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 |
|---|---|---|---|---|---|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
8,646
shares
|
$812,464
0.19% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
8,497
shares
|
$798,463
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
8,492
shares
|
$797,993
0.49% of portfolio
|
Q3 2024
Reduced 22.8%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
8,458
shares
|
$794,798
0.06% of portfolio
|
Q2 2024
Added 5.17%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
8,448
shares
|
$793,858
0.37% of portfolio
|
Q3 2024
Added 18.67%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
8,422
shares
|
$791,415
0.13% of portfolio
|
Q3 2024
Added 155.83%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
8,390
shares
|
$788,408
0.59% of portfolio
|
Q2 2024
Added 26.78%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
8,370
shares
|
$786,528
0.35% of portfolio
|
Q4 2023
Reduced 6.74%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
8,351
shares
|
$784,743
0.6% of portfolio
|
Q3 2024
Added 42.12%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
8,327
shares
|
$782,488
0.09% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
8,152
shares
|
$766,043
1.97% of portfolio
|
Q3 2024
Added 26.62%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
8,016
shares
|
$753,263
0.47% of portfolio
|
Q3 2024
Added 23.68%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Nov 07, 2024 Q3 2024 |
8,000
shares
|
$751,760
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
7,995
shares
|
$751,290
0.01% of portfolio
|
Q3 2024
Added 18.5%
|
|
|
Shay Capital LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,920
shares
|
$744,242
0.12% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
7,889
shares
|
$741,329
0.14% of portfolio
|
Q3 2024
Added 42.56%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
7,877
shares
|
$740,201
0.21% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
7,794
shares
|
$732,402
0.02% of portfolio
|
Q3 2024
Reduced 93.26%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
7,729
shares
|
$726,294
0.05% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
7,669
shares
|
$720,655
0.28% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
7,668
shares
|
$720,561
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
7,667
shares
|
$720,467
0.36% of portfolio
|
Q3 2024
Added 77.81%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
7,606
shares
|
$714,735
0.1% of portfolio
|
Q3 2024
Reduced 48.67%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
7,592
shares
|
$713,420
0.35% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
7,583
shares
|
$712,574
0.01% of portfolio
|
Q3 2024
Reduced 0.17%
|