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 |
|---|---|---|---|---|---|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
98
shares
|
$8,575
0.0% of portfolio
|
Q3 2024
Reduced 31.94%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
93
shares
|
$8,138
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
90
shares
|
$7,875
0.0% of portfolio
|
Q1 2024
Reduced 18.18%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
89
shares
|
$7,788
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
85
shares
|
$7,438
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
85
shares
|
$7,438
0.0% of portfolio
|
Q3 2024
Reduced 24.78%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
85
shares
|
$7,438
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
81
shares
|
$7,088
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
73
shares
|
$6,388
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
72
shares
|
$6,300
0.0% of portfolio
|
Q4 2023
Added 278.95%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
72
shares
|
$6,300
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
72
shares
|
$6,300
0.0% of portfolio
|
Q3 2024
Reduced 99.71%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
70
shares
|
$6,125
0.0% of portfolio
|
Q3 2024
Added 169.23%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
68
shares
|
$5,950
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
65
shares
|
$5,688
0.0% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
64
shares
|
$5,600
0.0% of portfolio
|
Q4 2023
Reduced 94.09%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
57
shares
|
$4,988
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
50
shares
|
$4,375
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
48
shares
|
$4,200
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
46
shares
|
$4,025
0.0% of portfolio
|
Q4 2023
Reduced 90.85%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
46
shares
|
$4,025
0.0% of portfolio
|
Q1 2016
Added 3160.87%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
45
shares
|
$3,937
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
45
shares
|
$3,937
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
41
shares
|
$3,587
0.0% of portfolio
|
Q2 2021
Reduced 68.94%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
40
shares
|
$3,500
0.0% of portfolio
|
Q2 2023
New holding
|