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 |
|---|---|---|---|---|---|
|
Private Wealth Advisors, LLC
Fresno, CA |
Feb 05, 2025 Q4 2024 |
50,072
shares
|
$4.5 Million
1.75% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
49,805
shares
|
$4.48 Million
0.26% of portfolio
|
Q4 2024
Added 1645.71%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
49,223
shares
|
$4.42 Million
2.62% of portfolio
|
Q1 2023
Reduced 12.28%
|
|
|
Cavalier Investments, LLC
|
Feb 04, 2025 Q4 2024 |
49,186
shares
|
$4.42 Million
1.45% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
48,972
shares
|
$4.4 Million
0.32% of portfolio
|
Q4 2023
Added 7.45%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
48,845
shares
|
$4.39 Million
3.02% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
48,697
shares
|
$4.38 Million
0.37% of portfolio
|
Q4 2023
Added 7.6%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
48,639
shares
|
$4.37 Million
0.05% of portfolio
|
Q4 2024
Added 306.17%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
48,459
shares
|
$4.35 Million
0.25% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
47,939
shares
|
$4.31 Million
3.39% of portfolio
|
Q4 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
47,826
shares
|
$4.3 Million
1.08% of portfolio
|
Q4 2024
Reduced 15.72%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
47,492
shares
|
$4.27 Million
0.14% of portfolio
|
Q4 2024
Reduced 31.09%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
46,954
shares
|
$4.22 Million
2.49% of portfolio
|
Q4 2024
Added 28.34%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Feb 11, 2025 Q4 2024 |
46,948
shares
|
$4.22 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jan 21, 2025 Q4 2024 |
46,737
shares
|
$4.2 Million
3.27% of portfolio
|
Q4 2024
Reduced 11.22%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Feb 06, 2025 Q4 2024 |
46,737
shares
|
$4.2 Million
0.21% of portfolio
|
Q4 2024
Reduced 11.22%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
46,605
shares
|
$4.19 Million
1.66% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
46,493
shares
|
$4.18 Million
1.18% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
46,219
shares
|
$4.15 Million
0.0% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
45,665
shares
|
$4.1 Million
3.45% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
44,964
shares
|
$4.04 Million
0.11% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
44,271
shares
|
$3.98 Million
2.08% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 17, 2025 Q4 2024 |
44,198
shares
|
$3.97 Million
1.24% of portfolio
|
Q4 2024
Reduced 77.71%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
44,077
shares
|
$3.96 Million
0.88% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
43,878
shares
|
$3.94 Million
0.47% of portfolio
|
Q4 2024
Reduced 29.42%
|