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 |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
11,080
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.16%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
11,075
shares
|
$1.02 Million
0.39% of portfolio
|
Q3 2024
Added 39.5%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 13, 2024 Q2 2024 |
11,000
shares
|
$1.01 Million
0.65% of portfolio
|
Q2 2024
Reduced 44.17%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
10,976
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2024
Added 19.54%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2024 Q2 2024 |
10,975
shares
|
$1.01 Million
0.12% of portfolio
|
Q1 2024
Added 53.52%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Aug 05, 2024 Q2 2024 |
10,953
shares
|
$1.01 Million
0.43% of portfolio
|
Q2 2024
Reduced 4.8%
|
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
10,944
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 13, 2024 Q2 2024 |
10,930
shares
|
$1.01 Million
0.15% of portfolio
|
Q2 2024
Added 6.27%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 12, 2024 Q2 2024 |
10,810
shares
|
$994,844
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Catalyst Private Wealth, LLC
|
Jul 24, 2024 Q2 2024 |
10,798
shares
|
$993,739
0.68% of portfolio
|
Q2 2024
Added 36.18%
|
|
|
Divergent Wealth Advisors
|
Jul 17, 2024 Q2 2024 |
10,752
shares
|
$989,506
0.19% of portfolio
|
Q2 2024
Added 8.99%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 16, 2024 Q3 2024 |
10,640
shares
|
$979,199
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
10,556
shares
|
$971,468
0.0% of portfolio
|
Q2 2024
Reduced 12.11%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Aug 14, 2024 Q2 2024 |
10,545
shares
|
$970,456
0.84% of portfolio
|
Q2 2024
Reduced 42.61%
|
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
10,310
shares
|
$948,829
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Swan Global Investments, LLC
Durango, CO |
Aug 12, 2024 Q2 2024 |
10,300
shares
|
$947,909
0.05% of portfolio
|
Q4 2023
Added 100.98%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
10,275
shares
|
$945,608
0.78% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
J. W. Coons Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
10,236
shares
|
$942,019
0.18% of portfolio
|
Q2 2024
Added 1.99%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
10,231
shares
|
$941,558
0.05% of portfolio
|
Q2 2024
Reduced 44.3%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
10,147
shares
|
$933,828
0.09% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Eschler Asset Management LLP
Cambridge, X0 |
Aug 14, 2024 Q2 2024 |
10,135
shares
|
$932,724
0.74% of portfolio
|
Q2 2024
Reduced 21.43%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
10,126
shares
|
$931,895
0.03% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 07, 2024 Q2 2024 |
10,043
shares
|
$924,257
0.02% of portfolio
|
Q2 2024
Added 5.47%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
10,010
shares
|
$921,220
0.12% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
10,000
shares
|
$920,300
0.12% of portfolio
|
Q2 2024
Reduced 1.96%
|