17,276
shares
|
$1.59 Million
0.24% of portfolio
|
Q2 2024
Added 20.6%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
17,151
shares
|
$1.58 Million
0.86% of portfolio
|
Q3 2024
Added 494.69%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
17,128
shares
|
$1.58 Million
0.05% of portfolio
|
Q2 2024
Added 11.19%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2024 Q2 2024 |
16,966
shares
|
$1.56 Million
0.53% of portfolio
|
Q2 2024
Added 2.92%
|
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
16,920
shares
|
$1.56 Million
0.36% of portfolio
|
Q2 2024
Added 3.44%
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
16,886
shares
|
$1.55 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
16,578
shares
|
$1.53 Million
0.14% of portfolio
|
Q3 2024
Added 54.29%
|