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 1,354 institutions that hold shares in the stock, with a total of 469 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 |
|---|---|---|---|---|---|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
2,018
shares
|
$175,949
0.03% of portfolio
|
Q4 2024
Reduced 18.76%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,913
shares
|
$166,794
0.01% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,879
shares
|
$163,830
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
1,857
shares
|
$161,911
0.25% of portfolio
|
Q3 2024
Reduced 92.66%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
1,834
shares
|
$159,906
0.07% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
1,772
shares
|
$154,500
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
1,763
shares
|
$153,715
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
1,683
shares
|
$146,740
0.12% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,682
shares
|
$146,653
0.03% of portfolio
|
Q3 2024
Reduced 17.71%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,680
shares
|
$146,479
0.1% of portfolio
|
Q4 2024
Reduced 20.49%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
1,662
shares
|
$144,909
0.06% of portfolio
|
Q3 2024
Added 20.52%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,590
shares
|
$138,632
0.09% of portfolio
|
Q4 2024
Reduced 11.22%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
1,487
shares
|
$129,651
0.01% of portfolio
|
Q2 2024
Reduced 20.1%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,446
shares
|
$126,076
0.03% of portfolio
|
Q2 2023
Added 1277.14%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
1,441
shares
|
$125,640
0.05% of portfolio
|
Q4 2024
Added 68.34%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
1,421
shares
|
$123,896
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,376
shares
|
$119,973
0.04% of portfolio
|
Q3 2024
Added 267.91%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,375
shares
|
$119,886
0.08% of portfolio
|
Q3 2024
Reduced 25.27%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,360
shares
|
$118,578
0.01% of portfolio
|
Q4 2022
Added 7.94%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
1,321
shares
|
$115,177
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,311
shares
|
$114,306
0.23% of portfolio
|
Q3 2022
Added 55.15%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,263
shares
|
$110,120
0.02% of portfolio
|
Q3 2024
Added 57.88%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,233
shares
|
$107,505
0.07% of portfolio
|
Q4 2023
Reduced 1.99%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1,178
shares
|
$102,709
0.02% of portfolio
|
Q2 2024
Reduced 79.09%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
1,149
shares
|
$100,181
0.06% of portfolio
|
Q3 2024
New holding
|