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 |
|---|---|---|---|---|---|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
73,790
shares
|
$6.93 Million
1.52% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
73,179
shares
|
$6.88 Million
0.23% of portfolio
|
Q3 2024
Reduced 29.5%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
72,263
shares
|
$6.79 Million
0.02% of portfolio
|
Q3 2024
Added 99.66%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
72,260
shares
|
$6.79 Million
3.79% of portfolio
|
Q3 2024
Added 1206.45%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Oct 21, 2024 Q3 2024 |
71,883
shares
|
$6.75 Million
6.03% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Cowen And Company, LLC
|
Nov 12, 2024 Q3 2024 |
71,810
shares
|
$6.75 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
71,352
shares
|
$6.7 Million
0.35% of portfolio
|
Q3 2024
Added 106.61%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
70,286
shares
|
$6.6 Million
0.57% of portfolio
|
Q3 2024
Reduced 69.62%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
69,889
shares
|
$6.57 Million
2.05% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
69,716
shares
|
$6.55 Million
0.38% of portfolio
|
Q3 2024
Added 754.47%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
69,557
shares
|
$6.54 Million
1.6% of portfolio
|
Q3 2024
Reduced 21.9%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
69,493
shares
|
$6.53 Million
1.2% of portfolio
|
Q3 2024
Reduced 71.91%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
69,418
shares
|
$6.52 Million
0.09% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
69,383
shares
|
$6.52 Million
0.09% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
69,162
shares
|
$6.5 Million
0.3% of portfolio
|
Q3 2022
Reduced 7.4%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
69,160
shares
|
$6.5 Million
2.82% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
68,915
shares
|
$6.48 Million
0.21% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
68,222
shares
|
$6.41 Million
0.43% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Pariax, LLC
|
Feb 14, 2024 Q4 2023 |
67,715
shares
|
$6.36 Million
15.11% of portfolio
|
Q4 2023
Added 29.79%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
67,474
shares
|
$6.34 Million
2.57% of portfolio
|
Q3 2024
Reduced 26.76%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
67,324
shares
|
$6.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.61%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
67,288
shares
|
$6.32 Million
1.73% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
66,855
shares
|
$6.28 Million
0.02% of portfolio
|
Q3 2024
Reduced 85.07%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
66,695
shares
|
$6.27 Million
0.49% of portfolio
|
Q3 2023
New holding
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
66,310
shares
|
$6.23 Million
1.39% of portfolio
|
Q3 2024
Reduced 6.65%
|