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 |
|---|---|---|---|---|---|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
35,971
shares
|
$3.35 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
35,855
shares
|
$3.34 Million
2.47% of portfolio
|
Q3 2024
Added 78.69%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
35,811
shares
|
$3.34 Million
1.17% of portfolio
|
Q3 2024
New holding
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
35,792
shares
|
$3.34 Million
0.94% of portfolio
|
Q3 2024
Added 63.11%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
35,749
shares
|
$3.33 Million
0.04% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
35,360
shares
|
$3.3 Million
0.84% of portfolio
|
Q3 2024
Reduced 35.21%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
34,890
shares
|
$3.25 Million
0.15% of portfolio
|
Q3 2024
Added 23.17%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
34,855
shares
|
$3.25 Million
2.68% of portfolio
|
Q3 2024
Added 548.83%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
34,675
shares
|
$3.23 Million
1.31% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
34,607
shares
|
$3.23 Million
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
34,579
shares
|
$3.22 Million
0.4% of portfolio
|
Q3 2024
Added 424.4%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
34,429
shares
|
$3.21 Million
1.38% of portfolio
|
Q3 2024
Added 67.28%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
34,105
shares
|
$3.18 Million
0.02% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
33,800
shares
|
$3.15 Million
0.41% of portfolio
|
Q3 2024
Reduced 24.47%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
33,726
shares
|
$3.14 Million
1.99% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
33,662
shares
|
$3.14 Million
4.69% of portfolio
|
Q3 2023
Reduced 3.73%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
33,336
shares
|
$3.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.99%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
33,333
shares
|
$3.11 Million
0.89% of portfolio
|
Q3 2024
Reduced 17.46%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
32,891
shares
|
$3.07 Million
1.9% of portfolio
|
Q3 2024
Added 35.74%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
32,887
shares
|
$3.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
32,884
shares
|
$3.07 Million
0.12% of portfolio
|
Q3 2024
Reduced 98.7%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
32,359
shares
|
$3.02 Million
1.28% of portfolio
|
Q4 2022
Added 77.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
32,139
shares
|
$3 Million
1.05% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
31,944
shares
|
$2.98 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
31,827
shares
|
$2.97 Million
0.1% of portfolio
|
Q3 2024
Added 89.02%
|