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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,273
shares
|
$470,720
0.03% of portfolio
|
Q4 2024
Reduced 12.74%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
5,239
shares
|
$467,685
0.02% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,234
shares
|
$467,239
0.09% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
5,200
shares
|
$464,204
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
5,127
shares
|
$457,687
0.52% of portfolio
|
Q1 2022
Added 13.3%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
5,106
shares
|
$455,812
0.2% of portfolio
|
Q4 2024
Reduced 15.45%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
5,099
shares
|
$455,187
0.17% of portfolio
|
Q4 2024
Reduced 33.5%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
5,087
shares
|
$454,116
0.09% of portfolio
|
Q4 2024
Reduced 69.99%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
5,076
shares
|
$453,134
0.01% of portfolio
|
Q3 2024
Added 27.41%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
5,035
shares
|
$449,474
0.23% of portfolio
|
Q3 2024
Reduced 14.28%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,011
shares
|
$447,331
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
5,005
shares
|
$446,796
0.05% of portfolio
|
Q4 2024
Reduced 31.09%
|
|
|
American Assets Inc
|
Feb 07, 2025 Q4 2024 |
5,000
shares
|
$446,350
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,968
shares
|
$443,493
0.13% of portfolio
|
Q4 2024
Reduced 21.02%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,965
shares
|
$443,225
0.02% of portfolio
|
Q3 2024
Reduced 23.79%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,910
shares
|
$438,315
0.01% of portfolio
|
Q3 2024
Reduced 11.58%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
4,909
shares
|
$438,226
0.12% of portfolio
|
Q4 2024
Reduced 82.18%
|
|
|
Summa Corp.
Tomball, TX |
Jan 23, 2025 Q4 2024 |
4,850
shares
|
$432,959
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
4,806
shares
|
$429,031
0.05% of portfolio
|
Q3 2024
Added 77.61%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,800
shares
|
$428,496
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wedgewood Investors Inc
|
Jan 30, 2025 Q4 2024 |
4,791
shares
|
$427,692
0.5% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
4,788
shares
|
$427,424
0.1% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
4,772
shares
|
$425,996
0.03% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
4,739
shares
|
$423,050
0.03% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
4,718
shares
|
$421,175
0.1% of portfolio
|
Q4 2024
Reduced 9.53%
|