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 |
|---|---|---|---|---|---|
|
Bulltick Wealth Management, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
35,674
shares
|
$3.21 Million
0.72% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
34,626
shares
|
$3.11 Million
1.74% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
34,607
shares
|
$3.11 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Mar 12, 2025 Q4 2024 |
34,500
shares
|
$3.1 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
34,148
shares
|
$3.07 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.83%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
34,108
shares
|
$3.06 Million
0.97% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
34,085
shares
|
$3.06 Million
0.1% of portfolio
|
Q4 2024
Added 52.64%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
33,930
shares
|
$3.05 Million
0.2% of portfolio
|
Q4 2024
Added 454.32%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
33,864
shares
|
$3.04 Million
0.86% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
33,681
shares
|
$3.03 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
33,662
shares
|
$3.02 Million
4.69% of portfolio
|
Q3 2023
Reduced 3.73%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Feb 07, 2025 Q4 2024 |
33,632
shares
|
$3.02 Million
2.48% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
33,314
shares
|
$2.99 Million
0.33% of portfolio
|
Q4 2024
Added 12.52%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
33,239
shares
|
$2.99 Million
0.09% of portfolio
|
Q4 2024
Reduced 27.87%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
33,202
shares
|
$2.98 Million
0.02% of portfolio
|
Q4 2024
Added 116.23%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
33,080
shares
|
$2.97 Million
0.95% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
32,964
shares
|
$2.96 Million
1.04% of portfolio
|
Q4 2024
Added 168.7%
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
32,806
shares
|
$2.95 Million
0.12% of portfolio
|
Q4 2024
Reduced 94.9%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
32,479
shares
|
$2.92 Million
2.12% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
32,393
shares
|
$2.91 Million
1.56% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
32,359
shares
|
$2.91 Million
1.28% of portfolio
|
Q4 2022
Added 77.0%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
32,225
shares
|
$2.9 Million
0.22% of portfolio
|
Q4 2024
Reduced 13.98%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
32,152
shares
|
$2.89 Million
0.45% of portfolio
|
Q4 2024
Added 1045.01%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
31,918
shares
|
$2.87 Million
0.64% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Jan 22, 2025 Q4 2024 |
31,535
shares
|
$2.83 Million
1.93% of portfolio
|
Q4 2024
Reduced 13.96%
|