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 |
|---|---|---|---|---|---|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
58,854
shares
|
$5.13 Million
1.95% of portfolio
|
Q3 2024
Added 98.06%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
57,184
shares
|
$4.99 Million
2.0% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
56,745
shares
|
$4.95 Million
1.17% of portfolio
|
Q3 2024
Reduced 22.21%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
56,316
shares
|
$4.91 Million
2.23% of portfolio
|
Q4 2024
Added 13.71%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
55,884
shares
|
$4.87 Million
0.06% of portfolio
|
Q3 2024
Reduced 13.42%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
55,615
shares
|
$4.85 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
55,297
shares
|
$4.82 Million
1.53% of portfolio
|
Q3 2024
Added 971.65%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
55,035
shares
|
$4.8 Million
1.56% of portfolio
|
Q4 2024
Added 25.38%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
54,954
shares
|
$4.79 Million
0.69% of portfolio
|
Q3 2024
Reduced 9.37%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
54,869
shares
|
$4.78 Million
1.24% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
54,860
shares
|
$4.78 Million
0.02% of portfolio
|
Q4 2024
Added 24.83%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
53,919
shares
|
$4.7 Million
0.98% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
53,198
shares
|
$4.64 Million
0.06% of portfolio
|
Q4 2024
Reduced 23.33%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
52,641
shares
|
$4.59 Million
0.27% of portfolio
|
Q3 2024
Added 386.97%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
52,580
shares
|
$4.58 Million
1.49% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
52,332
shares
|
$4.56 Million
2.07% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
52,322
shares
|
$4.56 Million
0.09% of portfolio
|
Q3 2024
Added 67.93%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
52,044
shares
|
$4.54 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2024 Q3 2024 |
51,394
shares
|
$4.48 Million
1.17% of portfolio
|
Q3 2024
Added 35.25%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
51,280
shares
|
$4.47 Million
1.8% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
51,239
shares
|
$4.47 Million
0.23% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
50,891
shares
|
$4.44 Million
0.16% of portfolio
|
Q4 2024
Added 219.21%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Oct 21, 2024 Q3 2024 |
50,820
shares
|
$4.43 Million
2.28% of portfolio
|
Q3 2024
Added 201.32%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
50,653
shares
|
$4.42 Million
0.44% of portfolio
|
Q3 2024
Reduced 43.67%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
50,298
shares
|
$4.39 Million
0.54% of portfolio
|
Q4 2024
Added 6.01%
|