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 |
|---|---|---|---|---|---|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
9,961
shares
|
$928,564
1.28% of portfolio
|
Q3 2024
Added 2065.43%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
9,916
shares
|
$924,369
0.52% of portfolio
|
Q3 2024
Reduced 17.03%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,913
shares
|
$924,089
0.38% of portfolio
|
Q3 2023
Reduced 53.34%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
9,859
shares
|
$919,055
0.05% of portfolio
|
Q3 2024
Reduced 14.36%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
9,840
shares
|
$917,284
0.01% of portfolio
|
Q3 2024
Added 32.72%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
9,622
shares
|
$896,962
0.14% of portfolio
|
Q3 2024
Added 77.99%
|
|
|
Catalyst Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
9,485
shares
|
$884,191
0.57% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
9,417
shares
|
$877,852
0.61% of portfolio
|
Q1 2024
Reduced 13.65%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
9,412
shares
|
$877,386
0.3% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
9,396
shares
|
$875,895
0.3% of portfolio
|
Q3 2024
Reduced 30.14%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
9,395
shares
|
$875,801
0.57% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
9,347
shares
|
$871,327
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
9,324
shares
|
$869,183
0.38% of portfolio
|
Q3 2024
Reduced 28.32%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
9,175
shares
|
$855,293
0.05% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
9,086
shares
|
$846,996
0.69% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
9,058
shares
|
$844,386
0.03% of portfolio
|
Q3 2024
Reduced 26.08%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
9,015
shares
|
$840,378
0.02% of portfolio
|
Q3 2024
Added 31.8%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
8,948
shares
|
$834,132
0.81% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
8,928
shares
|
$832,268
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
8,888
shares
|
$828,539
0.4% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
8,846
shares
|
$824,624
0.09% of portfolio
|
Q3 2024
Added 69.95%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
8,724
shares
|
$813,251
0.26% of portfolio
|
Q3 2024
Added 24.97%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
8,700
shares
|
$811,014
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
8,694
shares
|
$810,454
0.11% of portfolio
|
Q3 2024
Reduced 13.15%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,677
shares
|
$808,869
0.04% of portfolio
|
Q2 2020
Reduced 33.05%
|