Institutional Ownership Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT). We have compiled data on the 1,372 institutions that hold shares in the stock, with a total of 401 Million shares, which have been reported (via 13F filing form) to have a value of $35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
103,444
shares
|
$9.03 Million
1.0% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
103,212
shares
|
$9.01 Million
0.06% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
102,919
shares
|
$8.98 Million
1.45% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
102,279
shares
|
$8.93 Million
2.65% of portfolio
|
Q2 2025
Reduced 27.66%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
100,000
shares
|
$8.73 Million
2.17% of portfolio
|
Q2 2025
Reduced 35.87%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
96,551
shares
|
$8.43 Million
0.23% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
96,221
shares
|
$8.4 Million
1.76% of portfolio
|
Q2 2025
Reduced 40.74%
|
|
|
Basswood Capital Management, L.L.C.
New York, NY |
Aug 14, 2025 Q2 2025 |
96,154
shares
|
$8.39 Million
0.4% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
95,438
shares
|
$8.33 Million
0.03% of portfolio
|
Q2 2025
Reduced 62.54%
|
|
|
Timelo Investment Management Inc.
|
Aug 05, 2025 Q2 2025 |
95,000
shares
|
$8.29 Million
11.95% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
94,139
shares
|
$8.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 26.0%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
93,633
shares
|
$8.17 Million
0.12% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
93,588
shares
|
$8.17 Million
0.2% of portfolio
|
Q2 2025
Reduced 87.04%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
93,501
shares
|
$8.16 Million
0.48% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
91,916
shares
|
$8.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 42.41%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
91,692
shares
|
$8 Million
0.03% of portfolio
|
Q2 2025
Added 18.66%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
91,079
shares
|
$7.95 Million
0.2% of portfolio
|
Q2 2025
Reduced 77.49%
|
|
|
Rezny Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
90,479
shares
|
$7.9 Million
1.83% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
90,316
shares
|
$7.88 Million
0.67% of portfolio
|
Q2 2025
Added 23.73%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
90,123
shares
|
$7.87 Million
2.96% of portfolio
|
Q2 2025
New holding
|
|
|
Terrapin Asset Management, LLC
Miami, FL |
Nov 14, 2023 Q3 2023 |
90,000
shares
|
$7.86 Million
9.09% of portfolio
|
Q3 2023
Added 125.0%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
88,782
shares
|
$7.75 Million
0.13% of portfolio
|
Q2 2025
Reduced 12.55%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
88,639
shares
|
$7.74 Million
1.09% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
87,589
shares
|
$7.65 Million
5.61% of portfolio
|
Q2 2025
Added 12.2%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
87,324
shares
|
$7.62 Million
0.03% of portfolio
|
Q2 2025
Reduced 23.18%
|