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 |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
764
shares
|
$66,689
0.03% of portfolio
|
Q3 2024
Added 16.11%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
752
shares
|
$65,642
0.03% of portfolio
|
Q3 2024
Added 248.15%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
746
shares
|
$65,118
0.01% of portfolio
|
Q3 2024
Added 1812.82%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
743
shares
|
$64,856
0.02% of portfolio
|
Q3 2024
Reduced 38.34%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
715
shares
|
$62,412
0.03% of portfolio
|
Q3 2024
Reduced 26.59%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
706
shares
|
$61,626
0.01% of portfolio
|
Q3 2024
Reduced 28.32%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
670
shares
|
$58,484
0.05% of portfolio
|
Q3 2024
Reduced 79.87%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
654
shares
|
$57,087
0.02% of portfolio
|
Q3 2024
Added 58.35%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
640
shares
|
$55,865
0.03% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
608
shares
|
$53,072
0.01% of portfolio
|
Q2 2024
Reduced 70.06%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
602
shares
|
$52,548
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Equitec Proprietary Markets, LLC
|
Oct 18, 2024 Q3 2024 |
600
shares
|
$52,374
0.06% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
600
shares
|
$52,374
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
567
shares
|
$49,493
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
565
shares
|
$49,318
0.0% of portfolio
|
Q1 2024
Reduced 11.3%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
561
shares
|
$48,969
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
526
shares
|
$45,914
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
520
shares
|
$45,390
0.01% of portfolio
|
Q3 2024
Added 32.65%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
519
shares
|
$45,303
0.03% of portfolio
|
Q2 2024
Reduced 27.21%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
480
shares
|
$41,899
0.02% of portfolio
|
Q3 2024
Reduced 84.91%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
471
shares
|
$41,113
0.01% of portfolio
|
Q2 2024
Reduced 56.43%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
470
shares
|
$41,026
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
459
shares
|
$40,066
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
450
shares
|
$39,280
0.03% of portfolio
|
Q2 2024
Added 328.57%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
445
shares
|
$38,844
0.01% of portfolio
|
Q4 2023
New holding
|