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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
4,933
shares
|
$455,661
0.03% of portfolio
|
Q3 2024
Reduced 63.91%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 01, 2024 Q3 2024 |
4,926
shares
|
$455,014
0.34% of portfolio
|
Q3 2024
Reduced 48.82%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,910
shares
|
$453,536
0.01% of portfolio
|
Q3 2024
Reduced 11.58%
|
|
|
Summa Corp.
Tomball, TX |
Oct 17, 2024 Q3 2024 |
4,850
shares
|
$447,994
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
4,806
shares
|
$443,930
0.05% of portfolio
|
Q3 2024
Added 77.61%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,800
shares
|
$443,376
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
4,791
shares
|
$442,544
0.52% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
4,744
shares
|
$438,203
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
4,700
shares
|
$434,139
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Nov 05, 2024 Q3 2024 |
4,676
shares
|
$431,922
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
4,672
shares
|
$431,552
0.04% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
4,642
shares
|
$428,781
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,620
shares
|
$426,749
0.11% of portfolio
|
Q3 2024
Reduced 66.31%
|
|
|
American Trust
Lexington, KY |
Sep 11, 2024 Q2 2024 |
4,585
shares
|
$423,516
0.04% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
4,573
shares
|
$422,408
0.11% of portfolio
|
Q3 2024
Reduced 21.76%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
4,567
shares
|
$421,853
0.05% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
4,566
shares
|
$421,761
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
4,557
shares
|
$420,930
0.01% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
4,501
shares
|
$415,757
0.24% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,500
shares
|
$415,665
0.19% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
4,500
shares
|
$415,665
0.21% of portfolio
|
Q3 2024
Reduced 10.11%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
4,470
shares
|
$412,893
0.11% of portfolio
|
Q3 2024
Reduced 18.83%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
4,451
shares
|
$411,138
0.15% of portfolio
|
Q2 2024
Added 19.43%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
4,435
shares
|
$409,660
0.05% of portfolio
|
Q3 2024
Reduced 71.22%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
4,435
shares
|
$409,660
0.27% of portfolio
|
Q3 2024
New holding
|