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 1,405 institutions that hold shares in the stock, with a total of 432 Million shares, which have been reported (via 13F filing form) to have a value of $38.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
3,672
shares
|
$327,358
0.18% of portfolio
|
Q4 2024
Reduced 48.84%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Jan 30, 2025 Q4 2024 |
3,659
shares
|
$326,199
0.19% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
3,635
shares
|
$324,060
0.11% of portfolio
|
Q4 2024
Reduced 29.11%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
3,624
shares
|
$323,079
0.2% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
3,567
shares
|
$317,998
0.01% of portfolio
|
Q2 2024
Added 2278.0%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
3,563
shares
|
$317,641
0.0% of portfolio
|
Q4 2024
Reduced 90.03%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
3,537
shares
|
$315,323
0.25% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
3,524
shares
|
$314,164
0.15% of portfolio
|
Q4 2024
Reduced 54.04%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
3,520
shares
|
$313,808
0.42% of portfolio
|
Q4 2024
Added 89.55%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
3,519
shares
|
$313,718
0.09% of portfolio
|
Q4 2024
Reduced 93.0%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
3,510
shares
|
$312,916
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
3,502
shares
|
$312,203
0.1% of portfolio
|
Q4 2024
Added 13.74%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
3,500
shares
|
$312,025
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
3,458
shares
|
$308,280
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
3,446
shares
|
$307,210
0.09% of portfolio
|
Q4 2024
Reduced 60.5%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
3,433
shares
|
$306,051
0.01% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,422
shares
|
$305,071
0.03% of portfolio
|
Q4 2024
Reduced 18.56%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
3,411
shares
|
$304,090
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
3,396
shares
|
$302,753
0.12% of portfolio
|
Q4 2024
Added 9.06%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
3,392
shares
|
$302,396
0.22% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
3,385
shares
|
$301,772
0.23% of portfolio
|
Q4 2024
Added 20.59%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
3,369
shares
|
$300,346
0.18% of portfolio
|
Q4 2024
Reduced 8.45%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
3,363
shares
|
$299,811
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
3,342
shares
|
$297,939
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
3,308
shares
|
$294,908
0.05% of portfolio
|
Q3 2024
Reduced 2.71%
|