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 |
|---|---|---|---|---|---|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Oct 15, 2024 Q3 2024 |
56,611
shares
|
$5.32 Million
3.27% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
56,392
shares
|
$5.3 Million
0.53% of portfolio
|
Q3 2024
Added 94.73%
|
|
|
Shelton Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
56,337
shares
|
$5.29 Million
3.07% of portfolio
|
Q3 2024
Reduced 9.67%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
55,884
shares
|
$5.25 Million
0.06% of portfolio
|
Q3 2024
Reduced 13.42%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
55,615
shares
|
$5.23 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
55,297
shares
|
$5.2 Million
1.53% of portfolio
|
Q3 2024
Added 971.65%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
55,127
shares
|
$5.18 Million
0.34% of portfolio
|
Q3 2024
Added 405.71%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
54,954
shares
|
$5.16 Million
0.69% of portfolio
|
Q3 2024
Reduced 9.37%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
54,869
shares
|
$5.16 Million
1.24% of portfolio
|
Q3 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
54,513
shares
|
$5.12 Million
1.42% of portfolio
|
Q3 2024
New holding
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
54,421
shares
|
$5.11 Million
1.99% of portfolio
|
Q3 2024
Reduced 29.43%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
53,432
shares
|
$5.02 Million
1.72% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
53,036
shares
|
$4.98 Million
1.09% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 28, 2024 Q3 2024 |
52,641
shares
|
$4.95 Million
3.09% of portfolio
|
Q3 2024
Added 386.97%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
52,641
shares
|
$4.95 Million
0.27% of portfolio
|
Q3 2024
Added 386.97%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
52,580
shares
|
$4.94 Million
1.49% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
52,332
shares
|
$4.92 Million
2.07% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
52,322
shares
|
$4.92 Million
0.09% of portfolio
|
Q3 2024
Added 67.93%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
52,044
shares
|
$4.89 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2024 Q3 2024 |
51,394
shares
|
$4.83 Million
1.17% of portfolio
|
Q3 2024
Added 35.25%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
51,280
shares
|
$4.82 Million
1.8% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
51,239
shares
|
$4.81 Million
0.23% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Oct 21, 2024 Q3 2024 |
50,820
shares
|
$4.78 Million
2.28% of portfolio
|
Q3 2024
Added 201.32%
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
50,764
shares
|
$4.77 Million
3.16% of portfolio
|
Q3 2024
New holding
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
50,653
shares
|
$4.76 Million
0.44% of portfolio
|
Q3 2024
Reduced 43.67%
|