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 |
|---|---|---|---|---|---|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
44,087
shares
|
$4.11 Million
0.4% of portfolio
|
Q3 2024
Reduced 63.39%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
44,062
shares
|
$4.11 Million
0.21% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
44,039
shares
|
$4.11 Million
0.16% of portfolio
|
Q3 2024
Added 16.81%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
43,948
shares
|
$4.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
43,893
shares
|
$4.09 Million
1.51% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
43,887
shares
|
$4.09 Million
1.24% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 23, 2024 Q2 2024 |
43,716
shares
|
$4.08 Million
3.17% of portfolio
|
Q2 2024
Added 6.8%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
43,438
shares
|
$4.05 Million
6.86% of portfolio
|
Q3 2023
Reduced 23.49%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
42,877
shares
|
$4 Million
0.11% of portfolio
|
Q3 2024
Added 35.61%
|
|
|
Clear Street Derivatives LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
42,868
shares
|
$4 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Q3 Asset Management
|
Nov 14, 2024 Q3 2024 |
42,854
shares
|
$3.99 Million
1.04% of portfolio
|
Q3 2024
Reduced 77.8%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
42,664
shares
|
$3.98 Million
1.51% of portfolio
|
Q1 2024
Reduced 16.76%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
42,660
shares
|
$3.98 Million
0.27% of portfolio
|
Q3 2024
Added 75.12%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
42,620
shares
|
$3.97 Million
2.25% of portfolio
|
Q3 2024
Added 59.06%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
42,523
shares
|
$3.96 Million
1.16% of portfolio
|
Q3 2024
Added 11090.26%
|
|
|
Ategra Capital Management, LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
42,401
shares
|
$3.95 Million
2.95% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
42,239
shares
|
$3.94 Million
0.49% of portfolio
|
Q3 2024
Added 119.2%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
42,136
shares
|
$3.93 Million
0.28% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
42,035
shares
|
$3.92 Million
0.38% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Hixon Zuercher, LLC
|
Oct 30, 2024 Q3 2024 |
41,908
shares
|
$3.91 Million
1.62% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
41,747
shares
|
$3.89 Million
0.13% of portfolio
|
Q3 2024
Reduced 24.16%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
41,704
shares
|
$3.89 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 23, 2024 Q3 2024 |
41,671
shares
|
$3.88 Million
2.66% of portfolio
|
Q3 2024
Added 28.79%
|
|
|
Cmc Financial Group
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
41,655
shares
|
$3.88 Million
6.57% of portfolio
|
Q3 2024
New holding
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
41,447
shares
|
$3.86 Million
1.43% of portfolio
|
Q3 2024
Added 1.3%
|