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 |
|---|---|---|---|---|---|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
33,795
shares
|
$3.05 Million
1.55% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
33,681
shares
|
$3.04 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
33,662
shares
|
$3.04 Million
4.69% of portfolio
|
Q3 2023
Reduced 3.73%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Feb 07, 2025 Q4 2024 |
33,632
shares
|
$3.03 Million
2.48% of portfolio
|
Q4 2024
New holding
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
33,202
shares
|
$2.99 Million
0.02% of portfolio
|
Q4 2024
Added 116.23%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
33,080
shares
|
$2.98 Million
0.95% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
32,964
shares
|
$2.97 Million
1.04% of portfolio
|
Q4 2024
Added 168.7%
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
32,806
shares
|
$2.96 Million
0.12% of portfolio
|
Q4 2024
Reduced 94.9%
|
|
|
Smart Money Group LLC
|
Apr 28, 2025 Q1 2025 |
32,697
shares
|
$2.95 Million
2.81% of portfolio
|
Q1 2025
Reduced 10.77%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
32,443
shares
|
$2.93 Million
1.66% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
32,359
shares
|
$2.92 Million
1.28% of portfolio
|
Q4 2022
Added 77.0%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
32,225
shares
|
$2.91 Million
0.22% of portfolio
|
Q4 2024
Reduced 13.98%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
32,152
shares
|
$2.9 Million
0.45% of portfolio
|
Q4 2024
Added 1045.01%
|
|
|
Smith & Howard Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
32,000
shares
|
$2.89 Million
0.8% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
31,918
shares
|
$2.88 Million
0.64% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
31,670
shares
|
$2.86 Million
1.01% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
31,652
shares
|
$2.86 Million
2.3% of portfolio
|
Q1 2025
Reduced 98.8%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Jan 22, 2025 Q4 2024 |
31,535
shares
|
$2.84 Million
1.93% of portfolio
|
Q4 2024
Reduced 13.96%
|
|
|
Amitell Capital Pte LTD
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
31,500
shares
|
$2.84 Million
2.53% of portfolio
|
Q4 2023
Added 139.54%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
31,497
shares
|
$2.84 Million
0.03% of portfolio
|
Q2 2024
Added 10.42%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
31,412
shares
|
$2.83 Million
1.97% of portfolio
|
Q4 2024
Reduced 21.63%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
31,383
shares
|
$2.83 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
31,090
shares
|
$2.8 Million
1.64% of portfolio
|
Q1 2025
Reduced 10.21%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
30,583
shares
|
$2.76 Million
0.54% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Feb 13, 2025 Q4 2024 |
30,576
shares
|
$2.76 Million
1.36% of portfolio
|
Q4 2024
Added 3.66%
|