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 |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
74,564
shares
|
$6.51 Million
0.01% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
74,449
shares
|
$6.5 Million
0.28% of portfolio
|
Q2 2025
Added 45.94%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
74,152
shares
|
$6.47 Million
0.02% of portfolio
|
Q2 2025
Reduced 16.63%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
73,895
shares
|
$6.45 Million
5.02% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
73,790
shares
|
$6.44 Million
1.52% of portfolio
|
Q4 2023
New holding
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
73,695
shares
|
$6.43 Million
0.17% of portfolio
|
Q2 2025
Added 63.86%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
73,657
shares
|
$6.43 Million
4.47% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
73,462
shares
|
$6.41 Million
0.37% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
73,318
shares
|
$6.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 15.51%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
73,185
shares
|
$6.39 Million
0.01% of portfolio
|
Q2 2025
Reduced 51.33%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
72,817
shares
|
$6.36 Million
1.92% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
72,764
shares
|
$6.35 Million
0.5% of portfolio
|
Q2 2025
Reduced 44.5%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
70,948
shares
|
$6.19 Million
0.38% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
70,889
shares
|
$6.19 Million
1.54% of portfolio
|
Q2 2025
Added 48.62%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
69,683
shares
|
$6.08 Million
0.25% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
69,290
shares
|
$6.05 Million
1.85% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
69,162
shares
|
$6.04 Million
0.3% of portfolio
|
Q3 2022
Reduced 7.4%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
68,657
shares
|
$5.99 Million
0.47% of portfolio
|
Q2 2025
Added 131.04%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
68,150
shares
|
$5.95 Million
1.66% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
67,890
shares
|
$5.93 Million
1.28% of portfolio
|
Q2 2025
Reduced 42.82%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
67,719
shares
|
$5.91 Million
1.71% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Pariax, LLC
|
Feb 14, 2024 Q4 2023 |
67,715
shares
|
$5.91 Million
15.11% of portfolio
|
Q4 2023
Added 29.79%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
67,159
shares
|
$5.86 Million
2.91% of portfolio
|
Q2 2025
Added 22.64%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
66,801
shares
|
$5.83 Million
2.93% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
66,695
shares
|
$5.82 Million
0.49% of portfolio
|
Q3 2023
New holding
|