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 |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
6,710
shares
|
$619,802
0.18% of portfolio
|
Q3 2024
Reduced 25.95%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
6,707
shares
|
$619,525
0.37% of portfolio
|
Q3 2024
Reduced 17.37%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
6,699
shares
|
$618,786
0.28% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
6,654
shares
|
$614,629
0.22% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
6,606
shares
|
$610,196
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
6,605
shares
|
$610,103
0.15% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
6,599
shares
|
$609,549
0.07% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
6,598
shares
|
$609,457
0.09% of portfolio
|
Q3 2024
Reduced 13.41%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
6,527
shares
|
$602,898
0.56% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
6,484
shares
|
$598,927
0.06% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
6,438
shares
|
$594,678
0.36% of portfolio
|
Q3 2023
Reduced 0.28%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
6,424
shares
|
$593,384
0.44% of portfolio
|
Q3 2024
Added 36.8%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
6,376
shares
|
$588,951
0.37% of portfolio
|
Q3 2024
Reduced 13.2%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
6,370
shares
|
$588,396
0.4% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
6,363
shares
|
$587,750
0.01% of portfolio
|
Q3 2024
Added 43.18%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
6,346
shares
|
$586,180
0.12% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,290
shares
|
$581,007
0.18% of portfolio
|
Q3 2024
Reduced 13.48%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,286
shares
|
$580,637
0.02% of portfolio
|
Q4 2023
Reduced 14.34%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 29, 2024 Q3 2024 |
6,234
shares
|
$575,834
0.44% of portfolio
|
Q3 2024
Added 25.36%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
6,220
shares
|
$574,541
0.08% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
6,202
shares
|
$572,878
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
6,200
shares
|
$572,694
0.0% of portfolio
|
Q3 2024
Reduced 29.75%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
6,193
shares
|
$572,047
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
6,148
shares
|
$567,890
0.02% of portfolio
|
Q3 2024
Added 48.72%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,121
shares
|
$565,396
0.04% of portfolio
|
Q3 2024
Reduced 57.07%
|