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 1,432 institutions that hold shares in the stock, with a total of 412 Million shares, which have been reported (via 13F filing form) to have a value of $37.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
3,790
shares
|
$345,572
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,782
shares
|
$344,842
0.02% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
3,776
shares
|
$344,295
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
3,746
shares
|
$341,560
0.05% of portfolio
|
Q4 2024
Added 73.67%
|
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
3,727
shares
|
$339,827
0.2% of portfolio
|
Q4 2024
Added 13.21%
|
|
|
North Crest Asset Manangement, LLC
|
Mar 17, 2025 Q4 2024 |
3,700
shares
|
$337,366
0.01% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
3,695
shares
|
$336,910
0.05% of portfolio
|
Q4 2024
Reduced 82.96%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
3,681
shares
|
$335,633
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
3,672
shares
|
$334,812
0.18% of portfolio
|
Q4 2024
Reduced 48.84%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Jan 30, 2025 Q4 2024 |
3,659
shares
|
$333,627
0.19% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
3,635
shares
|
$331,439
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
|
$330,436
0.2% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
3,623
shares
|
$330,345
0.05% of portfolio
|
Q4 2024
Reduced 9.85%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
3,567
shares
|
$325,239
0.01% of portfolio
|
Q2 2024
Added 2278.0%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
3,563
shares
|
$324,874
0.0% of portfolio
|
Q4 2024
Reduced 90.03%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
3,545
shares
|
$323,233
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
3,537
shares
|
$322,503
0.25% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
3,524
shares
|
$321,318
0.15% of portfolio
|
Q4 2024
Reduced 54.04%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
3,520
shares
|
$320,953
0.42% of portfolio
|
Q4 2024
Added 89.55%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
3,519
shares
|
$320,862
0.09% of portfolio
|
Q4 2024
Reduced 93.0%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
3,510
shares
|
$320,041
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
3,502
shares
|
$319,312
0.1% of portfolio
|
Q4 2024
Added 13.74%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
3,500
shares
|
$319,130
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
3,458
shares
|
$315,300
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
3,446
shares
|
$314,206
0.09% of portfolio
|
Q4 2024
Reduced 60.5%
|