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 |
---|---|---|---|---|---|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
38,254
shares
|
$3.34 Million
0.29% of portfolio
|
Q2 2025
Added 35.58%
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
38,025
shares
|
$3.32 Million
0.6% of portfolio
|
Q1 2024
New holding
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
37,974
shares
|
$3.31 Million
0.48% of portfolio
|
Q1 2025
Reduced 61.6%
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jul 15, 2025 Q2 2025 |
37,855
shares
|
$3.3 Million
2.88% of portfolio
|
Q2 2025
Added 121.65%
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
37,785
shares
|
$3.3 Million
0.03% of portfolio
|
Q2 2025
Added 10.52%
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
37,736
shares
|
$3.29 Million
2.18% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
36,921
shares
|
$3.22 Million
0.19% of portfolio
|
Q2 2025
Reduced 13.51%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
36,911
shares
|
$3.22 Million
0.41% of portfolio
|
Q2 2025
Added 12.05%
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
36,881
shares
|
$3.22 Million
2.11% of portfolio
|
Q4 2024
New holding
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
36,660
shares
|
$3.2 Million
0.78% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
36,645
shares
|
$3.2 Million
1.49% of portfolio
|
Q2 2025
Reduced 16.92%
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
36,342
shares
|
$3.17 Million
1.11% of portfolio
|
Q2 2025
Added 1.27%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
36,035
shares
|
$3.15 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.69%
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
35,958
shares
|
$3.14 Million
0.14% of portfolio
|
Q2 2025
Added 8.12%
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
35,523
shares
|
$3.1 Million
0.58% of portfolio
|
Q2 2025
Added 0.65%
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
35,426
shares
|
$3.09 Million
1.58% of portfolio
|
Q2 2025
New holding
|
|
Wespac Advisors So Cal, LLC
|
Jul 30, 2025 Q2 2025 |
35,333
shares
|
$3.08 Million
0.74% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
35,148
shares
|
$3.07 Million
1.63% of portfolio
|
Q1 2025
Added 14.95%
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
34,700
shares
|
$3.03 Million
0.12% of portfolio
|
Q2 2025
Reduced 12.01%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
34,648
shares
|
$3.02 Million
0.03% of portfolio
|
Q2 2025
Added 43.17%
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
34,607
shares
|
$3.02 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
34,412
shares
|
$3 Million
0.09% of portfolio
|
Q2 2025
Added 5.65%
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
33,795
shares
|
$2.95 Million
1.55% of portfolio
|
Q2 2025
Added 13.71%
|
|
Consilio Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
33,713
shares
|
$2.94 Million
1.06% of portfolio
|
Q2 2025
Reduced 10.3%
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
33,662
shares
|
$2.94 Million
4.69% of portfolio
|
Q3 2023
Reduced 3.73%
|