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 1,432 institutions that hold shares in the stock, with a total of 412 Million shares, which have been reported (via 13F filing form) to have a value of $37.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
126,529
shares
|
$11.5 Million
0.28% of portfolio
|
Q4 2024
Added 19.21%
|
|
|
Gfg Capital, LLC
|
Jan 30, 2025 Q4 2024 |
126,513
shares
|
$11.5 Million
2.93% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
125,162
shares
|
$11.4 Million
0.51% of portfolio
|
Q4 2024
Added 20.79%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
123,665
shares
|
$11.3 Million
0.51% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
123,501
shares
|
$11.3 Million
0.02% of portfolio
|
Q4 2024
Added 14.8%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
123,413
shares
|
$11.3 Million
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Jan 23, 2025 Q4 2024 |
123,177
shares
|
$11.2 Million
9.42% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
121,937
shares
|
$11.1 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
121,534
shares
|
$11.1 Million
0.32% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
120,454
shares
|
$11 Million
0.84% of portfolio
|
Q4 2024
Reduced 30.51%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
119,598
shares
|
$10.9 Million
3.42% of portfolio
|
Q4 2023
Added 1.82%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
118,272
shares
|
$10.8 Million
3.66% of portfolio
|
Q4 2024
Added 22.66%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
116,766
shares
|
$10.6 Million
0.1% of portfolio
|
Q4 2024
Reduced 12.94%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
116,061
shares
|
$10.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
114,939
shares
|
$10.5 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
114,729
shares
|
$10.5 Million
0.2% of portfolio
|
Q4 2024
Reduced 52.77%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
114,057
shares
|
$10.4 Million
0.72% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
112,997
shares
|
$10.3 Million
3.59% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
112,798
shares
|
$10.3 Million
0.07% of portfolio
|
Q4 2024
Added 444.71%
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
112,311
shares
|
$10.2 Million
3.63% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Feb 11, 2025 Q4 2024 |
111,719
shares
|
$10.2 Million
7.49% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
111,451
shares
|
$10.2 Million
0.08% of portfolio
|
Q4 2024
Added 511.76%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
110,804
shares
|
$10.1 Million
0.07% of portfolio
|
Q4 2024
Added 31.91%
|
|
|
Exor Capital LLP
London, X0 |
Feb 04, 2025 Q4 2024 |
110,000
shares
|
$10 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Feb 13, 2025 Q4 2024 |
110,000
shares
|
$10 Million
0.72% of portfolio
|
Q4 2024
New holding
|