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 1,352 institutions that hold shares in the stock, with a total of 477 Million shares, which have been reported (via 13F filing form) to have a value of $41.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
2,342
shares
|
$204,948
0.08% of portfolio
|
Q3 2024
Reduced 35.32%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
2,331
shares
|
$203,985
0.11% of portfolio
|
Q3 2024
Added 45.6%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
2,330
shares
|
$203,898
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
2,310
shares
|
$202,148
0.03% of portfolio
|
Q4 2024
Reduced 35.69%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,307
shares
|
$201,885
0.15% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
2,304
shares
|
$201,623
0.04% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
2,303
shares
|
$201,535
0.01% of portfolio
|
Q3 2024
Reduced 95.71%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
2,300
shares
|
$201,273
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
2,275
shares
|
$199,085
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
2,274
shares
|
$198,997
0.01% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
2,250
shares
|
$196,897
0.11% of portfolio
|
Q2 2024
Reduced 7.82%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
2,247
shares
|
$196,634
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,237
shares
|
$195,759
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
2,234
shares
|
$195,497
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
2,229
shares
|
$195,059
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
2,201
shares
|
$192,609
0.0% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
2,157
shares
|
$188,759
0.03% of portfolio
|
Q3 2024
Reduced 69.94%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,143
shares
|
$187,533
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
2,142
shares
|
$187,446
0.01% of portfolio
|
Q3 2024
Reduced 19.53%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
2,138
shares
|
$187,096
0.11% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
2,137
shares
|
$187,008
0.01% of portfolio
|
Q3 2024
Reduced 24.51%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
2,127
shares
|
$186,133
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,125
shares
|
$185,958
0.08% of portfolio
|
Q3 2024
Added 33.73%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
2,109
shares
|
$184,558
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
2,078
shares
|
$181,845
0.05% of portfolio
|
Q3 2024
Reduced 94.38%
|