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 |
|---|---|---|---|---|---|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,234
shares
|
$470,327
0.09% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
5,200
shares
|
$467,272
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
5,185
shares
|
$465,924
0.03% of portfolio
|
Q4 2024
Reduced 29.6%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
5,127
shares
|
$460,712
0.52% of portfolio
|
Q1 2022
Added 13.3%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
5,108
shares
|
$459,004
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
5,106
shares
|
$458,825
0.2% of portfolio
|
Q4 2024
Reduced 15.45%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
5,099
shares
|
$458,196
0.17% of portfolio
|
Q4 2024
Reduced 33.5%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
5,087
shares
|
$457,117
0.09% of portfolio
|
Q4 2024
Reduced 69.99%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,011
shares
|
$450,288
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
5,005
shares
|
$449,749
0.05% of portfolio
|
Q4 2024
Reduced 31.09%
|
|
|
American Assets Inc
|
Feb 07, 2025 Q4 2024 |
5,000
shares
|
$449,300
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Feb 14, 2025 Q4 2024 |
4,979
shares
|
$447,412
0.16% of portfolio
|
Q4 2024
Added 9.05%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,968
shares
|
$446,424
0.13% of portfolio
|
Q4 2024
Reduced 21.02%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
4,928
shares
|
$442,830
0.24% of portfolio
|
Q4 2024
Added 9.49%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
4,909
shares
|
$441,122
0.12% of portfolio
|
Q4 2024
Reduced 82.18%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
4,867
shares
|
$437,348
0.03% of portfolio
|
Q4 2024
Added 20.47%
|
|
|
Summa Corp.
Tomball, TX |
Jan 23, 2025 Q4 2024 |
4,850
shares
|
$435,821
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
4,820
shares
|
$433,125
0.01% of portfolio
|
Q4 2024
Reduced 18.92%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,800
shares
|
$431,328
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wedgewood Investors Inc
|
Jan 30, 2025 Q4 2024 |
4,791
shares
|
$430,519
0.5% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
4,788
shares
|
$430,249
0.1% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
4,772
shares
|
$428,811
0.03% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
4,739
shares
|
$425,846
0.03% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
4,718
shares
|
$423,959
0.1% of portfolio
|
Q4 2024
Reduced 9.53%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
4,676
shares
|
$420,185
0.32% of portfolio
|
Q3 2024
New holding
|