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 |
|---|---|---|---|---|---|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2024 Q2 2024 |
4,696
shares
|
$432,172
0.31% of portfolio
|
Q2 2024
Added 20.1%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
4,691
shares
|
$431,712
0.24% of portfolio
|
Q2 2024
Reduced 34.77%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
4,672
shares
|
$429,964
0.04% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Aug 09, 2024 Q2 2024 |
4,670
shares
|
$429,780
0.2% of portfolio
|
Q2 2024
Added 10.69%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
4,642
shares
|
$427,203
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,620
shares
|
$425,178
0.11% of portfolio
|
Q3 2024
Reduced 66.31%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
4,605
shares
|
$423,798
0.03% of portfolio
|
Q2 2024
Added 150.14%
|
|
|
American Trust
Lexington, KY |
Sep 11, 2024 Q2 2024 |
4,585
shares
|
$421,957
0.04% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
4,567
shares
|
$420,301
0.05% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
4,557
shares
|
$419,380
0.01% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Aug 13, 2024 Q2 2024 |
4,543
shares
|
$418,092
0.2% of portfolio
|
Q2 2024
Reduced 41.11%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
4,501
shares
|
$414,227
0.24% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,500
shares
|
$414,135
0.19% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
4,500
shares
|
$414,135
0.21% of portfolio
|
Q3 2024
Reduced 10.11%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
4,470
shares
|
$411,374
0.11% of portfolio
|
Q3 2024
Reduced 18.83%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 12, 2024 Q2 2024 |
4,452
shares
|
$409,717
0.14% of portfolio
|
Q2 2024
Reduced 2.48%
|
|
|
Weaver Consulting Group
|
Jul 12, 2024 Q2 2024 |
4,451
shares
|
$409,625
0.15% of portfolio
|
Q2 2024
Added 19.43%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
4,444
shares
|
$408,981
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Jul 24, 2024 Q2 2024 |
4,386
shares
|
$403,643
0.09% of portfolio
|
Q2 2024
Added 22.14%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
4,382
shares
|
$403,275
0.02% of portfolio
|
Q3 2024
Added 119.87%
|
|
|
D.B. Root & Company, LLC
|
Jul 15, 2024 Q2 2024 |
4,327
shares
|
$398,213
0.14% of portfolio
|
Q2 2024
Added 2.37%
|
|
|
True Private Wealth Advisors
|
Jul 16, 2024 Q2 2024 |
4,326
shares
|
$398,121
0.05% of portfolio
|
Q2 2024
Reduced 7.17%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Aug 13, 2024 Q2 2024 |
4,312
shares
|
$396,833
0.21% of portfolio
|
Q2 2024
Added 80.95%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 07, 2024 Q2 2024 |
4,274
shares
|
$393,336
0.03% of portfolio
|
Q1 2024
Reduced 9.93%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
4,236
shares
|
$389,839
0.21% of portfolio
|
Q3 2024
Reduced 4.4%
|