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 |
|---|---|---|---|---|---|
|
Kornitzer Capital Management Inc
|
Aug 02, 2024 Q2 2024 |
13,163
shares
|
$1.21 Million
0.02% of portfolio
|
Q1 2024
Reduced 4.15%
|
|
|
Swmg, LLC
Fort Worth, TX |
Aug 14, 2024 Q2 2024 |
13,007
shares
|
$1.2 Million
0.53% of portfolio
|
Q2 2024
Reduced 4.65%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Aug 01, 2024 Q2 2024 |
13,000
shares
|
$1.2 Million
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
12,878
shares
|
$1.19 Million
0.05% of portfolio
|
Q2 2024
Reduced 20.86%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
12,875
shares
|
$1.18 Million
0.21% of portfolio
|
Q3 2024
Added 179.89%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2024 Q2 2024 |
12,775
shares
|
$1.18 Million
0.18% of portfolio
|
Q2 2024
Added 172.04%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
12,731
shares
|
$1.17 Million
0.06% of portfolio
|
Q2 2024
Added 50.66%
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
12,378
shares
|
$1.14 Million
0.67% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
12,293
shares
|
$1.13 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.74%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
12,268
shares
|
$1.13 Million
0.64% of portfolio
|
Q3 2024
Added 12168.0%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Aug 14, 2024 Q2 2024 |
11,955
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
11,952
shares
|
$1.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 14.14%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
11,877
shares
|
$1.09 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
11,787
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2024
Reduced 52.44%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 24, 2024 Q3 2024 |
11,713
shares
|
$1.08 Million
0.37% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
11,693
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
11,690
shares
|
$1.08 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
11,669
shares
|
$1.07 Million
0.32% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
|
Avidian Wealth Solutions, LLC
|
Aug 06, 2024 Q2 2024 |
11,512
shares
|
$1.06 Million
0.05% of portfolio
|
Q2 2024
Reduced 18.76%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
11,466
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2024
Added 342.53%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
11,435
shares
|
$1.05 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2024 Q2 2024 |
11,328
shares
|
$1.04 Million
0.12% of portfolio
|
Q2 2024
Added 4.95%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
11,271
shares
|
$1.04 Million
0.45% of portfolio
|
Q2 2024
Added 22.82%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Oct 16, 2024 Q3 2024 |
11,169
shares
|
$1.03 Million
0.81% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
11,104
shares
|
$1.02 Million
0.39% of portfolio
|
Q2 2024
Added 3.66%
|