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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
28,988
shares
|
$2.53 Million
0.08% of portfolio
|
Q2 2025
Reduced 36.79%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
28,813
shares
|
$2.52 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
28,809
shares
|
$2.51 Million
2.38% of portfolio
|
Q2 2025
Added 17.78%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
28,731
shares
|
$2.51 Million
0.74% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
28,550
shares
|
$2.49 Million
6.97% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
28,510
shares
|
$2.49 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
28,407
shares
|
$2.48 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Cadinha & CO LLC
|
Jul 30, 2025 Q2 2025 |
28,365
shares
|
$2.48 Million
0.42% of portfolio
|
Q2 2025
Added 953.29%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
28,352
shares
|
$2.47 Million
1.93% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
28,313
shares
|
$2.47 Million
0.48% of portfolio
|
Q1 2024
Reduced 6.87%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
28,084
shares
|
$2.45 Million
4.75% of portfolio
|
Q4 2022
Added 4.49%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
27,751
shares
|
$2.42 Million
0.2% of portfolio
|
Q2 2025
Added 9.1%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Aug 14, 2025 Q2 2025 |
27,724
shares
|
$2.42 Million
2.39% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
27,646
shares
|
$2.41 Million
0.2% of portfolio
|
Q2 2025
Added 67.58%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
27,434
shares
|
$2.39 Million
0.17% of portfolio
|
Q2 2025
Reduced 52.04%
|
|
|
Smart Money Group LLC
|
Aug 06, 2025 Q2 2025 |
27,269
shares
|
$2.38 Million
2.21% of portfolio
|
Q2 2025
Reduced 16.6%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jul 09, 2025 Q2 2025 |
27,013
shares
|
$2.36 Million
1.82% of portfolio
|
Q2 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
26,703
shares
|
$2.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Aug 12, 2025 Q2 2025 |
25,988
shares
|
$2.27 Million
1.87% of portfolio
|
Q2 2025
Added 983.74%
|
|
|
K.J. Harrison & Partners Inc
|
Aug 05, 2025 Q2 2025 |
25,470
shares
|
$2.22 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jul 22, 2025 Q2 2025 |
25,392
shares
|
$2.22 Million
2.65% of portfolio
|
Q2 2025
Reduced 56.2%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
25,229
shares
|
$2.2 Million
0.18% of portfolio
|
Q2 2025
Added 20.86%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
25,146
shares
|
$2.19 Million
1.1% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
25,146
shares
|
$2.19 Million
1.1% of portfolio
|
Q2 2025
Added 21.83%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
25,029
shares
|
$2.18 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.95%
|