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 |
|---|---|---|---|---|---|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
59,367
shares
|
$5.18 Million
1.02% of portfolio
|
Q2 2025
Added 29.19%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
58,656
shares
|
$5.12 Million
0.15% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
58,225
shares
|
$5.08 Million
0.2% of portfolio
|
Q2 2025
Reduced 11.88%
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Jul 09, 2025 Q2 2025 |
58,131
shares
|
$5.07 Million
7.82% of portfolio
|
Q2 2025
New holding
|
|
|
Sun Life Financial Inc
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
57,700
shares
|
$5.04 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Aug 14, 2025 Q2 2025 |
57,295
shares
|
$5 Million
1.9% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Refined Wealth Management
|
Jul 17, 2025 Q2 2025 |
57,026
shares
|
$4.98 Million
3.53% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
56,952
shares
|
$4.97 Million
0.16% of portfolio
|
Q2 2025
Added 22.28%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Aug 13, 2025 Q2 2025 |
56,581
shares
|
$4.94 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
May 13, 2025 Q1 2025 |
55,900
shares
|
$4.88 Million
4.82% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
55,383
shares
|
$4.83 Million
1.6% of portfolio
|
Q2 2025
Added 74.88%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
55,153
shares
|
$4.81 Million
0.18% of portfolio
|
Q2 2025
Added 76.33%
|
|
|
Hixon Zuercher, LLC
|
Jul 31, 2025 Q2 2025 |
54,914
shares
|
$4.79 Million
1.59% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
54,502
shares
|
$4.76 Million
0.0% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
53,716
shares
|
$4.69 Million
0.13% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
53,633
shares
|
$4.68 Million
0.01% of portfolio
|
Q2 2025
Added 1026.74%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Aug 11, 2025 Q2 2025 |
53,600
shares
|
$4.68 Million
4.87% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Lmr Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
53,446
shares
|
$4.67 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
52,737
shares
|
$4.6 Million
0.96% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Investment House LLC
Las Vegas, NV |
Aug 14, 2025 Q2 2025 |
52,670
shares
|
$4.6 Million
0.24% of portfolio
|
Q2 2025
Added 111.2%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
52,457
shares
|
$4.58 Million
0.13% of portfolio
|
Q2 2025
Reduced 12.89%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
52,349
shares
|
$4.57 Million
0.17% of portfolio
|
Q2 2025
Added 53.79%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
52,307
shares
|
$4.57 Million
1.77% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
52,264
shares
|
$4.56 Million
0.31% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Aug 12, 2025 Q2 2025 |
51,941
shares
|
$4.53 Million
4.22% of portfolio
|
Q2 2025
Reduced 3.34%
|