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 |
|---|---|---|---|---|---|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
187,560
shares
|
$16.4 Million
0.34% of portfolio
|
Q2 2022
New holding
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
186,802
shares
|
$16.3 Million
9.43% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
186,774
shares
|
$16.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.8%
|
|
|
My Wealth Management Inc.
|
Nov 07, 2024 Q3 2024 |
185,427
shares
|
$16.2 Million
18.45% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
182,018
shares
|
$15.9 Million
1.02% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
181,914
shares
|
$15.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.65%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
181,253
shares
|
$15.8 Million
0.64% of portfolio
|
Q3 2024
Added 66.11%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
181,021
shares
|
$15.8 Million
1.19% of portfolio
|
Q3 2024
Added 2412.44%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
177,581
shares
|
$15.5 Million
0.64% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
176,583
shares
|
$15.4 Million
2.23% of portfolio
|
Q3 2024
Added 12.45%
|
|
|
Td Asset Management Inc
|
Nov 01, 2024 Q3 2024 |
176,514
shares
|
$15.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 97.71%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
174,498
shares
|
$15.2 Million
0.97% of portfolio
|
Q3 2024
Added 116.17%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
173,339
shares
|
$15.1 Million
1.37% of portfolio
|
Q3 2024
Added 49.46%
|
|
|
Blue Drive Global Investors LLP
London, X0 |
Oct 18, 2024 Q3 2024 |
171,549
shares
|
$15 Million
19.7% of portfolio
|
Q3 2024
Added 46.04%
|
|
|
Dsc Meridian Capital LP
New York, NY |
Nov 13, 2024 Q3 2024 |
170,758
shares
|
$14.9 Million
8.69% of portfolio
|
Q3 2024
Reduced 41.63%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
170,578
shares
|
$14.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Sicart Associates LLC
|
Oct 25, 2024 Q3 2024 |
169,964
shares
|
$14.8 Million
6.14% of portfolio
|
Q3 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
169,714
shares
|
$14.8 Million
0.14% of portfolio
|
Q3 2024
Reduced 23.78%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
167,671
shares
|
$14.6 Million
1.48% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
165,906
shares
|
$14.5 Million
0.07% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
164,274
shares
|
$14.3 Million
1.87% of portfolio
|
Q3 2024
Added 20.97%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
162,683
shares
|
$14.2 Million
1.21% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
159,730
shares
|
$13.9 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Granby Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
158,000
shares
|
$13.8 Million
8.07% of portfolio
|
Q2 2024
Reduced 20.2%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
157,284
shares
|
$13.7 Million
4.14% of portfolio
|
Q3 2024
New holding
|