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 1,369 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 $41.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
18,356
shares
|
$1.64 Million
0.97% of portfolio
|
Q4 2024
Added 93.53%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
18,262
shares
|
$1.63 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Esg Planning
Santa Clara, CA |
Nov 07, 2024 Q3 2024 |
18,194
shares
|
$1.62 Million
1.18% of portfolio
|
Q3 2024
Added 18.88%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
17,858
shares
|
$1.59 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
17,773
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
17,678
shares
|
$1.58 Million
0.19% of portfolio
|
Q3 2024
Reduced 69.86%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
17,525
shares
|
$1.56 Million
0.25% of portfolio
|
Q4 2024
Reduced 14.91%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
17,516
shares
|
$1.56 Million
1.52% of portfolio
|
Q4 2022
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
17,485
shares
|
$1.56 Million
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
17,467
shares
|
$1.56 Million
0.75% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Feb 05, 2025 Q4 2024 |
17,359
shares
|
$1.55 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
17,160
shares
|
$1.53 Million
0.66% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
17,151
shares
|
$1.53 Million
0.46% of portfolio
|
Q4 2024
Added 10.25%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
17,016
shares
|
$1.52 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jan 22, 2025 Q4 2024 |
16,817
shares
|
$1.5 Million
0.92% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
16,794
shares
|
$1.5 Million
0.39% of portfolio
|
Q3 2024
Added 306.34%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
16,740
shares
|
$1.49 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
16,650
shares
|
$1.49 Million
0.32% of portfolio
|
Q4 2024
Reduced 12.59%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
16,616
shares
|
$1.48 Million
0.64% of portfolio
|
Q4 2024
Reduced 15.02%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
16,501
shares
|
$1.47 Million
0.5% of portfolio
|
Q4 2024
Added 15.06%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
16,498
shares
|
$1.47 Million
0.07% of portfolio
|
Q3 2024
Added 67.61%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
16,488
shares
|
$1.47 Million
0.56% of portfolio
|
Q3 2024
Reduced 16.11%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
16,347
shares
|
$1.46 Million
0.22% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,285
shares
|
$1.45 Million
0.24% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
16,152
shares
|
$1.44 Million
0.56% of portfolio
|
Q4 2024
Added 11.9%
|