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 479 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 |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
9,859
shares
|
$847,085
0.05% of portfolio
|
Q3 2024
Reduced 14.36%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
9,840
shares
|
$845,452
0.01% of portfolio
|
Q3 2024
Added 32.72%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
9,622
shares
|
$826,722
0.14% of portfolio
|
Q3 2024
Added 77.99%
|
|
|
Catalyst Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
9,485
shares
|
$814,951
0.57% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
9,417
shares
|
$809,108
0.61% of portfolio
|
Q1 2024
Reduced 13.65%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
9,412
shares
|
$808,679
0.3% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
9,396
shares
|
$807,304
0.3% of portfolio
|
Q3 2024
Reduced 30.14%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
9,395
shares
|
$807,218
0.57% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
9,347
shares
|
$803,094
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
9,324
shares
|
$801,118
0.38% of portfolio
|
Q3 2024
Reduced 28.32%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
9,175
shares
|
$788,316
0.05% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
9,086
shares
|
$780,669
0.69% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
9,058
shares
|
$778,263
0.03% of portfolio
|
Q3 2024
Reduced 26.08%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
9,015
shares
|
$774,568
0.02% of portfolio
|
Q3 2024
Added 31.8%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
8,953
shares
|
$769,241
0.63% of portfolio
|
Q4 2024
Added 20.9%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
8,948
shares
|
$768,812
0.81% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
8,928
shares
|
$767,093
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
8,888
shares
|
$763,656
0.4% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
8,846
shares
|
$760,048
0.09% of portfolio
|
Q3 2024
Added 69.95%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
8,724
shares
|
$749,566
0.26% of portfolio
|
Q3 2024
Added 24.97%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
8,700
shares
|
$747,504
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
8,694
shares
|
$746,988
0.11% of portfolio
|
Q3 2024
Reduced 13.15%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,677
shares
|
$745,527
0.04% of portfolio
|
Q2 2020
Reduced 33.05%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
8,646
shares
|
$742,864
0.19% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 06, 2025 Q3 2024 |
8,640
shares
|
$742,348
0.59% of portfolio
|
Q3 2024
Added 2.98%
|