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 |
|---|---|---|---|---|---|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
6,399
shares
|
$575,014
0.06% of portfolio
|
Q4 2024
Reduced 81.49%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
6,356
shares
|
$571,150
0.25% of portfolio
|
Q4 2024
Added 18.91%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,332
shares
|
$568,993
0.29% of portfolio
|
Q4 2024
Reduced 88.76%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
6,299
shares
|
$566,028
1.79% of portfolio
|
Q4 2024
Reduced 82.43%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,286
shares
|
$564,859
0.02% of portfolio
|
Q4 2023
Reduced 14.34%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
6,285
shares
|
$564,770
0.05% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
6,274
shares
|
$563,781
0.06% of portfolio
|
Q4 2024
Added 37.38%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Feb 11, 2025 Q4 2024 |
6,220
shares
|
$558,929
0.31% of portfolio
|
Q4 2024
Reduced 46.34%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
6,193
shares
|
$556,502
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
6,140
shares
|
$551,740
0.34% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
6,127
shares
|
$550,572
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
6,100
shares
|
$548,146
0.0% of portfolio
|
Q3 2024
Reduced 62.35%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
6,094
shares
|
$547,606
0.05% of portfolio
|
Q3 2024
Reduced 37.79%
|
|
|
Mmbg Investment Advisors Co.
|
Feb 14, 2025 Q4 2024 |
6,086
shares
|
$546,887
0.06% of portfolio
|
Q3 2024
Added 168.11%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
6,086
shares
|
$546,887
0.34% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
6,059
shares
|
$544,461
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
6,052
shares
|
$543,832
0.08% of portfolio
|
Q4 2024
Added 53.53%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Mar 12, 2025 Q4 2024 |
6,020
shares
|
$540,957
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
6,006
shares
|
$539,699
0.18% of portfolio
|
Q1 2024
Reduced 97.78%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,000
shares
|
$539,160
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
5,944
shares
|
$534,127
0.22% of portfolio
|
Q4 2024
Added 40.79%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
5,916
shares
|
$531,611
0.11% of portfolio
|
Q3 2024
Reduced 95.6%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,842
shares
|
$524,962
0.0% of portfolio
|
Q4 2024
Added 55.21%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
5,833
shares
|
$524,153
0.02% of portfolio
|
Q4 2024
Reduced 35.6%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
5,813
shares
|
$522,356
0.22% of portfolio
|
Q4 2024
Added 2.41%
|