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 |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
11,473
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Added 8.69%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
11,363
shares
|
$1.01 Million
0.22% of portfolio
|
Q3 2024
Added 26.82%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
11,331
shares
|
$1.01 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
11,306
shares
|
$1.01 Million
0.4% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
11,202
shares
|
$1 Million
0.05% of portfolio
|
Q4 2024
Added 13.62%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
11,180
shares
|
$998,038
0.01% of portfolio
|
Q3 2024
Added 75.95%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
11,075
shares
|
$988,665
0.39% of portfolio
|
Q3 2024
Added 39.5%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
11,055
shares
|
$986,879
0.15% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
10,975
shares
|
$979,738
0.12% of portfolio
|
Q1 2024
Added 53.52%
|
|
|
One Plus One Wealth Management, LLC
|
Jan 29, 2025 Q4 2024 |
10,968
shares
|
$979,113
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
10,948
shares
|
$977,327
0.32% of portfolio
|
Q4 2024
Added 135.85%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
10,869
shares
|
$970,275
0.2% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Jan 27, 2025 Q4 2024 |
10,866
shares
|
$970,007
0.74% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
10,788
shares
|
$963,044
0.0% of portfolio
|
Q4 2024
Reduced 34.93%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
10,780
shares
|
$962,330
0.09% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
10,716
shares
|
$956,617
0.71% of portfolio
|
Q4 2024
Added 28.32%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
10,703
shares
|
$955,456
0.61% of portfolio
|
Q4 2024
Reduced 34.48%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
10,672
shares
|
$952,689
0.07% of portfolio
|
Q4 2024
Reduced 64.63%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,654
shares
|
$951,082
0.25% of portfolio
|
Q4 2024
Reduced 26.89%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
10,620
shares
|
$948,047
0.0% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
10,561
shares
|
$942,780
0.77% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
10,409
shares
|
$929,211
0.25% of portfolio
|
Q4 2024
Reduced 10.8%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
10,384
shares
|
$926,979
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 13, 2024 Q3 2024 |
10,300
shares
|
$919,481
0.05% of portfolio
|
Q4 2023
Added 100.98%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
10,286
shares
|
$918,231
0.04% of portfolio
|
Q4 2024
Added 12.11%
|