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 $44.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
21,500
shares
|
$2.02 Million
3.03% of portfolio
|
Q1 2023
New holding
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
21,229
shares
|
$1.99 Million
0.07% of portfolio
|
Q3 2024
Reduced 17.82%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
21,060
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2024
Added 18.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
21,035
shares
|
$1.98 Million
0.62% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
20,909
shares
|
$1.96 Million
1.23% of portfolio
|
Q3 2024
Reduced 13.19%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
20,898
shares
|
$1.96 Million
0.87% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
20,824
shares
|
$1.96 Million
0.8% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
20,818
shares
|
$1.96 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
20,708
shares
|
$1.95 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
20,705
shares
|
$1.95 Million
3.41% of portfolio
|
Q4 2023
Added 301.96%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
20,597
shares
|
$1.94 Million
0.34% of portfolio
|
Q3 2024
Added 12.79%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,403
shares
|
$1.92 Million
0.01% of portfolio
|
Q3 2024
Reduced 79.24%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
20,391
shares
|
$1.92 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
20,359
shares
|
$1.91 Million
0.83% of portfolio
|
Q3 2024
Reduced 11.62%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
20,103
shares
|
$1.89 Million
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
20,033
shares
|
$1.88 Million
0.06% of portfolio
|
Q3 2024
Reduced 93.11%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
19,977
shares
|
$1.88 Million
0.02% of portfolio
|
Q3 2022
Added 17.51%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 04, 2024 Q3 2024 |
19,900
shares
|
$1.87 Million
0.52% of portfolio
|
Q2 2024
Added 2.79%
|
|
|
Sourcerock Group LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
19,900
shares
|
$1.87 Million
0.18% of portfolio
|
Q3 2024
Reduced 57.71%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
19,623
shares
|
$1.84 Million
0.11% of portfolio
|
Q3 2024
Reduced 65.28%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
19,595
shares
|
$1.84 Million
0.59% of portfolio
|
Q3 2024
Reduced 39.32%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
19,420
shares
|
$1.82 Million
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
19,365
shares
|
$1.82 Million
0.98% of portfolio
|
Q3 2024
New holding
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
19,207
shares
|
$1.8 Million
0.72% of portfolio
|
Q3 2024
Added 14.98%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
19,143
shares
|
$1.8 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.47%
|