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 |
|---|---|---|---|---|---|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
4,230
shares
|
$377,612
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
4,222
shares
|
$376,897
0.18% of portfolio
|
Q3 2024
Added 28.09%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,215
shares
|
$376,273
0.0% of portfolio
|
Q3 2024
Reduced 22.53%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,164
shares
|
$371,720
0.2% of portfolio
|
Q1 2024
Reduced 12.32%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
4,160
shares
|
$371,363
0.18% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
4,129
shares
|
$368,595
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
4,127
shares
|
$368,417
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
4,113
shares
|
$367,167
0.09% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
4,112
shares
|
$367,078
0.16% of portfolio
|
Q2 2024
Reduced 9.57%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4,085
shares
|
$364,667
0.03% of portfolio
|
Q4 2023
Added 13.16%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
4,078
shares
|
$364,043
0.13% of portfolio
|
Q4 2024
Added 30.25%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
4,063
shares
|
$362,704
0.25% of portfolio
|
Q4 2024
Reduced 17.52%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
4,058
shares
|
$362,257
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
4,040
shares
|
$360,650
0.03% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
4,031
shares
|
$359,847
0.21% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
4,029
shares
|
$359,668
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
4,020
shares
|
$358,865
0.32% of portfolio
|
Q2 2024
Added 13.69%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
4,019
shares
|
$358,776
0.07% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
3,983
shares
|
$355,562
0.21% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
3,967
shares
|
$354,134
0.0% of portfolio
|
Q4 2024
Reduced 69.76%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
3,950
shares
|
$352,616
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
3,926
shares
|
$350,474
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
3,900
shares
|
$348,153
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
3,893
shares
|
$347,528
0.02% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
3,867
shares
|
$345,207
0.03% of portfolio
|
Q3 2024
Reduced 71.98%
|