Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / 20+ YEAR TR BD
-
Total 13F shares
-
9,843,449
-
Share change
-
-621,462
-
Total reported value
-
$232,327,628
-
Price per share
-
$23.52
-
Number of holders
-
85
-
Value change
-
-$15,449,393
-
Number of buys
-
50
-
Number of sells
-
36
Institutional Holders of ISHARES TR - 20+ YEAR TR BD (TLTW) as of Q4 2024
As of 31 Dec 2024,
ISHARES TR - 20+ YEAR TR BD (TLTW) was held by
85 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
9,843,449 shares.
The largest 10 holders included
TRAPHAGEN INVESTMENT ADVISORS LLC, FRANKLIN RESOURCES INC, ENVESTNET ASSET MANAGEMENT INC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, BANK OF AMERICA CORP /DE/, MML INVESTORS SERVICES, LLC, Sanctuary Advisors, LLC, LPL Financial LLC, WealthShield Partners, LLC, and Cambridge Investment Research Advisors, Inc..
This page lists
86
institutional shareholders reporting positions in this security
for the Q4 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.