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 |
|---|---|---|---|---|---|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
86,418
shares
|
$7.54 Million
0.43% of portfolio
|
Q2 2025
Reduced 43.11%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Aug 05, 2025 Q2 2025 |
85,565
shares
|
$7.47 Million
4.68% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
85,211
shares
|
$7.44 Million
1.13% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
84,208
shares
|
$7.35 Million
0.28% of portfolio
|
Q2 2025
Reduced 32.51%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
84,190
shares
|
$7.35 Million
2.17% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
83,962
shares
|
$7.33 Million
0.02% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
83,320
shares
|
$7.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.65%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
82,764
shares
|
$7.22 Million
0.63% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
81,161
shares
|
$7.08 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
U S Wealth Group, Llc.
Woodbury, NY |
Aug 15, 2025 Q2 2025 |
80,993
shares
|
$7.07 Million
5.57% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
80,955
shares
|
$7.07 Million
0.68% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
80,200
shares
|
$7 Million
0.76% of portfolio
|
Q2 2025
Added 633.83%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
80,185
shares
|
$7 Million
3.59% of portfolio
|
Q2 2025
Added 11.45%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
79,944
shares
|
$6.98 Million
3.37% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
79,868
shares
|
$6.97 Million
5.08% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
78,726
shares
|
$6.87 Million
0.15% of portfolio
|
Q2 2025
Reduced 78.31%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
78,373
shares
|
$6.84 Million
4.04% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
78,265
shares
|
$6.83 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
77,583
shares
|
$6.77 Million
0.07% of portfolio
|
Q2 2025
Added 16.16%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
77,310
shares
|
$6.75 Million
5.76% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
77,116
shares
|
$6.73 Million
1.31% of portfolio
|
Q2 2025
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
77,083
shares
|
$6.73 Million
3.65% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
76,957
shares
|
$6.72 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
76,135
shares
|
$6.65 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
76,105
shares
|
$6.64 Million
0.01% of portfolio
|
Q2 2025
Reduced 53.82%
|