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 |
---|---|---|---|---|---|
Conning Inc.
|
Apr 26, 2024 Q1 2024 |
193,000
shares
|
$17.5 Million
0.62% of portfolio
|
Q2 2022
Added 60.83%
|
|
Main Street Research LLC
Sausalito, CA |
May 01, 2024 Q1 2024 |
191,876
shares
|
$17.4 Million
1.26% of portfolio
|
Q1 2024
Added 1.57%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
190,837
shares
|
$17.3 Million
0.04% of portfolio
|
Q1 2024
Reduced 27.01%
|
|
Horst & Graben Wealth Management LLC
|
Apr 22, 2024 Q1 2024 |
190,248
shares
|
$17.2 Million
3.76% of portfolio
|
Q1 2024
Reduced 10.95%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 13, 2024 Q1 2024 |
189,546
shares
|
$17.1 Million
0.8% of portfolio
|
Q1 2024
Reduced 5.15%
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
187,560
shares
|
$17 Million
0.34% of portfolio
|
Q2 2022
New holding
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
186,934
shares
|
$16.9 Million
0.7% of portfolio
|
Q1 2024
Added 58.97%
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
185,581
shares
|
$16.8 Million
0.26% of portfolio
|
Q1 2024
Reduced 40.99%
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
184,000
shares
|
$16.6 Million
0.7% of portfolio
|
Q4 2023
New holding
|
|
My Wealth Management Inc.
|
May 13, 2024 Q1 2024 |
178,018
shares
|
$16.1 Million
18.58% of portfolio
|
Q1 2024
Reduced 4.95%
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
177,424
shares
|
$16 Million
0.59% of portfolio
|
Q4 2023
Reduced 0.43%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
177,254
shares
|
$16 Million
0.25% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
176,685
shares
|
$16 Million
0.12% of portfolio
|
Q1 2024
Added 197.8%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 10, 2024 Q1 2024 |
176,453
shares
|
$16 Million
0.63% of portfolio
|
Q1 2024
Added 0.63%
|
|
Osborne Partners Capital Management, LLC
|
Apr 25, 2024 Q1 2024 |
175,630
shares
|
$15.9 Million
1.03% of portfolio
|
Q1 2024
Added 6.89%
|
|
Members Advisory Group LLC
Williamsville, NY |
Apr 26, 2024 Q1 2024 |
174,251
shares
|
$15.8 Million
9.34% of portfolio
|
Q1 2024
Added 1.14%
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 13, 2024 Q1 2024 |
174,209
shares
|
$15.8 Million
0.03% of portfolio
|
Q1 2024
Reduced 69.44%
|
|
Imc Chicago, LLC
|
Apr 12, 2024 Q1 2024 |
171,900
shares
|
$15.5 Million
0.6% of portfolio
|
Q1 2024
Reduced 75.92%
|
|
Jump Financial, LLC
Chicago, IL |
May 13, 2024 Q1 2024 |
170,131
shares
|
$15.4 Million
0.46% of portfolio
|
Q1 2024
Reduced 35.41%
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Apr 15, 2024 Q1 2024 |
163,769
shares
|
$14.8 Million
5.84% of portfolio
|
Q1 2024
Added 106.47%
|
|
Procyon Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
163,522
shares
|
$14.8 Million
1.21% of portfolio
|
Q1 2024
Added 358.88%
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
158,822
shares
|
$14.4 Million
0.24% of portfolio
|
Q1 2024
Added 9.25%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
158,099
shares
|
$14.3 Million
0.04% of portfolio
|
Q1 2024
Added 328.85%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
155,724
shares
|
$14.1 Million
0.16% of portfolio
|
Q1 2024
Added 23.52%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
154,092
shares
|
$13.9 Million
2.21% of portfolio
|
Q1 2024
Reduced 7.59%
|