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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
   BANK OF AMERICA CORP /DE/ 32 - 2023-12-31 48,085,680 $4,754,712,000 -688,293
   MORGAN STANLEY 54 - 2023-12-31 38,460,193 $3,802,944,000 -1,004,184
   Nan Shan Life Insurance Co. Ltd. 1 - 2023-12-31 3,913,679 $386,985,000 -111,000
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 16 - 2023-12-31 3,714,412 $367,281,000 -8,658,178
   MACKENZIE FINANCIAL CORP 79 - 2023-12-31 2,216,900 $219,207,000 -638,100
   ROYAL BANK OF CANADA 299 - 2023-12-31 2,162,271 $213,807,000 -416,876
   RAYMOND JAMES & ASSOCIATES 156 - 2024-03-31 1,869,681 $176,909,000 -135,462
   CITADEL ADVISORS LLC 118 - 2023-12-31 1,748,519 $172,894,000 -1,546,645
   Maxi Investments CY Ltd 1 - 2023-12-31 1,262,323 $124,818,000 -213,553
   BANK OF NEW YORK MELLON CORP 569 - 2024-03-31 1,276,923 $120,822,000 -171,591
   CWM LLC 33 - 2024-03-31 1,169,938 $110,700,000 -86,270
   MML INVESTORS SERVICES LLC 32 - 2023-12-31 1,007,332 $99,605,000 -41,329
   US BANCORP 136 - 2023-12-31 878,146 $86,835,000 -47,740
   PARK AVENUE SECURITIES LLC 14 - 2024-03-31 842,981 $79,763,000 -171,876
   AE Wealth Management LLC 41 - 2023-12-31 804,043 $75,403,000 -225,206
   CITIGROUP INC 205 - 2023-12-31 759,121 $75,062,000 -5,182,365
   MANUFACTURERES LIFE INSURANCE CO 263 - 2023-12-31 705,198 $69,729,000 -919,512
   SCHRODER INVESTMENT MANAGEMENT GROUP 218 - 2023-12-31 657,918 $65,055,000 -46,560
   AIA Group Ltd 4 - 2023-12-31 615,741 $60,884,000 -108,084
   Cetera Investment Advisers 33 - 2023-12-31 571,468 $56,507,000 -206,184
   CI INVESTMENTS INC 84 - 2023-12-31 556,307 $55,008,000 -593,382
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 30 - 2023-12-31 480,549 $47,524,000 -79,059
   CAPTRUST FINANCIAL ADVISORS 139 - 2023-12-31 418,611 $41,392,000 -1,289,348
   PRUDENTIAL CORP PLC 32 - 2023-12-31 411,588 $40,698,000 -262,705
   GM Advisory Group Inc. 11 - 2023-12-31 397,161 $39,271,000 -5,147
   Jordan Park Group LLC 11 - 2023-12-31 333,731 $32,999,000 -1,120,446
   Goss Wealth Management LLC 80 - 2023-12-31 322,807 $31,373,000 -74,290
   Crestone Asset Management LLC 6 - 2024-03-31 308,928 $29,231,000 -14,000
   Scarborough Advisors LLC 4 - 2023-12-31 280,166 $27,703,000 -12,265
   NEW HARBOR FINANCIAL GROUP, LLC - 2023-12-31 244,696 $24,196,000 -311,990
   Cadence Wealth Management LLC 1 - 2023-12-31 235,914 $23,327,000 -64,421
   MARSHALL WACE LLP 392 - 2023-12-31 213,036 $21,065,000 -23,520
   AMERICAN ASSET MANAGEMENT INC. 2 - 2024-03-31 212,774 $20,133,000 -38
   One Day In July LLC 12 - 2024-03-31 209,876 $19,858,000 -98,251
   LOMBARD ODIER ASSET MANAGEMENT (USA) CORP 3 - 2023-12-31 200,000 $19,776,000 -299,900
   Brookstone Capital Management 70 - 2024-03-31 197,680 $18,704,000 -4,404
   MAIN STREET RESEARCH LLC 38 - 2023-12-31 188,901 $18,679,000 -577
   Horst & Graben Wealth Management LLC 7 - 2024-03-31 190,248 $18,001,000 -23,388
   PROSPERA FINANCIAL SERVICES 31 - 2023-12-31 177,424 $17,544,000 -775
   IMCCHICAGO, LLC 24 - 2024-03-31 171,900 $16,265,000 -541,848
   IHT Wealth Management LLC 22 - 2023-12-31 162,403 $16,058,000 -68,870
   PRUDENTIAL FINANCIAL INC 517 - 2023-12-31 154,037 $15,231,000 -9,913
   LEUCADIA NATIONAL CORP -- Notable Guru -- 70 - 2023-12-31 146,405 $14,477,000 -122,054
   SINECERA CAPITAL LLC 1 - 2024-03-31 148,453 $14,467,000 -33,811
   ADVISORY SERVICES NETWORK, LLC 51 - 2023-12-31 139,506 $13,794,000 -8,960
   Strategic Investment Advisors / MI 13 - 2024-03-31 143,273 $13,556,000 -121,004
   BCJ Capital Management LLC 23 - 2023-12-31 130,214 $12,876,000 -17,518
   TAP Consulting LLC 6 - 2024-03-31 127,652 $12,078,000 -30,641
   Commonwealth Financial Services LLC 9 - 2023-12-31 122,002 $12,064,000 -7,688
   Sharkey Howes & Javer 12 - 2024-03-31 117,519 $11,120,000 -1,834
   FIRST NATIONAL CORP /MA/ /ADV 10 - 2024-03-31 110,085 $10,885,000 -265
   JANNEY CAPITAL MANAGEMENT LLC 58 - 2023-12-31 109,910 $10,868,000 -3,848
   Baird Financial Group Inc. 444 - 2023-12-31 105,845 $10,466,000 -54,353
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 99,901 $9,878,000 -555
   Ground Swell Capital LLC 1 - 2023-12-31 96,122 $9,505,000 -326,428
   NATIXIS 212 - 2023-12-31 91,940 $9,091,000 -22,620
   SUNRISE PARTNERS LLC /CT 7 - 2023-12-31 90,000 $8,899,000 -158,727
   PROEQUITIES INC. 28 - 2023-12-31 84,478 $8,353,000 -3,535
   FIRST TRUST ADVISORS LP 1058 - 2023-12-31 83,520 $8,258,000 -233
   Full Sail Capital LLC 48 - 2023-12-31 76,432 $7,558,000 -53,560
   Austin Private Wealth LLC 25 - 2024-03-31 81,652 $7,514,000 -15,428
   OLD MISSION CAPITAL LLC 83 - 2023-12-31 74,833 $7,399,000 -150,118
   Fermata Advisors LLC 17 - 2024-03-31 75,243 $7,119,000 -45,743
   Fullerton Fund Management Co Ltd 45 - 2023-12-31 70,919 $7,012,000 -59,800
   Rehmann Capital Advisory Group 31 - 2023-12-31 70,156 $6,937,000 -5,056
   One Wealth Advisors LLC 24 - 2024-03-31 71,606 $6,775,000 -6,476
   ShoreHaven Wealth Partners LLC 4 - 2023-12-31 62,613 $6,191,000 -2,767
   CI Private Wealth LLC 641 - 2023-12-31 61,772 $6,108,000 -25,400
   CoreCap Advisors LLC 54 - 2023-12-31 59,782 $5,911,000 -9,554
   Lauer Wealth LLC 8 - 2024-03-31 64,727 $5,813,000 -5,158
   AXXCESS WEALTH MANAGEMENT LLC 118 - 2023-12-31 57,995 $5,735,000 -7,544
   RFG Advisory Group LLC 93 - 2024-03-31 57,988 $5,487,000 -5,231
   Stratos Wealth Advisors LLC 79 - 2024-03-31 57,138 $5,406,000 -8,702
   Ahrens Investment Partners LLC 8 - 2023-03-31 49,223 $5,236,000 -6,893
   Stone House Investment Management LLC 14 - 2023-12-31 52,553 $5,196,000 -3,649
   Retirement Group LLC 13 - 2023-12-31 51,257 $5,068,000 -55,421
   AllGen Financial Advisors Inc. 13 - 2024-03-31 51,887 $4,910,000 -57,323
   ACCREDITED INVESTORS INC. 41 - 2023-12-31 48,937 $4,839,000 -425,503
   Spire Wealth Management 166 - 2024-03-31 50,140 $4,744,000 -754
   PAX Financial Group LLC 28 - 2023-12-31 49,929 $4,695,000 -4,368
   Cypress Capital Management LLC (WY) 2 - 2023-12-31 47,029 $4,650,000 -2,553
   HCR Wealth Advisors 22 - 2023-12-31 46,751 $4,623,000 -11,230
   TNF LLC 17 - 2024-03-31 52,103 $4,606,000 -3,684
   SAND HILL ADVISORS INC/CA 69 - 2023-12-31 46,018 $4,550,000 -310,237
   NEUBERGER BERMAN GROUP LLC 935 - 2023-12-31 45,038 $4,453,000 -40,131
   iA Global Asset Management Inc. 197 - 2023-12-31 44,718 $4,422,000 -157,451
   ONE Advisory Partners LLC 13 - 2024-03-31 46,394 $4,390,000 -2,405
   MADISON ASSET MANAGEMENT LLC 181 - 2023-12-31 44,244 $4,375,000 -115,095
   Merit Financial Group LLC 111 - 2023-12-31 43,208 $4,272,000 -1,328
   SYNTAX RESEARCH INC. 10 - 2023-12-31 41,493 $4,103,000 -460
   FDX ADVISORS, INC. 81 - 2023-12-31 41,391 $4,093,000 -1,384
   Fortis Advisors LLC 8 - 2023-12-31 40,875 $4,042,000 -1,822
   WEDBUSH MORGAN SECURITIES INC 86 - 2023-12-31 40,329 $3,988,000 -3,485
   PRINCIPAL FINANCIAL GROUP INC 1635 - 2023-12-31 40,152 $3,970,000 -15,463
   SBB Research Group LLC 4 - 2023-09-30 43,438 $3,853,000 -13,336
   Integrated Advisors Network LLC 130 - 2023-12-31 38,948 $3,851,000 -6,408
   M HOLDINGS SECURITIES, INC. 48 - 2023-12-31 38,095 $3,767,000 -3,819
   FWL INVESTMENT MANAGEMENT LLC 18 - 2023-12-31 38,008 $3,758,000 -12,277
   NDWM LLC 6 - 2024-03-31 39,531 $3,740,000 -31,583
   Cavalier Investments 20 - 2024-03-31 39,352 $3,723,000 -28,151
  100 Records found
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