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 |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
20,590
shares
|
$1.85 Million
0.23% of portfolio
|
Q4 2024
Reduced 49.31%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
20,575
shares
|
$1.85 Million
0.38% of portfolio
|
Q4 2024
Added 22.51%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
20,530
shares
|
$1.84 Million
0.82% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
20,434
shares
|
$1.84 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
20,359
shares
|
$1.83 Million
0.83% of portfolio
|
Q3 2024
Reduced 11.62%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
20,279
shares
|
$1.82 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
20,263
shares
|
$1.82 Million
0.19% of portfolio
|
Q4 2024
Added 55.25%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
19,977
shares
|
$1.8 Million
0.02% of portfolio
|
Q3 2022
Added 17.51%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
19,734
shares
|
$1.77 Million
0.65% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
19,575
shares
|
$1.76 Million
0.19% of portfolio
|
Q4 2024
Added 135.08%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
19,548
shares
|
$1.76 Million
0.83% of portfolio
|
Q4 2024
Added 375.74%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
19,360
shares
|
$1.74 Million
1.2% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
19,112
shares
|
$1.72 Million
0.31% of portfolio
|
Q4 2024
Added 30.9%
|
|
|
Shay Capital LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,103
shares
|
$1.72 Million
0.27% of portfolio
|
Q4 2024
Added 141.2%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
19,091
shares
|
$1.72 Million
0.03% of portfolio
|
Q4 2024
Reduced 86.37%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
19,070
shares
|
$1.71 Million
0.48% of portfolio
|
Q4 2024
Reduced 12.31%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
19,023
shares
|
$1.71 Million
0.78% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
19,012
shares
|
$1.71 Million
0.25% of portfolio
|
Q4 2024
Added 16.75%
|
|
|
Clear Street Derivatives LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,964
shares
|
$1.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 55.76%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
18,935
shares
|
$1.7 Million
0.83% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
18,912
shares
|
$1.7 Million
0.93% of portfolio
|
Q4 2024
Added 52.79%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
18,681
shares
|
$1.68 Million
0.82% of portfolio
|
Q4 2024
Reduced 16.0%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
18,616
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.6%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
18,591
shares
|
$1.67 Million
0.91% of portfolio
|
Q4 2024
Reduced 24.31%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
18,546
shares
|
$1.67 Million
0.86% of portfolio
|
Q4 2024
Reduced 62.83%
|