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 |
|---|---|---|---|---|---|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
96,419
shares
|
$8.99 Million
3.29% of portfolio
|
Q2 2024
Added 34.87%
|
|
|
Basswood Capital Management, L.L.C.
New York, NY |
Nov 14, 2024 Q3 2024 |
96,154
shares
|
$8.96 Million
0.5% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
95,481
shares
|
$8.9 Million
0.91% of portfolio
|
Q3 2024
Added 75.4%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
95,000
shares
|
$8.86 Million
0.3% of portfolio
|
Q2 2024
Added 5.56%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
93,547
shares
|
$8.72 Million
0.01% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
93,312
shares
|
$8.7 Million
1.5% of portfolio
|
Q3 2024
Added 2617.3%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
93,102
shares
|
$8.68 Million
4.0% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
92,959
shares
|
$8.67 Million
4.5% of portfolio
|
Q3 2024
Added 14.16%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
92,409
shares
|
$8.61 Million
1.09% of portfolio
|
Q3 2024
Reduced 26.71%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
92,342
shares
|
$8.61 Million
0.7% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
92,001
shares
|
$8.58 Million
1.71% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
91,071
shares
|
$8.49 Million
1.56% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
90,950
shares
|
$8.48 Million
3.44% of portfolio
|
Q3 2024
Added 19.38%
|
|
|
Terrapin Asset Management, LLC
Miami, FL |
Nov 14, 2023 Q3 2023 |
90,000
shares
|
$8.39 Million
9.09% of portfolio
|
Q3 2023
Added 125.0%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
89,973
shares
|
$8.39 Million
1.33% of portfolio
|
Q3 2024
Reduced 14.03%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
89,344
shares
|
$8.33 Million
0.74% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
88,454
shares
|
$8.25 Million
0.97% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
88,450
shares
|
$8.25 Million
0.0% of portfolio
|
Q3 2024
Added 9319.6%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
88,273
shares
|
$8.23 Million
0.01% of portfolio
|
Q3 2024
Added 45.46%
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
87,021
shares
|
$8.11 Million
1.22% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 26, 2024 Q2 2024 |
86,798
shares
|
$8.09 Million
4.55% of portfolio
|
Q2 2024
Added 49.0%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
86,716
shares
|
$8.08 Million
4.55% of portfolio
|
Q3 2024
Added 34.35%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
86,346
shares
|
$8.05 Million
0.93% of portfolio
|
Q3 2024
Reduced 25.6%
|
|
|
Refined Wealth Management
|
Oct 18, 2024 Q3 2024 |
86,088
shares
|
$8.03 Million
6.53% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
85,974
shares
|
$8.01 Million
0.2% of portfolio
|
Q3 2024
Added 4.46%
|