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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
31,694
shares
|
$2.95 Million
0.01% of portfolio
|
Q3 2024
Added 46.89%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
31,651
shares
|
$2.95 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
31,601
shares
|
$2.95 Million
1.13% of portfolio
|
Q3 2024
Added 46.92%
|
|
|
Amitell Capital Pte LTD
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
31,500
shares
|
$2.94 Million
2.44% of portfolio
|
Q4 2023
Added 139.54%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
31,497
shares
|
$2.94 Million
0.03% of portfolio
|
Q2 2024
Added 10.42%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
31,362
shares
|
$2.92 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
31,226
shares
|
$2.91 Million
0.11% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 29, 2024 Q3 2024 |
31,175
shares
|
$2.91 Million
1.0% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Oct 21, 2024 Q3 2024 |
31,128
shares
|
$2.9 Million
2.03% of portfolio
|
Q3 2024
Added 10.16%
|
|
|
Moulton Wealth Management, Inc
|
Oct 17, 2024 Q3 2024 |
30,886
shares
|
$2.88 Million
2.57% of portfolio
|
Q3 2024
New holding
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Nov 08, 2024 Q3 2024 |
30,670
shares
|
$2.86 Million
2.16% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
30,546
shares
|
$2.85 Million
0.7% of portfolio
|
Q3 2024
Added 43.44%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
30,387
shares
|
$2.83 Million
0.56% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
30,248
shares
|
$2.82 Million
1.94% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
30,174
shares
|
$2.81 Million
0.19% of portfolio
|
Q3 2024
Added 193.44%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
29,965
shares
|
$2.79 Million
1.05% of portfolio
|
Q3 2024
Added 2887.54%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
29,851
shares
|
$2.78 Million
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
29,805
shares
|
$2.78 Million
0.48% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Consilio Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
29,756
shares
|
$2.77 Million
1.21% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
29,608
shares
|
$2.76 Million
0.32% of portfolio
|
Q3 2024
Reduced 12.44%
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
29,527
shares
|
$2.75 Million
1.12% of portfolio
|
Q3 2024
Added 120.45%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
29,496
shares
|
$2.75 Million
1.49% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
29,483
shares
|
$2.75 Million
2.0% of portfolio
|
Q3 2024
Reduced 12.58%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
29,405
shares
|
$2.74 Million
1.41% of portfolio
|
Q3 2024
Added 36.48%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
29,397
shares
|
$2.74 Million
1.46% of portfolio
|
Q3 2024
Reduced 26.05%
|