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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
45
shares
|
$4,141
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 14, 2024 Q2 2024 |
43
shares
|
$3,957
0.0% of portfolio
|
Q4 2022
Reduced 56.12%
|
|
|
Jackson Hole Capital Partners, LLC
|
Aug 13, 2024 Q2 2024 |
41
shares
|
$3,773
0.0% of portfolio
|
Q2 2021
Reduced 68.94%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 29, 2024 Q2 2024 |
40
shares
|
$3,681
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
39
shares
|
$3,589
0.0% of portfolio
|
Q3 2024
Reduced 77.19%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
38
shares
|
$3,497
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
33
shares
|
$3,036
0.01% of portfolio
|
Q3 2024
Added 1550.0%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
31
shares
|
$2,852
0.0% of portfolio
|
Q2 2024
Reduced 56.94%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
28
shares
|
$2,576
0.0% of portfolio
|
Q4 2022
Reduced 9.68%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
28
shares
|
$2,576
0.0% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
26
shares
|
$2,392
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
24
shares
|
$2,208
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
24
shares
|
$2,208
0.0% of portfolio
|
Q2 2024
Reduced 68.83%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
20
shares
|
$1,840
0.0% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Summer Road LLC
West Palm Beach, FL |
Aug 14, 2024 Q2 2024 |
20
shares
|
$1,840
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
19
shares
|
$1,748
0.0% of portfolio
|
Q4 2022
Reduced 60.42%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
18
shares
|
$1,656
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
16
shares
|
$1,472
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Personal Financial Services
|
Jul 29, 2024 Q2 2024 |
15
shares
|
$1,380
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 30, 2024 Q2 2024 |
15
shares
|
$1,380
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
14
shares
|
$1,288
0.0% of portfolio
|
Q3 2024
Added 1300.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
12
shares
|
$1,104
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
11
shares
|
$1,012
0.0% of portfolio
|
Q3 2024
Reduced 87.21%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
11
shares
|
$1,012
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
11
shares
|
$1,012
0.0% of portfolio
|
Q4 2023
New holding
|