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 469 Million shares, which have been reported (via 13F filing form) to have a value of $41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
18,546
shares
|
$1.62 Million
0.86% of portfolio
|
Q4 2024
Reduced 62.83%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
18,376
shares
|
$1.61 Million
0.88% of portfolio
|
Q4 2024
Added 15.17%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
18,374
shares
|
$1.61 Million
1.38% of portfolio
|
Q3 2024
Added 124.7%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
18,362
shares
|
$1.61 Million
0.07% of portfolio
|
Q3 2024
Added 24.03%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
18,356
shares
|
$1.61 Million
0.97% of portfolio
|
Q4 2024
Added 93.53%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
18,299
shares
|
$1.6 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
|
$1.6 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
18,218
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 07, 2024 Q3 2024 |
18,194
shares
|
$1.59 Million
1.18% of portfolio
|
Q3 2024
Added 18.88%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
18,187
shares
|
$1.59 Million
0.91% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
17,858
shares
|
$1.56 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
17,773
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
17,678
shares
|
$1.55 Million
0.19% of portfolio
|
Q3 2024
Reduced 69.86%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
17,525
shares
|
$1.53 Million
0.25% of portfolio
|
Q4 2024
Reduced 14.91%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
17,516
shares
|
$1.53 Million
1.52% of portfolio
|
Q4 2022
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
17,485
shares
|
$1.53 Million
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
17,467
shares
|
$1.53 Million
0.75% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
17,450
shares
|
$1.53 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 05, 2024 Q3 2024 |
17,421
shares
|
$1.52 Million
0.58% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
17,154
shares
|
$1.5 Million
0.54% of portfolio
|
Q3 2024
Reduced 12.76%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
17,151
shares
|
$1.5 Million
0.46% of portfolio
|
Q4 2024
Added 10.25%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jan 22, 2025 Q4 2024 |
16,817
shares
|
$1.47 Million
0.92% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
16,794
shares
|
$1.47 Million
0.39% of portfolio
|
Q3 2024
Added 306.34%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
16,740
shares
|
$1.46 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
16,498
shares
|
$1.44 Million
0.07% of portfolio
|
Q3 2024
Added 67.61%
|