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 |
---|---|---|---|---|---|
Slate Stone Wealth, LLC
|
Apr 26, 2024 Q1 2024 |
151,588
shares
|
$13.7 Million
1.44% of portfolio
|
Q1 2024
Added 2.34%
|
|
Willis Johnson & Associates, Inc.
|
Apr 19, 2024 Q1 2024 |
151,481
shares
|
$13.7 Million
1.25% of portfolio
|
Q1 2024
Added 6.93%
|
|
Madrona Financial Services, LLC
|
Apr 19, 2024 Q1 2024 |
151,311
shares
|
$13.7 Million
5.11% of portfolio
|
Q1 2024
Added 25.89%
|
|
Royal Fund Management, LLC
|
Apr 11, 2024 Q1 2024 |
150,638
shares
|
$13.6 Million
1.45% of portfolio
|
Q1 2024
Added 86.74%
|
|
Prudential Financial Inc
Newark, NJ |
May 14, 2024 Q1 2024 |
149,380
shares
|
$13.5 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.02%
|
|
Sinecera Capital, LLC
|
Apr 15, 2024 Q1 2024 |
148,453
shares
|
$13.4 Million
20.14% of portfolio
|
Q1 2024
Reduced 18.55%
|
|
Bos Asset Management, LLC
Springfield, IL |
May 07, 2024 Q1 2024 |
148,057
shares
|
$13.4 Million
7.36% of portfolio
|
Q1 2024
Added 497.8%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
145,574
shares
|
$13.2 Million
0.22% of portfolio
|
Q1 2024
Reduced 1.17%
|
|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
145,123
shares
|
$13.1 Million
0.43% of portfolio
|
Q1 2024
Added 0.3%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
144,125
shares
|
$13 Million
0.12% of portfolio
|
Q1 2024
Reduced 6.17%
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 22, 2024 Q1 2024 |
143,273
shares
|
$13 Million
1.74% of portfolio
|
Q1 2024
Reduced 45.79%
|
|
Hrt Financial LP
New York, NY |
May 13, 2024 Q1 2024 |
143,081
shares
|
$12.9 Million
0.09% of portfolio
|
Q1 2024
Reduced 91.5%
|
|
Davis Rea Ltd.
|
May 06, 2024 Q1 2024 |
142,005
shares
|
$12.8 Million
6.16% of portfolio
|
Q1 2024
New holding
|
|
Sowell Financial Services LLC
North Little Rock, AR |
May 03, 2024 Q1 2024 |
141,372
shares
|
$12.8 Million
0.64% of portfolio
|
Q1 2024
Added 14.76%
|
|
Clarity Financial LLC
|
Apr 15, 2024 Q1 2024 |
140,733
shares
|
$12.7 Million
2.01% of portfolio
|
Q1 2024
Added 8.27%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
137,133
shares
|
$12.4 Million
0.42% of portfolio
|
Q1 2024
Added 3.5%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Apr 16, 2024 Q1 2024 |
135,074
shares
|
$12.2 Million
1.23% of portfolio
|
Q1 2024
Added 19.3%
|
|
Amundi
Paris, I0 |
May 15, 2024 Q1 2024 |
135,000
shares
|
$12.2 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.66%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
134,660
shares
|
$12.2 Million
0.09% of portfolio
|
Q1 2024
Added 18.73%
|
|
Tcm Advisors, LLC
Martinsburg, WV |
May 14, 2024 Q1 2024 |
130,100
shares
|
$11.8 Million
4.66% of portfolio
|
Q1 2024
Added 3.42%
|
|
Tap Consulting, LLC
|
Apr 22, 2024 Q1 2024 |
127,652
shares
|
$11.5 Million
2.71% of portfolio
|
Q1 2024
Reduced 19.36%
|
|
Connable Office Inc
|
Apr 30, 2024 Q1 2024 |
126,756
shares
|
$11.5 Million
1.38% of portfolio
|
Q1 2024
New holding
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 13, 2024 Q1 2024 |
125,475
shares
|
$11.3 Million
0.64% of portfolio
|
Q1 2024
Added 2.51%
|
|
Lwmg, LLC
Lake Elmo, MN |
May 02, 2024 Q1 2024 |
123,827
shares
|
$11.2 Million
2.71% of portfolio
|
Q1 2024
Added 8.11%
|
|
Gds Wealth Management
|
Apr 24, 2024 Q1 2024 |
123,727
shares
|
$11.2 Million
1.38% of portfolio
|
Q1 2024
Added 44.44%
|