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 |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
43,959
shares
|
$3.97 Million
2.29% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
43,878
shares
|
$3.96 Million
0.47% of portfolio
|
Q4 2024
Reduced 29.42%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
43,812
shares
|
$3.95 Million
0.3% of portfolio
|
Q4 2024
Reduced 28.46%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
43,454
shares
|
$3.92 Million
0.29% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
43,438
shares
|
$3.92 Million
6.86% of portfolio
|
Q3 2023
Reduced 23.49%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
42,805
shares
|
$3.86 Million
0.18% of portfolio
|
Q4 2024
Added 59.74%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
42,664
shares
|
$3.85 Million
1.51% of portfolio
|
Q1 2024
Reduced 16.76%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
42,486
shares
|
$3.83 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Feb 14, 2025 Q4 2024 |
42,378
shares
|
$3.82 Million
1.26% of portfolio
|
Q4 2024
Reduced 65.96%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
41,502
shares
|
$3.74 Million
0.6% of portfolio
|
Q1 2025
Added 1023.19%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
41,264
shares
|
$3.72 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
41,148
shares
|
$3.71 Million
0.23% of portfolio
|
Q4 2024
Reduced 69.62%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
40,887
shares
|
$3.69 Million
0.07% of portfolio
|
Q4 2024
Added 29.18%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
40,652
shares
|
$3.67 Million
0.05% of portfolio
|
Q3 2023
Added 6.78%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
40,483
shares
|
$3.65 Million
2.29% of portfolio
|
Q1 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
40,403
shares
|
$3.64 Million
1.05% of portfolio
|
Q4 2022
Added 16.93%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
40,357
shares
|
$3.64 Million
0.15% of portfolio
|
Q4 2024
Reduced 21.24%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
40,085
shares
|
$3.62 Million
1.01% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
40,055
shares
|
$3.61 Million
0.14% of portfolio
|
Q1 2025
Added 235.98%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
39,604
shares
|
$3.57 Million
0.22% of portfolio
|
Q4 2024
Added 343.59%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
39,463
shares
|
$3.56 Million
0.3% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
39,104
shares
|
$3.53 Million
0.48% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
38,815
shares
|
$3.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.47%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
38,781
shares
|
$3.5 Million
2.45% of portfolio
|
Q1 2025
Added 8.45%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
38,700
shares
|
$3.49 Million
5.87% of portfolio
|
Q4 2024
New holding
|