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 |
---|---|---|---|---|---|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
106,487
shares
|
$9.63 Million
0.01% of portfolio
|
Q1 2024
Reduced 6.15%
|
|
Horizon Investments, LLC
Charlotte, NC |
May 15, 2024 Q1 2024 |
105,756
shares
|
$9.57 Million
0.23% of portfolio
|
Q1 2024
Reduced 14.4%
|
|
Penserra Capital Management LLC
Orinda, CA |
May 15, 2024 Q1 2024 |
105,160
shares
|
$9.51 Million
0.12% of portfolio
|
Q1 2024
New holding
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 14, 2024 Q1 2024 |
104,925
shares
|
$9.49 Million
3.96% of portfolio
|
Q1 2024
Added 4.59%
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2024 Q1 2024 |
104,742
shares
|
$9.47 Million
0.02% of portfolio
|
Q1 2024
Reduced 50.83%
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 14, 2024 Q1 2024 |
104,227
shares
|
$9.43 Million
0.27% of portfolio
|
Q1 2024
Added 4303.34%
|
|
Vestmark Advisory Solutions, Inc.
|
May 15, 2024 Q1 2024 |
104,073
shares
|
$9.41 Million
0.46% of portfolio
|
Q1 2024
Added 1992.34%
|
|
Summit Financial, LLC
Parsippany, NJ |
Apr 24, 2024 Q1 2024 |
102,267
shares
|
$9.25 Million
0.57% of portfolio
|
Q1 2024
Added 49.8%
|
|
Schroder Investment Management Group
London, X0 |
May 14, 2024 Q1 2024 |
101,328
shares
|
$9.17 Million
0.01% of portfolio
|
Q1 2024
Reduced 84.6%
|
|
Cultivar Capital, Inc.
Denton, TX |
Apr 26, 2024 Q1 2024 |
101,272
shares
|
$9.16 Million
8.18% of portfolio
|
Q1 2024
Added 3.97%
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
May 03, 2024 Q1 2024 |
101,173
shares
|
$9.15 Million
5.72% of portfolio
|
Q1 2024
New holding
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Apr 24, 2024 Q1 2024 |
99,655
shares
|
$9.01 Million
8.58% of portfolio
|
Q1 2024
New holding
|
|
Prudential PLC
London, England, X0 |
May 14, 2024 Q1 2024 |
99,391
shares
|
$8.99 Million
0.08% of portfolio
|
Q1 2024
Reduced 75.85%
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 15, 2024 Q1 2024 |
96,926
shares
|
$8.77 Million
4.22% of portfolio
|
Q1 2024
Added 1.54%
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
May 08, 2024 Q1 2024 |
96,651
shares
|
$8.74 Million
8.42% of portfolio
|
Q1 2024
New holding
|
|
Basswood Capital Management, L.L.C.
New York, NY |
May 15, 2024 Q1 2024 |
96,154
shares
|
$8.7 Million
0.54% of portfolio
|
Q4 2023
Added 0.07%
|
|
Sg Americas Securities, LLC
|
May 06, 2024 Q1 2024 |
95,679
shares
|
$8.65 Million
0.04% of portfolio
|
Q1 2024
Added 525.52%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
94,954
shares
|
$8.59 Million
0.68% of portfolio
|
Q1 2024
Added 9.06%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
92,477
shares
|
$8.36 Million
0.1% of portfolio
|
Q1 2024
Reduced 17.98%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
91,722
shares
|
$8.3 Million
0.23% of portfolio
|
Q1 2024
Added 1.21%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
90,677
shares
|
$8.2 Million
0.4% of portfolio
|
Q1 2024
Reduced 14.65%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
90,662
shares
|
$8.2 Million
0.02% of portfolio
|
Q1 2024
Reduced 14.34%
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 15, 2024 Q1 2024 |
90,327
shares
|
$8.17 Million
0.81% of portfolio
|
Q1 2024
Reduced 11.17%
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2024 Q1 2024 |
90,286
shares
|
$8.17 Million
0.68% of portfolio
|
Q1 2024
New holding
|
|
Paloma Partners Management CO
Greenwich, CT |
May 15, 2024 Q1 2024 |
90,000
shares
|
$8.14 Million
0.51% of portfolio
|
Q4 2023
Reduced 63.82%
|