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 1,375 institutions that hold shares in the stock, with a total of 468 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 |
|---|---|---|---|---|---|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
20,842
shares
|
$1.85 Million
0.95% of portfolio
|
Q4 2024
Reduced 13.09%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
20,824
shares
|
$1.85 Million
0.8% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
20,818
shares
|
$1.85 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
|
$1.84 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
20,705
shares
|
$1.84 Million
3.41% of portfolio
|
Q4 2023
Added 301.96%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
20,597
shares
|
$1.83 Million
0.0% of portfolio
|
Q4 2024
Reduced 35.01%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
20,590
shares
|
$1.83 Million
0.23% of portfolio
|
Q4 2024
Reduced 49.31%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
20,530
shares
|
$1.82 Million
0.82% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
20,434
shares
|
$1.81 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,403
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 79.24%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
20,359
shares
|
$1.81 Million
0.83% of portfolio
|
Q3 2024
Reduced 11.62%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
20,279
shares
|
$1.8 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
19,977
shares
|
$1.77 Million
0.02% of portfolio
|
Q3 2022
Added 17.51%
|
|
|
Sourcerock Group LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
19,900
shares
|
$1.76 Million
0.18% of portfolio
|
Q3 2024
Reduced 57.71%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
19,734
shares
|
$1.75 Million
0.65% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
19,595
shares
|
$1.74 Million
0.59% of portfolio
|
Q3 2024
Reduced 39.32%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
19,575
shares
|
$1.74 Million
0.19% of portfolio
|
Q4 2024
Added 135.08%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
19,548
shares
|
$1.73 Million
0.83% of portfolio
|
Q4 2024
Added 375.74%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
19,360
shares
|
$1.72 Million
1.2% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
19,112
shares
|
$1.69 Million
0.31% of portfolio
|
Q4 2024
Added 30.9%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
19,091
shares
|
$1.69 Million
0.03% of portfolio
|
Q4 2024
Reduced 86.37%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
19,070
shares
|
$1.69 Million
0.48% of portfolio
|
Q4 2024
Reduced 12.31%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
19,023
shares
|
$1.69 Million
0.78% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
18,935
shares
|
$1.68 Million
0.83% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
18,912
shares
|
$1.68 Million
0.93% of portfolio
|
Q4 2024
Added 52.79%
|