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 |
|---|---|---|---|---|---|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Feb 10, 2025 Q4 2024 |
2,649
shares
|
$236,158
0.16% of portfolio
|
Q4 2024
Reduced 12.95%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,638
shares
|
$235,177
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
2,611
shares
|
$232,770
0.08% of portfolio
|
Q4 2024
Added 11.49%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
2,599
shares
|
$231,700
0.0% of portfolio
|
Q1 2024
Reduced 5.8%
|
|
|
Penbrook Management LLC
|
Jan 23, 2025 Q4 2024 |
2,595
shares
|
$231,344
0.16% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,573
shares
|
$229,382
0.01% of portfolio
|
Q1 2024
Added 39.53%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
2,553
shares
|
$227,599
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
2,549
shares
|
$227,243
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
2,540
shares
|
$226,441
0.04% of portfolio
|
Q4 2024
Reduced 97.28%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
2,530
shares
|
$225,549
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Hunting Hill Global Capital, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,528
shares
|
$225,371
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
2,525
shares
|
$225,103
0.1% of portfolio
|
Q4 2024
Reduced 11.4%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
2,510
shares
|
$223,766
0.11% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
2,500
shares
|
$222,875
0.01% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
2,500
shares
|
$222,875
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
2,500
shares
|
$222,875
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
True Mark Investments, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
2,494
shares
|
$222,340
0.07% of portfolio
|
Q4 2024
Reduced 35.05%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
2,471
shares
|
$220,289
0.02% of portfolio
|
Q4 2024
Reduced 79.33%
|
|
|
Cox Capital Mgt LLC
|
Jan 14, 2025 Q4 2024 |
2,471
shares
|
$220,289
0.14% of portfolio
|
Q4 2024
Added 15.36%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
2,466
shares
|
$219,843
0.08% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
2,461
shares
|
$219,398
0.0% of portfolio
|
Q4 2024
Added 23.79%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
2,460
shares
|
$219,309
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
2,460
shares
|
$219,309
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
2,457
shares
|
$219,041
0.01% of portfolio
|
Q4 2024
Reduced 82.94%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
2,446
shares
|
$218,060
0.09% of portfolio
|
Q4 2024
Added 4.93%
|