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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
67,322
shares
|
$6.05 Million
0.45% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
66,844
shares
|
$6.01 Million
3.59% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
66,695
shares
|
$5.99 Million
0.49% of portfolio
|
Q3 2023
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
66,060
shares
|
$5.94 Million
0.01% of portfolio
|
Q1 2024
Added 24.52%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Feb 14, 2025 Q4 2024 |
65,783
shares
|
$5.91 Million
4.59% of portfolio
|
Q4 2024
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
65,308
shares
|
$5.87 Million
3.1% of portfolio
|
Q4 2024
Reduced 9.62%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
64,599
shares
|
$5.8 Million
0.26% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 17, 2025 Q4 2024 |
64,294
shares
|
$5.78 Million
1.53% of portfolio
|
Q4 2024
Reduced 49.95%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
64,129
shares
|
$5.76 Million
1.68% of portfolio
|
Q4 2024
Added 9705.66%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
64,080
shares
|
$5.76 Million
0.01% of portfolio
|
Q4 2024
Reduced 47.66%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
63,379
shares
|
$5.7 Million
1.46% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
63,223
shares
|
$5.68 Million
1.8% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
63,063
shares
|
$5.67 Million
0.33% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
62,737
shares
|
$5.64 Million
0.46% of portfolio
|
Q4 2024
Added 10.24%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
61,571
shares
|
$5.53 Million
0.03% of portfolio
|
Q4 2024
Added 893.08%
|
|
|
Plaisance Capital LLC
Denver, CO |
Aug 15, 2022 Q2 2022 |
61,400
shares
|
$5.52 Million
4.1% of portfolio
|
Q2 2022
New holding
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
60,267
shares
|
$5.42 Million
1.7% of portfolio
|
Q2 2024
Added 39.63%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
60,173
shares
|
$5.41 Million
0.01% of portfolio
|
Q4 2024
Added 164.67%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
59,395
shares
|
$5.34 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
59,341
shares
|
$5.33 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
59,277
shares
|
$5.33 Million
0.16% of portfolio
|
Q4 2024
Reduced 19.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
59,126
shares
|
$5.31 Million
1.62% of portfolio
|
Q4 2024
Added 10.66%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
58,024
shares
|
$5.21 Million
0.44% of portfolio
|
Q4 2024
Reduced 29.57%
|
|
|
Rs Crum Inc.
|
Feb 10, 2025 Q4 2024 |
57,289
shares
|
$5.15 Million
1.31% of portfolio
|
Q4 2024
Reduced 75.34%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
56,810
shares
|
$5.1 Million
0.01% of portfolio
|
Q4 2024
Added 916.46%
|