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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
4,661
shares
|
$418,837
0.01% of portfolio
|
Q4 2024
Reduced 26.75%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
4,629
shares
|
$415,961
0.01% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
4,616
shares
|
$414,793
0.18% of portfolio
|
Q4 2024
Reduced 66.99%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
4,590
shares
|
$412,457
0.09% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
4,589
shares
|
$412,367
0.02% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
4,587
shares
|
$412,187
0.03% of portfolio
|
Q4 2024
Reduced 61.38%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
4,536
shares
|
$407,604
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Feb 14, 2025 Q4 2024 |
4,523
shares
|
$406,436
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
4,509
shares
|
$405,178
0.27% of portfolio
|
Q4 2024
Reduced 95.67%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,431
shares
|
$398,169
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
4,383
shares
|
$393,856
0.02% of portfolio
|
Q4 2024
Reduced 11.72%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
4,358
shares
|
$391,609
0.13% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Feb 13, 2025 Q4 2024 |
4,351
shares
|
$390,980
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
4,348
shares
|
$390,711
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
4,338
shares
|
$389,812
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
4,326
shares
|
$388,734
0.31% of portfolio
|
Q4 2024
Reduced 22.29%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
4,314
shares
|
$387,656
0.01% of portfolio
|
Q4 2024
Added 183.26%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
4,299
shares
|
$386,308
0.01% of portfolio
|
Q4 2024
Added 13.61%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
4,288
shares
|
$385,319
0.29% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
4,234
shares
|
$380,467
0.02% of portfolio
|
Q4 2024
Reduced 18.07%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
4,231
shares
|
$380,197
0.02% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
4,230
shares
|
$380,107
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
4,206
shares
|
$377,951
0.03% of portfolio
|
Q4 2024
Reduced 12.48%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,164
shares
|
$374,177
0.2% of portfolio
|
Q1 2024
Reduced 12.32%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
4,160
shares
|
$373,817
0.18% of portfolio
|
Q4 2024
Reduced 1.79%
|