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 $41.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
249,883
shares
|
$21.8 Million
1.82% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
248,526
shares
|
$21.7 Million
0.16% of portfolio
|
Q3 2024
Added 8.4%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
247,527
shares
|
$21.6 Million
14.35% of portfolio
|
Q1 2023
Added 57.34%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
242,953
shares
|
$21.2 Million
0.28% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
242,927
shares
|
$21.2 Million
0.48% of portfolio
|
Q3 2024
Added 109.03%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
242,300
shares
|
$21.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 65.91%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
240,745
shares
|
$21 Million
0.16% of portfolio
|
Q3 2024
Added 100.1%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
239,597
shares
|
$20.9 Million
0.61% of portfolio
|
Q3 2024
Added 15.6%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
234,912
shares
|
$20.5 Million
0.13% of portfolio
|
Q3 2024
Reduced 61.09%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
233,689
shares
|
$20.4 Million
0.02% of portfolio
|
Q3 2024
Added 102.19%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
232,399
shares
|
$20.3 Million
0.28% of portfolio
|
Q3 2024
Added 316.0%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
232,274
shares
|
$20.3 Million
5.65% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
231,714
shares
|
$20.2 Million
0.33% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
212,422
shares
|
$18.6 Million
0.05% of portfolio
|
Q3 2024
Added 41.83%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
208,264
shares
|
$18.2 Million
0.48% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
207,035
shares
|
$18.1 Million
0.14% of portfolio
|
Q3 2024
Added 15.17%
|
|
|
American Asset Management Inc.
|
Oct 15, 2024 Q3 2024 |
206,981
shares
|
$18.1 Million
30.56% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
201,135
shares
|
$17.6 Million
6.36% of portfolio
|
Q3 2024
New holding
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 15, 2024 Q3 2024 |
198,316
shares
|
$17.3 Million
6.21% of portfolio
|
Q3 2024
Added 29.91%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Oct 29, 2024 Q3 2024 |
195,569
shares
|
$17.1 Million
17.23% of portfolio
|
Q3 2024
Reduced 12.7%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
192,723
shares
|
$16.8 Million
9.5% of portfolio
|
Q3 2024
Added 255.93%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
192,632
shares
|
$16.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
191,399
shares
|
$16.7 Million
2.11% of portfolio
|
Q3 2024
Added 5651.17%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
190,376
shares
|
$16.6 Million
0.04% of portfolio
|
Q3 2024
Added 21.64%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
189,159
shares
|
$16.5 Million
3.46% of portfolio
|
Q3 2024
Reduced 7.27%
|