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Get Institutions for : 
iShares Tr Lehman 20+yr Tres (TLT)  
$88.24 0.46 (0.52%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1014    46
Total shares held : 
 378,547,113  
% of shares held : 
 33.18%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   239  
Amount of shares held : 
 61,877,304  
% of shares held change : 
   5.42%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $86.93  
Last Quarter's Ending Price : 
 $98.88  
Last Quarter's Average Price : 
 $90.36  
Change from last quarter's     
avg. price to the last closing  : 
2.12 (2.35%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
176
 11,557,096
 3.05%
 
Increased Positions :
459
 89,035,334
 23.52%
 
Unchanged Positions :
113
 8,739,788
 2.31%
 
Decreased Positions :
266
-33,737,187
-8.91%
 
Closed Positions :
130
-4,977,939
-1.32%
 
Guru Positions :
3
377,683
 0.1%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VANTAGEPOINT INVESTMENT ADVISERS LLC 1 - 2023-12-31 2,473,541 $244,584,000 0
   ALLY FINANCIAL INC. 1 - 2023-12-31 873,000 $86,322,000 0
   CONNING ASSET MANAGEMENT CO. 65 - 2024-03-31 193,000 $18,262,000 0
   AMUNDI 789 - 2023-12-31 135,900 $13,131,000 0
   WEST FAMILY INVESTMENTS, INC. 5 - 2023-12-31 71,489 $8,698,000 0
   SECURITY BENEFIT LIFE INSURANCE CO /KS/ 4 - 2023-12-31 74,200 $7,337,000 0
   BlueDrive Global Investors LLP 6 - 2024-03-31 58,835 $5,567,000 0
   Alpha Square Group S LLC 5 - 2023-12-31 46,000 $4,548,000 0
   GLOBAL ENDOWMENT MANAGEMENT, LP 30 - 2023-12-31 33,990 $3,361,000 0
   Americana Partners LLC - 2023-12-31 31,527 $3,117,000 0
   Bayberry Capital Partners LP 18 - 2023-12-31 30,000 $2,966,000 0
   Alethea Capital Management LLC 4 - 2023-12-31 23,278 $2,302,000 0
   Reitz Capital Advisors LLC 7 - 2024-03-31 20,705 $2,047,000 0
   COMMONS CAPITAL LLC 13 - 2023-12-31 15,400 $1,523,000 0
   AMERICAN INTERNATIONAL GROUP INC 1142 - 2023-12-31 14,200 $1,404,000 0
   Spartan Fund Management Inc. 18 - 2024-03-31 13,000 $1,230,000 0
   PICTON MAHONEY ASSET MANAGEMENT 210 - 2023-12-31 10,000 $989,000 0
   Aprio Wealth Management LLC 79 - 2024-03-31 8,416 $796,000 0
   Spectrum Asset Management Inc. (NB/CA) 53 - 2024-03-31 8,370 $792,000 0
   WPWealth LLP 31 - 2023-12-31 7,834 $775,000 0
   Patriot Investment Management Inc. 125 - 2024-03-31 8,042 $761,000 0
   Financial Gravity Wealth Inc. 248 - 2023-12-31 40,347 $735,000 0
   SOUTHEAST ASSET ADVISORS INC. 100 - 2023-12-31 7,149 $707,000 0
   Intercontinental Wealth Advisors LLC 141 - 2023-06-30 6,750 $695,000 0
   Nationwide Asset Management LLC 4 - 2023-09-30 7,185 $637,000 0
   ARMSTRONG ADVISORY GROUP INC 81 - 2024-03-31 6,211 $614,000 0
   MMA ASSET MANAGEMENT LLC 53 - 2023-12-31 6,438 $604,000 0
   K.J. HARRISON & PARTNERS INC 159 - 2024-03-31 6,130 $580,000 0
   Pacific Wealth Management 16 - 2024-03-31 4,578 $453,000 0
   TSFG LLC 109 - 2024-03-31 4,250 $402,000 0
   MCF Advisors LLC 160 - 2024-03-31 3,893 $368,000 0
   Independence Bank of Kentucky 185 - 2024-03-31 3,200 $303,000 0
   Rezny Wealth Management Inc. 18 - 2024-03-31 2,743 $260,000 0
   Legacy Trust 144 - 2024-03-31 2,384 $226,000 0
   Glassman Wealth Services 177 - 2023-12-31 2,179 $215,000 0
   Pflug Koory LLC 152 - 2024-03-31 2,109 $200,000 0
   MARYLAND CAPITAL ADVISORS INC. 73 - 2024-03-31 1,772 $168,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 549 - 2023-12-31 1,607 $159,000 0
   Pinnacle Bank 236 - 2024-03-31 1,551 $147,000 0
   CAROLINAS WEALTH CONSULTING LLC 235 - 2023-12-31 991 $98,000 0
   UMB BANK N A/MO 710 - 2024-03-31 1,008 $95,000 0
   Princeton Global Asset Management LLC - 2023-12-31 900 $89,000 0
   WFA of San Diego LLC 163 - 2023-09-30 600 $53,000 0
   CLEAR INVESTMENT RESEARCH LLC 111 - 2023-12-31 460 $45,000 0
   KENFARB & CO. 142 - 2023-09-30 459 $41,000 0
   Gould Capital LLC 99 - 2023-12-31 360 $36,000 0
   Glass Jacobson Investment Advisors llc 399 - 2024-03-31 374 $35,000 0
   Rosenberg Matthew Hamilton 480 - 2024-03-31 357 $33,000 0
   Focused Wealth Management Inc 369 - 2023-12-31 310 $31,000 0
   Ambassador Advisors LLC 206 - 2023-12-31 299 $28,000 0
   LOGAN CAPITAL MANAGEMENT INC 370 - 2023-12-31 270 $27,000 0
   PSI Advisors LLC 380 - 2024-03-31 230 $22,000 0
   Core Wealth Advisors Inc. 139 - 2023-12-31 201 $20,000 0
   Ariel Capital Advisors LLC 215 - 2023-12-31 190 $19,000 0
   BARRETT & COMPANY INC. 368 - 2024-03-31 200 $19,000 0
   Signature Resources Capital Management LLC 159 - 2024-03-31 171 $17,000 0
   SIGNATUREFD, LLC 2009 - 2023-12-31 173 $17,000 0
   EPG Wealth Management LLC 358 - 2023-12-31 152 $14,000 0
   DEUTSCHE BANK AG 3402 - 2023-12-31 142 $14,000 0
   CKW FINANCIAL GROUP 176 - 2024-03-31 116 $11,000 0
   Beacon Capital Management LLC 555 - 2023-12-31 99 $9,000 0
   Steward Financial Group LLC 413 - 2023-09-30 106 $9,000 0
   BANGOR SAVINGS BANK 416 - 2024-03-31 91 $9,000 0
   Addison Advisors LLC 547 - 2023-12-31 62 $6,000 0
   Insight Financial Services 89 - 2024-03-31 50 $5,000 0
   Versant Capital Management Inc 1076 - 2024-03-31 46 $4,000 0
   JOHNSON FINANCIAL GROUP, INC. 724 - 2023-12-31 43 $4,000 0
   BARTLETT & CO. LLC 1063 - 2023-12-31 45 $4,000 0
   Jackson Hole Capital Partners LLC 262 - 2023-12-31 41 $4,000 0
   MORRIS FINANCIAL CONCEPTS INC. 152 - 2024-03-31 40 $4,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1073 - 2023-12-31 45 $4,000 0
   OAK HARBOR WEALTH PARTNERS LLC 221 - 2024-03-31 23 $2,000 0
   Lumature Wealth Partners LLC 359 - 2023-06-30 19 $2,000 0
   Key Financial Inc 1096 - 2023-12-31 18 $2,000 0
   Dougherty Wealth Advisers LLC 109 - 2024-03-31 7 $1,000 0
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 185 - 2023-12-31 6 $1,000 0
   JJJ Advisors Inc. 995 - 2024-03-31 12 $1,000 0
   Nalls Sherbakoff Group LLC 412 - 2023-12-31 9 $1,000 0
   Eagle Bay Advisors LLC 788 - 2023-12-31 1 $0 0
   DHJJ Financial Advisors Ltd. 687 - 2024-03-31 3 $0 0
   CONTRAVISORY RESEARCH & MANAGEMENT CORP. 367 - 2024-03-31 3 $0 0
   Axiom Investment Management LLC 413 *Closed 2022-12-31 0 $0 0
   IAG Wealth Partners LLC 481 - 2024-03-31 0 $0 0
   Gordian Capital Singapore Pte Ltd 105 - 2023-12-31 1 $0 0
  84 Records found
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