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 |
|---|---|---|---|---|---|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
83,084
shares
|
$7.29 Million
1.93% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
82,573
shares
|
$7.25 Million
3.56% of portfolio
|
Q4 2024
Reduced 11.17%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
82,506
shares
|
$7.24 Million
0.36% of portfolio
|
Q4 2024
Added 49.67%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
82,382
shares
|
$7.23 Million
0.67% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
82,296
shares
|
$7.22 Million
2.5% of portfolio
|
Q3 2024
Reduced 61.09%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
81,228
shares
|
$7.13 Million
0.03% of portfolio
|
Q4 2024
Reduced 31.06%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
81,133
shares
|
$7.12 Million
3.22% of portfolio
|
Q4 2024
Reduced 26.7%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
80,351
shares
|
$7.05 Million
0.15% of portfolio
|
Q3 2024
Added 60.4%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
80,095
shares
|
$7.03 Million
4.39% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
79,397
shares
|
$6.97 Million
0.02% of portfolio
|
Q3 2024
Added 17.22%
|
|
|
Bay Rivers Group
|
Jan 22, 2025 Q4 2024 |
79,359
shares
|
$6.96 Million
3.42% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
79,007
shares
|
$6.93 Million
3.38% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
78,414
shares
|
$6.88 Million
0.22% of portfolio
|
Q3 2024
Added 32.86%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
78,373
shares
|
$6.88 Million
4.04% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
78,368
shares
|
$6.88 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
77,900
shares
|
$6.84 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
77,236
shares
|
$6.78 Million
1.75% of portfolio
|
Q3 2024
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
77,236
shares
|
$6.78 Million
1.63% of portfolio
|
Q3 2024
New holding
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
76,850
shares
|
$6.74 Million
4.43% of portfolio
|
Q4 2024
Added 191.82%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Jan 16, 2025 Q4 2024 |
76,324
shares
|
$6.7 Million
5.58% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
76,157
shares
|
$6.68 Million
0.03% of portfolio
|
Q3 2024
Reduced 72.77%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
75,878
shares
|
$6.66 Million
0.01% of portfolio
|
Q4 2024
Reduced 80.72%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
75,677
shares
|
$6.64 Million
1.44% of portfolio
|
Q4 2024
Added 14.13%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
75,316
shares
|
$6.61 Million
0.43% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
74,998
shares
|
$6.58 Million
0.99% of portfolio
|
Q4 2024
Added 25.41%
|