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 1,368 institutions that hold shares in the stock, with a total of 466 Million shares, which have been reported (via 13F filing form) to have a value of $40.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
111,155
shares
|
$9.75 Million
3.92% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
109,346
shares
|
$9.6 Million
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
108,108
shares
|
$9.49 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
107,583
shares
|
$9.44 Million
0.02% of portfolio
|
Q3 2024
Added 112.24%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
107,171
shares
|
$9.41 Million
0.91% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
107,020
shares
|
$9.39 Million
1.08% of portfolio
|
Q3 2023
Added 282.75%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
106,988
shares
|
$9.39 Million
3.53% of portfolio
|
Q4 2024
Added 17.63%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
106,893
shares
|
$9.38 Million
1.07% of portfolio
|
Q4 2024
Added 614.72%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
104,157
shares
|
$9.14 Million
8.38% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
104,030
shares
|
$9.13 Million
9.17% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
103,840
shares
|
$9.11 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
103,621
shares
|
$9.09 Million
0.56% of portfolio
|
Q3 2024
Added 4003.8%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
102,386
shares
|
$8.99 Million
0.38% of portfolio
|
Q3 2024
Added 26.38%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
101,793
shares
|
$8.93 Million
0.26% of portfolio
|
Q3 2024
Added 82.56%
|
|
|
Rezny Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
100,004
shares
|
$8.78 Million
2.17% of portfolio
|
Q4 2024
Added 65.42%
|
|
|
Cinctive Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
100,000
shares
|
$8.78 Million
0.57% of portfolio
|
Q3 2024
Added 42.86%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
99,810
shares
|
$8.76 Million
0.13% of portfolio
|
Q4 2024
Reduced 56.93%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
99,787
shares
|
$8.76 Million
0.19% of portfolio
|
Q4 2024
Reduced 32.11%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
98,407
shares
|
$8.64 Million
0.57% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
96,419
shares
|
$8.46 Million
3.29% of portfolio
|
Q2 2024
Added 34.87%
|
|
|
Basswood Capital Management, L.L.C.
New York, NY |
Nov 14, 2024 Q3 2024 |
96,154
shares
|
$8.44 Million
0.5% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
95,855
shares
|
$8.41 Million
6.24% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
95,635
shares
|
$8.39 Million
1.99% of portfolio
|
Q4 2024
Reduced 19.75%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
95,544
shares
|
$8.38 Million
0.36% of portfolio
|
Q4 2024
Reduced 28.75%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
95,481
shares
|
$8.38 Million
0.91% of portfolio
|
Q3 2024
Added 75.4%
|