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 1,352 institutions that hold shares in the stock, with a total of 477 Million shares, which have been reported (via 13F filing form) to have a value of $41.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
7,407
shares
|
$648,186
0.09% of portfolio
|
Q4 2024
Added 12.26%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
7,407
shares
|
$648,186
0.18% of portfolio
|
Q3 2024
Reduced 56.34%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
7,387
shares
|
$646,436
0.61% of portfolio
|
Q4 2024
Added 22.34%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
7,365
shares
|
$644,511
0.06% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
7,350
shares
|
$643,198
0.3% of portfolio
|
Q3 2024
Reduced 13.08%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
7,263
shares
|
$635,585
0.07% of portfolio
|
Q3 2024
Added 79.51%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
7,214
shares
|
$631,297
0.15% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Nationwide Asset Management LLC
|
Oct 27, 2023 Q3 2023 |
7,185
shares
|
$628,759
2.54% of portfolio
|
Q1 2023
Added 11.74%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
7,178
shares
|
$628,146
0.1% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
7,178
shares
|
$628,146
0.4% of portfolio
|
Q3 2024
Added 29.61%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,096
shares
|
$620,970
0.4% of portfolio
|
Q3 2024
Added 9.88%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
7,080
shares
|
$619,570
0.02% of portfolio
|
Q4 2024
Reduced 33.02%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
7,045
shares
|
$616,507
0.24% of portfolio
|
Q4 2023
Reduced 24.76%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,015
shares
|
$613,882
0.24% of portfolio
|
Q1 2024
Reduced 48.14%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
6,936
shares
|
$606,969
0.01% of portfolio
|
Q3 2024
Reduced 41.98%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
6,850
shares
|
$599,443
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
6,760
shares
|
$591,567
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
6,750
shares
|
$590,692
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,747
shares
|
$590,429
0.16% of portfolio
|
Q3 2022
Added 42068.75%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
6,733
shares
|
$589,204
0.31% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
6,712
shares
|
$587,367
0.05% of portfolio
|
Q4 2024
Reduced 9.22%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
6,699
shares
|
$586,229
0.28% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
6,606
shares
|
$578,091
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
6,599
shares
|
$577,478
0.07% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
6,527
shares
|
$571,177
0.56% of portfolio
|
Q3 2024
Reduced 1.11%
|