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 1,376 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 $40.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
4,058
shares
|
$356,130
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
4,040
shares
|
$354,550
0.03% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
4,031
shares
|
$353,760
0.21% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
4,020
shares
|
$352,795
0.32% of portfolio
|
Q2 2024
Added 13.69%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
4,019
shares
|
$352,707
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
|
$349,548
0.21% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
3,950
shares
|
$346,652
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
3,926
shares
|
$344,545
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
3,900
shares
|
$342,264
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
3,893
shares
|
$341,649
0.02% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
3,867
shares
|
$339,367
0.03% of portfolio
|
Q3 2024
Reduced 71.98%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
3,851
shares
|
$337,963
0.05% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
3,845
shares
|
$337,437
0.23% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
3,840
shares
|
$336,998
0.12% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
3,835
shares
|
$336,559
0.22% of portfolio
|
Q1 2024
Reduced 94.65%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
3,815
shares
|
$334,804
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,782
shares
|
$331,908
0.02% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
3,776
shares
|
$331,381
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
3,772
shares
|
$331,030
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,764
shares
|
$330,328
0.0% of portfolio
|
Q3 2024
Reduced 32.44%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
3,725
shares
|
$326,906
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
3,680
shares
|
$322,956
0.24% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
3,672
shares
|
$322,254
0.18% of portfolio
|
Q4 2024
Reduced 48.84%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Jan 30, 2025 Q4 2024 |
3,659
shares
|
$321,113
0.19% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
3,635
shares
|
$319,007
0.11% of portfolio
|
Q4 2024
Reduced 29.11%
|