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 |
|---|---|---|---|---|---|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
22,595
shares
|
$2.02 Million
0.11% of portfolio
|
Q4 2024
Added 23.48%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
22,517
shares
|
$2.01 Million
1.02% of portfolio
|
Q4 2024
Added 57.09%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,488
shares
|
$2.01 Million
0.04% of portfolio
|
Q3 2024
Reduced 64.11%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
22,397
shares
|
$2 Million
1.12% of portfolio
|
Q4 2024
Reduced 78.64%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
22,330
shares
|
$1.99 Million
0.07% of portfolio
|
Q3 2024
Added 461.48%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
22,300
shares
|
$1.99 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jan 31, 2025 Q4 2024 |
22,045
shares
|
$1.97 Million
1.06% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Isomer Partners LP
New York, NY |
Feb 03, 2025 Q4 2024 |
22,000
shares
|
$1.96 Million
2.61% of portfolio
|
Q4 2024
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
21,968
shares
|
$1.96 Million
1.25% of portfolio
|
Q4 2024
Reduced 25.49%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
21,938
shares
|
$1.96 Million
0.42% of portfolio
|
Q4 2024
Added 833.53%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
21,896
shares
|
$1.95 Million
0.02% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
21,786
shares
|
$1.94 Million
0.42% of portfolio
|
Q3 2024
Reduced 21.46%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
21,760
shares
|
$1.94 Million
0.22% of portfolio
|
Q4 2024
Reduced 51.29%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Feb 07, 2025 Q4 2024 |
21,750
shares
|
$1.94 Million
0.01% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
21,500
shares
|
$1.92 Million
3.03% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
21,060
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2024
Added 18.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
21,035
shares
|
$1.88 Million
0.62% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Feb 05, 2025 Q4 2024 |
20,941
shares
|
$1.87 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
20,842
shares
|
$1.86 Million
0.95% of portfolio
|
Q4 2024
Reduced 13.09%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
20,824
shares
|
$1.86 Million
0.8% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
20,818
shares
|
$1.86 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
20,708
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
20,705
shares
|
$1.85 Million
3.41% of portfolio
|
Q4 2023
Added 301.96%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
20,590
shares
|
$1.84 Million
0.23% of portfolio
|
Q4 2024
Reduced 49.31%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
20,530
shares
|
$1.83 Million
0.82% of portfolio
|
Q4 2024
Reduced 1.76%
|