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 |
|---|---|---|---|---|---|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
10,277
shares
|
$917,427
0.19% of portfolio
|
Q3 2024
Added 32.95%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
10,243
shares
|
$914,392
0.06% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
10,154
shares
|
$906,447
0.37% of portfolio
|
Q4 2024
Added 14.24%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
10,146
shares
|
$905,733
0.02% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
10,126
shares
|
$903,948
0.03% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
9,984
shares
|
$891,271
0.47% of portfolio
|
Q4 2024
Reduced 82.36%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
9,961
shares
|
$889,218
1.28% of portfolio
|
Q3 2024
Added 2065.43%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
9,957
shares
|
$888,861
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,913
shares
|
$884,933
0.38% of portfolio
|
Q3 2023
Reduced 53.34%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
9,840
shares
|
$878,416
0.01% of portfolio
|
Q3 2024
Added 32.72%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
9,827
shares
|
$877,256
0.23% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
9,813
shares
|
$876,006
0.13% of portfolio
|
Q4 2024
Reduced 89.33%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
9,769
shares
|
$872,078
0.44% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
9,729
shares
|
$868,507
0.08% of portfolio
|
Q4 2024
Reduced 11.87%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
9,622
shares
|
$858,955
0.14% of portfolio
|
Q3 2024
Added 77.99%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
9,560
shares
|
$853,421
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
9,488
shares
|
$846,993
0.39% of portfolio
|
Q4 2024
Added 24.97%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
9,482
shares
|
$846,458
0.34% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
9,424
shares
|
$841,280
0.17% of portfolio
|
Q4 2024
Added 103.98%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
9,412
shares
|
$840,209
0.3% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
9,395
shares
|
$838,691
0.57% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
9,285
shares
|
$828,871
0.55% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
9,195
shares
|
$820,837
0.21% of portfolio
|
Q4 2024
Added 54.51%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
9,117
shares
|
$813,874
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
9,064
shares
|
$809,143
0.13% of portfolio
|
Q4 2024
Added 4.83%
|