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 |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
4,390
shares
|
$412,528
0.02% of portfolio
|
Q3 2024
Reduced 65.91%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
4,382
shares
|
$411,776
0.02% of portfolio
|
Q3 2024
Added 119.87%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
4,376
shares
|
$411,212
0.05% of portfolio
|
Q3 2024
Added 89.85%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
4,374
shares
|
$411,024
0.02% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
4,331
shares
|
$406,984
0.18% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
4,298
shares
|
$403,883
0.25% of portfolio
|
Q3 2024
Added 27.27%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
4,269
shares
|
$401,157
0.26% of portfolio
|
Q3 2024
Added 36.17%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
4,245
shares
|
$398,902
0.0% of portfolio
|
Q3 2024
Reduced 96.58%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
4,236
shares
|
$398,056
0.21% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
4,235
shares
|
$397,962
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
4,222
shares
|
$396,741
0.18% of portfolio
|
Q3 2024
Added 28.09%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,215
shares
|
$396,083
0.0% of portfolio
|
Q3 2024
Reduced 22.53%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
4,202
shares
|
$394,861
0.04% of portfolio
|
Q3 2024
Added 36.34%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,164
shares
|
$391,291
0.2% of portfolio
|
Q1 2024
Reduced 12.32%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
4,153
shares
|
$390,257
0.23% of portfolio
|
Q3 2024
Added 978.7%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
4,127
shares
|
$387,814
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
4,121
shares
|
$387,250
0.26% of portfolio
|
Q2 2024
Reduced 52.77%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
4,112
shares
|
$386,404
0.16% of portfolio
|
Q2 2024
Reduced 9.57%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
4,109
shares
|
$386,122
0.19% of portfolio
|
Q3 2024
Added 65.75%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
4,088
shares
|
$384,149
0.07% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4,085
shares
|
$383,867
0.03% of portfolio
|
Q4 2023
Added 13.16%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
4,058
shares
|
$381,330
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
4,040
shares
|
$379,638
0.03% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
4,031
shares
|
$378,793
0.21% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
4,020
shares
|
$377,759
0.32% of portfolio
|
Q2 2024
Added 13.69%
|