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 |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
11,075
shares
|
$951,564
0.39% of portfolio
|
Q3 2024
Added 39.5%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
11,055
shares
|
$949,845
0.15% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
11,039
shares
|
$948,470
0.1% of portfolio
|
Q3 2024
Added 77.3%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
10,976
shares
|
$943,057
0.07% of portfolio
|
Q3 2024
Added 19.54%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
10,975
shares
|
$942,972
0.12% of portfolio
|
Q1 2024
Added 53.52%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
10,869
shares
|
$933,864
0.2% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
10,722
shares
|
$921,234
0.2% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 16, 2024 Q3 2024 |
10,640
shares
|
$914,188
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
10,620
shares
|
$912,470
0.0% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
10,570
shares
|
$908,174
0.03% of portfolio
|
Q3 2024
Added 53.81%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
10,561
shares
|
$907,401
0.77% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
10,460
shares
|
$898,723
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
10,460
shares
|
$898,723
0.06% of portfolio
|
Q3 2024
Added 64.55%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 13, 2024 Q3 2024 |
10,300
shares
|
$884,976
0.05% of portfolio
|
Q4 2023
Added 100.98%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
10,277
shares
|
$882,999
0.19% of portfolio
|
Q3 2024
Added 32.95%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
10,275
shares
|
$882,828
0.78% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
10,147
shares
|
$871,830
0.09% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
10,146
shares
|
$871,744
0.02% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
10,126
shares
|
$870,025
0.03% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
10,081
shares
|
$866,159
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
10,036
shares
|
$862,293
0.86% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
9,961
shares
|
$855,849
1.28% of portfolio
|
Q3 2024
Added 2065.43%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
9,957
shares
|
$855,505
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
9,916
shares
|
$851,982
0.52% of portfolio
|
Q3 2024
Reduced 17.03%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,913
shares
|
$851,724
0.38% of portfolio
|
Q3 2023
Reduced 53.34%
|