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 |
|---|---|---|---|---|---|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
8,016
shares
|
$715,588
0.47% of portfolio
|
Q3 2024
Added 23.68%
|
|
|
Shay Capital LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,920
shares
|
$707,018
0.12% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
7,890
shares
|
$704,340
0.34% of portfolio
|
Q4 2024
Added 36.2%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jan 30, 2025 Q4 2024 |
7,729
shares
|
$689,967
0.39% of portfolio
|
Q4 2024
Added 21.22%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
7,702
shares
|
$687,557
0.1% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
7,683
shares
|
$685,861
0.27% of portfolio
|
Q4 2024
Added 31912.5%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
7,634
shares
|
$681,487
0.04% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
7,607
shares
|
$679,076
0.15% of portfolio
|
Q4 2024
Added 47.88%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
7,550
shares
|
$673,988
0.01% of portfolio
|
Q4 2024
Added 42.97%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
7,518
shares
|
$671,131
0.22% of portfolio
|
Q4 2024
Added 12.98%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
7,518
shares
|
$671,131
0.27% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Ping Capital Management, Inc.
New York, NY |
Jan 27, 2025 Q4 2024 |
7,500
shares
|
$669,525
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
7,475
shares
|
$667,293
0.47% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
7,472
shares
|
$667,025
0.56% of portfolio
|
Q3 2024
Reduced 16.97%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
7,407
shares
|
$661,222
0.09% of portfolio
|
Q4 2024
Added 12.26%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
7,407
shares
|
$661,222
0.18% of portfolio
|
Q3 2024
Reduced 56.34%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
7,387
shares
|
$659,437
0.61% of portfolio
|
Q4 2024
Added 22.34%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
7,365
shares
|
$657,473
0.06% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
7,350
shares
|
$656,134
0.3% of portfolio
|
Q3 2024
Reduced 13.08%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
7,311
shares
|
$652,652
0.06% of portfolio
|
Q4 2024
Reduced 87.04%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
7,308
shares
|
$652,385
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
7,301
shares
|
$651,760
0.25% of portfolio
|
Q4 2024
Added 8.99%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
7,214
shares
|
$643,993
0.15% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
7,208
shares
|
$643,458
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nationwide Asset Management LLC
|
Oct 27, 2023 Q3 2023 |
7,185
shares
|
$641,404
2.54% of portfolio
|
Q1 2023
Added 11.74%
|