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 |
|---|---|---|---|---|---|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
129,107
shares
|
$11.3 Million
5.04% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 07, 2024 Q3 2024 |
128,456
shares
|
$11.2 Million
3.28% of portfolio
|
Q3 2024
Reduced 16.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
128,292
shares
|
$11.2 Million
0.12% of portfolio
|
Q3 2024
Added 69.57%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
128,100
shares
|
$11.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
127,540
shares
|
$11.1 Million
0.63% of portfolio
|
Q3 2024
Added 28.78%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
126,618
shares
|
$11.1 Million
1.48% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
126,255
shares
|
$11 Million
0.24% of portfolio
|
Q3 2024
Added 762.04%
|
|
|
Gfg Capital, LLC
|
Oct 21, 2024 Q3 2024 |
125,901
shares
|
$11 Million
3.24% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
125,340
shares
|
$10.9 Million
4.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
124,497
shares
|
$10.9 Million
4.31% of portfolio
|
Q3 2024
Added 49.01%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
122,426
shares
|
$10.7 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
121,981
shares
|
$10.7 Million
0.01% of portfolio
|
Q3 2024
Added 89.23%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
121,140
shares
|
$10.6 Million
0.02% of portfolio
|
Q3 2024
Added 31.13%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
121,048
shares
|
$10.6 Million
0.33% of portfolio
|
Q3 2024
Added 45.64%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Oct 16, 2024 Q3 2024 |
120,066
shares
|
$10.5 Million
9.69% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
119,598
shares
|
$10.4 Million
3.42% of portfolio
|
Q4 2023
Added 1.82%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
119,168
shares
|
$10.4 Million
2.6% of portfolio
|
Q3 2024
Reduced 21.91%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
118,991
shares
|
$10.4 Million
0.52% of portfolio
|
Q3 2024
Added 28.18%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
118,954
shares
|
$10.4 Million
1.2% of portfolio
|
Q3 2024
New holding
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
117,827
shares
|
$10.3 Million
0.04% of portfolio
|
Q3 2024
Added 12.44%
|
|
|
Mizuho Markets Americas LLC
|
Nov 06, 2024 Q3 2024 |
115,751
shares
|
$10.1 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
115,545
shares
|
$10.1 Million
3.57% of portfolio
|
Q3 2024
Added 43.26%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
115,388
shares
|
$10.1 Million
0.32% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
114,658
shares
|
$10 Million
1.08% of portfolio
|
Q3 2024
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
113,685
shares
|
$9.93 Million
1.35% of portfolio
|
Q3 2024
Added 29.21%
|