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 |
|---|---|---|---|---|---|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
23,982
shares
|
$2.24 Million
1.26% of portfolio
|
Q3 2024
Added 18.61%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
23,806
shares
|
$2.22 Million
0.66% of portfolio
|
Q2 2024
Added 240.09%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
23,737
shares
|
$2.21 Million
0.12% of portfolio
|
Q3 2024
Added 86.45%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
23,448
shares
|
$2.19 Million
0.48% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Vigilare Wealth Management
|
Oct 29, 2024 Q3 2024 |
23,392
shares
|
$2.18 Million
0.95% of portfolio
|
Q3 2024
Reduced 21.49%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
23,371
shares
|
$2.18 Million
1.04% of portfolio
|
Q1 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
23,305
shares
|
$2.17 Million
0.49% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
|
Alethea Capital Management, LLC
San Diego, CA |
Nov 14, 2024 Q3 2024 |
23,123
shares
|
$2.16 Million
1.65% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
23,118
shares
|
$2.16 Million
0.01% of portfolio
|
Q3 2024
Reduced 60.05%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
23,091
shares
|
$2.15 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
22,983
shares
|
$2.14 Million
0.46% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
22,750
shares
|
$2.12 Million
0.04% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
22,735
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2024
Added 24.91%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
22,509
shares
|
$2.1 Million
0.35% of portfolio
|
Q3 2024
Reduced 14.67%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,488
shares
|
$2.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 64.11%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
22,330
shares
|
$2.08 Million
0.07% of portfolio
|
Q3 2024
Added 461.48%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
22,248
shares
|
$2.07 Million
0.21% of portfolio
|
Q3 2024
Reduced 32.05%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
22,240
shares
|
$2.07 Million
1.05% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Nov 18, 2024 Q3 2024 |
22,045
shares
|
$2.06 Million
1.18% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
21,896
shares
|
$2.04 Million
0.02% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
21,805
shares
|
$2.03 Million
0.08% of portfolio
|
Q3 2024
Added 113.13%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
21,786
shares
|
$2.03 Million
0.42% of portfolio
|
Q3 2024
Reduced 21.46%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
21,766
shares
|
$2.03 Million
0.05% of portfolio
|
Q3 2024
Reduced 47.47%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
21,747
shares
|
$2.03 Million
0.62% of portfolio
|
Q3 2024
Reduced 12.01%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
21,682
shares
|
$2.02 Million
0.34% of portfolio
|
Q3 2024
Added 449.05%
|