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 |
|---|---|---|---|---|---|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
44,180
shares
|
$3.86 Million
1.3% of portfolio
|
Q2 2025
Added 50.01%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
43,797
shares
|
$3.82 Million
0.2% of portfolio
|
Q2 2025
Added 775.94%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
43,438
shares
|
$3.79 Million
6.86% of portfolio
|
Q3 2023
Reduced 23.49%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
43,400
shares
|
$3.79 Million
1.49% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
43,284
shares
|
$3.78 Million
0.16% of portfolio
|
Q2 2025
Reduced 26.77%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
42,664
shares
|
$3.72 Million
1.51% of portfolio
|
Q1 2024
Reduced 16.76%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jul 29, 2025 Q2 2025 |
42,227
shares
|
$3.69 Million
2.39% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
42,142
shares
|
$3.68 Million
0.01% of portfolio
|
Q2 2025
Reduced 35.44%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
42,127
shares
|
$3.68 Million
0.02% of portfolio
|
Q2 2025
Added 27.48%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
41,718
shares
|
$3.64 Million
2.29% of portfolio
|
Q2 2025
Added 48.84%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
41,598
shares
|
$3.63 Million
1.19% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
40,887
shares
|
$3.57 Million
2.18% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 14, 2025 Q2 2025 |
40,830
shares
|
$3.56 Million
1.58% of portfolio
|
Q2 2025
Added 189.88%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
40,759
shares
|
$3.56 Million
0.05% of portfolio
|
Q2 2025
Reduced 47.52%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
40,652
shares
|
$3.55 Million
0.05% of portfolio
|
Q3 2023
Added 6.78%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
40,432
shares
|
$3.53 Million
0.07% of portfolio
|
Q2 2025
Added 102.9%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
40,403
shares
|
$3.53 Million
1.05% of portfolio
|
Q4 2022
Added 16.93%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
40,196
shares
|
$3.51 Million
0.06% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
40,116
shares
|
$3.5 Million
0.44% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
40,000
shares
|
$3.49 Million
0.13% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
39,905
shares
|
$3.48 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
39,793
shares
|
$3.47 Million
0.12% of portfolio
|
Q2 2025
Added 500.92%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
39,455
shares
|
$3.44 Million
0.68% of portfolio
|
Q2 2025
Added 1185.18%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
38,971
shares
|
$3.4 Million
1.39% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
38,513
shares
|
$3.36 Million
0.14% of portfolio
|
Q2 2025
Reduced 11.6%
|