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 |
|---|---|---|---|---|---|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
25,090
shares
|
$2.24 Million
0.89% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
25,000
shares
|
$2.23 Million
1.8% of portfolio
|
Q3 2024
New holding
|
|
|
Ogborne Capital Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
25,000
shares
|
$2.23 Million
0.65% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
24,764
shares
|
$2.21 Million
2.19% of portfolio
|
Q3 2024
Added 12.54%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
24,740
shares
|
$2.21 Million
0.15% of portfolio
|
Q3 2024
Added 50.94%
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
24,714
shares
|
$2.21 Million
2.47% of portfolio
|
Q4 2024
Reduced 12.45%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
24,473
shares
|
$2.18 Million
2.37% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
24,461
shares
|
$2.18 Million
0.14% of portfolio
|
Q3 2024
Added 98.98%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
24,092
shares
|
$2.15 Million
0.22% of portfolio
|
Q4 2024
Added 443.22%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
24,030
shares
|
$2.15 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
23,924
shares
|
$2.14 Million
0.24% of portfolio
|
Q4 2024
Reduced 37.85%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
23,830
shares
|
$2.13 Million
0.81% of portfolio
|
Q4 2024
Added 16.87%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
23,808
shares
|
$2.13 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
23,606
shares
|
$2.11 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
23,529
shares
|
$2.1 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
23,448
shares
|
$2.09 Million
0.48% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
23,371
shares
|
$2.09 Million
1.04% of portfolio
|
Q1 2024
New holding
|
|
|
Alethea Capital Management, LLC
San Diego, CA |
Nov 14, 2024 Q3 2024 |
23,123
shares
|
$2.06 Million
1.65% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
23,091
shares
|
$2.06 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
22,983
shares
|
$2.05 Million
0.46% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
22,936
shares
|
$2.05 Million
1.19% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
22,759
shares
|
$2.03 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
22,750
shares
|
$2.03 Million
0.04% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
22,735
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2024
Added 24.91%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
22,617
shares
|
$2.02 Million
0.61% of portfolio
|
Q4 2024
Reduced 12.25%
|