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 |
|---|---|---|---|---|---|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Oct 08, 2024 Q3 2024 |
3,739
shares
|
$344,100
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
3,725
shares
|
$342,811
0.06% of portfolio
|
Q3 2024
Reduced 19.0%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 25, 2024 Q2 2024 |
3,713
shares
|
$341,707
0.05% of portfolio
|
Q2 2024
Added 3.8%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
3,680
shares
|
$338,670
0.24% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
3,635
shares
|
$334,529
0.11% of portfolio
|
Q3 2024
Reduced 9.49%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 24, 2024 Q2 2024 |
3,621
shares
|
$333,240
0.12% of portfolio
|
Q2 2024
Added 2.64%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,581
shares
|
$329,559
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Camden Capital, LLC
|
Aug 06, 2024 Q2 2024 |
3,577
shares
|
$329,191
0.03% of portfolio
|
Q2 2024
Added 30.03%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
3,577
shares
|
$329,191
0.1% of portfolio
|
Q2 2022
Reduced 20.6%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jul 31, 2024 Q2 2024 |
3,567
shares
|
$328,271
0.02% of portfolio
|
Q2 2024
Added 2278.0%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 26, 2023 Q1 2023 |
3,540
shares
|
$325,786
0.38% of portfolio
|
Q1 2023
Added 1.52%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Oct 29, 2024 Q3 2024 |
3,509
shares
|
$322,933
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
3,500
shares
|
$322,105
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Renasant Bank
|
Aug 09, 2024 Q2 2024 |
3,467
shares
|
$319,068
0.23% of portfolio
|
Q2 2024
Reduced 26.73%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 23, 2024 Q2 2024 |
3,434
shares
|
$316,031
0.06% of portfolio
|
Q2 2024
Reduced 93.07%
|
|
|
Banque Cantonale Vaudoise
|
Jul 31, 2024 Q2 2024 |
3,411
shares
|
$313,914
0.01% of portfolio
|
Q2 2024
Reduced 32.87%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
3,404
shares
|
$313,270
0.21% of portfolio
|
Q3 2024
Added 14.19%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
3,377
shares
|
$310,785
0.19% of portfolio
|
Q2 2024
Reduced 9.9%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 14, 2024 Q2 2024 |
3,376
shares
|
$310,693
0.01% of portfolio
|
Q2 2024
Added 89.24%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
3,354
shares
|
$308,668
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
3,329
shares
|
$306,367
0.03% of portfolio
|
Q2 2024
Added 7.25%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Aug 06, 2024 Q2 2024 |
3,328
shares
|
$306,275
0.04% of portfolio
|
Q2 2024
Reduced 14.8%
|
|
|
Cadinha & CO LLC
|
Oct 08, 2024 Q3 2024 |
3,308
shares
|
$304,435
0.06% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Aug 14, 2024 Q2 2024 |
3,304
shares
|
$304,067
0.29% of portfolio
|
Q2 2024
Added 0.92%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 02, 2024 Q2 2024 |
3,296
shares
|
$303,330
0.14% of portfolio
|
Q2 2024
New holding
|