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 1,373 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 $41.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
9,022
shares
|
$805,393
0.57% of portfolio
|
Q4 2024
Reduced 43.46%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
8,953
shares
|
$799,234
0.63% of portfolio
|
Q4 2024
Added 20.9%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
8,890
shares
|
$793,610
0.33% of portfolio
|
Q4 2024
Added 15.92%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,793
shares
|
$784,951
0.2% of portfolio
|
Q4 2024
Reduced 83.87%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
8,760
shares
|
$782,005
0.49% of portfolio
|
Q4 2024
Added 124.62%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
8,696
shares
|
$776,291
0.02% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
8,694
shares
|
$776,113
0.11% of portfolio
|
Q3 2024
Reduced 13.15%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,677
shares
|
$774,595
0.04% of portfolio
|
Q2 2020
Reduced 33.05%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
8,661
shares
|
$773,167
0.03% of portfolio
|
Q4 2024
Reduced 60.28%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
8,558
shares
|
$763,972
0.15% of portfolio
|
Q4 2024
Added 48.52%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
8,500
shares
|
$758,795
0.13% of portfolio
|
Q4 2024
Reduced 33.98%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
8,492
shares
|
$758,080
0.49% of portfolio
|
Q3 2024
Reduced 22.8%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
8,458
shares
|
$755,045
0.06% of portfolio
|
Q2 2024
Added 5.17%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
8,448
shares
|
$754,152
0.37% of portfolio
|
Q3 2024
Added 18.67%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
8,433
shares
|
$752,813
0.01% of portfolio
|
Q4 2024
Added 11.21%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
8,409
shares
|
$750,671
0.19% of portfolio
|
Q4 2024
Added 25.32%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
8,370
shares
|
$747,189
0.33% of portfolio
|
Q4 2023
Reduced 6.74%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
8,353
shares
|
$745,672
0.25% of portfolio
|
Q4 2024
Added 11.81%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
8,284
shares
|
$739,512
0.59% of portfolio
|
Q4 2024
Reduced 17.46%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
8,218
shares
|
$733,620
0.02% of portfolio
|
Q4 2024
Reduced 28.33%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
8,152
shares
|
$727,729
1.97% of portfolio
|
Q3 2024
Added 26.62%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
8,131
shares
|
$725,854
0.55% of portfolio
|
Q4 2024
Reduced 10.51%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
8,105
shares
|
$723,533
0.3% of portfolio
|
Q4 2024
Added 80.11%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
8,038
shares
|
$717,552
0.13% of portfolio
|
Q4 2024
Added 26.66%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
8,020
shares
|
$715,945
0.21% of portfolio
|
Q4 2024
Added 18.08%
|