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 |
---|---|---|---|---|---|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
56
shares
|
$4,992
0.0% of portfolio
|
Q4 2024
New holding
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
50
shares
|
$4,457
0.0% of portfolio
|
Q3 2023
New holding
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
50
shares
|
$4,457
0.0% of portfolio
|
Q4 2024
New holding
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
48
shares
|
$4,279
0.0% of portfolio
|
Q1 2024
New holding
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
46
shares
|
$4,100
0.0% of portfolio
|
Q4 2023
Reduced 90.85%
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
46
shares
|
$4,100
0.0% of portfolio
|
Q1 2016
Added 3160.87%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
45
shares
|
$4,011
0.0% of portfolio
|
Q3 2023
New holding
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
45
shares
|
$4,011
0.0% of portfolio
|
Q4 2024
Reduced 94.19%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
45
shares
|
$4,011
0.0% of portfolio
|
Q3 2023
New holding
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
41
shares
|
$3,655
0.0% of portfolio
|
Q2 2021
Reduced 68.94%
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
40
shares
|
$3,566
0.0% of portfolio
|
Q2 2023
New holding
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
39
shares
|
$3,476
0.0% of portfolio
|
Q3 2024
Reduced 77.19%
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
37
shares
|
$3,298
0.0% of portfolio
|
Q4 2024
Added 1750.0%
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
34
shares
|
$3,031
0.0% of portfolio
|
Q3 2024
New holding
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
33
shares
|
$2,941
0.0% of portfolio
|
Q4 2024
Reduced 95.58%
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
33
shares
|
$2,941
0.01% of portfolio
|
Q3 2024
Added 1550.0%
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
31
shares
|
$2,763
0.01% of portfolio
|
Q3 2024
New holding
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
28
shares
|
$2,496
0.0% of portfolio
|
Q4 2022
Reduced 9.68%
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
28
shares
|
$2,496
0.0% of portfolio
|
Q3 2024
Added 12.0%
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
25
shares
|
$2,228
0.0% of portfolio
|
Q4 2024
Reduced 86.77%
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
22
shares
|
$1,961
0.0% of portfolio
|
Q4 2024
Reduced 29.03%
|
|
Summer Road LLC
West Palm Beach, FL |
Feb 11, 2025 Q4 2024 |
20
shares
|
$1,783
0.0% of portfolio
|
Q4 2024
New holding
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
19
shares
|
$1,693
0.0% of portfolio
|
Q4 2022
Reduced 60.42%
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
18
shares
|
$1,604
0.0% of portfolio
|
Q3 2023
New holding
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
17
shares
|
$1,515
0.0% of portfolio
|
Q4 2024
New holding
|