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 |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,573
shares
|
$224,597
0.01% of portfolio
|
Q1 2024
Added 39.53%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 07, 2024 Q3 2024 |
2,573
shares
|
$224,597
0.22% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
2,544
shares
|
$222,065
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
2,522
shares
|
$220,145
0.07% of portfolio
|
Q1 2024
Added 11.49%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
2,500
shares
|
$218,225
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
2,500
shares
|
$218,225
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
2,484
shares
|
$216,828
0.05% of portfolio
|
Q2 2024
Added 214.43%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
2,472
shares
|
$215,780
0.14% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
2,458
shares
|
$214,558
0.03% of portfolio
|
Q3 2024
Reduced 60.35%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
2,446
shares
|
$213,511
0.09% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
2,444
shares
|
$213,336
0.07% of portfolio
|
Q3 2024
Added 20.22%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
2,405
shares
|
$209,932
0.04% of portfolio
|
Q2 2024
Added 2.34%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
2,384
shares
|
$208,099
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
2,364
shares
|
$206,353
0.13% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
2,350
shares
|
$205,131
0.05% of portfolio
|
Q3 2024
Reduced 18.57%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
2,350
shares
|
$205,131
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
2,345
shares
|
$204,695
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
2,342
shares
|
$204,433
0.08% of portfolio
|
Q3 2024
Reduced 35.32%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
2,331
shares
|
$203,472
0.11% of portfolio
|
Q3 2024
Added 45.6%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
2,330
shares
|
$203,385
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
2,304
shares
|
$201,116
0.04% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
2,303
shares
|
$201,028
0.01% of portfolio
|
Q3 2024
Reduced 95.71%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
2,300
shares
|
$200,767
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
2,276
shares
|
$198,672
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
2,275
shares
|
$198,584
0.04% of portfolio
|
Q4 2023
New holding
|