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 |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
3,014
shares
|
$263,092
0.05% of portfolio
|
Q3 2024
Reduced 60.69%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
2,911
shares
|
$254,101
0.03% of portfolio
|
Q3 2024
Reduced 46.19%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
2,910
shares
|
$254,013
0.03% of portfolio
|
Q3 2024
Added 14.84%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
2,895
shares
|
$252,704
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,886
shares
|
$251,918
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
2,883
shares
|
$251,657
0.03% of portfolio
|
Q3 2024
Reduced 19.4%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,853
shares
|
$249,038
0.02% of portfolio
|
Q3 2024
Reduced 38.05%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
2,850
shares
|
$248,776
0.12% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
2,843
shares
|
$248,165
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,837
shares
|
$247,641
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
2,831
shares
|
$247,117
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
2,811
shares
|
$245,372
0.13% of portfolio
|
Q1 2024
Added 3.8%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
2,807
shares
|
$245,023
0.22% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
2,805
shares
|
$244,848
0.08% of portfolio
|
Q3 2024
Reduced 91.45%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,775
shares
|
$242,229
0.05% of portfolio
|
Q1 2024
Reduced 45.61%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
2,731
shares
|
$238,388
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,715
shares
|
$236,992
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Penbrook Management LLC
|
Oct 15, 2024 Q3 2024 |
2,695
shares
|
$235,246
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
2,693
shares
|
$235,071
0.01% of portfolio
|
Q3 2024
Added 9.92%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
2,690
shares
|
$234,810
0.03% of portfolio
|
Q3 2024
Reduced 37.82%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
2,689
shares
|
$234,722
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
2,686
shares
|
$234,460
0.05% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
2,643
shares
|
$230,707
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
2,599
shares
|
$226,866
0.0% of portfolio
|
Q1 2024
Reduced 5.8%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
2,591
shares
|
$226,168
0.11% of portfolio
|
Q3 2024
Reduced 44.52%
|