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 |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
7,394
shares
|
$680,469
0.07% of portfolio
|
Q3 2024
Reduced 24.83%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Aug 06, 2024 Q2 2024 |
7,372
shares
|
$678,445
0.58% of portfolio
|
Q2 2024
Added 4.98%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
7,350
shares
|
$676,420
0.3% of portfolio
|
Q3 2024
Reduced 13.08%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Aug 01, 2024 Q2 2024 |
7,346
shares
|
$676,052
0.5% of portfolio
|
Q2 2024
Added 13.5%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 25, 2024 Q2 2024 |
7,274
shares
|
$669,426
0.3% of portfolio
|
Q2 2024
Added 9.48%
|
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
7,205
shares
|
$663,076
0.05% of portfolio
|
Q2 2024
Reduced 60.5%
|
|
|
Nationwide Asset Management LLC
|
Oct 27, 2023 Q3 2023 |
7,185
shares
|
$661,235
2.54% of portfolio
|
Q1 2023
Added 11.74%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
7,178
shares
|
$660,591
0.4% of portfolio
|
Q3 2024
Added 29.61%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
7,175
shares
|
$660,315
0.11% of portfolio
|
Q2 2024
Added 17.99%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Jul 24, 2024 Q2 2024 |
7,119
shares
|
$655,161
0.34% of portfolio
|
Q2 2024
Added 3.19%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
7,045
shares
|
$648,351
0.24% of portfolio
|
Q4 2023
Reduced 24.76%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,015
shares
|
$645,590
0.24% of portfolio
|
Q1 2024
Reduced 48.14%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 13, 2024 Q2 2024 |
7,005
shares
|
$644,670
0.18% of portfolio
|
Q2 2024
Reduced 26.49%
|
|
|
Green Square Capital Advisors LLC
|
Aug 14, 2024 Q2 2024 |
7,000
shares
|
$644,210
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Aug 12, 2024 Q2 2024 |
6,890
shares
|
$634,086
0.54% of portfolio
|
Q2 2024
Added 7.76%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
6,872
shares
|
$632,430
0.02% of portfolio
|
Q2 2024
Reduced 30.36%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
6,792
shares
|
$625,067
0.21% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 13, 2024 Q2 2024 |
6,771
shares
|
$623,135
0.3% of portfolio
|
Q2 2024
Reduced 17.19%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
6,750
shares
|
$621,202
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,747
shares
|
$620,926
0.16% of portfolio
|
Q3 2022
Added 42068.75%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
6,747
shares
|
$620,926
0.01% of portfolio
|
Q2 2024
Added 104.83%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
6,721
shares
|
$618,533
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
6,710
shares
|
$617,521
0.18% of portfolio
|
Q3 2024
Reduced 25.95%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
6,707
shares
|
$617,245
0.37% of portfolio
|
Q3 2024
Reduced 17.37%
|
|
|
Kovack Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
6,663
shares
|
$613,195
0.07% of portfolio
|
Q2 2024
New holding
|