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 |
|---|---|---|---|---|---|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
19,071
shares
|
$1.78 Million
0.8% of portfolio
|
Q3 2024
Reduced 66.71%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
19,068
shares
|
$1.78 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
19,049
shares
|
$1.78 Million
0.44% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
18,893
shares
|
$1.76 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
18,822
shares
|
$1.75 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
18,646
shares
|
$1.74 Million
1.25% of portfolio
|
Q3 2024
New holding
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
18,374
shares
|
$1.71 Million
1.38% of portfolio
|
Q3 2024
Added 124.7%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
18,362
shares
|
$1.71 Million
0.07% of portfolio
|
Q3 2024
Added 24.03%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
18,299
shares
|
$1.71 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
18,262
shares
|
$1.7 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
18,218
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 07, 2024 Q3 2024 |
18,194
shares
|
$1.7 Million
1.18% of portfolio
|
Q3 2024
Added 18.88%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
18,187
shares
|
$1.7 Million
0.91% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
18,149
shares
|
$1.69 Million
0.84% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
18,059
shares
|
$1.68 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
17,773
shares
|
$1.66 Million
0.02% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
17,678
shares
|
$1.65 Million
0.19% of portfolio
|
Q3 2024
Reduced 69.86%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
17,516
shares
|
$1.63 Million
1.52% of portfolio
|
Q4 2022
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
17,485
shares
|
$1.63 Million
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
17,450
shares
|
$1.63 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 05, 2024 Q3 2024 |
17,421
shares
|
$1.62 Million
0.58% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
17,154
shares
|
$1.6 Million
0.54% of portfolio
|
Q3 2024
Reduced 12.76%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
17,151
shares
|
$1.6 Million
0.86% of portfolio
|
Q3 2024
Added 494.69%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Nov 06, 2024 Q3 2024 |
16,960
shares
|
$1.58 Million
1.29% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
16,953
shares
|
$1.58 Million
0.35% of portfolio
|
Q3 2024
Added 0.2%
|