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 |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
14,419
shares
|
$1.3 Million
0.05% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
14,416
shares
|
$1.3 Million
0.14% of portfolio
|
Q4 2024
Added 17.44%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
14,406
shares
|
$1.29 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
14,375
shares
|
$1.29 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
14,265
shares
|
$1.28 Million
0.13% of portfolio
|
Q4 2024
Reduced 19.31%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
14,211
shares
|
$1.28 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
14,087
shares
|
$1.27 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
14,037
shares
|
$1.26 Million
0.23% of portfolio
|
Q4 2024
Added 20.08%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
13,991
shares
|
$1.26 Million
0.39% of portfolio
|
Q3 2024
Added 343.6%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
13,922
shares
|
$1.25 Million
1.14% of portfolio
|
Q4 2024
Reduced 19.11%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
13,755
shares
|
$1.24 Million
1.06% of portfolio
|
Q4 2024
Reduced 15.68%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
13,743
shares
|
$1.23 Million
0.52% of portfolio
|
Q4 2024
Added 14.81%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
13,701
shares
|
$1.23 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
13,503
shares
|
$1.21 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
13,468
shares
|
$1.21 Million
0.36% of portfolio
|
Q4 2024
Added 81.83%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
13,227
shares
|
$1.19 Million
0.85% of portfolio
|
Q4 2024
Added 25.24%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
13,168
shares
|
$1.18 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Jan 30, 2025 Q4 2024 |
12,935
shares
|
$1.16 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
12,916
shares
|
$1.16 Million
0.35% of portfolio
|
Q4 2024
Reduced 24.71%
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
12,784
shares
|
$1.15 Million
0.14% of portfolio
|
Q4 2024
Added 74.19%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
12,772
shares
|
$1.15 Million
0.71% of portfolio
|
Q4 2024
Reduced 52.33%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
12,521
shares
|
$1.13 Million
0.11% of portfolio
|
Q4 2024
Reduced 78.87%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
12,443
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
12,358
shares
|
$1.11 Million
0.58% of portfolio
|
Q4 2024
Reduced 11.31%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Feb 12, 2025 Q4 2024 |
12,332
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
New holding
|