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 1,422 institutions that hold shares in the stock, with a total of 412 Million shares, which have been reported (via 13F filing form) to have a value of $36.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
16,488
shares
|
$1.48 Million
0.56% of portfolio
|
Q3 2024
Reduced 16.11%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
16,347
shares
|
$1.46 Million
0.22% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
16,152
shares
|
$1.45 Million
0.56% of portfolio
|
Q4 2024
Added 11.9%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
16,145
shares
|
$1.45 Million
0.64% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
15,853
shares
|
$1.42 Million
0.2% of portfolio
|
Q4 2024
Added 325.58%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
15,694
shares
|
$1.41 Million
0.54% of portfolio
|
Q4 2024
Reduced 17.71%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
15,513
shares
|
$1.39 Million
1.08% of portfolio
|
Q3 2024
Added 75.23%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
15,501
shares
|
$1.39 Million
0.51% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
15,493
shares
|
$1.39 Million
0.94% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
15,448
shares
|
$1.38 Million
0.0% of portfolio
|
Q4 2024
Added 13.62%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
15,401
shares
|
$1.38 Million
0.08% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Esg Planning
Santa Clara, CA |
Feb 12, 2025 Q4 2024 |
15,272
shares
|
$1.37 Million
1.0% of portfolio
|
Q4 2024
Reduced 16.06%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
15,204
shares
|
$1.36 Million
0.26% of portfolio
|
Q4 2024
Added 21016.67%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
15,059
shares
|
$1.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 59.15%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jan 31, 2025 Q4 2024 |
15,000
shares
|
$1.34 Million
0.01% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
14,937
shares
|
$1.34 Million
0.33% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
14,848
shares
|
$1.33 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
14,845
shares
|
$1.33 Million
0.1% of portfolio
|
Q4 2024
Reduced 13.22%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
14,836
shares
|
$1.33 Million
0.27% of portfolio
|
Q4 2024
Added 157.7%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
14,774
shares
|
$1.32 Million
0.54% of portfolio
|
Q4 2024
Reduced 57.09%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
14,674
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2024
Added 11.48%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
14,662
shares
|
$1.31 Million
0.46% of portfolio
|
Q4 2024
Reduced 30.3%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
14,590
shares
|
$1.31 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
14,519
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2022
Reduced 44.42%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
14,502
shares
|
$1.3 Million
0.22% of portfolio
|
Q4 2024
Added 6.59%
|