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 1,421 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 |
|---|---|---|---|---|---|
|
Estate Counselors, LLC
|
Feb 14, 2025 Q4 2024 |
12,120
shares
|
$1.09 Million
0.29% of portfolio
|
Q4 2024
Reduced 92.29%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
11,972
shares
|
$1.07 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
11,922
shares
|
$1.07 Million
0.08% of portfolio
|
Q4 2024
Reduced 67.49%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
11,820
shares
|
$1.06 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
American Alpha Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
11,718
shares
|
$1.05 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
11,715
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Added 46.53%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
11,712
shares
|
$1.05 Million
0.07% of portfolio
|
Q4 2024
Added 11.97%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
11,662
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Added 18.52%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Feb 12, 2025 Q4 2024 |
11,550
shares
|
$1.03 Million
0.14% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
11,538
shares
|
$1.03 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
11,493
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Advisory Services, Ltd.Co.
|
Feb 05, 2025 Q4 2024 |
11,476
shares
|
$1.03 Million
0.59% of portfolio
|
Q4 2024
Reduced 42.33%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
11,331
shares
|
$1.02 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
11,202
shares
|
$1 Million
0.05% of portfolio
|
Q4 2024
Added 13.62%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
11,094
shares
|
$994,133
0.12% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
11,075
shares
|
$992,430
0.39% of portfolio
|
Q3 2024
Added 39.5%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
11,010
shares
|
$986,606
1.27% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Feb 11, 2025 Q4 2024 |
11,005
shares
|
$986,158
0.05% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
One Plus One Wealth Management, LLC
|
Jan 29, 2025 Q4 2024 |
10,968
shares
|
$982,842
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
10,948
shares
|
$981,050
0.32% of portfolio
|
Q4 2024
Added 135.85%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
10,933
shares
|
$979,706
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
10,869
shares
|
$973,971
0.2% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Jan 27, 2025 Q4 2024 |
10,866
shares
|
$973,702
0.74% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
10,788
shares
|
$966,712
0.0% of portfolio
|
Q4 2024
Reduced 34.93%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
10,780
shares
|
$965,995
0.09% of portfolio
|
Q4 2024
Reduced 5.73%
|