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 |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
2,643
shares
|
$244,133
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
2,599
shares
|
$240,069
0.0% of portfolio
|
Q1 2024
Reduced 5.8%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
2,591
shares
|
$239,330
0.11% of portfolio
|
Q3 2024
Reduced 44.52%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,573
shares
|
$237,668
0.01% of portfolio
|
Q1 2024
Added 39.53%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 07, 2024 Q3 2024 |
2,573
shares
|
$237,668
0.22% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
2,544
shares
|
$234,989
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
2,522
shares
|
$232,957
0.07% of portfolio
|
Q1 2024
Added 11.49%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
2,500
shares
|
$230,925
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
2,500
shares
|
$230,925
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
2,484
shares
|
$229,447
0.05% of portfolio
|
Q2 2024
Added 214.43%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
2,472
shares
|
$228,338
0.14% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
2,458
shares
|
$227,045
0.03% of portfolio
|
Q3 2024
Reduced 60.35%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
2,446
shares
|
$225,937
0.09% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
2,444
shares
|
$225,752
0.07% of portfolio
|
Q3 2024
Added 20.22%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
2,405
shares
|
$222,149
0.04% of portfolio
|
Q2 2024
Added 2.34%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
2,384
shares
|
$220,210
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
2,364
shares
|
$218,362
0.13% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
2,350
shares
|
$217,069
0.05% of portfolio
|
Q3 2024
Reduced 18.57%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
2,350
shares
|
$217,069
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
2,345
shares
|
$216,607
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
2,342
shares
|
$216,330
0.08% of portfolio
|
Q3 2024
Reduced 35.32%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
2,331
shares
|
$215,314
0.11% of portfolio
|
Q3 2024
Added 45.6%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
2,330
shares
|
$215,222
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
2,304
shares
|
$212,820
0.04% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
2,303
shares
|
$212,728
0.01% of portfolio
|
Q3 2024
Reduced 95.71%
|