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 |
|---|---|---|---|---|---|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
203
shares
|
$17,719
0.01% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
200
shares
|
$17,458
0.01% of portfolio
|
Q3 2024
Reduced 80.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
200
shares
|
$17,458
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
190
shares
|
$16,585
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
190
shares
|
$16,585
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
189
shares
|
$16,497
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
182
shares
|
$15,886
0.0% of portfolio
|
Q2 2023
Reduced 0.55%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
179
shares
|
$15,624
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
175
shares
|
$15,275
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
171
shares
|
$14,926
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
170
shares
|
$14,839
0.0% of portfolio
|
Q3 2024
Reduced 22.73%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
157
shares
|
$13,704
0.0% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
153
shares
|
$13,355
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
145
shares
|
$12,657
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
144
shares
|
$12,569
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
140
shares
|
$12,220
0.0% of portfolio
|
Q1 2024
Reduced 27.46%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
139
shares
|
$12,133
0.0% of portfolio
|
Q3 2024
Added 13800.0%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
135
shares
|
$11,784
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
128
shares
|
$11,173
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
127
shares
|
$11,085
0.0% of portfolio
|
Q3 2024
Added 44708.66%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
125
shares
|
$10,911
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
117
shares
|
$10,212
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ckw Financial Group
|
Nov 13, 2024 Q3 2024 |
116
shares
|
$10,125
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
106
shares
|
$9,252
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
105
shares
|
$9,165
0.0% of portfolio
|
Q2 2024
New holding
|