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 1,373 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 $41.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amitell Capital Pte LTD
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
31,500
shares
|
$2.81 Million
2.44% of portfolio
|
Q4 2023
Added 139.54%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
31,497
shares
|
$2.81 Million
0.03% of portfolio
|
Q2 2024
Added 10.42%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
31,383
shares
|
$2.8 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
31,071
shares
|
$2.77 Million
1.11% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
31,060
shares
|
$2.77 Million
0.97% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Jan 30, 2025 Q4 2024 |
30,483
shares
|
$2.72 Million
1.9% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
30,452
shares
|
$2.72 Million
0.2% of portfolio
|
Q4 2024
Reduced 23.4%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
30,369
shares
|
$2.71 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
30,000
shares
|
$2.68 Million
0.74% of portfolio
|
Q4 2024
Added 26.02%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
29,965
shares
|
$2.67 Million
1.05% of portfolio
|
Q3 2024
Added 2887.54%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
29,915
shares
|
$2.67 Million
0.24% of portfolio
|
Q4 2024
Reduced 32.7%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
29,851
shares
|
$2.66 Million
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
29,805
shares
|
$2.66 Million
0.48% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
29,748
shares
|
$2.66 Million
0.83% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
29,721
shares
|
$2.65 Million
0.48% of portfolio
|
Q4 2024
Added 19.88%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
29,496
shares
|
$2.63 Million
1.49% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
29,473
shares
|
$2.63 Million
0.4% of portfolio
|
Q4 2024
Added 30.94%
|
|
|
Atlas Financial Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
29,393
shares
|
$2.62 Million
4.76% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
29,326
shares
|
$2.62 Million
0.09% of portfolio
|
Q4 2024
Reduced 10.82%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
29,205
shares
|
$2.61 Million
1.34% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
29,000
shares
|
$2.59 Million
1.88% of portfolio
|
Q2 2024
Added 87.1%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
28,979
shares
|
$2.59 Million
0.07% of portfolio
|
Q4 2024
Reduced 8.95%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
28,668
shares
|
$2.56 Million
2.32% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
28,665
shares
|
$2.56 Million
0.08% of portfolio
|
Q3 2024
Reduced 30.14%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
28,550
shares
|
$2.55 Million
6.97% of portfolio
|
Q3 2024
Added 12.5%
|