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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
66,471
shares
|
$5.8 Million
0.37% of portfolio
|
Q2 2025
Added 1517.3%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
66,158
shares
|
$5.77 Million
0.04% of portfolio
|
Q2 2025
Reduced 47.65%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
66,060
shares
|
$5.77 Million
0.01% of portfolio
|
Q1 2024
Added 24.52%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
65,500
shares
|
$5.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 82.26%
|
|
|
Navellier & Associates Inc
Reno, NV |
Aug 07, 2025 Q2 2025 |
65,443
shares
|
$5.71 Million
0.76% of portfolio
|
Q2 2025
Reduced 14.84%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
65,433
shares
|
$5.71 Million
1.87% of portfolio
|
Q2 2025
Added 26.19%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
65,084
shares
|
$5.68 Million
3.24% of portfolio
|
Q2 2025
Added 9.14%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
65,059
shares
|
$5.68 Million
2.89% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
O Donnell Financial Services, LLC
|
Jul 29, 2025 Q2 2025 |
64,836
shares
|
$5.66 Million
2.51% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
64,753
shares
|
$5.65 Million
0.31% of portfolio
|
Q2 2025
Added 200.07%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
64,093
shares
|
$5.59 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
64,003
shares
|
$5.59 Million
2.92% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
63,593
shares
|
$5.55 Million
1.47% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Aug 07, 2025 Q2 2025 |
63,469
shares
|
$5.54 Million
3.76% of portfolio
|
Q2 2025
New holding
|
|
|
Amitell Capital Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
63,000
shares
|
$5.5 Million
4.34% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
63,000
shares
|
$5.5 Million
0.69% of portfolio
|
Q2 2025
Reduced 66.22%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
62,483
shares
|
$5.45 Million
0.89% of portfolio
|
Q2 2025
Reduced 19.37%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
62,329
shares
|
$5.44 Million
0.38% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Plaisance Capital LLC
Denver, CO |
Aug 15, 2022 Q2 2022 |
61,400
shares
|
$5.36 Million
4.1% of portfolio
|
Q2 2022
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
60,959
shares
|
$5.32 Million
1.76% of portfolio
|
Q2 2025
Reduced 78.93%
|
|
|
Td Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
60,367
shares
|
$5.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 51.94%
|
|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
60,303
shares
|
$5.26 Million
2.03% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
University Of Illinois Foundation
Champaign, IL |
Aug 12, 2025 Q2 2025 |
60,161
shares
|
$5.25 Million
2.12% of portfolio
|
Q2 2025
Reduced 91.76%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
59,572
shares
|
$5.2 Million
0.28% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
59,440
shares
|
$5.19 Million
0.94% of portfolio
|
Q2 2025
Reduced 28.76%
|