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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,143
shares
|
$188,069
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
2,142
shares
|
$187,981
0.01% of portfolio
|
Q3 2024
Reduced 19.53%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
2,138
shares
|
$187,630
0.11% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
2,137
shares
|
$187,543
0.01% of portfolio
|
Q3 2024
Reduced 24.51%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
2,127
shares
|
$186,665
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,125
shares
|
$186,490
0.08% of portfolio
|
Q3 2024
Added 33.73%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
2,109
shares
|
$185,085
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
2,078
shares
|
$182,365
0.05% of portfolio
|
Q3 2024
Reduced 94.38%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
2,072
shares
|
$181,838
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
2,018
shares
|
$177,099
0.03% of portfolio
|
Q4 2024
Reduced 18.76%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,913
shares
|
$167,884
0.01% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,879
shares
|
$164,901
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
1,857
shares
|
$162,970
0.25% of portfolio
|
Q3 2024
Reduced 92.66%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
1,834
shares
|
$160,951
0.07% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
1,772
shares
|
$155,510
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
1,763
shares
|
$154,720
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
1,683
shares
|
$147,700
0.12% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,682
shares
|
$147,612
0.03% of portfolio
|
Q3 2024
Reduced 17.71%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,680
shares
|
$147,436
0.1% of portfolio
|
Q4 2024
Reduced 20.49%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,590
shares
|
$139,538
0.09% of portfolio
|
Q4 2024
Reduced 11.22%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
1,487
shares
|
$130,499
0.01% of portfolio
|
Q2 2024
Reduced 20.1%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,446
shares
|
$126,900
0.03% of portfolio
|
Q2 2023
Added 1277.14%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
1,441
shares
|
$126,462
0.05% of portfolio
|
Q4 2024
Added 68.34%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
1,421
shares
|
$124,706
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,376
shares
|
$120,757
0.04% of portfolio
|
Q3 2024
Added 267.91%
|