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 |
|---|---|---|---|---|---|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Oct 24, 2024 Q3 2024 |
40,849
shares
|
$3.81 Million
3.2% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
40,652
shares
|
$3.79 Million
0.05% of portfolio
|
Q3 2023
Added 6.78%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
40,617
shares
|
$3.79 Million
0.48% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
40,403
shares
|
$3.77 Million
1.05% of portfolio
|
Q4 2022
Added 16.93%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
40,082
shares
|
$3.74 Million
2.79% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
39,752
shares
|
$3.71 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
39,490
shares
|
$3.68 Million
0.73% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
39,367
shares
|
$3.67 Million
2.6% of portfolio
|
Q3 2024
Added 15.6%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
38,951
shares
|
$3.63 Million
1.51% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
38,728
shares
|
$3.61 Million
0.02% of portfolio
|
Q3 2024
Added 16.39%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
38,573
shares
|
$3.6 Million
0.06% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
38,497
shares
|
$3.59 Million
0.23% of portfolio
|
Q3 2024
Added 35.3%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
38,492
shares
|
$3.59 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
38,291
shares
|
$3.57 Million
0.15% of portfolio
|
Q3 2024
Added 61.54%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
38,025
shares
|
$3.54 Million
0.6% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
37,480
shares
|
$3.49 Million
0.51% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
37,475
shares
|
$3.49 Million
1.45% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
37,461
shares
|
$3.49 Million
0.26% of portfolio
|
Q3 2024
Added 11.04%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
37,070
shares
|
$3.46 Million
1.02% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
37,067
shares
|
$3.46 Million
0.51% of portfolio
|
Q3 2024
Added 62.23%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
36,865
shares
|
$3.44 Million
0.01% of portfolio
|
Q3 2024
Added 21.15%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
36,671
shares
|
$3.42 Million
0.26% of portfolio
|
Q3 2024
Added 96.32%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Oct 10, 2024 Q3 2024 |
36,652
shares
|
$3.42 Million
2.54% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 15, 2024 Q3 2024 |
36,585
shares
|
$3.41 Million
2.2% of portfolio
|
Q3 2024
Added 317.92%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
36,350
shares
|
$3.39 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.44%
|