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 |
|---|---|---|---|---|---|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
2,807
shares
|
$258,328
0.22% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
2,802
shares
|
$257,868
0.01% of portfolio
|
Q2 2024
Added 10.79%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
2,787
shares
|
$256,487
0.0% of portfolio
|
Q2 2024
Reduced 65.09%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,775
shares
|
$255,383
0.05% of portfolio
|
Q1 2024
Reduced 45.61%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
2,754
shares
|
$253,450
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 14, 2024 Q2 2024 |
2,706
shares
|
$249,033
0.03% of portfolio
|
Q2 2024
Added 3.84%
|
|
|
Penbrook Management LLC
|
Oct 15, 2024 Q3 2024 |
2,695
shares
|
$248,020
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 09, 2024 Q2 2024 |
2,652
shares
|
$244,063
0.05% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
2,599
shares
|
$239,185
0.0% of portfolio
|
Q1 2024
Reduced 5.8%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,573
shares
|
$236,793
0.01% of portfolio
|
Q1 2024
Added 39.53%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 07, 2024 Q3 2024 |
2,573
shares
|
$236,793
0.22% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Sep 09, 2024 Q2 2024 |
2,525
shares
|
$232,375
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
2,522
shares
|
$232,099
0.07% of portfolio
|
Q1 2024
Added 11.49%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Aug 27, 2024 Q2 2024 |
2,500
shares
|
$230,075
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Rice Partnership, LLC
|
Aug 01, 2024 Q2 2024 |
2,484
shares
|
$228,602
0.05% of portfolio
|
Q2 2024
Added 214.43%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
2,478
shares
|
$228,050
0.0% of portfolio
|
Q2 2024
Reduced 33.76%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
2,458
shares
|
$226,209
0.03% of portfolio
|
Q3 2024
Reduced 60.35%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 14, 2024 Q2 2024 |
2,454
shares
|
$225,841
0.04% of portfolio
|
Q2 2024
Reduced 7.85%
|
|
|
Dearborn Partners LLC
|
Jul 26, 2024 Q2 2024 |
2,450
shares
|
$225,473
0.01% of portfolio
|
Q2 2024
Reduced 3.92%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
2,446
shares
|
$225,105
0.09% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
2,444
shares
|
$224,921
0.07% of portfolio
|
Q3 2024
Added 20.22%
|
|
|
Accredited Investors Inc.
|
Jul 19, 2024 Q2 2024 |
2,441
shares
|
$224,645
0.01% of portfolio
|
Q2 2024
Reduced 77.29%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
2,405
shares
|
$221,332
0.04% of portfolio
|
Q2 2024
Added 2.34%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
2,391
shares
|
$220,043
0.0% of portfolio
|
Q2 2024
Reduced 8.98%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 12, 2024 Q2 2024 |
2,386
shares
|
$219,583
0.01% of portfolio
|
Q2 2024
New holding
|