Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / 20+ YEAR TR BD
-
Total 13F shares
-
11,559,196
-
Share change
-
+2,251,817
-
Total reported value
-
$277,998,840
-
Price per share
-
$24.06
-
Number of holders
-
79
-
Value change
-
+$54,226,436
-
Number of buys
-
52
-
Number of sells
-
28
Institutional Holders of ISHARES TR - 20+ YEAR TR BD (TLTW) as of Q1 2025
As of 31 Mar 2025,
ISHARES TR - 20+ YEAR TR BD (TLTW) was held by
79 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
11,559,196 shares.
The largest 10 holders included
TRAPHAGEN INVESTMENT ADVISORS LLC, FRANKLIN RESOURCES INC, BANK OF AMERICA CORP /DE/, ENVESTNET ASSET MANAGEMENT INC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Sanctuary Advisors, LLC, LPL Financial LLC, Cetera Investment Advisers, Columbus Macro, LLC, and Cambridge Investment Research Advisors, Inc..
This page lists
81
institutional shareholders reporting positions in this security
for the Q1 2025 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.