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 |
|---|---|---|---|---|---|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
407
shares
|
$36,284
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
395
shares
|
$35,214
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
394
shares
|
$35,125
0.0% of portfolio
|
Q4 2024
Added 82.41%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
388
shares
|
$34,590
0.0% of portfolio
|
Q4 2024
Reduced 62.55%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
375
shares
|
$33,431
0.01% of portfolio
|
Q4 2024
Reduced 82.35%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
364
shares
|
$32,450
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
357
shares
|
$31,826
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
351
shares
|
$31,291
0.0% of portfolio
|
Q1 2024
Reduced 7.63%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
342
shares
|
$30,489
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
340
shares
|
$30,311
0.02% of portfolio
|
Q2 2024
Reduced 5.56%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
336
shares
|
$29,954
0.0% of portfolio
|
Q3 2024
Reduced 54.66%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
305
shares
|
$27,190
0.01% of portfolio
|
Q2 2023
Added 276.54%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
303
shares
|
$27,012
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
300
shares
|
$26,745
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
286
shares
|
$25,496
0.01% of portfolio
|
Q4 2024
Added 43.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
268
shares
|
$23,892
0.01% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
260
shares
|
$23,179
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
255
shares
|
$22,733
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
251
shares
|
$22,376
0.01% of portfolio
|
Q3 2024
Reduced 44.59%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
236
shares
|
$21,039
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
234
shares
|
$20,861
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
217
shares
|
$19,345
0.0% of portfolio
|
Q2 2024
Reduced 29.08%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
213
shares
|
$18,988
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
203
shares
|
$18,097
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
203
shares
|
$18,097
0.01% of portfolio
|
Q2 2024
Added 0.5%
|