Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / 20+ YEAR TR BD
-
Total 13F shares
-
10,465,773
-
Share change
-
+3,003,827
-
Total reported value
-
$279,671,749
-
Price per share
-
$27.00
-
Number of holders
-
74
-
Value change
-
+$79,775,939
-
Number of buys
-
49
-
Number of sells
-
24
Institutional Holders of ISHARES TR - 20+ YEAR TR BD (TLTW) as of Q3 2024
As of 30 Sep 2024,
ISHARES TR - 20+ YEAR TR BD (TLTW) was held by
74 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
10,465,773 shares.
The largest 10 holders included
TRAPHAGEN INVESTMENT ADVISORS LLC, FRANKLIN RESOURCES INC, LPL Financial LLC, BANK OF AMERICA CORP /DE/, MML INVESTORS SERVICES, LLC, ENVESTNET ASSET MANAGEMENT INC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Sanctuary Advisors, LLC, FWG Holdings, LLC, and WealthShield Partners, LLC.
This page lists
74
institutional shareholders reporting positions in this security
for the Q3 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.