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 |
|---|---|---|---|---|---|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
82,889
shares
|
$7.48 Million
0.94% of portfolio
|
Q4 2024
Reduced 27.09%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
82,719
shares
|
$7.46 Million
0.77% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
82,573
shares
|
$7.45 Million
3.56% of portfolio
|
Q4 2024
Reduced 11.17%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
82,506
shares
|
$7.44 Million
0.36% of portfolio
|
Q4 2024
Added 49.67%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Apr 15, 2025 Q1 2025 |
82,353
shares
|
$7.43 Million
5.81% of portfolio
|
Q1 2025
Reduced 14.09%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
82,323
shares
|
$7.43 Million
0.08% of portfolio
|
Q4 2024
Reduced 64.58%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
81,133
shares
|
$7.32 Million
3.22% of portfolio
|
Q4 2024
Reduced 26.7%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
80,793
shares
|
$7.29 Million
3.03% of portfolio
|
Q4 2024
New holding
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Apr 25, 2025 Q1 2025 |
80,733
shares
|
$7.28 Million
2.62% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
80,634
shares
|
$7.27 Million
3.47% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Bay Rivers Group
|
Apr 10, 2025 Q1 2025 |
80,475
shares
|
$7.26 Million
3.94% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
80,095
shares
|
$7.22 Million
4.39% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
78,373
shares
|
$7.07 Million
4.04% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Apr 09, 2025 Q1 2025 |
78,068
shares
|
$7.04 Million
4.92% of portfolio
|
Q1 2025
Added 16.79%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
78,020
shares
|
$7.04 Million
1.62% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
77,663
shares
|
$7.01 Million
0.11% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
77,473
shares
|
$6.99 Million
0.32% of portfolio
|
Q4 2024
Added 39.3%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
77,310
shares
|
$6.97 Million
5.76% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
77,271
shares
|
$6.97 Million
0.03% of portfolio
|
Q1 2025
Added 40.85%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
76,980
shares
|
$6.94 Million
0.24% of portfolio
|
Q4 2024
Added 99.96%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
76,874
shares
|
$6.93 Million
5.52% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
Feb 11, 2025 Q4 2024 |
76,000
shares
|
$6.86 Million
2.33% of portfolio
|
Q4 2024
New holding
|
|
|
Credit Agricole S A
|
Feb 14, 2025 Q4 2024 |
75,788
shares
|
$6.84 Million
0.02% of portfolio
|
Q4 2024
Added 2879.09%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
75,677
shares
|
$6.83 Million
1.44% of portfolio
|
Q4 2024
Added 14.13%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
75,316
shares
|
$6.79 Million
0.43% of portfolio
|
Q4 2024
Added 0.5%
|