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 |
|---|---|---|---|---|---|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
84,785
shares
|
$7.97 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
83,997
shares
|
$7.89 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
83,507
shares
|
$7.85 Million
0.01% of portfolio
|
Q3 2024
Reduced 74.36%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
83,491
shares
|
$7.85 Million
5.28% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
83,442
shares
|
$7.84 Million
0.31% of portfolio
|
Q1 2024
Added 14.67%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
83,084
shares
|
$7.81 Million
1.93% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
82,382
shares
|
$7.74 Million
0.67% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
82,296
shares
|
$7.73 Million
2.5% of portfolio
|
Q3 2024
Reduced 61.09%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
80,351
shares
|
$7.55 Million
0.15% of portfolio
|
Q3 2024
Added 60.4%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
79,660
shares
|
$7.49 Million
1.96% of portfolio
|
Q3 2024
Added 25.12%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Nov 05, 2024 Q3 2024 |
79,501
shares
|
$7.47 Million
5.04% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
79,397
shares
|
$7.46 Million
0.02% of portfolio
|
Q3 2024
Added 17.22%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
79,007
shares
|
$7.42 Million
3.38% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
78,938
shares
|
$7.42 Million
0.52% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
77,900
shares
|
$7.32 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Bay Rivers Group
|
Oct 25, 2024 Q3 2024 |
77,812
shares
|
$7.31 Million
3.82% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
77,236
shares
|
$7.26 Million
1.75% of portfolio
|
Q3 2024
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
77,236
shares
|
$7.26 Million
1.63% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
76,157
shares
|
$7.16 Million
0.03% of portfolio
|
Q3 2024
Reduced 72.77%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
75,526
shares
|
$7.1 Million
1.53% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
74,942
shares
|
$7.04 Million
0.47% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
74,800
shares
|
$7.03 Million
0.01% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
74,429
shares
|
$6.99 Million
0.18% of portfolio
|
Q3 2024
Added 1295.89%
|
|
|
Security Benefit Life Insurance CO
Topeka, KS |
Oct 22, 2024 Q3 2024 |
74,200
shares
|
$6.97 Million
3.71% of portfolio
|
Q2 2023
New holding
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
74,101
shares
|
$6.96 Million
2.65% of portfolio
|
Q3 2024
Added 2.76%
|