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 |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,233
shares
|
$107,628
0.07% of portfolio
|
Q4 2023
Reduced 1.99%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1,178
shares
|
$102,827
0.02% of portfolio
|
Q2 2024
Reduced 79.09%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
1,172
shares
|
$102,303
0.03% of portfolio
|
Q2 2024
Reduced 14.58%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
1,149
shares
|
$100,296
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
1,128
shares
|
$98,463
0.01% of portfolio
|
Q1 2024
Reduced 23.68%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,117
shares
|
$97,502
0.02% of portfolio
|
Q3 2024
Added 13.98%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
1,109
shares
|
$96,804
0.02% of portfolio
|
Q3 2024
Reduced 77.13%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
1,097
shares
|
$95,757
0.01% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,052
shares
|
$91,829
0.01% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
1,047
shares
|
$91,392
0.0% of portfolio
|
Q3 2024
Added 152.29%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,036
shares
|
$90,432
0.01% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,015
shares
|
$88,599
0.01% of portfolio
|
Q3 2024
Added 19.13%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
1,005
shares
|
$87,726
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,003
shares
|
$87,551
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$87,290
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
920
shares
|
$80,306
0.02% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
913
shares
|
$79,695
0.01% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
899
shares
|
$78,473
0.0% of portfolio
|
Q3 2024
Added 100.67%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
896
shares
|
$78,211
0.03% of portfolio
|
Q2 2022
Reduced 83.07%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
879
shares
|
$76,727
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
856
shares
|
$74,720
0.03% of portfolio
|
Q3 2024
Reduced 38.28%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
844
shares
|
$73,672
0.0% of portfolio
|
Q3 2022
Added 1056.16%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
774
shares
|
$67,562
0.01% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
771
shares
|
$67,300
0.02% of portfolio
|
Q3 2024
Added 956.16%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
770
shares
|
$67,213
0.01% of portfolio
|
Q3 2024
Added 2.8%
|