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 1,354 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 $41.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
3,926
shares
|
$342,700
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,913
shares
|
$341,565
0.03% of portfolio
|
Q3 2024
Reduced 97.79%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
3,909
shares
|
$341,216
0.09% of portfolio
|
Q3 2024
Reduced 37.46%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
3,900
shares
|
$340,431
0.24% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
3,893
shares
|
$339,819
0.03% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
3,867
shares
|
$337,550
0.03% of portfolio
|
Q3 2024
Reduced 71.98%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
3,845
shares
|
$335,630
0.23% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
3,840
shares
|
$335,193
0.12% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
3,784
shares
|
$330,305
0.01% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
3,772
shares
|
$329,257
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,764
shares
|
$328,559
0.0% of portfolio
|
Q3 2024
Reduced 32.44%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Oct 08, 2024 Q3 2024 |
3,739
shares
|
$326,377
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
3,725
shares
|
$325,155
0.06% of portfolio
|
Q3 2024
Reduced 19.0%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
3,725
shares
|
$325,155
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
3,680
shares
|
$321,227
0.24% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
3,635
shares
|
$317,299
0.11% of portfolio
|
Q3 2024
Reduced 9.49%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
3,592
shares
|
$313,545
0.05% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
3,588
shares
|
$313,196
0.11% of portfolio
|
Q3 2024
Reduced 23.76%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,581
shares
|
$312,585
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
3,577
shares
|
$312,236
0.1% of portfolio
|
Q2 2022
Reduced 20.6%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
3,567
shares
|
$311,363
0.02% of portfolio
|
Q2 2024
Added 2278.0%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
3,535
shares
|
$308,570
0.14% of portfolio
|
Q3 2024
Reduced 77.12%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Oct 29, 2024 Q3 2024 |
3,509
shares
|
$306,300
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,500
shares
|
$305,515
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
3,491
shares
|
$304,729
0.28% of portfolio
|
Q3 2024
Added 5.66%
|