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 1,268 institutions that hold shares in the stock, with a total of 365 Million shares, which have been reported (via 13F filing form) to have a value of $33 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cx Institutional
|
Apr 15, 2024 Q1 2024 |
402,731
shares
|
$36.4 Million
1.85% of portfolio
|
Q1 2024
Added 14.87%
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 09, 2024 Q1 2024 |
382,500
shares
|
$34.6 Million
2.55% of portfolio
|
Q1 2024
Reduced 3.69%
|
|
Consolidated Planning Corp
Atlanta, GA |
May 02, 2024 Q1 2024 |
371,104
shares
|
$33.6 Million
6.38% of portfolio
|
Q1 2024
Added 5.97%
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 13, 2024 Q1 2024 |
366,764
shares
|
$33.2 Million
0.47% of portfolio
|
Q1 2024
Reduced 23.68%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
364,152
shares
|
$32.9 Million
0.61% of portfolio
|
Q2 2023
Added 22.96%
|
|
Townsend & Associates, Inc
|
Apr 24, 2024 Q1 2024 |
361,637
shares
|
$32.7 Million
3.88% of portfolio
|
Q1 2024
Added 2.63%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
340,915
shares
|
$30.8 Million
0.27% of portfolio
|
Q1 2024
Reduced 29.14%
|
|
Evoke Wealth, LLC
|
May 15, 2024 Q1 2024 |
339,613
shares
|
$30.7 Million
0.96% of portfolio
|
Q1 2024
Reduced 7.82%
|
|
Bcm Advisors, LLC
|
Apr 25, 2024 Q1 2024 |
336,724
shares
|
$30.5 Million
7.89% of portfolio
|
Q1 2024
Added 1.22%
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2024 Q1 2024 |
328,878
shares
|
$29.7 Million
0.08% of portfolio
|
Q1 2024
Added 20.44%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
328,739
shares
|
$29.7 Million
1.58% of portfolio
|
Q4 2023
Added 82.62%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
324,557
shares
|
$29.4 Million
0.1% of portfolio
|
Q1 2024
Reduced 22.47%
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 10, 2024 Q1 2024 |
309,499
shares
|
$28 Million
0.09% of portfolio
|
Q1 2024
Reduced 36.01%
|
|
Crestone Asset Management LLC
|
Apr 26, 2024 Q1 2024 |
308,928
shares
|
$27.9 Million
5.88% of portfolio
|
Q1 2024
Reduced 4.34%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 08, 2024 Q1 2024 |
306,193
shares
|
$27.7 Million
5.68% of portfolio
|
Q1 2024
Added 10.93%
|
|
Peak6 Investments LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
304,104
shares
|
$27.5 Million
0.08% of portfolio
|
Q1 2024
Reduced 76.48%
|
|
Cadence Wealth Management LLC
Westborough, MA |
May 10, 2024 Q1 2024 |
304,070
shares
|
$27.5 Million
29.63% of portfolio
|
Q1 2024
Added 28.89%
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
296,861
shares
|
$26.9 Million
0.41% of portfolio
|
Q1 2024
Reduced 11.66%
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 14, 2024 Q1 2024 |
295,985
shares
|
$26.8 Million
0.22% of portfolio
|
Q1 2024
Added 6.19%
|
|
Foundations Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
292,609
shares
|
$26.5 Million
0.77% of portfolio
|
Q1 2024
Reduced 1.38%
|
|
Dsc Meridian Capital LP
New York, NY |
May 14, 2024 Q1 2024 |
292,523
shares
|
$26.5 Million
13.52% of portfolio
|
Q1 2024
Added 122.73%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
286,649
shares
|
$25.9 Million
1.05% of portfolio
|
Q1 2024
Added 76.5%
|
|
Lebenthal Global Advisors, LLC
|
May 09, 2024 Q1 2024 |
283,762
shares
|
$25.7 Million
6.01% of portfolio
|
Q1 2024
Added 29.26%
|
|
Krilogy Financial LLC
|
Apr 24, 2024 Q1 2024 |
282,875
shares
|
$25.6 Million
2.15% of portfolio
|
Q1 2024
Added 151.14%
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
277,912
shares
|
$25.1 Million
1.92% of portfolio
|
Q1 2024
Reduced 3.83%
|