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 |
|---|---|---|---|---|---|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
15,051
shares
|
$1.4 Million
0.22% of portfolio
|
Q3 2024
Added 57.35%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
15,000
shares
|
$1.4 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
14,976
shares
|
$1.4 Million
0.14% of portfolio
|
Q3 2024
Reduced 20.49%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
14,956
shares
|
$1.39 Million
0.17% of portfolio
|
Q3 2024
Reduced 18.9%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
14,741
shares
|
$1.37 Million
0.56% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
14,719
shares
|
$1.37 Million
0.37% of portfolio
|
Q3 2024
Added 257.69%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
14,674
shares
|
$1.37 Million
0.03% of portfolio
|
Q3 2024
Added 11.48%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
14,666
shares
|
$1.37 Million
0.98% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
14,600
shares
|
$1.36 Million
0.29% of portfolio
|
Q3 2024
Added 108.42%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
14,572
shares
|
$1.36 Million
0.36% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,567
shares
|
$1.36 Million
0.1% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
14,519
shares
|
$1.35 Million
0.04% of portfolio
|
Q3 2022
Reduced 44.42%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
14,434
shares
|
$1.35 Million
0.57% of portfolio
|
Q3 2024
Reduced 44.06%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
14,405
shares
|
$1.34 Million
0.1% of portfolio
|
Q3 2024
Reduced 23.22%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
14,341
shares
|
$1.34 Million
0.49% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
14,334
shares
|
$1.34 Million
0.75% of portfolio
|
Q3 2024
Reduced 44.45%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
14,297
shares
|
$1.33 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.84%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
14,134
shares
|
$1.32 Million
0.98% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
13,991
shares
|
$1.3 Million
0.39% of portfolio
|
Q3 2024
Added 343.6%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
13,985
shares
|
$1.3 Million
0.59% of portfolio
|
Q3 2024
Added 27.68%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
13,934
shares
|
$1.3 Million
0.74% of portfolio
|
Q3 2024
Reduced 21.46%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
13,606
shares
|
$1.27 Million
0.14% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
13,596
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Added 16.27%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
13,120
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Reduced 44.11%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
13,052
shares
|
$1.22 Million
0.14% of portfolio
|
Q3 2024
Added 15.22%
|