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 |
|---|---|---|---|---|---|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
2,103
shares
|
$194,254
0.19% of portfolio
|
Q3 2024
Reduced 24.7%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
2,079
shares
|
$192,037
0.01% of portfolio
|
Q3 2024
Reduced 46.54%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
2,078
shares
|
$191,944
0.05% of portfolio
|
Q3 2024
Reduced 94.38%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
2,072
shares
|
$191,390
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
2,056
shares
|
$189,912
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
1,988
shares
|
$183,631
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
1,980
shares
|
$182,892
0.08% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,913
shares
|
$176,703
0.01% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
1,857
shares
|
$171,531
0.25% of portfolio
|
Q3 2024
Reduced 92.66%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
1,791
shares
|
$165,434
0.12% of portfolio
|
Q3 2024
Added 195.54%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
1,772
shares
|
$163,679
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
1,763
shares
|
$162,848
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
1,683
shares
|
$155,458
0.12% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,682
shares
|
$155,366
0.03% of portfolio
|
Q3 2024
Reduced 17.71%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
1,662
shares
|
$153,518
0.06% of portfolio
|
Q3 2024
Added 20.52%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
1,580
shares
|
$145,944
0.05% of portfolio
|
Q2 2024
Reduced 53.56%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
1,523
shares
|
$140,679
0.0% of portfolio
|
Q3 2024
Added 51.09%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
1,487
shares
|
$137,354
0.01% of portfolio
|
Q2 2024
Reduced 20.1%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,446
shares
|
$133,567
0.03% of portfolio
|
Q2 2023
Added 1277.14%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
1,421
shares
|
$131,257
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,376
shares
|
$127,101
0.04% of portfolio
|
Q3 2024
Added 267.91%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,375
shares
|
$127,008
0.08% of portfolio
|
Q3 2024
Reduced 25.27%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,360
shares
|
$125,623
0.01% of portfolio
|
Q4 2022
Added 7.94%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
1,351
shares
|
$124,791
0.01% of portfolio
|
Q3 2024
Added 27.09%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
1,321
shares
|
$122,020
0.15% of portfolio
|
Q3 2024
New holding
|