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 |
|---|---|---|---|---|---|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
11,306
shares
|
$1.06 Million
0.4% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
11,271
shares
|
$1.06 Million
0.45% of portfolio
|
Q2 2024
Added 22.82%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
11,180
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Added 75.95%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Oct 16, 2024 Q3 2024 |
11,169
shares
|
$1.05 Million
0.81% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
11,075
shares
|
$1.04 Million
0.39% of portfolio
|
Q3 2024
Added 39.5%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
11,055
shares
|
$1.04 Million
0.15% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
11,039
shares
|
$1.04 Million
0.1% of portfolio
|
Q3 2024
Added 77.3%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
10,976
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2024
Added 19.54%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
10,975
shares
|
$1.03 Million
0.12% of portfolio
|
Q1 2024
Added 53.52%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
10,869
shares
|
$1.02 Million
0.2% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
10,722
shares
|
$1.01 Million
0.2% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 16, 2024 Q3 2024 |
10,640
shares
|
$999,840
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
10,620
shares
|
$997,961
0.0% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
10,570
shares
|
$993,262
0.03% of portfolio
|
Q3 2024
Added 53.81%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
10,561
shares
|
$992,417
0.77% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
10,460
shares
|
$982,926
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
10,460
shares
|
$982,926
0.06% of portfolio
|
Q3 2024
Added 64.55%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 13, 2024 Q3 2024 |
10,300
shares
|
$967,891
0.05% of portfolio
|
Q4 2023
Added 100.98%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
10,277
shares
|
$965,729
0.19% of portfolio
|
Q3 2024
Added 32.95%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
10,275
shares
|
$965,541
0.78% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
10,147
shares
|
$953,513
0.09% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
10,146
shares
|
$953,419
0.02% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
10,126
shares
|
$951,540
0.03% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
10,081
shares
|
$947,311
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
10,036
shares
|
$943,082
0.86% of portfolio
|
Q3 2024
Added 3.41%
|