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 |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
40
shares
|
$3,500
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
39
shares
|
$3,412
0.0% of portfolio
|
Q3 2024
Reduced 77.19%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
34
shares
|
$2,975
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
33
shares
|
$2,887
0.0% of portfolio
|
Q4 2024
Reduced 95.58%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
33
shares
|
$2,887
0.01% of portfolio
|
Q3 2024
Added 1550.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
31
shares
|
$2,712
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
31
shares
|
$2,712
0.0% of portfolio
|
Q2 2024
Reduced 56.94%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
28
shares
|
$2,450
0.0% of portfolio
|
Q4 2022
Reduced 9.68%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
28
shares
|
$2,450
0.0% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
25
shares
|
$2,187
0.0% of portfolio
|
Q4 2024
Reduced 86.77%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
24
shares
|
$2,100
0.0% of portfolio
|
Q2 2024
Reduced 68.83%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
20
shares
|
$1,750
0.0% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
20
shares
|
$1,750
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
19
shares
|
$1,662
0.0% of portfolio
|
Q4 2022
Reduced 60.42%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
18
shares
|
$1,575
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
17
shares
|
$1,487
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
15
shares
|
$1,312
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
14
shares
|
$1,225
0.0% of portfolio
|
Q3 2024
Added 1300.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
12
shares
|
$1,050
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
11
shares
|
$962
0.0% of portfolio
|
Q3 2024
Reduced 87.21%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
11
shares
|
$962
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
9
shares
|
$787
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
7
shares
|
$612
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
7
shares
|
$612
0.06% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
7
shares
|
$612
0.0% of portfolio
|
Q3 2024
New holding
|