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 1,433 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 $37.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
83,919
shares
|
$7.61 Million
0.04% of portfolio
|
Q4 2024
Reduced 17.48%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
83,819
shares
|
$7.6 Million
1.08% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
83,791
shares
|
$7.6 Million
1.17% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
82,889
shares
|
$7.52 Million
0.94% of portfolio
|
Q4 2024
Reduced 27.09%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
82,573
shares
|
$7.49 Million
3.56% of portfolio
|
Q4 2024
Reduced 11.17%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
82,506
shares
|
$7.48 Million
0.36% of portfolio
|
Q4 2024
Added 49.67%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
82,323
shares
|
$7.47 Million
0.08% of portfolio
|
Q4 2024
Reduced 64.58%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
81,228
shares
|
$7.37 Million
0.03% of portfolio
|
Q4 2024
Reduced 31.06%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
81,133
shares
|
$7.36 Million
3.22% of portfolio
|
Q4 2024
Reduced 26.7%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
80,793
shares
|
$7.33 Million
3.03% of portfolio
|
Q4 2024
New holding
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
80,634
shares
|
$7.31 Million
3.47% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
80,620
shares
|
$7.31 Million
2.47% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
80,095
shares
|
$7.26 Million
4.39% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Bay Rivers Group
|
Jan 22, 2025 Q4 2024 |
79,359
shares
|
$7.2 Million
3.42% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
78,373
shares
|
$7.11 Million
4.04% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
78,368
shares
|
$7.11 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
78,020
shares
|
$7.08 Million
1.62% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
77,473
shares
|
$7.03 Million
0.32% of portfolio
|
Q4 2024
Added 39.3%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
76,980
shares
|
$6.98 Million
0.24% of portfolio
|
Q4 2024
Added 99.96%
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
76,850
shares
|
$6.97 Million
4.43% of portfolio
|
Q4 2024
Added 191.82%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Jan 16, 2025 Q4 2024 |
76,324
shares
|
$6.92 Million
5.58% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
Feb 11, 2025 Q4 2024 |
76,000
shares
|
$6.89 Million
2.33% of portfolio
|
Q4 2024
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
75,878
shares
|
$6.88 Million
0.01% of portfolio
|
Q4 2024
Reduced 80.72%
|
|
|
Credit Agricole S A
|
Feb 14, 2025 Q4 2024 |
75,788
shares
|
$6.87 Million
0.02% of portfolio
|
Q4 2024
Added 2879.09%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
75,677
shares
|
$6.86 Million
1.44% of portfolio
|
Q4 2024
Added 14.13%
|