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 |
---|---|---|---|---|---|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
16,347
shares
|
$1.43 Million
0.22% of portfolio
|
Q4 2024
Added 0.92%
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
16,335
shares
|
$1.43 Million
1.09% of portfolio
|
Q3 2024
New holding
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
16,320
shares
|
$1.43 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,285
shares
|
$1.43 Million
0.24% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 07, 2024 Q3 2024 |
16,226
shares
|
$1.42 Million
0.79% of portfolio
|
Q3 2024
Reduced 67.74%
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
16,152
shares
|
$1.41 Million
0.56% of portfolio
|
Q4 2024
Added 11.9%
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
16,145
shares
|
$1.41 Million
0.7% of portfolio
|
Q3 2024
Added 6.6%
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
15,991
shares
|
$1.4 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 23, 2024 Q3 2024 |
15,956
shares
|
$1.4 Million
1.13% of portfolio
|
Q3 2024
Added 1.55%
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2024 Q3 2024 |
15,955
shares
|
$1.4 Million
0.89% of portfolio
|
Q3 2024
Added 586.24%
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
15,853
shares
|
$1.39 Million
0.2% of portfolio
|
Q4 2024
Added 325.58%
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
15,766
shares
|
$1.38 Million
0.7% of portfolio
|
Q3 2024
Added 187.07%
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
15,736
shares
|
$1.38 Million
0.85% of portfolio
|
Q3 2024
Added 35.69%
|
|
Dorsey Wright & Associates
|
Nov 15, 2024 Q3 2024 |
15,587
shares
|
$1.36 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
15,513
shares
|
$1.36 Million
1.08% of portfolio
|
Q3 2024
Added 75.23%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
15,501
shares
|
$1.36 Million
0.51% of portfolio
|
Q4 2024
Added 5.16%
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
15,469
shares
|
$1.35 Million
0.39% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
15,401
shares
|
$1.35 Million
0.08% of portfolio
|
Q4 2024
Added 1.42%
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
15,355
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.87%
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
15,000
shares
|
$1.31 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
14,976
shares
|
$1.31 Million
0.14% of portfolio
|
Q3 2024
Reduced 20.49%
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
14,836
shares
|
$1.3 Million
0.27% of portfolio
|
Q4 2024
Added 157.7%
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
14,719
shares
|
$1.29 Million
0.37% of portfolio
|
Q3 2024
Added 257.69%
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
14,674
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2024
Added 11.48%
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
14,600
shares
|
$1.28 Million
0.29% of portfolio
|
Q3 2024
Added 108.42%
|