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 1,368 institutions that hold shares in the stock, with a total of 466 Million shares, which have been reported (via 13F filing form) to have a value of $40.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
3,502
shares
|
$307,335
0.1% of portfolio
|
Q4 2024
Added 13.74%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,500
shares
|
$307,160
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
3,467
shares
|
$304,263
0.25% of portfolio
|
Q2 2024
Reduced 26.73%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
3,446
shares
|
$302,420
0.09% of portfolio
|
Q4 2024
Reduced 60.5%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
3,433
shares
|
$301,280
0.01% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,422
shares
|
$300,314
0.03% of portfolio
|
Q4 2024
Reduced 18.56%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3,414
shares
|
$299,612
0.16% of portfolio
|
Q3 2024
Reduced 27.22%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
3,411
shares
|
$299,349
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
3,385
shares
|
$297,067
0.23% of portfolio
|
Q4 2024
Added 20.59%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,368
shares
|
$295,575
0.02% of portfolio
|
Q3 2024
Added 20.2%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
3,363
shares
|
$295,136
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
3,354
shares
|
$294,347
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
3,342
shares
|
$293,293
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
3,309
shares
|
$290,397
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
3,308
shares
|
$290,310
0.05% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
3,295
shares
|
$289,169
0.01% of portfolio
|
Q4 2024
Reduced 57.72%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
3,292
shares
|
$288,905
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
3,290
shares
|
$288,730
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
3,266
shares
|
$286,624
0.23% of portfolio
|
Q2 2024
Added 304.71%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
3,208
shares
|
$281,534
0.02% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,196
shares
|
$280,480
0.18% of portfolio
|
Q2 2024
Reduced 13.18%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
3,169
shares
|
$278,111
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
3,139
shares
|
$275,478
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
3,131
shares
|
$274,776
0.12% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
3,124
shares
|
$274,162
0.0% of portfolio
|
Q3 2024
Added 12.09%
|