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 1,418 institutions that hold shares in the stock, with a total of 399 Million shares, which have been reported (via 13F filing form) to have a value of $35.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
My Wealth Management Inc.
|
Feb 07, 2025 Q4 2024 |
147,051
shares
|
$13.1 Million
12.82% of portfolio
|
Q4 2024
Reduced 20.7%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
146,907
shares
|
$13.1 Million
0.08% of portfolio
|
Q4 2024
Reduced 37.46%
|
|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
145,915
shares
|
$13 Million
5.05% of portfolio
|
Q1 2025
Added 96.63%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
145,760
shares
|
$13 Million
0.03% of portfolio
|
Q4 2024
Reduced 86.08%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
144,234
shares
|
$12.8 Million
0.17% of portfolio
|
Q4 2024
Added 361.9%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
143,576
shares
|
$12.8 Million
17.22% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Feb 13, 2025 Q4 2024 |
141,977
shares
|
$12.6 Million
11.17% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
140,369
shares
|
$12.5 Million
0.11% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
138,934
shares
|
$12.3 Million
1.14% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
138,808
shares
|
$12.3 Million
4.48% of portfolio
|
Q1 2025
Added 29.74%
|
|
|
Granby Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
138,000
shares
|
$12.3 Million
6.26% of portfolio
|
Q4 2024
Reduced 12.66%
|
|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
136,959
shares
|
$12.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 91.38%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
134,685
shares
|
$12 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
133,297
shares
|
$11.8 Million
0.01% of portfolio
|
Q4 2024
Added 9.28%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
133,223
shares
|
$11.8 Million
1.39% of portfolio
|
Q4 2024
Reduced 18.9%
|
|
|
Granite Bay Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
133,104
shares
|
$11.8 Million
4.21% of portfolio
|
Q1 2025
Added 18.51%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
132,433
shares
|
$11.8 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
131,919
shares
|
$11.7 Million
0.44% of portfolio
|
Q4 2024
Added 22.03%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
131,600
shares
|
$11.7 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
131,113
shares
|
$11.7 Million
1.17% of portfolio
|
Q1 2025
Added 448.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
130,956
shares
|
$11.6 Million
0.26% of portfolio
|
Q4 2024
Added 75.95%
|
|
|
Td Asset Management Inc
|
Feb 11, 2025 Q4 2024 |
130,669
shares
|
$11.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 25.97%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
130,254
shares
|
$11.6 Million
0.22% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
128,100
shares
|
$11.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Feb 13, 2025 Q4 2024 |
127,594
shares
|
$11.3 Million
1.93% of portfolio
|
Q4 2024
Added 148.27%
|