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 |
|---|---|---|---|---|---|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
6,399
shares
|
$571,238
0.06% of portfolio
|
Q4 2024
Reduced 81.49%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
6,363
shares
|
$568,025
0.01% of portfolio
|
Q3 2024
Added 43.18%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,332
shares
|
$565,257
0.29% of portfolio
|
Q4 2024
Reduced 88.76%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,286
shares
|
$561,151
0.02% of portfolio
|
Q4 2023
Reduced 14.34%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
6,285
shares
|
$561,061
0.05% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
6,274
shares
|
$560,079
0.06% of portfolio
|
Q4 2024
Added 37.38%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 29, 2024 Q3 2024 |
6,234
shares
|
$556,509
0.44% of portfolio
|
Q3 2024
Added 25.36%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
6,193
shares
|
$552,849
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
6,140
shares
|
$548,117
0.34% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
6,127
shares
|
$546,957
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,121
shares
|
$546,421
0.04% of portfolio
|
Q3 2024
Reduced 57.07%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
6,100
shares
|
$544,547
0.0% of portfolio
|
Q3 2024
Reduced 62.35%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
6,086
shares
|
$543,297
0.06% of portfolio
|
Q3 2024
Added 168.11%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
6,059
shares
|
$540,886
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
6,052
shares
|
$540,262
0.08% of portfolio
|
Q4 2024
Added 53.53%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
6,030
shares
|
$538,298
0.13% of portfolio
|
Q3 2024
Added 37.48%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
6,006
shares
|
$536,155
0.18% of portfolio
|
Q1 2024
Reduced 97.78%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,000
shares
|
$535,620
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
5,989
shares
|
$534,638
0.01% of portfolio
|
Q3 2024
Reduced 21.18%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
5,989
shares
|
$534,638
0.03% of portfolio
|
Q3 2024
Added 13827.91%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
5,945
shares
|
$530,710
0.01% of portfolio
|
Q3 2024
Added 115.87%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
5,916
shares
|
$528,121
0.11% of portfolio
|
Q3 2024
Reduced 95.6%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Dec 03, 2024 Q3 2024 |
5,873
shares
|
$524,282
0.46% of portfolio
|
Q3 2024
Reduced 14.76%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
5,833
shares
|
$520,711
0.02% of portfolio
|
Q4 2024
Reduced 35.6%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Jan 21, 2025 Q3 2024 |
5,785
shares
|
$516,426
0.36% of portfolio
|
Q3 2024
Reduced 2.84%
|