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 |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
445
shares
|
$39,053
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
440
shares
|
$38,614
0.01% of portfolio
|
Q4 2024
Reduced 72.15%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
418
shares
|
$36,683
0.01% of portfolio
|
Q4 2024
Reduced 74.85%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
417
shares
|
$36,595
0.01% of portfolio
|
Q4 2024
Added 94.86%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
407
shares
|
$35,718
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
402
shares
|
$35,279
0.0% of portfolio
|
Q4 2023
Added 20000.0%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
395
shares
|
$34,665
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
394
shares
|
$34,577
0.0% of portfolio
|
Q4 2024
Added 82.41%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
388
shares
|
$34,050
0.0% of portfolio
|
Q4 2024
Reduced 62.55%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
364
shares
|
$31,944
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
357
shares
|
$31,330
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
351
shares
|
$30,803
0.0% of portfolio
|
Q1 2024
Reduced 7.63%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
342
shares
|
$30,013
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
340
shares
|
$29,838
0.02% of portfolio
|
Q2 2024
Reduced 5.56%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
336
shares
|
$29,487
0.0% of portfolio
|
Q3 2024
Reduced 54.66%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
305
shares
|
$26,766
0.01% of portfolio
|
Q2 2023
Added 276.54%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
303
shares
|
$26,591
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
300
shares
|
$26,328
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
286
shares
|
$25,099
0.01% of portfolio
|
Q4 2024
Added 43.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
268
shares
|
$23,519
0.01% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
260
shares
|
$22,817
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
255
shares
|
$22,378
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
251
shares
|
$22,027
0.01% of portfolio
|
Q3 2024
Reduced 44.59%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
247
shares
|
$21,676
0.01% of portfolio
|
Q3 2024
Added 12.79%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
234
shares
|
$20,535
0.01% of portfolio
|
Q4 2024
New holding
|