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 1,424 institutions that hold shares in the stock, with a total of 412 Million shares, which have been reported (via 13F filing form) to have a value of $37.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
31
shares
|
$2,850
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
28
shares
|
$2,574
0.0% of portfolio
|
Q4 2022
Reduced 9.68%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
28
shares
|
$2,574
0.0% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
25
shares
|
$2,299
0.0% of portfolio
|
Q4 2024
Reduced 86.77%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
22
shares
|
$2,023
0.0% of portfolio
|
Q4 2024
Reduced 29.03%
|
|
|
Summer Road LLC
West Palm Beach, FL |
Feb 11, 2025 Q4 2024 |
20
shares
|
$1,839
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
19
shares
|
$1,747
0.0% of portfolio
|
Q4 2022
Reduced 60.42%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
18
shares
|
$1,655
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
17
shares
|
$1,563
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
16
shares
|
$1,471
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
15
shares
|
$1,379
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
13
shares
|
$1,195
0.0% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
12
shares
|
$1,103
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
12
shares
|
$1,103
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
11
shares
|
$1,011
0.0% of portfolio
|
Q3 2024
Reduced 87.21%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
11
shares
|
$1,011
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
10
shares
|
$919
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
9
shares
|
$827
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
8
shares
|
$735
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
7
shares
|
$643
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4
shares
|
$367
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
4
shares
|
$367
0.0% of portfolio
|
Q4 2024
Reduced 99.96%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
3
shares
|
$275
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
2
shares
|
$183
0.0% of portfolio
|
Q4 2024
Reduced 99.65%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
1
shares
|
$91
0.0% of portfolio
|
Q4 2024
Reduced 99.28%
|