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 |
|---|---|---|---|---|---|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
6,654
shares
|
$612,367
0.22% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
6,605
shares
|
$607,858
0.15% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Fulcrum Equity Management
|
Jul 19, 2024 Q2 2024 |
6,600
shares
|
$607,398
0.56% of portfolio
|
Q2 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
6,598
shares
|
$607,213
0.09% of portfolio
|
Q3 2024
Reduced 13.41%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
6,515
shares
|
$599,575
0.03% of portfolio
|
Q2 2024
Reduced 2.98%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 13, 2024 Q2 2024 |
6,490
shares
|
$597,274
0.13% of portfolio
|
Q2 2024
Added 22.75%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
6,484
shares
|
$596,722
0.06% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Objective Capital Management, LLC
|
Jun 05, 2024 Q1 2024 |
6,481
shares
|
$596,446
0.42% of portfolio
|
Q1 2024
Added 46.83%
|
|
|
Concorde Asset Management, LLC
|
Aug 12, 2024 Q2 2024 |
6,458
shares
|
$594,329
0.37% of portfolio
|
Q2 2024
Added 9.24%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
6,438
shares
|
$592,489
0.36% of portfolio
|
Q3 2023
Reduced 0.28%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Aug 05, 2024 Q2 2024 |
6,438
shares
|
$592,489
1.25% of portfolio
|
Q2 2024
Added 20.79%
|
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
6,376
shares
|
$586,783
0.22% of portfolio
|
Q2 2024
Reduced 34.09%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
6,370
shares
|
$586,231
0.4% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
6,354
shares
|
$584,758
0.01% of portfolio
|
Q2 2024
Reduced 21.42%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
6,346
shares
|
$584,022
0.12% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,290
shares
|
$578,868
0.18% of portfolio
|
Q3 2024
Reduced 13.48%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,286
shares
|
$578,500
0.02% of portfolio
|
Q4 2023
Reduced 14.34%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 29, 2024 Q3 2024 |
6,234
shares
|
$573,715
0.44% of portfolio
|
Q3 2024
Added 25.36%
|
|
|
Founders Financial Securities LLC
|
Aug 02, 2024 Q2 2024 |
6,226
shares
|
$572,978
0.05% of portfolio
|
Q2 2024
Reduced 11.99%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
6,220
shares
|
$572,426
0.08% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
6,202
shares
|
$570,770
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
6,200
shares
|
$570,586
0.0% of portfolio
|
Q3 2024
Reduced 29.75%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
6,193
shares
|
$569,941
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Richard Bernstein Advisors LLC
|
Jul 30, 2024 Q2 2024 |
6,086
shares
|
$560,094
0.01% of portfolio
|
Q2 2024
Reduced 8.14%
|
|
|
Ieq Capital, LLC
|
Aug 12, 2024 Q2 2024 |
6,082
shares
|
$559,726
0.01% of portfolio
|
Q2 2024
Added 144.16%
|