Institutional Ownership Ishares Barclays 20+ Year Trea (TLT)
Currently, there are no institutions holding Ishares Barclays 20+ Year Trea (TLT). This information is based on the latest data available and is subject to change as new information becomes available.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
4,348
shares
|
$386,493
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
4,345
shares
|
$386,227
0.15% of portfolio
|
Q1 2025
Added 13.89%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
4,338
shares
|
$385,604
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
4,326
shares
|
$384,538
0.31% of portfolio
|
Q4 2024
Reduced 22.29%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
4,322
shares
|
$384,182
0.13% of portfolio
|
Q1 2025
Added 23.42%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
4,314
shares
|
$383,471
0.01% of portfolio
|
Q4 2024
Added 183.26%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
4,288
shares
|
$381,160
0.29% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
4,230
shares
|
$376,004
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
4,206
shares
|
$373,871
0.03% of portfolio
|
Q4 2024
Reduced 12.48%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
4,190
shares
|
$372,449
0.04% of portfolio
|
Q1 2025
Added 48.21%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,164
shares
|
$370,137
0.2% of portfolio
|
Q1 2024
Reduced 12.32%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Feb 14, 2025 Q4 2024 |
4,153
shares
|
$369,160
0.05% of portfolio
|
Q4 2024
Reduced 67.05%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
4,129
shares
|
$367,026
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
4,110
shares
|
$365,337
0.03% of portfolio
|
Q1 2025
Reduced 13.87%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4,085
shares
|
$363,115
0.03% of portfolio
|
Q4 2023
Added 13.16%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
4,046
shares
|
$359,648
0.0% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
4,029
shares
|
$358,137
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
4,020
shares
|
$357,337
0.32% of portfolio
|
Q2 2024
Added 13.69%
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
4,019
shares
|
$357,248
0.21% of portfolio
|
Q4 2024
Reduced 57.22%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
4,012
shares
|
$356,626
0.1% of portfolio
|
Q1 2025
Added 26.6%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
3,967
shares
|
$352,626
0.0% of portfolio
|
Q4 2024
Reduced 69.76%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
3,952
shares
|
$351,293
0.14% of portfolio
|
Q4 2024
Reduced 8.75%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
3,939
shares
|
$350,137
0.2% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
3,926
shares
|
$348,982
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
3,893
shares
|
$346,048
0.02% of portfolio
|
Q3 2024
Reduced 0.49%
|