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 1,353 institutions that hold shares in the stock, with a total of 478 Million shares, which have been reported (via 13F filing form) to have a value of $41.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hap Trading, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
12,478
shares
|
$1.07 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
12,378
shares
|
$1.06 Million
0.67% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
12,377
shares
|
$1.06 Million
0.63% of portfolio
|
Q3 2024
Reduced 9.04%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
12,275
shares
|
$1.05 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
12,268
shares
|
$1.05 Million
0.64% of portfolio
|
Q3 2024
Added 12168.0%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
12,217
shares
|
$1.05 Million
0.7% of portfolio
|
Q3 2024
Reduced 8.51%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
11,975
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 92.73%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
11,970
shares
|
$1.03 Million
0.45% of portfolio
|
Q3 2024
Reduced 13.32%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
11,952
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2024
Reduced 14.14%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Nov 14, 2024 Q3 2024 |
11,942
shares
|
$1.03 Million
0.91% of portfolio
|
Q3 2024
Added 13.25%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
11,877
shares
|
$1.02 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
11,787
shares
|
$1.01 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
|
$1.01 Million
0.37% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
11,690
shares
|
$1 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
11,669
shares
|
$1 Million
0.32% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
11,592
shares
|
$995,984
0.74% of portfolio
|
Q3 2024
Reduced 12.41%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
11,552
shares
|
$992,547
0.04% of portfolio
|
Q3 2024
Added 53.11%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
11,473
shares
|
$985,760
0.0% of portfolio
|
Q3 2024
Added 8.69%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
11,466
shares
|
$985,158
0.03% of portfolio
|
Q3 2024
Added 342.53%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
11,435
shares
|
$982,495
0.1% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
11,363
shares
|
$976,308
0.22% of portfolio
|
Q3 2024
Added 26.82%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
11,306
shares
|
$971,411
0.4% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
11,271
shares
|
$968,404
0.45% of portfolio
|
Q2 2024
Added 22.82%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
11,180
shares
|
$960,585
0.01% of portfolio
|
Q3 2024
Added 75.95%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Oct 16, 2024 Q3 2024 |
11,169
shares
|
$959,640
0.81% of portfolio
|
Q3 2024
Added 12.35%
|