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 1,354 institutions that hold shares in the stock, with a total of 469 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 |
|---|---|---|---|---|---|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
94,164
shares
|
$8.21 Million
1.46% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
93,802
shares
|
$8.18 Million
0.73% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
93,547
shares
|
$8.16 Million
0.01% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
93,312
shares
|
$8.14 Million
1.5% of portfolio
|
Q3 2024
Added 2617.3%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
93,102
shares
|
$8.12 Million
4.0% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
92,959
shares
|
$8.11 Million
4.5% of portfolio
|
Q3 2024
Added 14.16%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
92,518
shares
|
$8.07 Million
7.96% of portfolio
|
Q4 2024
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
92,409
shares
|
$8.06 Million
1.09% of portfolio
|
Q3 2024
Reduced 26.71%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
92,342
shares
|
$8.05 Million
0.7% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
92,001
shares
|
$8.02 Million
1.71% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
90,950
shares
|
$7.93 Million
3.44% of portfolio
|
Q3 2024
Added 19.38%
|
|
|
Terrapin Asset Management, LLC
Miami, FL |
Nov 14, 2023 Q3 2023 |
90,000
shares
|
$7.85 Million
9.09% of portfolio
|
Q3 2023
Added 125.0%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
89,973
shares
|
$7.84 Million
1.33% of portfolio
|
Q3 2024
Reduced 14.03%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
88,387
shares
|
$7.71 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
87,021
shares
|
$7.59 Million
1.22% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
86,716
shares
|
$7.56 Million
4.55% of portfolio
|
Q3 2024
Added 34.35%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
86,476
shares
|
$7.54 Million
0.76% of portfolio
|
Q4 2024
Reduced 24.58%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
86,346
shares
|
$7.53 Million
0.93% of portfolio
|
Q3 2024
Reduced 25.6%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
85,974
shares
|
$7.5 Million
0.2% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Refined Wealth Management
|
Jan 22, 2025 Q4 2024 |
85,837
shares
|
$7.48 Million
5.69% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
84,785
shares
|
$7.39 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
83,997
shares
|
$7.32 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
83,919
shares
|
$7.32 Million
0.04% of portfolio
|
Q4 2024
Reduced 17.48%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
83,507
shares
|
$7.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 74.36%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
83,491
shares
|
$7.28 Million
5.28% of portfolio
|
Q3 2024
New holding
|