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 |
|---|---|---|---|---|---|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
2,275
shares
|
$198,584
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
2,274
shares
|
$198,497
0.01% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
2,250
shares
|
$196,402
0.11% of portfolio
|
Q2 2024
Reduced 7.82%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
2,247
shares
|
$196,140
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
2,243
shares
|
$195,791
0.15% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,237
shares
|
$195,267
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
2,235
shares
|
$195,093
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
2,234
shares
|
$195,005
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,232
shares
|
$194,831
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
2,229
shares
|
$194,569
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,209
shares
|
$192,823
0.0% of portfolio
|
Q3 2024
Reduced 50.42%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
2,201
shares
|
$192,125
0.0% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
2,157
shares
|
$188,284
0.03% of portfolio
|
Q3 2024
Reduced 69.94%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
2,146
shares
|
$187,324
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,143
shares
|
$187,062
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cox Capital Mgt LLC
|
Oct 10, 2024 Q3 2024 |
2,142
shares
|
$186,975
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
2,142
shares
|
$186,975
0.01% of portfolio
|
Q3 2024
Reduced 19.53%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
2,138
shares
|
$186,626
0.11% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
2,137
shares
|
$186,538
0.01% of portfolio
|
Q3 2024
Reduced 24.51%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
2,127
shares
|
$185,665
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,125
shares
|
$185,491
0.08% of portfolio
|
Q3 2024
Added 33.73%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,113
shares
|
$184,443
0.15% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
2,109
shares
|
$184,094
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
2,103
shares
|
$183,570
0.19% of portfolio
|
Q3 2024
Reduced 24.7%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
2,079
shares
|
$181,475
0.01% of portfolio
|
Q3 2024
Reduced 46.54%
|