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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
38,815
shares
|
$3.49 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.47%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
38,700
shares
|
$3.48 Million
5.87% of portfolio
|
Q4 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
38,548
shares
|
$3.46 Million
2.39% of portfolio
|
Q4 2024
Added 40.03%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
38,461
shares
|
$3.46 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
38,420
shares
|
$3.45 Million
2.2% of portfolio
|
Q4 2024
Added 344.68%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
38,411
shares
|
$3.45 Million
1.27% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
38,151
shares
|
$3.43 Million
1.16% of portfolio
|
Q4 2024
Added 21.65%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
38,127
shares
|
$3.43 Million
1.31% of portfolio
|
Q4 2024
Added 50.12%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
38,042
shares
|
$3.42 Million
0.3% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
38,025
shares
|
$3.42 Million
0.6% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
37,891
shares
|
$3.4 Million
0.48% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
37,797
shares
|
$3.4 Million
0.11% of portfolio
|
Q4 2024
Added 18.6%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
37,659
shares
|
$3.38 Million
1.28% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
37,498
shares
|
$3.37 Million
0.4% of portfolio
|
Q4 2024
Added 10.94%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
37,497
shares
|
$3.37 Million
0.48% of portfolio
|
Q4 2024
Added 149.13%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
37,380
shares
|
$3.36 Million
0.66% of portfolio
|
Q4 2024
Reduced 29.52%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
37,239
shares
|
$3.35 Million
0.62% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
37,149
shares
|
$3.34 Million
0.18% of portfolio
|
Q4 2024
Added 16.29%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
37,070
shares
|
$3.33 Million
1.02% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
36,995
shares
|
$3.32 Million
0.0% of portfolio
|
Q4 2024
Reduced 92.58%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
36,881
shares
|
$3.31 Million
2.11% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
36,644
shares
|
$3.29 Million
1.26% of portfolio
|
Q4 2024
Added 24.1%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
36,188
shares
|
$3.25 Million
0.36% of portfolio
|
Q4 2024
Reduced 14.33%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
35,845
shares
|
$3.22 Million
1.18% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
35,759
shares
|
$3.21 Million
2.03% of portfolio
|
Q4 2024
Added 18.22%
|