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 |
|---|---|---|---|---|---|
|
Bramshill Investments, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
50,189
shares
|
$4.53 Million
0.7% of portfolio
|
Q4 2024
Reduced 95.29%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Feb 05, 2025 Q4 2024 |
50,072
shares
|
$4.52 Million
1.75% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
49,805
shares
|
$4.49 Million
0.26% of portfolio
|
Q4 2024
Added 1645.71%
|
|
|
Cavalier Investments, LLC
|
Apr 24, 2025 Q1 2025 |
49,526
shares
|
$4.47 Million
1.58% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
49,223
shares
|
$4.44 Million
2.62% of portfolio
|
Q1 2023
Reduced 12.28%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
49,181
shares
|
$4.44 Million
1.25% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
48,972
shares
|
$4.42 Million
0.32% of portfolio
|
Q4 2023
Added 7.45%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
48,845
shares
|
$4.41 Million
3.02% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
48,697
shares
|
$4.39 Million
0.37% of portfolio
|
Q4 2023
Added 7.6%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
48,639
shares
|
$4.39 Million
0.05% of portfolio
|
Q4 2024
Added 306.17%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
48,459
shares
|
$4.37 Million
0.25% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
47,939
shares
|
$4.32 Million
3.39% of portfolio
|
Q4 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
47,826
shares
|
$4.31 Million
1.08% of portfolio
|
Q4 2024
Reduced 15.72%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
47,492
shares
|
$4.28 Million
0.14% of portfolio
|
Q4 2024
Reduced 31.09%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Apr 18, 2025 Q1 2025 |
47,251
shares
|
$4.26 Million
2.79% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Feb 11, 2025 Q4 2024 |
46,948
shares
|
$4.23 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
46,747
shares
|
$4.22 Million
1.51% of portfolio
|
Q1 2025
New holding
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Feb 06, 2025 Q4 2024 |
46,737
shares
|
$4.22 Million
0.21% of portfolio
|
Q4 2024
Reduced 11.22%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
46,636
shares
|
$4.21 Million
2.1% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
46,493
shares
|
$4.19 Million
1.18% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
46,219
shares
|
$4.17 Million
0.0% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
45,858
shares
|
$4.14 Million
0.14% of portfolio
|
Q1 2025
Reduced 52.0%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
45,665
shares
|
$4.12 Million
3.45% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
45,480
shares
|
$4.1 Million
0.12% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
44,077
shares
|
$3.98 Million
0.88% of portfolio
|
Q4 2024
Added 5.69%
|