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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
28,979
shares
|
$2.6 Million
0.07% of portfolio
|
Q4 2024
Reduced 8.95%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
28,800
shares
|
$2.59 Million
0.02% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
28,765
shares
|
$2.58 Million
0.04% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
28,761
shares
|
$2.58 Million
0.18% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
28,668
shares
|
$2.58 Million
2.32% of portfolio
|
Q4 2024
New holding
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Feb 14, 2025 Q4 2024 |
28,604
shares
|
$2.57 Million
1.8% of portfolio
|
Q4 2024
Added 139.52%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
28,550
shares
|
$2.57 Million
6.97% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
28,407
shares
|
$2.55 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
28,313
shares
|
$2.54 Million
0.48% of portfolio
|
Q1 2024
Reduced 6.87%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
28,084
shares
|
$2.52 Million
4.75% of portfolio
|
Q4 2022
Added 4.49%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
27,819
shares
|
$2.5 Million
0.1% of portfolio
|
Q4 2024
Added 51.5%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
27,757
shares
|
$2.49 Million
0.12% of portfolio
|
Q4 2024
Reduced 37.0%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
27,467
shares
|
$2.47 Million
1.01% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
27,466
shares
|
$2.47 Million
1.12% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
27,373
shares
|
$2.46 Million
1.75% of portfolio
|
Q4 2024
New holding
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
27,072
shares
|
$2.43 Million
0.0% of portfolio
|
Q4 2024
Added 2485.67%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
26,988
shares
|
$2.43 Million
0.04% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
26,934
shares
|
$2.42 Million
0.08% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
26,131
shares
|
$2.35 Million
0.08% of portfolio
|
Q4 2024
Reduced 25.1%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
26,115
shares
|
$2.35 Million
0.55% of portfolio
|
Q4 2024
Reduced 12.52%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
26,066
shares
|
$2.34 Million
1.49% of portfolio
|
Q4 2024
Added 77.73%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
25,986
shares
|
$2.34 Million
0.09% of portfolio
|
Q4 2024
Reduced 32.14%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
25,960
shares
|
$2.33 Million
0.04% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
25,896
shares
|
$2.33 Million
0.09% of portfolio
|
Q4 2024
Added 9.1%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
25,878
shares
|
$2.33 Million
1.15% of portfolio
|
Q4 2024
New holding
|