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 |
|---|---|---|---|---|---|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
24,765
shares
|
$2.16 Million
1.09% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
24,456
shares
|
$2.13 Million
0.21% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Aug 07, 2025 Q2 2025 |
24,433
shares
|
$2.13 Million
1.72% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
24,330
shares
|
$2.12 Million
0.17% of portfolio
|
Q1 2025
Added 53.04%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
24,235
shares
|
$2.12 Million
0.08% of portfolio
|
Q2 2025
Reduced 46.71%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
24,232
shares
|
$2.12 Million
1.52% of portfolio
|
Q2 2025
Added 335.67%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
24,130
shares
|
$2.11 Million
0.41% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
24,019
shares
|
$2.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 69.37%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
23,800
shares
|
$2.08 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
23,398
shares
|
$2.04 Million
3.55% of portfolio
|
Q4 2024
Reduced 20.4%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
23,371
shares
|
$2.04 Million
1.04% of portfolio
|
Q1 2024
New holding
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
23,324
shares
|
$2.04 Million
0.74% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
23,297
shares
|
$2.03 Million
1.21% of portfolio
|
Q2 2025
Added 19.31%
|
|
|
Alethea Capital Management, LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
23,123
shares
|
$2.02 Million
1.64% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
22,915
shares
|
$2 Million
1.24% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
22,750
shares
|
$1.99 Million
0.04% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
22,601
shares
|
$1.97 Million
0.02% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
22,549
shares
|
$1.97 Million
0.33% of portfolio
|
Q1 2025
Reduced 9.42%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
22,363
shares
|
$1.95 Million
0.11% of portfolio
|
Q2 2025
Reduced 57.32%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
22,282
shares
|
$1.94 Million
0.3% of portfolio
|
Q2 2025
Added 34.97%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
22,079
shares
|
$1.93 Million
1.41% of portfolio
|
Q2 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
22,015
shares
|
$1.92 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Isomer Partners LP
New York, NY |
Feb 03, 2025 Q4 2024 |
22,000
shares
|
$1.92 Million
2.61% of portfolio
|
Q4 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
21,875
shares
|
$1.91 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
21,860
shares
|
$1.91 Million
0.07% of portfolio
|
Q2 2025
Added 142.67%
|