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 1,432 institutions that hold shares in the stock, with a total of 412 Million shares, which have been reported (via 13F filing form) to have a value of $37.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elevatus Welath Management
Victor, NY |
Feb 13, 2025 Q4 2024 |
2,315
shares
|
$208,743
0.07% of portfolio
|
Q4 2024
Reduced 98.15%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
2,310
shares
|
$208,292
0.03% of portfolio
|
Q4 2024
Reduced 35.69%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,307
shares
|
$208,022
0.15% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
2,301
shares
|
$207,481
0.04% of portfolio
|
Q4 2024
Reduced 45.67%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
2,300
shares
|
$207,391
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
2,299
shares
|
$207,300
0.01% of portfolio
|
Q4 2024
Reduced 31.74%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,235
shares
|
$201,529
0.02% of portfolio
|
Q4 2024
Added 63.14%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,143
shares
|
$193,234
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,132
shares
|
$192,242
0.01% of portfolio
|
Q4 2024
Added 11.45%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
2,109
shares
|
$190,168
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
2,018
shares
|
$181,963
0.03% of portfolio
|
Q4 2024
Reduced 18.76%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
2,007
shares
|
$180,971
0.0% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
1,939
shares
|
$174,839
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,879
shares
|
$169,429
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
1,834
shares
|
$165,371
0.07% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
1,772
shares
|
$159,781
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
1,772
shares
|
$159,781
0.0% of portfolio
|
Q4 2024
Reduced 99.24%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
1,763
shares
|
$158,969
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
1,757
shares
|
$158,428
0.1% of portfolio
|
Q4 2024
Reduced 84.79%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,685
shares
|
$151,936
0.05% of portfolio
|
Q4 2024
Reduced 52.89%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,682
shares
|
$151,665
0.03% of portfolio
|
Q3 2024
Reduced 17.71%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,680
shares
|
$151,485
0.1% of portfolio
|
Q4 2024
Reduced 20.49%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
1,669
shares
|
$150,493
0.01% of portfolio
|
Q4 2024
Added 82.8%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,590
shares
|
$143,370
0.09% of portfolio
|
Q4 2024
Reduced 11.22%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
1,538
shares
|
$138,681
0.0% of portfolio
|
Q4 2024
New holding
|