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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SAPIENT CAPITAL LLC 370 *Closed 2024-03-31 0 $0 -2,419
   COWEN AND COMPANY LLC 501 *Closed 2023-12-31 0 $0 -31,600
   SPRINGBOK CAPITAL MANAGEMENT LLC 971 *Closed 2023-12-31 0 $0 -3,368
   CIBC WORLD MARKETS CORP 728 *Closed 2023-12-31 0 $0 -1,000,000
   Hamilton Wealth LLC 95 *Closed 2023-12-31 0 $0 -3,665
   DISCOVERY CAPITAL MANAGEMENT LLC 53 *Closed 2023-12-31 0 $0 -22,850
   SPINNAKER TRUST 268 *Closed 2023-12-31 0 $0 -372,097
   SEABRIDGE INVESTMENT ADVISORS LLC *Closed 2023-12-31 0 $0 -34,619
   STATE TREASURER STATE OF MICHIGAN 960 *Closed 2024-03-31 0 $0 -200,000
   FIRST HAWAIIAN BANK 734 *Closed 2024-03-31 0 $0 -5,350
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 880 *Closed 2023-12-31 0 $0 -228,474
   Day & Ennis LLC 123 *Closed 2023-12-31 0 $0 -9,265
   Private Portfolio Partners LLC 261 *Closed 2023-12-31 0 $0 -7,425
   Worth Asset Management LLC 120 *Closed 2024-03-31 0 $0 -3,027
   IMPALA ASSET MANAGEMENT LLC 16 *Closed 2023-12-31 0 $0 -26,000
   RENAISSANCE TECHNOLOGIES LLC 3869 *Closed 2023-12-31 0 $0 -145,100
   INVESTMENT HOUSE LLC 193 *Closed 2023-12-31 0 $0 -17,042
   Bridge Advisory LLC 112 *Closed 2024-03-31 0 $0 -2,715
   Smith Anglin Financial LLC 202 *Closed 2024-03-31 0 $0 -3,325
   ESSEX FINANCIAL SERVICES INC 542 *Closed 2024-03-31 0 $0 -3,739
   Delphia (USA) Inc. 2 *Closed 2023-12-31 0 $0 -2,771
   TRANSATLANTIQUE PRIVATE WEALTH LLC 217 *Closed 2023-12-31 0 $0 -5,591
   W.H. Cornerstone Investments Inc. 132 *Closed 2023-12-31 0 $0 -6,438
   Clientfirst Wealth Management LLC 33 *Closed 2023-09-30 0 $0 -2,000
   HHM Wealth Advisors LLC 719 *Closed 2023-12-31 0 $0 -24
   TOMPKINS FINANCIAL CORP 635 *Closed 2024-03-31 0 $0 -32
   BAILARD BIEHL & KAISER INC 730 *Closed 2023-12-31 0 $0 -39,861
   AJ WEALTH STRATEGIES LLC 300 *Closed 2023-06-30 0 $0 -19,131
   First Command Advisory Services Inc. 463 *Closed 2023-12-31 0 $0 -14
   Arlington Trust Co LLC 597 *Closed 2024-03-31 0 $0 -11
   Migdal Insurance & Financial Holdings Ltd. 480 *Closed 2023-12-31 0 $0 -700
   Centiva Capital LP 1264 *Closed 2023-12-31 0 $0 -21,400
   Burns Matteson Capital Management LLC 137 *Closed 2023-12-31 0 $0 -2,478
   Magnus Financial Group LLC 289 *Closed 2023-12-31 0 $0 -33,508
   Truxt Investmentos Ltda. 9 *Closed 2023-12-31 0 $0 -100,000
   Eschler Asset Management LLP 84 *Closed 2023-12-31 0 $0 -15,900
   CAMELOT PORTFOLIOS, LLC *Closed 2023-12-31 0 $0 -14,200
   Heirloom Wealth Management 54 *Closed 2024-03-31 0 $0 -6,538
   Bellecapital International Ltd. *Closed 2023-12-31 0 $0 -4,464
   MEDICI CAPITAL LLC 8 *Closed 2023-12-31 0 $0 -121,600
   NewEdge Wealth LLC 735 *Closed 2023-12-31 0 $0 -17,260
   Hunting Hill Global Capital LLC 88 *Closed 2023-12-31 0 $0 -5,792
   IAMS WEALTH MANAGEMENT LLC 115 *Closed 2024-03-31 0 $0 -10,164
   BP WEALTH MANAGEMENT LLC 891 *Closed 2023-12-31 0 $0 -3,793
   Great Lakes Retirement Inc. 221 *Closed 2023-12-31 0 $0 -13,693
   TRELLUS MANAGEMENT COMPANY LLC 64 *Closed 2023-09-30 0 $0 -35,000
   IPG Investment Advisors LLC 196 *Closed 2023-12-31 0 $0 -5,125
   Security National Bank 319 *Closed 2024-03-31 0 $0 -149
   V Wealth ManagementLLC 258 *Closed 2023-09-30 0 $0 -5,233
   HB Wealth Management LLC 814 *Closed 2023-12-31 0 $0 -4,554
   VALLEY FINANCIAL MANAGEMENT INC. 44 *Closed 2023-06-30 0 $0 -23,518
   PHILLIPS FINANCIAL MANAGEMENT LLC 259 *Closed 2024-03-31 0 $0 -20
   Authentikos Wealth Advisory LLC 247 *Closed 2023-12-31 0 $0 -7,695
   Capstone Financial Advisors Inc. 160 *Closed 2023-12-31 0 $0 -7,663
   SOROS FUND MANAGEMENT LLC -- Notable Guru -- 136 *Closed 2023-12-31 0 $0 -275,000
   GARETH MORGAN INVESTMENTS LIMITED PARTNERSHIP 24 *Closed 2023-12-31 0 $0 -31,986
   TCP Asset Management LLC 82 *Closed 2024-03-31 0 $0 -56,780
   Moisand Fitzgerald Tamayo LLC 584 *Closed 2024-03-31 0 $0 -106
   INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 37 *Closed 2023-12-31 0 $0 -38,403
   CARLSON CAPITAL L P 133 *Closed 2023-12-31 0 $0 -64,300
   THOMAS J. HERZFELD ADVISORS, INC. 191 *Closed 2023-12-31 0 $0 -67,500
   Walleye Trading Advisors LLC 2153 *Closed 2023-12-31 0 $0 -3,494
   ICON ADVISERS INC/CO 163 *Closed 2023-12-31 0 $0 -10,116
   Nicholas Hoffman & Company LLC. 294 *Closed 2024-03-31 0 $0 -2,124
   Briaud Financial Planning Inc 125 *Closed 2023-12-31 0 $0 -7,448
   CAAS CAPITAL MANAGEMENT LP 145 *Closed 2024-03-31 0 $0 -12,208
   BMS Financial Advisors LLC 125 *Closed 2023-06-30 0 $0 -2,299
   ALLIANZ ASSET MANAGEMENT AG 1643 *Closed 2023-12-31 0 $0 -9,600
   Ten Capital Wealth Advisors LLC 294 *Closed 2023-06-30 0 $0 -11
   Warberg Asset Management LLC 145 *Closed 2023-12-31 0 $0 -12,500
   Black Swift Group LLC *Closed 2023-12-31 0 $0 -20,000
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1553 *Closed 2024-03-31 0 $0 -28,582
   Affiance Financial LLC 101 *Closed 2024-03-31 0 $0 -15,918
   State of Tennessee Treasury Department 1673 *Closed 2023-12-31 0 $0 -34,300
   MRP Capital Investments LLC 161 *Closed 2023-12-31 0 $0 -3,000
   BANK OF NOVA SCOTIA / 1001 *Closed 2023-12-31 0 $0 -789,000
   Lehman & Derafelo Financial Resources LLC 199 *Closed 2022-12-31 0 $0 -980
   Sound View Wealth Advisors Group LLC 384 *Closed 2023-12-31 0 $0 -8,285
   OXFORD FINANCIAL GROUP LTD 306 *Closed 2023-12-31 0 $0 -341
   GOFEN & GLOSSBERG LLC /IL/ 541 *Closed 2022-12-31 0 $0 -4,631
   Riggs Asset Managment Co. Inc. 421 *Closed 2023-12-31 0 $0 -237
   Hibernia Wealth Partners LLC 266 *Closed 2023-12-31 0 $0 -17
   Private Wealth Advisors LLC *Closed 2023-12-31 0 $0 -54,327
   TRUEPOINT, INC. 253 *Closed 2023-12-31 0 $0 -4,437
   QUANTLAB CAPITAL MANAGEMENT LTD 48 *Closed 2023-12-31 0 $0 -3,101
   Independent Wealth Network Inc. 157 *Closed 2024-03-31 0 $0 -4,906
   PATHSTONE FAMILY OFFICE, LLC 1679 *Closed 2023-09-30 0 $0 -3,923
   Peak Asset Management LLC 142 *Closed 2023-12-31 0 $0 -58,104
   Retirement Income Solutions Inc 144 *Closed 2023-12-31 0 $0 -5,783
   Kaydan Wealth Management Inc. 109 *Closed 2024-03-31 0 $0 -162,785
   Kovack Advisors Inc. 512 *Closed 2024-03-31 0 $0 -4,010
   MEEDER ASSET MANAGEMENT INC *Closed 2023-12-31 0 $0 -3,080
   Empire Life Investments Inc. 99 *Closed 2023-12-31 0 $0 -737
   CYPRESS CAPITAL MANAGEMENT LLC 138 *Closed 2022-12-31 0 $0 -2,480
   HANCOCK HOLDING CO 634 *Closed 2023-12-31 0 $0 -4,667
   McGlone Suttner Wealth Management Inc. 712 *Closed 2024-03-31 0 $0 -72
   FIRST MANHATTAN CO 1575 *Closed 2023-12-31 0 $0 -2,000
   BEDELL INVESTMENT COUNSELLING 89 *Closed 2023-12-31 0 $0 -8,252
   COLUMBIA ADVISORY PARTNERS LLC 56 *Closed 2024-03-31 0 $0 -6,689
   BLUEFIN CAPITAL MANAGEMENT LLC 132 *Closed 2023-12-31 0 $0 -14,100
  100 Records found
  1    
  Page 1 of 1
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