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 |
|---|---|---|---|---|---|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
7,475
shares
|
$690,465
0.47% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
7,472
shares
|
$690,188
0.56% of portfolio
|
Q3 2024
Reduced 16.97%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
7,471
shares
|
$690,096
0.29% of portfolio
|
Q3 2024
Reduced 28.61%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
7,448
shares
|
$687,971
0.38% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
7,407
shares
|
$684,184
0.18% of portfolio
|
Q3 2024
Reduced 56.34%
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
7,405
shares
|
$683,999
0.56% of portfolio
|
Q3 2024
Added 19.76%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
7,394
shares
|
$682,983
0.07% of portfolio
|
Q3 2024
Reduced 24.83%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
7,365
shares
|
$680,305
0.06% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
7,350
shares
|
$678,919
0.3% of portfolio
|
Q3 2024
Reduced 13.08%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
7,339
shares
|
$677,903
0.02% of portfolio
|
Q3 2024
Added 25.71%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
7,263
shares
|
$670,883
0.07% of portfolio
|
Q3 2024
Added 79.51%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
7,214
shares
|
$666,357
0.15% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Nationwide Asset Management LLC
|
Oct 27, 2023 Q3 2023 |
7,185
shares
|
$663,678
2.54% of portfolio
|
Q1 2023
Added 11.74%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
7,178
shares
|
$663,031
0.1% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
7,178
shares
|
$663,031
0.4% of portfolio
|
Q3 2024
Added 29.61%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,096
shares
|
$655,457
0.4% of portfolio
|
Q3 2024
Added 9.88%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
7,045
shares
|
$650,746
0.24% of portfolio
|
Q4 2023
Reduced 24.76%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,015
shares
|
$647,975
0.24% of portfolio
|
Q1 2024
Reduced 48.14%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
6,936
shares
|
$640,678
0.01% of portfolio
|
Q3 2024
Reduced 41.98%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Aug 12, 2024 Q2 2024 |
6,890
shares
|
$636,429
0.54% of portfolio
|
Q2 2024
Added 7.76%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
6,850
shares
|
$632,734
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
6,792
shares
|
$627,377
0.21% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
6,750
shares
|
$623,497
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,747
shares
|
$623,220
0.16% of portfolio
|
Q3 2022
Added 42068.75%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
6,721
shares
|
$620,818
0.02% of portfolio
|
Q3 2024
New holding
|