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 1,308 institutions that hold shares in the stock, with a total of 405 Million shares, which have been reported (via 13F filing form) to have a value of $37.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 24, 2024 Q2 2024 |
470
shares
|
$43,254
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Aug 08, 2024 Q2 2024 |
460
shares
|
$42,333
0.05% of portfolio
|
Q1 2022
Reduced 78.4%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
459
shares
|
$42,241
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Aug 12, 2024 Q2 2024 |
450
shares
|
$41,413
0.03% of portfolio
|
Q2 2024
Added 328.57%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
445
shares
|
$40,953
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2024 Q2 2024 |
415
shares
|
$38,192
0.0% of portfolio
|
Q2 2024
Reduced 63.01%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 12, 2024 Q2 2024 |
407
shares
|
$37,456
0.01% of portfolio
|
Q2 2024
Added 1.5%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
402
shares
|
$36,996
0.0% of portfolio
|
Q4 2023
Added 20000.0%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
398
shares
|
$36,627
0.01% of portfolio
|
Q3 2024
Added 35.68%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
395
shares
|
$36,351
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
392
shares
|
$36,075
0.01% of portfolio
|
Q2 2024
Reduced 33.78%
|
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
385
shares
|
$35,431
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
374
shares
|
$34,419
0.01% of portfolio
|
Q2 2023
Reduced 33.21%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
369
shares
|
$33,959
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
357
shares
|
$32,854
0.01% of portfolio
|
Q4 2023
Added 8825.0%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
357
shares
|
$32,854
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
351
shares
|
$32,302
0.01% of portfolio
|
Q1 2024
Reduced 7.63%
|
|
|
Gould Capital, LLC
|
Aug 14, 2024 Q2 2024 |
340
shares
|
$31,290
0.02% of portfolio
|
Q2 2024
Reduced 5.56%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
336
shares
|
$30,922
0.0% of portfolio
|
Q3 2024
Reduced 54.66%
|
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
328
shares
|
$30,185
0.0% of portfolio
|
Q2 2024
Reduced 39.93%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
305
shares
|
$28,069
0.01% of portfolio
|
Q2 2023
Added 276.54%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
300
shares
|
$27,609
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Timber Creek Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
279
shares
|
$25,676
0.01% of portfolio
|
Q2 2024
Reduced 61.57%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
275
shares
|
$25,308
0.0% of portfolio
|
Q2 2024
Reduced 53.39%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
260
shares
|
$23,927
0.0% of portfolio
|
Q2 2024
New holding
|