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 $44.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
50,273
shares
|
$4.69 Million
1.28% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
49,901
shares
|
$4.65 Million
2.47% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
49,524
shares
|
$4.62 Million
2.17% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
49,223
shares
|
$4.59 Million
2.62% of portfolio
|
Q1 2023
Reduced 12.28%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
49,008
shares
|
$4.57 Million
0.33% of portfolio
|
Q3 2024
Added 14841.46%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
48,972
shares
|
$4.57 Million
0.32% of portfolio
|
Q4 2023
Added 7.45%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
48,697
shares
|
$4.54 Million
0.37% of portfolio
|
Q4 2023
Added 7.6%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
48,628
shares
|
$4.53 Million
2.68% of portfolio
|
Q3 2024
Added 28.45%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
48,412
shares
|
$4.51 Million
0.18% of portfolio
|
Q3 2024
Added 18.96%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
48,179
shares
|
$4.49 Million
1.84% of portfolio
|
Q3 2024
New holding
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
47,837
shares
|
$4.46 Million
0.08% of portfolio
|
Q3 2024
Reduced 41.01%
|
|
|
Cavalier Investments, LLC
|
Oct 24, 2024 Q3 2024 |
47,515
shares
|
$4.43 Million
1.46% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
47,505
shares
|
$4.43 Million
1.88% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
47,447
shares
|
$4.42 Million
0.62% of portfolio
|
Q3 2024
Added 7.85%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 08, 2024 Q3 2024 |
47,416
shares
|
$4.42 Million
3.29% of portfolio
|
Q3 2024
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
47,170
shares
|
$4.4 Million
0.61% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
46,810
shares
|
$4.36 Million
1.8% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
46,079
shares
|
$4.3 Million
0.15% of portfolio
|
Q3 2024
Added 74.34%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
45,598
shares
|
$4.25 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
45,089
shares
|
$4.2 Million
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
44,994
shares
|
$4.19 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Madrona Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
44,795
shares
|
$4.18 Million
1.3% of portfolio
|
Q3 2024
Reduced 73.82%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
44,671
shares
|
$4.16 Million
0.48% of portfolio
|
Q3 2024
Added 51.17%
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
44,451
shares
|
$4.14 Million
0.43% of portfolio
|
Q3 2024
Reduced 30.74%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
44,373
shares
|
$4.14 Million
0.26% of portfolio
|
Q3 2024
Added 43.68%
|