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 |
|---|---|---|---|---|---|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
6,606
shares
|
$567,587
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
6,605
shares
|
$567,501
0.15% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
6,599
shares
|
$566,986
0.07% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
6,598
shares
|
$566,900
0.09% of portfolio
|
Q3 2024
Reduced 13.41%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
6,527
shares
|
$560,799
0.56% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
6,484
shares
|
$557,105
0.06% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
6,438
shares
|
$553,152
0.36% of portfolio
|
Q3 2023
Reduced 0.28%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
6,424
shares
|
$551,950
0.44% of portfolio
|
Q3 2024
Added 36.8%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
6,376
shares
|
$547,825
0.37% of portfolio
|
Q3 2024
Reduced 13.2%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
6,370
shares
|
$547,310
0.4% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
6,363
shares
|
$546,708
0.01% of portfolio
|
Q3 2024
Added 43.18%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
6,346
shares
|
$545,248
0.12% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,290
shares
|
$540,436
0.18% of portfolio
|
Q3 2024
Reduced 13.48%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,286
shares
|
$540,093
0.02% of portfolio
|
Q4 2023
Reduced 14.34%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 29, 2024 Q3 2024 |
6,234
shares
|
$535,625
0.44% of portfolio
|
Q3 2024
Added 25.36%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
6,220
shares
|
$534,422
0.08% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
6,202
shares
|
$532,875
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
6,200
shares
|
$532,704
0.0% of portfolio
|
Q3 2024
Reduced 29.75%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
6,193
shares
|
$532,102
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
6,148
shares
|
$528,236
0.02% of portfolio
|
Q3 2024
Added 48.72%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,121
shares
|
$525,916
0.04% of portfolio
|
Q3 2024
Reduced 57.07%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
6,100
shares
|
$524,112
0.0% of portfolio
|
Q3 2024
Reduced 62.35%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
6,086
shares
|
$522,909
0.06% of portfolio
|
Q3 2024
Added 168.11%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
6,044
shares
|
$519,300
0.37% of portfolio
|
Q3 2024
Reduced 15.29%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,043
shares
|
$519,214
0.03% of portfolio
|
Q3 2024
Reduced 63.3%
|