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 |
|---|---|---|---|---|---|
|
Shelton Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
38,502
shares
|
$3.47 Million
1.95% of portfolio
|
Q1 2025
Added 508.05%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
38,461
shares
|
$3.47 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
38,411
shares
|
$3.46 Million
1.27% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
38,151
shares
|
$3.44 Million
1.16% of portfolio
|
Q4 2024
Added 21.65%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
38,042
shares
|
$3.43 Million
0.3% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
38,025
shares
|
$3.43 Million
0.6% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
37,891
shares
|
$3.42 Million
0.48% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
37,797
shares
|
$3.41 Million
0.11% of portfolio
|
Q4 2024
Added 18.6%
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
37,586
shares
|
$3.39 Million
1.42% of portfolio
|
Q1 2025
Added 20.97%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
37,498
shares
|
$3.38 Million
0.4% of portfolio
|
Q4 2024
Added 10.94%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
37,380
shares
|
$3.37 Million
0.66% of portfolio
|
Q4 2024
Reduced 29.52%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
37,239
shares
|
$3.36 Million
0.62% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
37,149
shares
|
$3.35 Million
0.18% of portfolio
|
Q4 2024
Added 16.29%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
37,070
shares
|
$3.34 Million
1.02% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
36,995
shares
|
$3.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 92.58%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
36,881
shares
|
$3.33 Million
2.11% of portfolio
|
Q4 2024
New holding
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
35,888
shares
|
$3.24 Million
1.24% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
35,674
shares
|
$3.22 Million
0.72% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
34,607
shares
|
$3.12 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Mar 12, 2025 Q4 2024 |
34,500
shares
|
$3.11 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
34,148
shares
|
$3.08 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.83%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
34,108
shares
|
$3.08 Million
0.97% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
34,085
shares
|
$3.07 Million
0.1% of portfolio
|
Q4 2024
Added 52.64%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
33,930
shares
|
$3.06 Million
0.2% of portfolio
|
Q4 2024
Added 454.32%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
33,864
shares
|
$3.05 Million
0.86% of portfolio
|
Q4 2024
Added 1.59%
|