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 |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
16,145
shares
|
$1.44 Million
0.7% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
15,853
shares
|
$1.42 Million
0.2% of portfolio
|
Q4 2024
Added 325.58%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
15,694
shares
|
$1.4 Million
0.54% of portfolio
|
Q4 2024
Reduced 17.71%
|
|
|
Dorsey Wright & Associates
|
Nov 15, 2024 Q3 2024 |
15,587
shares
|
$1.39 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
15,513
shares
|
$1.38 Million
1.08% of portfolio
|
Q3 2024
Added 75.23%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
15,501
shares
|
$1.38 Million
0.51% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
15,401
shares
|
$1.37 Million
0.08% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
15,355
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.87%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
15,204
shares
|
$1.36 Million
0.26% of portfolio
|
Q4 2024
Added 21016.67%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jan 31, 2025 Q4 2024 |
15,000
shares
|
$1.34 Million
0.01% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
14,976
shares
|
$1.34 Million
0.14% of portfolio
|
Q3 2024
Reduced 20.49%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
14,937
shares
|
$1.33 Million
0.33% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
14,836
shares
|
$1.32 Million
0.27% of portfolio
|
Q4 2024
Added 157.7%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
14,674
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2024
Added 11.48%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
14,519
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2022
Reduced 44.42%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
14,502
shares
|
$1.29 Million
0.22% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
14,419
shares
|
$1.29 Million
0.05% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
14,406
shares
|
$1.29 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
14,134
shares
|
$1.26 Million
0.98% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
14,037
shares
|
$1.25 Million
0.23% of portfolio
|
Q4 2024
Added 20.08%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
13,991
shares
|
$1.25 Million
0.39% of portfolio
|
Q3 2024
Added 343.6%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
13,922
shares
|
$1.24 Million
1.14% of portfolio
|
Q4 2024
Reduced 19.11%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
13,755
shares
|
$1.23 Million
1.06% of portfolio
|
Q4 2024
Reduced 15.68%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
13,743
shares
|
$1.23 Million
0.52% of portfolio
|
Q4 2024
Added 14.81%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
13,701
shares
|
$1.22 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.94%
|