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 |
|---|---|---|---|---|---|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
119,168
shares
|
$11 Million
2.6% of portfolio
|
Q3 2024
Reduced 21.91%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
118,991
shares
|
$11 Million
0.52% of portfolio
|
Q3 2024
Added 28.18%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
117,827
shares
|
$10.8 Million
0.04% of portfolio
|
Q3 2024
Added 12.44%
|
|
|
Pinnacle Financial Partners Inc
|
Aug 06, 2024 Q2 2024 |
116,217
shares
|
$10.7 Million
0.23% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
One Day In July LLC
|
Aug 12, 2024 Q2 2024 |
116,062
shares
|
$10.7 Million
1.33% of portfolio
|
Q2 2024
Reduced 44.7%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
115,976
shares
|
$10.7 Million
0.88% of portfolio
|
Q2 2024
Added 1.34%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2024 Q2 2024 |
115,580
shares
|
$10.6 Million
0.01% of portfolio
|
Q2 2024
Added 131.39%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 14, 2024 Q2 2024 |
115,562
shares
|
$10.6 Million
0.27% of portfolio
|
Q2 2024
Added 10.88%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
115,545
shares
|
$10.6 Million
3.57% of portfolio
|
Q3 2024
Added 43.26%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
115,388
shares
|
$10.6 Million
0.32% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
114,658
shares
|
$10.6 Million
1.08% of portfolio
|
Q3 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
111,155
shares
|
$10.2 Million
3.92% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 30, 2024 Q2 2024 |
110,700
shares
|
$10.2 Million
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
O Donnell Financial Services, LLC
|
Oct 22, 2024 Q3 2024 |
110,689
shares
|
$10.2 Million
5.13% of portfolio
|
Q3 2024
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 12, 2024 Q2 2024 |
110,020
shares
|
$10.1 Million
0.46% of portfolio
|
Q2 2024
Added 5.71%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
109,346
shares
|
$10.1 Million
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
109,117
shares
|
$10 Million
0.51% of portfolio
|
Q2 2024
Reduced 41.63%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
107,171
shares
|
$9.86 Million
0.91% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
107,020
shares
|
$9.85 Million
1.08% of portfolio
|
Q3 2023
Added 282.75%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
106,142
shares
|
$9.77 Million
0.28% of portfolio
|
Q3 2024
Added 136.72%
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
104,862
shares
|
$9.65 Million
6.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
104,861
shares
|
$9.65 Million
0.69% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
103,797
shares
|
$9.55 Million
0.34% of portfolio
|
Q2 2024
Reduced 4.78%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
103,252
shares
|
$9.5 Million
7.25% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
102,987
shares
|
$9.48 Million
1.87% of portfolio
|
Q3 2024
Added 56.6%
|