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 |
|---|---|---|---|---|---|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
8,702
shares
|
$781,961
0.11% of portfolio
|
Q4 2024
Reduced 9.56%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
8,696
shares
|
$781,422
0.02% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,677
shares
|
$779,715
0.04% of portfolio
|
Q2 2020
Reduced 33.05%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
8,661
shares
|
$778,277
0.03% of portfolio
|
Q4 2024
Reduced 60.28%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
8,618
shares
|
$774,413
0.01% of portfolio
|
Q4 2024
Reduced 15.06%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
8,558
shares
|
$769,021
0.15% of portfolio
|
Q4 2024
Added 48.52%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
8,500
shares
|
$763,810
0.13% of portfolio
|
Q4 2024
Reduced 33.98%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
8,458
shares
|
$760,035
0.06% of portfolio
|
Q2 2024
Added 5.17%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
8,439
shares
|
$758,328
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
8,433
shares
|
$757,789
0.01% of portfolio
|
Q4 2024
Added 11.21%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
8,409
shares
|
$755,632
0.19% of portfolio
|
Q4 2024
Added 25.32%
|
|
|
Helium Advisors LLC
Everett, WA |
Feb 18, 2025 Q4 2024 |
8,388
shares
|
$753,745
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
8,385
shares
|
$753,476
0.04% of portfolio
|
Q4 2024
Added 40.01%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
8,370
shares
|
$752,128
0.33% of portfolio
|
Q4 2023
Reduced 6.74%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
8,353
shares
|
$750,600
0.25% of portfolio
|
Q4 2024
Added 11.81%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
8,290
shares
|
$744,939
0.03% of portfolio
|
Q4 2024
Reduced 49.75%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
8,284
shares
|
$744,400
0.59% of portfolio
|
Q4 2024
Reduced 17.46%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
8,218
shares
|
$738,469
0.02% of portfolio
|
Q4 2024
Reduced 28.33%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
8,131
shares
|
$730,651
0.55% of portfolio
|
Q4 2024
Reduced 10.51%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
8,131
shares
|
$730,651
0.21% of portfolio
|
Q4 2024
Reduced 37.46%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
8,105
shares
|
$728,315
0.3% of portfolio
|
Q4 2024
Added 80.11%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,047
shares
|
$723,103
0.38% of portfolio
|
Q4 2024
Added 13.4%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
8,047
shares
|
$723,103
0.23% of portfolio
|
Q4 2024
Reduced 14.5%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
8,038
shares
|
$722,294
0.13% of portfolio
|
Q4 2024
Added 26.66%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
8,020
shares
|
$720,677
0.21% of portfolio
|
Q4 2024
Added 18.08%
|