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 |
|---|---|---|---|---|---|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
8,497
shares
|
$730,062
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
8,492
shares
|
$729,632
0.49% of portfolio
|
Q3 2024
Reduced 22.8%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
8,458
shares
|
$726,711
0.06% of portfolio
|
Q2 2024
Added 5.17%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
8,448
shares
|
$725,852
0.37% of portfolio
|
Q3 2024
Added 18.67%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
8,422
shares
|
$723,618
0.13% of portfolio
|
Q3 2024
Added 155.83%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
8,370
shares
|
$719,150
0.35% of portfolio
|
Q4 2023
Reduced 6.74%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
8,351
shares
|
$717,517
0.6% of portfolio
|
Q3 2024
Added 42.12%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
8,327
shares
|
$715,455
0.09% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
8,152
shares
|
$700,419
1.97% of portfolio
|
Q3 2024
Added 26.62%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
8,016
shares
|
$688,734
0.47% of portfolio
|
Q3 2024
Added 23.68%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Nov 07, 2024 Q3 2024 |
8,000
shares
|
$687,360
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
7,995
shares
|
$686,930
0.01% of portfolio
|
Q3 2024
Added 18.5%
|
|
|
Shay Capital LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,920
shares
|
$680,486
0.12% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
7,889
shares
|
$677,822
0.14% of portfolio
|
Q3 2024
Added 42.56%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
7,877
shares
|
$676,791
0.21% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
7,794
shares
|
$669,660
0.02% of portfolio
|
Q3 2024
Reduced 93.26%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
7,669
shares
|
$658,920
0.28% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
7,668
shares
|
$658,834
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
7,667
shares
|
$658,748
0.36% of portfolio
|
Q3 2024
Added 77.81%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
7,634
shares
|
$655,913
0.04% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
7,606
shares
|
$653,507
0.1% of portfolio
|
Q3 2024
Reduced 48.67%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
7,592
shares
|
$652,304
0.35% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
7,583
shares
|
$651,531
0.01% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
7,475
shares
|
$642,252
0.47% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
7,472
shares
|
$641,994
0.56% of portfolio
|
Q3 2024
Reduced 16.97%
|