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 |
|---|---|---|---|---|---|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
7,178
shares
|
$640,780
0.1% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
7,174
shares
|
$640,422
0.1% of portfolio
|
Q4 2024
Reduced 93.54%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
7,100
shares
|
$633,817
0.2% of portfolio
|
Q4 2024
Added 51.06%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,096
shares
|
$633,459
0.4% of portfolio
|
Q3 2024
Added 9.88%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
7,080
shares
|
$632,031
0.02% of portfolio
|
Q4 2024
Reduced 33.02%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
7,045
shares
|
$628,907
0.24% of portfolio
|
Q4 2023
Reduced 24.76%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,015
shares
|
$626,229
0.24% of portfolio
|
Q1 2024
Reduced 48.14%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
6,936
shares
|
$619,176
0.01% of portfolio
|
Q3 2024
Reduced 41.98%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
6,850
shares
|
$611,499
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
6,838
shares
|
$610,428
0.06% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
6,760
shares
|
$603,465
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
6,750
shares
|
$602,572
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,747
shares
|
$602,304
0.16% of portfolio
|
Q3 2022
Added 42068.75%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
6,733
shares
|
$601,054
0.31% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
6,712
shares
|
$599,180
0.05% of portfolio
|
Q4 2024
Reduced 9.22%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
6,650
shares
|
$593,645
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
6,616
shares
|
$590,610
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
6,606
shares
|
$589,717
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
6,578
shares
|
$587,218
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
6,527
shares
|
$582,665
0.56% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,496
shares
|
$579,897
0.02% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
6,470
shares
|
$577,576
0.25% of portfolio
|
Q4 2024
Reduced 65.75%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
6,424
shares
|
$573,470
0.49% of portfolio
|
Q4 2024
Reduced 28.21%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
6,424
shares
|
$573,470
0.44% of portfolio
|
Q3 2024
Added 36.8%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
6,404
shares
|
$571,685
0.03% of portfolio
|
Q4 2024
Reduced 28.36%
|