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 1,268 institutions that hold shares in the stock, with a total of 365 Million shares, which have been reported (via 13F filing form) to have a value of $33 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
274,685
shares
|
$24.8 Million
0.03% of portfolio
|
Q2 2023
Added 16.35%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
271,570
shares
|
$24.6 Million
0.02% of portfolio
|
Q1 2024
Added 4.16%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
258,471
shares
|
$23.4 Million
0.17% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
250,412
shares
|
$22.6 Million
0.21% of portfolio
|
Q1 2024
Reduced 22.43%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
249,659
shares
|
$22.6 Million
0.95% of portfolio
|
Q1 2024
Added 91.65%
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
247,527
shares
|
$22.4 Million
14.35% of portfolio
|
Q1 2023
Added 57.34%
|
|
Gould Asset Management LLC
Claremont, CA |
May 03, 2024 Q1 2024 |
244,681
shares
|
$22.1 Million
5.63% of portfolio
|
Q1 2024
Added 3.7%
|
|
New Harbor Financial Group, LLC
Leominster, MA |
May 01, 2024 Q1 2024 |
239,435
shares
|
$21.7 Million
7.25% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2024 Q1 2024 |
231,419
shares
|
$20.9 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
Rs Crum Inc.
|
May 13, 2024 Q1 2024 |
228,038
shares
|
$20.6 Million
6.17% of portfolio
|
Q1 2024
Added 2.57%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
227,037
shares
|
$20.5 Million
0.49% of portfolio
|
Q1 2024
Added 5.92%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 10, 2024 Q1 2024 |
226,239
shares
|
$20.5 Million
0.18% of portfolio
|
Q1 2024
Reduced 9.98%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
225,855
shares
|
$20.4 Million
0.36% of portfolio
|
Q1 2024
Added 19.02%
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 09, 2024 Q1 2024 |
225,267
shares
|
$20.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.6%
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 13, 2024 Q1 2024 |
225,175
shares
|
$20.4 Million
0.66% of portfolio
|
Q1 2024
Reduced 6.4%
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Apr 18, 2024 Q1 2024 |
222,763
shares
|
$20.1 Million
4.3% of portfolio
|
Q1 2024
Added 1.96%
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
214,607
shares
|
$19.4 Million
0.53% of portfolio
|
Q1 2024
Added 186.78%
|
|
American Asset Management Inc.
|
Apr 18, 2024 Q1 2024 |
212,774
shares
|
$19.2 Million
31.22% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
One Day In July LLC
|
Apr 25, 2024 Q1 2024 |
209,876
shares
|
$19 Million
2.64% of portfolio
|
Q1 2024
Reduced 31.89%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
209,802
shares
|
$19 Million
0.09% of portfolio
|
Q1 2024
Added 8.16%
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 05, 2024 Q1 2024 |
206,884
shares
|
$18.7 Million
2.89% of portfolio
|
Q1 2024
Added 4.17%
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
202,614
shares
|
$18.3 Million
0.03% of portfolio
|
Q1 2024
Reduced 94.1%
|
|
Jb Capital LLC
|
Apr 30, 2024 Q1 2024 |
198,450
shares
|
$17.9 Million
1.26% of portfolio
|
Q1 2024
Reduced 13.68%
|
|
Granby Capital Management, LLC
|
May 14, 2024 Q1 2024 |
198,000
shares
|
$17.9 Million
9.15% of portfolio
|
Q1 2024
Added 147.5%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
197,680
shares
|
$17.9 Million
0.37% of portfolio
|
Q1 2024
Reduced 2.18%
|