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 |
|---|---|---|---|---|---|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
28,550
shares
|
$2.55 Million
6.97% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
28,407
shares
|
$2.54 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
28,384
shares
|
$2.53 Million
0.98% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
28,313
shares
|
$2.53 Million
0.48% of portfolio
|
Q1 2024
Reduced 6.87%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
28,084
shares
|
$2.51 Million
4.75% of portfolio
|
Q4 2022
Added 4.49%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
28,000
shares
|
$2.5 Million
0.29% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
27,681
shares
|
$2.47 Million
0.03% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
27,679
shares
|
$2.47 Million
0.18% of portfolio
|
Q3 2024
Reduced 20.37%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
27,467
shares
|
$2.45 Million
1.01% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
27,466
shares
|
$2.45 Million
1.12% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
27,373
shares
|
$2.44 Million
1.75% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,358
shares
|
$2.44 Million
0.08% of portfolio
|
Q3 2024
Reduced 11.46%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
26,910
shares
|
$2.4 Million
0.27% of portfolio
|
Q3 2024
Reduced 21.89%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
26,811
shares
|
$2.39 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
26,808
shares
|
$2.39 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
26,498
shares
|
$2.37 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
26,415
shares
|
$2.36 Million
0.02% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
26,131
shares
|
$2.33 Million
0.08% of portfolio
|
Q4 2024
Reduced 25.1%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
26,066
shares
|
$2.33 Million
1.49% of portfolio
|
Q4 2024
Added 77.73%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
25,986
shares
|
$2.32 Million
0.09% of portfolio
|
Q4 2024
Reduced 32.14%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
25,896
shares
|
$2.31 Million
0.09% of portfolio
|
Q4 2024
Added 9.1%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,610
shares
|
$2.29 Million
0.07% of portfolio
|
Q3 2024
Reduced 51.46%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
25,471
shares
|
$2.27 Million
0.09% of portfolio
|
Q3 2024
Reduced 17.38%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Feb 10, 2025 Q4 2024 |
25,282
shares
|
$2.26 Million
0.88% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
25,150
shares
|
$2.25 Million
1.16% of portfolio
|
Q4 2024
Reduced 1.26%
|