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 |
|---|---|---|---|---|---|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
4,676
shares
|
$417,426
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
4,616
shares
|
$412,070
0.18% of portfolio
|
Q4 2024
Reduced 66.99%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
4,589
shares
|
$409,660
0.02% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
4,587
shares
|
$409,481
0.03% of portfolio
|
Q4 2024
Reduced 61.38%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
4,573
shares
|
$408,231
0.11% of portfolio
|
Q3 2024
Reduced 21.76%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
4,566
shares
|
$407,606
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
4,509
shares
|
$402,518
0.27% of portfolio
|
Q4 2024
Reduced 95.67%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
4,501
shares
|
$401,804
0.24% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
4,435
shares
|
$395,912
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,431
shares
|
$395,555
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
4,414
shares
|
$394,037
0.01% of portfolio
|
Q3 2024
Reduced 26.92%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
4,376
shares
|
$390,645
0.05% of portfolio
|
Q3 2024
Added 89.85%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
4,358
shares
|
$389,038
0.13% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
4,348
shares
|
$388,145
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
4,338
shares
|
$387,253
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
4,331
shares
|
$386,628
0.18% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
4,326
shares
|
$386,182
0.31% of portfolio
|
Q4 2024
Reduced 22.29%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
4,314
shares
|
$385,110
0.01% of portfolio
|
Q4 2024
Added 183.26%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
4,299
shares
|
$383,771
0.01% of portfolio
|
Q4 2024
Added 13.61%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
4,298
shares
|
$383,682
0.25% of portfolio
|
Q3 2024
Added 27.27%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
4,269
shares
|
$381,093
0.26% of portfolio
|
Q3 2024
Added 36.17%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
4,245
shares
|
$378,951
0.0% of portfolio
|
Q3 2024
Reduced 96.58%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
4,235
shares
|
$378,058
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
4,234
shares
|
$377,969
0.02% of portfolio
|
Q4 2024
Reduced 18.07%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
4,231
shares
|
$377,701
0.02% of portfolio
|
Q4 2024
Reduced 3.45%
|