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 |
|---|---|---|---|---|---|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
6,100
shares
|
$573,217
0.0% of portfolio
|
Q3 2024
Reduced 62.35%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
6,086
shares
|
$571,901
0.06% of portfolio
|
Q3 2024
Added 168.11%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
6,044
shares
|
$567,954
0.37% of portfolio
|
Q3 2024
Reduced 15.29%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,043
shares
|
$567,860
0.03% of portfolio
|
Q3 2024
Reduced 63.3%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
6,039
shares
|
$567,484
0.28% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
6,038
shares
|
$567,390
0.52% of portfolio
|
Q3 2024
Added 70.56%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
6,030
shares
|
$566,639
0.13% of portfolio
|
Q3 2024
Added 37.48%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
6,006
shares
|
$564,383
0.18% of portfolio
|
Q1 2024
Reduced 97.78%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,000
shares
|
$563,820
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
5,989
shares
|
$562,786
0.01% of portfolio
|
Q3 2024
Reduced 21.18%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
5,989
shares
|
$562,786
0.03% of portfolio
|
Q3 2024
Added 13827.91%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
5,951
shares
|
$559,215
0.21% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
5,945
shares
|
$558,651
0.01% of portfolio
|
Q3 2024
Added 115.87%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
5,916
shares
|
$555,926
0.11% of portfolio
|
Q3 2024
Reduced 95.6%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
5,913
shares
|
$555,644
0.0% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2024 Q3 2024 |
5,793
shares
|
$544,368
0.3% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
5,762
shares
|
$541,455
0.11% of portfolio
|
Q3 2024
Reduced 96.02%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
5,757
shares
|
$540,985
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
5,733
shares
|
$538,730
0.07% of portfolio
|
Q4 2023
Reduced 18.51%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 08, 2024 Q3 2024 |
5,696
shares
|
$535,253
0.2% of portfolio
|
Q3 2024
Reduced 98.63%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
5,676
shares
|
$533,373
0.23% of portfolio
|
Q3 2024
Reduced 16.17%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,640
shares
|
$529,990
0.07% of portfolio
|
Q3 2024
Reduced 34.24%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Oct 17, 2024 Q3 2024 |
5,618
shares
|
$527,923
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,589
shares
|
$525,198
0.0% of portfolio
|
Q3 2024
Added 125.54%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
5,567
shares
|
$523,130
0.42% of portfolio
|
Q3 2024
Reduced 69.46%
|