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 |
|---|---|---|---|---|---|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
314,041
shares
|
$29 Million
5.09% of portfolio
|
Q3 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
311,565
shares
|
$28.8 Million
0.83% of portfolio
|
Q3 2024
New holding
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
309,444
shares
|
$28.6 Million
1.35% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Argi Investment Services, LLC
|
Nov 12, 2024 Q3 2024 |
305,789
shares
|
$28.2 Million
2.53% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
303,619
shares
|
$28 Million
0.02% of portfolio
|
Q3 2024
Added 10.44%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
290,649
shares
|
$26.8 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
290,612
shares
|
$26.8 Million
8.41% of portfolio
|
Q3 2024
Added 99.34%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
290,207
shares
|
$26.8 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
289,172
shares
|
$26.7 Million
0.54% of portfolio
|
Q3 2024
Added 44.16%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
286,994
shares
|
$26.5 Million
1.96% of portfolio
|
Q3 2024
Reduced 20.42%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
286,125
shares
|
$26.4 Million
5.74% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
282,976
shares
|
$26.1 Million
0.37% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
282,580
shares
|
$26.1 Million
0.14% of portfolio
|
Q3 2024
Reduced 19.38%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
282,216
shares
|
$26.1 Million
10.19% of portfolio
|
Q3 2024
Added 54.3%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
281,900
shares
|
$26 Million
4.12% of portfolio
|
Q2 2024
New holding
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
281,900
shares
|
$26 Million
1.8% of portfolio
|
Q2 2024
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
278,582
shares
|
$25.7 Million
0.7% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
274,685
shares
|
$25.4 Million
0.03% of portfolio
|
Q2 2023
Added 16.35%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
271,631
shares
|
$25.1 Million
4.13% of portfolio
|
Q3 2024
Added 15878.29%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
265,184
shares
|
$24.5 Million
0.96% of portfolio
|
Q3 2024
Added 26.51%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
262,890
shares
|
$24.3 Million
5.56% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
259,435
shares
|
$24 Million
0.03% of portfolio
|
Q3 2024
Added 49.44%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
257,272
shares
|
$23.8 Million
0.42% of portfolio
|
Q3 2024
Added 21.99%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
255,863
shares
|
$23.6 Million
0.97% of portfolio
|
Q2 2024
Reduced 25.65%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
251,914
shares
|
$23.3 Million
3.3% of portfolio
|
Q3 2024
Added 17.68%
|