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 |
|---|---|---|---|---|---|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
56,723
shares
|
$5.1 Million
0.86% of portfolio
|
Q4 2024
Reduced 18.38%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
56,614
shares
|
$5.09 Million
0.06% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
56,490
shares
|
$5.08 Million
4.29% of portfolio
|
Q4 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
56,430
shares
|
$5.07 Million
0.4% of portfolio
|
Q4 2024
Added 77.32%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
56,351
shares
|
$5.06 Million
0.35% of portfolio
|
Q4 2024
Added 14.98%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
56,316
shares
|
$5.06 Million
2.23% of portfolio
|
Q4 2024
Added 13.71%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
55,659
shares
|
$5 Million
0.12% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
55,402
shares
|
$4.98 Million
1.36% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
55,035
shares
|
$4.95 Million
1.56% of portfolio
|
Q4 2024
Added 25.38%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
55,007
shares
|
$4.94 Million
1.7% of portfolio
|
Q4 2024
Added 119.24%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
54,860
shares
|
$4.93 Million
0.02% of portfolio
|
Q4 2024
Added 24.83%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
54,826
shares
|
$4.93 Million
0.8% of portfolio
|
Q4 2024
Reduced 79.82%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
53,919
shares
|
$4.85 Million
0.98% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
53,650
shares
|
$4.82 Million
0.08% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Feb 13, 2025 Q4 2024 |
53,603
shares
|
$4.82 Million
1.82% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
53,423
shares
|
$4.8 Million
2.49% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
52,916
shares
|
$4.76 Million
0.25% of portfolio
|
Q4 2024
Reduced 60.03%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 28, 2025 Q4 2024 |
51,894
shares
|
$4.66 Million
2.66% of portfolio
|
Q4 2024
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
51,280
shares
|
$4.61 Million
1.8% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
50,891
shares
|
$4.57 Million
0.16% of portfolio
|
Q4 2024
Added 219.21%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
50,602
shares
|
$4.55 Million
0.48% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
50,502
shares
|
$4.54 Million
0.02% of portfolio
|
Q4 2024
Reduced 30.11%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
50,298
shares
|
$4.52 Million
0.54% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
50,195
shares
|
$4.51 Million
0.16% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
50,189
shares
|
$4.51 Million
0.7% of portfolio
|
Q4 2024
Reduced 95.29%
|