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 1,356 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 $44.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
111,155
shares
|
$10.4 Million
3.92% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
111,129
shares
|
$10.4 Million
1.88% of portfolio
|
Q3 2024
Added 10189.72%
|
|
|
O Donnell Financial Services, LLC
|
Oct 22, 2024 Q3 2024 |
110,689
shares
|
$10.3 Million
5.13% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
109,346
shares
|
$10.2 Million
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
108,108
shares
|
$10.1 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
107,583
shares
|
$10 Million
0.02% of portfolio
|
Q3 2024
Added 112.24%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
107,171
shares
|
$9.99 Million
0.91% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
107,020
shares
|
$9.98 Million
1.08% of portfolio
|
Q3 2023
Added 282.75%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
106,142
shares
|
$9.89 Million
0.28% of portfolio
|
Q3 2024
Added 136.72%
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
104,862
shares
|
$9.78 Million
6.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
104,861
shares
|
$9.78 Million
0.69% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
104,157
shares
|
$9.71 Million
8.38% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Innova Wealth Partners
|
Oct 30, 2024 Q3 2024 |
104,030
shares
|
$9.7 Million
9.17% of portfolio
|
Q3 2024
Added 968.73%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
104,030
shares
|
$9.7 Million
9.17% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
103,840
shares
|
$9.68 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
103,621
shares
|
$9.66 Million
0.56% of portfolio
|
Q3 2024
Added 4003.8%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
103,252
shares
|
$9.63 Million
7.25% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
102,987
shares
|
$9.6 Million
1.87% of portfolio
|
Q3 2024
Added 56.6%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
102,386
shares
|
$9.54 Million
0.38% of portfolio
|
Q3 2024
Added 26.38%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
101,793
shares
|
$9.49 Million
0.26% of portfolio
|
Q3 2024
Added 82.56%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
101,691
shares
|
$9.48 Million
0.06% of portfolio
|
Q3 2024
Added 14.77%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 05, 2024 Q3 2024 |
100,136
shares
|
$9.33 Million
3.1% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Cinctive Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
100,000
shares
|
$9.32 Million
0.57% of portfolio
|
Q3 2024
Added 42.86%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
98,286
shares
|
$9.16 Million
2.53% of portfolio
|
Q3 2024
New holding
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
96,675
shares
|
$9.01 Million
1.27% of portfolio
|
Q3 2024
Reduced 13.3%
|