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 1,308 institutions that hold shares in the stock, with a total of 405 Million shares, which have been reported (via 13F filing form) to have a value of $37.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
856
shares
|
$78,777
0.01% of portfolio
|
Q1 2024
Reduced 66.94%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
852
shares
|
$78,409
0.01% of portfolio
|
Q2 2024
Added 3.9%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
844
shares
|
$77,673
0.0% of portfolio
|
Q3 2022
Added 1056.16%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
800
shares
|
$73,624
0.01% of portfolio
|
Q2 2024
Reduced 27.6%
|
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
789
shares
|
$72,611
0.01% of portfolio
|
Q1 2024
Added 163.0%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
770
shares
|
$70,863
0.01% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Aug 08, 2024 Q2 2024 |
757
shares
|
$69,666
0.05% of portfolio
|
Q2 2024
Reduced 98.15%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
746
shares
|
$68,654
0.01% of portfolio
|
Q3 2024
Added 1812.82%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2024 Q2 2024 |
737
shares
|
$67,826
0.01% of portfolio
|
Q2 2024
Added 22.43%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
715
shares
|
$65,801
0.03% of portfolio
|
Q3 2024
Reduced 26.59%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
706
shares
|
$64,973
0.01% of portfolio
|
Q3 2024
Reduced 28.32%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 14, 2024 Q2 2024 |
658
shares
|
$60,555
0.03% of portfolio
|
Q2 2024
Added 3.13%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
654
shares
|
$60,187
0.02% of portfolio
|
Q3 2024
Added 58.35%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
639
shares
|
$58,807
0.02% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
608
shares
|
$55,954
0.01% of portfolio
|
Q2 2024
Reduced 70.06%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
602
shares
|
$55,402
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Equitec Proprietary Markets, LLC
|
Oct 18, 2024 Q3 2024 |
600
shares
|
$55,218
0.06% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2024 Q2 2024 |
600
shares
|
$55,218
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
567
shares
|
$52,181
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
565
shares
|
$51,996
0.0% of portfolio
|
Q1 2024
Reduced 11.3%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
561
shares
|
$51,628
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
548
shares
|
$50,432
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
519
shares
|
$47,763
0.03% of portfolio
|
Q2 2024
Reduced 27.21%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
480
shares
|
$44,174
0.02% of portfolio
|
Q3 2024
Reduced 84.91%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
471
shares
|
$43,346
0.01% of portfolio
|
Q2 2024
Reduced 56.43%
|