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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
5,733
shares
|
$511,784
0.07% of portfolio
|
Q4 2023
Reduced 18.51%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
5,702
shares
|
$509,017
0.05% of portfolio
|
Q4 2024
Added 131.98%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 08, 2024 Q3 2024 |
5,696
shares
|
$508,481
0.2% of portfolio
|
Q3 2024
Reduced 98.63%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
5,680
shares
|
$507,053
0.02% of portfolio
|
Q4 2024
Reduced 7.61%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
5,676
shares
|
$506,696
0.23% of portfolio
|
Q3 2024
Reduced 16.17%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,640
shares
|
$503,482
0.07% of portfolio
|
Q3 2024
Reduced 34.24%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Oct 17, 2024 Q3 2024 |
5,618
shares
|
$501,518
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,589
shares
|
$498,930
0.0% of portfolio
|
Q3 2024
Added 125.54%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
5,524
shares
|
$493,127
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
5,500
shares
|
$490,985
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Square Group S, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,500
shares
|
$490,985
0.57% of portfolio
|
Q3 2024
Reduced 88.04%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
5,484
shares
|
$489,556
0.01% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
5,467
shares
|
$488,039
0.28% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
5,436
shares
|
$485,271
0.11% of portfolio
|
Q4 2024
Reduced 17.7%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
5,427
shares
|
$484,468
0.1% of portfolio
|
Q3 2024
Added 48.4%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
5,363
shares
|
$478,755
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
5,351
shares
|
$477,683
0.0% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
5,350
shares
|
$477,594
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
5,345
shares
|
$477,148
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
5,304
shares
|
$473,488
0.05% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
5,300
shares
|
$473,131
0.0% of portfolio
|
Q3 2024
Reduced 97.1%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,284
shares
|
$471,702
0.08% of portfolio
|
Q4 2024
Reduced 33.02%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
5,281
shares
|
$471,434
0.01% of portfolio
|
Q3 2024
Added 56.43%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
5,275
shares
|
$470,899
0.2% of portfolio
|
Q4 2024
New holding
|