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 |
|---|---|---|---|---|---|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
5,524
shares
|
$510,251
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Square Group S, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,500
shares
|
$508,035
0.57% of portfolio
|
Q3 2024
Reduced 88.04%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
5,484
shares
|
$506,557
0.01% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
5,475
shares
|
$505,725
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
5,470
shares
|
$505,263
0.09% of portfolio
|
Q3 2024
Reduced 84.19%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
5,427
shares
|
$501,291
0.1% of portfolio
|
Q3 2024
Added 48.4%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
5,427
shares
|
$501,291
0.11% of portfolio
|
Q3 2024
Added 128.12%
|
|
|
Oak Family Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
5,365
shares
|
$495,565
0.17% of portfolio
|
Q3 2024
Reduced 48.93%
|
|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
5,363
shares
|
$495,380
0.43% of portfolio
|
Q3 2024
Reduced 86.46%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
5,351
shares
|
$494,271
0.0% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
5,350
shares
|
$494,179
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
5,304
shares
|
$489,930
0.05% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
5,300
shares
|
$489,561
0.0% of portfolio
|
Q3 2024
Reduced 97.1%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
5,281
shares
|
$487,805
0.01% of portfolio
|
Q3 2024
Added 56.43%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
5,239
shares
|
$483,926
0.02% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
5,223
shares
|
$482,448
0.32% of portfolio
|
Q3 2024
Reduced 22.39%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
5,215
shares
|
$481,709
0.13% of portfolio
|
Q3 2024
Added 137.05%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
5,168
shares
|
$477,368
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
5,165
shares
|
$477,091
0.43% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
5,144
shares
|
$475,151
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
5,128
shares
|
$473,673
0.19% of portfolio
|
Q3 2024
Added 36.6%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
5,127
shares
|
$473,580
0.52% of portfolio
|
Q1 2022
Added 13.3%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
5,076
shares
|
$468,870
0.01% of portfolio
|
Q3 2024
Added 27.41%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
5,035
shares
|
$465,082
0.23% of portfolio
|
Q3 2024
Reduced 14.28%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,965
shares
|
$458,617
0.02% of portfolio
|
Q3 2024
Reduced 23.79%
|