Institutional Ownership Ishares Tr 20+ Yr Treas Bd Buy (TLTW)
This table provides information about the institutional ownership of Ishares Tr 20+ Yr Treas Bd Buy (TLTW). We have compiled data on the 72 institutions that hold shares in the stock, with a total of 8.41 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 16, 2024 Q2 2024 |
9,000
shares
|
$0
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
8,674
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 18.56%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
8,000
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
7,665
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
6,000
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 67.03%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
5,500
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
3,854
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 38.93%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
3,585
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 2.9%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
2,355
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 13.42%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
1,969
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 5.65%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1,242
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 262.1%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
981
shares
|
$0
0.01% of portfolio
|
Q2 2024
Added 20.66%
|
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
587
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 26.81%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
125
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
119
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
100
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
100
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 14, 2024 Q2 2024 |
15
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
11
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 98.91%
|
|
|
Activest Wealth Management
|
Jul 30, 2024 Q2 2024 |
4
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|