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 1,376 institutions that hold shares in the stock, with a total of 467 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 |
|---|---|---|---|---|---|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
50,502
shares
|
$4.47 Million
0.02% of portfolio
|
Q4 2024
Reduced 30.11%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
50,298
shares
|
$4.45 Million
0.54% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
50,273
shares
|
$4.45 Million
1.28% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
49,223
shares
|
$4.35 Million
2.62% of portfolio
|
Q1 2023
Reduced 12.28%
|
|
|
Cavalier Investments, LLC
|
Feb 04, 2025 Q4 2024 |
49,186
shares
|
$4.35 Million
1.45% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
49,008
shares
|
$4.33 Million
0.33% of portfolio
|
Q3 2024
Added 14841.46%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
48,972
shares
|
$4.33 Million
0.32% of portfolio
|
Q4 2023
Added 7.45%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
48,845
shares
|
$4.32 Million
3.02% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
48,697
shares
|
$4.31 Million
0.37% of portfolio
|
Q4 2023
Added 7.6%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
48,459
shares
|
$4.29 Million
0.25% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
48,412
shares
|
$4.28 Million
0.18% of portfolio
|
Q3 2024
Added 18.96%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
48,179
shares
|
$4.26 Million
1.84% of portfolio
|
Q3 2024
New holding
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
47,837
shares
|
$4.23 Million
0.08% of portfolio
|
Q3 2024
Reduced 41.01%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
47,505
shares
|
$4.2 Million
1.88% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
47,492
shares
|
$4.2 Million
0.14% of portfolio
|
Q4 2024
Reduced 31.09%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
46,954
shares
|
$4.15 Million
2.49% of portfolio
|
Q4 2024
Added 28.34%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
46,810
shares
|
$4.14 Million
1.8% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jan 21, 2025 Q4 2024 |
46,737
shares
|
$4.13 Million
3.27% of portfolio
|
Q4 2024
Reduced 11.22%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
46,493
shares
|
$4.11 Million
1.18% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
45,089
shares
|
$3.99 Million
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
44,964
shares
|
$3.98 Million
0.11% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
44,271
shares
|
$3.91 Million
2.08% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 17, 2025 Q4 2024 |
44,198
shares
|
$3.91 Million
1.24% of portfolio
|
Q4 2024
Reduced 77.71%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
44,062
shares
|
$3.9 Million
0.21% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
44,039
shares
|
$3.89 Million
0.16% of portfolio
|
Q3 2024
Added 16.81%
|