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 |
|---|---|---|---|---|---|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
26,498
shares
|
$2.47 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
White Pine Investment CO
|
Oct 29, 2024 Q3 2024 |
26,463
shares
|
$2.47 Million
0.75% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
26,415
shares
|
$2.46 Million
0.02% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
26,373
shares
|
$2.46 Million
1.3% of portfolio
|
Q3 2024
Added 25.71%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
26,335
shares
|
$2.45 Million
1.65% of portfolio
|
Q3 2024
Reduced 58.17%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
26,197
shares
|
$2.44 Million
0.91% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
25,773
shares
|
$2.4 Million
0.74% of portfolio
|
Q3 2024
Added 25.36%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,610
shares
|
$2.39 Million
0.07% of portfolio
|
Q3 2024
Reduced 51.46%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
25,471
shares
|
$2.37 Million
0.09% of portfolio
|
Q3 2024
Reduced 17.38%
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
25,470
shares
|
$2.37 Million
1.31% of portfolio
|
Q3 2024
Added 12.4%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
25,398
shares
|
$2.37 Million
1.08% of portfolio
|
Q3 2024
Added 76.22%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
25,090
shares
|
$2.34 Million
0.89% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 04, 2024 Q3 2024 |
25,000
shares
|
$2.33 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
25,000
shares
|
$2.33 Million
1.8% of portfolio
|
Q3 2024
New holding
|
|
|
Ogborne Capital Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
25,000
shares
|
$2.33 Million
0.65% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
24,792
shares
|
$2.31 Million
0.47% of portfolio
|
Q3 2024
Reduced 23.65%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
24,764
shares
|
$2.31 Million
2.19% of portfolio
|
Q3 2024
Added 12.54%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
24,740
shares
|
$2.31 Million
0.15% of portfolio
|
Q3 2024
Added 50.94%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
24,708
shares
|
$2.3 Million
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
24,563
shares
|
$2.29 Million
1.2% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
24,473
shares
|
$2.28 Million
2.37% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
24,461
shares
|
$2.28 Million
0.14% of portfolio
|
Q3 2024
Added 98.98%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2024 Q3 2024 |
24,458
shares
|
$2.28 Million
1.28% of portfolio
|
Q3 2024
Reduced 12.31%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
24,074
shares
|
$2.24 Million
0.15% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
24,030
shares
|
$2.24 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.25%
|