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 1,418 institutions that hold shares in the stock, with a total of 399 Million shares, which have been reported (via 13F filing form) to have a value of $35.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Feb 13, 2025 Q4 2024 |
110,000
shares
|
$9.92 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
109,346
shares
|
$9.86 Million
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
107,973
shares
|
$9.74 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
107,020
shares
|
$9.65 Million
1.08% of portfolio
|
Q3 2023
Added 282.75%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
105,181
shares
|
$9.49 Million
9.08% of portfolio
|
Q1 2025
Added 13.69%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
105,140
shares
|
$9.48 Million
0.11% of portfolio
|
Q4 2024
Added 51.46%
|
|
|
Timelo Investment Management Inc.
|
Feb 13, 2025 Q4 2024 |
105,000
shares
|
$9.47 Million
6.46% of portfolio
|
Q4 2024
New holding
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
104,228
shares
|
$9.4 Million
0.09% of portfolio
|
Q4 2024
Added 86.51%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
104,130
shares
|
$9.39 Million
0.95% of portfolio
|
Q1 2025
Added 17.86%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Feb 14, 2025 Q4 2024 |
103,259
shares
|
$9.31 Million
13.76% of portfolio
|
Q4 2024
Reduced 47.2%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
102,708
shares
|
$9.26 Million
1.13% of portfolio
|
Q1 2025
Added 16.2%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
102,366
shares
|
$9.23 Million
0.28% of portfolio
|
Q1 2025
Reduced 15.77%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
101,452
shares
|
$9.15 Million
0.03% of portfolio
|
Q4 2024
Reduced 57.86%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
100,620
shares
|
$9.08 Million
0.02% of portfolio
|
Q1 2025
Added 32.61%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
100,496
shares
|
$9.06 Million
0.01% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
100,460
shares
|
$9.06 Million
0.04% of portfolio
|
Q4 2024
Reduced 39.45%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Apr 24, 2025 Q1 2025 |
100,293
shares
|
$9.05 Million
1.58% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Apr 22, 2025 Q1 2025 |
100,197
shares
|
$9.04 Million
1.24% of portfolio
|
Q1 2025
New holding
|
|
|
Rezny Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
100,004
shares
|
$9.02 Million
2.17% of portfolio
|
Q4 2024
Added 65.42%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
100,000
shares
|
$9.02 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
99,810
shares
|
$9 Million
0.13% of portfolio
|
Q4 2024
Reduced 56.93%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
99,787
shares
|
$9 Million
0.19% of portfolio
|
Q4 2024
Reduced 32.11%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
98,890
shares
|
$8.92 Million
1.05% of portfolio
|
Q4 2024
Added 7.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
97,464
shares
|
$8.79 Million
0.02% of portfolio
|
Q4 2024
Reduced 35.51%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
97,459
shares
|
$8.79 Million
0.68% of portfolio
|
Q4 2024
Added 5.54%
|