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 |
|---|---|---|---|---|---|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
22,781
shares
|
$2.05 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
22,759
shares
|
$2.05 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
22,750
shares
|
$2.04 Million
0.04% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
22,617
shares
|
$2.03 Million
0.61% of portfolio
|
Q4 2024
Reduced 12.25%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
22,595
shares
|
$2.03 Million
0.11% of portfolio
|
Q4 2024
Added 23.48%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
22,517
shares
|
$2.02 Million
1.02% of portfolio
|
Q4 2024
Added 57.09%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Feb 12, 2025 Q4 2024 |
22,509
shares
|
$2.02 Million
1.86% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
22,397
shares
|
$2.01 Million
1.12% of portfolio
|
Q4 2024
Reduced 78.64%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
22,300
shares
|
$2 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
22,206
shares
|
$2 Million
0.02% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jan 31, 2025 Q4 2024 |
22,045
shares
|
$1.98 Million
1.06% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Isomer Partners LP
New York, NY |
Feb 03, 2025 Q4 2024 |
22,000
shares
|
$1.98 Million
2.61% of portfolio
|
Q4 2024
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
21,997
shares
|
$1.98 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
21,968
shares
|
$1.97 Million
1.25% of portfolio
|
Q4 2024
Reduced 25.49%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
21,938
shares
|
$1.97 Million
0.42% of portfolio
|
Q4 2024
Added 833.53%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
21,760
shares
|
$1.96 Million
0.22% of portfolio
|
Q4 2024
Reduced 51.29%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Feb 07, 2025 Q4 2024 |
21,750
shares
|
$1.95 Million
0.01% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
21,500
shares
|
$1.93 Million
3.03% of portfolio
|
Q1 2023
New holding
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
21,388
shares
|
$1.92 Million
2.44% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
20,962
shares
|
$1.88 Million
0.02% of portfolio
|
Q4 2024
Reduced 20.64%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Feb 05, 2025 Q4 2024 |
20,941
shares
|
$1.88 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
20,842
shares
|
$1.87 Million
0.95% of portfolio
|
Q4 2024
Reduced 13.09%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
20,824
shares
|
$1.87 Million
0.8% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
20,705
shares
|
$1.86 Million
3.41% of portfolio
|
Q4 2023
Added 301.96%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
20,597
shares
|
$1.85 Million
0.0% of portfolio
|
Q4 2024
Reduced 35.01%
|