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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
43,814
shares
|
$3.94 Million
0.07% of portfolio
|
Q4 2024
Added 101.3%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
43,812
shares
|
$3.94 Million
0.3% of portfolio
|
Q4 2024
Reduced 28.46%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
43,438
shares
|
$3.9 Million
6.86% of portfolio
|
Q3 2023
Reduced 23.49%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
43,285
shares
|
$3.89 Million
2.18% of portfolio
|
Q4 2024
Reduced 10.99%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
42,805
shares
|
$3.85 Million
0.18% of portfolio
|
Q4 2024
Added 59.74%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
42,664
shares
|
$3.83 Million
1.51% of portfolio
|
Q1 2024
Reduced 16.76%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
42,622
shares
|
$3.83 Million
0.25% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
42,555
shares
|
$3.82 Million
1.43% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
42,486
shares
|
$3.82 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Feb 14, 2025 Q4 2024 |
42,378
shares
|
$3.81 Million
1.26% of portfolio
|
Q4 2024
Reduced 65.96%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
42,218
shares
|
$3.79 Million
0.96% of portfolio
|
Q4 2024
Added 17.95%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Feb 26, 2025 Q4 2024 |
41,630
shares
|
$3.74 Million
2.41% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
41,427
shares
|
$3.72 Million
0.3% of portfolio
|
Q4 2024
Reduced 61.34%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
41,274
shares
|
$3.71 Million
0.21% of portfolio
|
Q4 2024
Added 110.33%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
41,264
shares
|
$3.71 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
41,148
shares
|
$3.7 Million
0.23% of portfolio
|
Q4 2024
Reduced 69.62%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
40,969
shares
|
$3.68 Million
0.45% of portfolio
|
Q4 2024
Reduced 13.15%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
40,887
shares
|
$3.67 Million
0.07% of portfolio
|
Q4 2024
Added 29.18%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 22, 2025 Q4 2024 |
40,868
shares
|
$3.67 Million
2.33% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
40,652
shares
|
$3.65 Million
0.05% of portfolio
|
Q3 2023
Added 6.78%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
40,403
shares
|
$3.63 Million
1.05% of portfolio
|
Q4 2022
Added 16.93%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
40,357
shares
|
$3.63 Million
0.15% of portfolio
|
Q4 2024
Reduced 21.24%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
39,604
shares
|
$3.56 Million
0.22% of portfolio
|
Q4 2024
Added 343.59%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
39,104
shares
|
$3.51 Million
0.48% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
38,836
shares
|
$3.49 Million
0.97% of portfolio
|
Q4 2024
Reduced 13.3%
|