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 |
|---|---|---|---|---|---|
|
Hap Trading, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
25,506
shares
|
$2.29 Million
0.19% of portfolio
|
Q4 2024
Added 104.41%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
25,410
shares
|
$2.28 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
25,400
shares
|
$2.28 Million
0.2% of portfolio
|
Q4 2024
Added 556.84%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Feb 10, 2025 Q4 2024 |
25,282
shares
|
$2.27 Million
0.88% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
25,150
shares
|
$2.26 Million
1.16% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
24,893
shares
|
$2.24 Million
0.37% of portfolio
|
Q4 2024
Reduced 16.48%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
24,766
shares
|
$2.23 Million
0.21% of portfolio
|
Q4 2024
Reduced 51.11%
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
24,714
shares
|
$2.22 Million
2.47% of portfolio
|
Q4 2024
Reduced 12.45%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
24,682
shares
|
$2.22 Million
0.45% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
24,650
shares
|
$2.22 Million
5.8% of portfolio
|
Q4 2024
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
24,473
shares
|
$2.2 Million
2.37% of portfolio
|
Q3 2024
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
24,356
shares
|
$2.19 Million
0.45% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
24,092
shares
|
$2.16 Million
0.22% of portfolio
|
Q4 2024
Added 443.22%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
24,019
shares
|
$2.16 Million
0.07% of portfolio
|
Q4 2024
Reduced 69.37%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
23,924
shares
|
$2.15 Million
0.24% of portfolio
|
Q4 2024
Reduced 37.85%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
23,830
shares
|
$2.14 Million
0.81% of portfolio
|
Q4 2024
Added 16.87%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
23,808
shares
|
$2.14 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
23,724
shares
|
$2.13 Million
0.21% of portfolio
|
Q4 2024
Reduced 11.84%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
23,606
shares
|
$2.12 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
23,529
shares
|
$2.11 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
23,371
shares
|
$2.1 Million
1.04% of portfolio
|
Q1 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
23,271
shares
|
$2.09 Million
0.63% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
23,145
shares
|
$2.08 Million
0.43% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Alethea Capital Management, LLC
San Diego, CA |
Feb 14, 2025 Q4 2024 |
23,123
shares
|
$2.08 Million
1.73% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
22,936
shares
|
$2.06 Million
1.19% of portfolio
|
Q4 2024
Added 9.69%
|