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 |
|---|---|---|---|---|---|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
74,998
shares
|
$6.76 Million
0.99% of portfolio
|
Q4 2024
Added 25.41%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
74,615
shares
|
$6.73 Million
0.16% of portfolio
|
Q4 2024
Reduced 26.7%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
74,435
shares
|
$6.71 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Hollow Brook Wealth Management LLC
|
Feb 12, 2025 Q4 2024 |
74,044
shares
|
$6.68 Million
2.01% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
73,790
shares
|
$6.66 Million
1.52% of portfolio
|
Q4 2023
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
72,749
shares
|
$6.56 Million
0.26% of portfolio
|
Q4 2024
Added 24.82%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
72,204
shares
|
$6.51 Million
1.44% of portfolio
|
Q4 2024
Reduced 13.1%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
71,948
shares
|
$6.49 Million
3.59% of portfolio
|
Q1 2025
Added 10.17%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
71,843
shares
|
$6.48 Million
2.3% of portfolio
|
Q4 2024
Added 32.01%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
71,827
shares
|
$6.48 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
71,822
shares
|
$6.48 Million
1.57% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Greenland Capital Management LP
New York, NY |
Feb 13, 2025 Q4 2024 |
71,705
shares
|
$6.47 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
71,291
shares
|
$6.43 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
71,005
shares
|
$6.4 Million
2.57% of portfolio
|
Q4 2024
Added 465.06%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
70,187
shares
|
$6.33 Million
0.44% of portfolio
|
Q1 2025
Added 64.67%
|
|
|
Youngs Advisory Group, Inc.
|
Feb 13, 2025 Q4 2024 |
69,400
shares
|
$6.26 Million
2.57% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
69,162
shares
|
$6.24 Million
0.3% of portfolio
|
Q3 2022
Reduced 7.4%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
69,136
shares
|
$6.24 Million
1.26% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Mizuho Markets Americas LLC
|
Feb 11, 2025 Q4 2024 |
69,012
shares
|
$6.22 Million
0.08% of portfolio
|
Q4 2024
Reduced 40.38%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Apr 11, 2025 Q1 2025 |
68,265
shares
|
$6.16 Million
1.89% of portfolio
|
Q1 2025
Added 54.45%
|
|
|
Mariner Investment Group LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
68,000
shares
|
$6.13 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Pariax, LLC
|
Feb 14, 2024 Q4 2023 |
67,715
shares
|
$6.11 Million
15.11% of portfolio
|
Q4 2023
Added 29.79%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
67,322
shares
|
$6.07 Million
0.45% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
66,695
shares
|
$6.02 Million
0.49% of portfolio
|
Q3 2023
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
66,060
shares
|
$5.96 Million
0.01% of portfolio
|
Q1 2024
Added 24.52%
|