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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
30,529
shares
|
$2.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 59.91%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Apr 15, 2025 Q1 2025 |
30,307
shares
|
$2.73 Million
2.04% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Pinnacle Investment Management LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
30,000
shares
|
$2.71 Million
1.91% of portfolio
|
Q4 2024
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
29,965
shares
|
$2.7 Million
1.05% of portfolio
|
Q3 2024
Added 2887.54%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
29,925
shares
|
$2.7 Million
0.11% of portfolio
|
Q4 2024
Added 471.2%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
29,915
shares
|
$2.7 Million
0.24% of portfolio
|
Q4 2024
Reduced 32.7%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
29,748
shares
|
$2.68 Million
0.83% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
29,473
shares
|
$2.66 Million
0.4% of portfolio
|
Q4 2024
Added 30.94%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
29,274
shares
|
$2.64 Million
0.0% of portfolio
|
Q4 2024
Reduced 91.2%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
29,205
shares
|
$2.63 Million
1.34% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
29,061
shares
|
$2.62 Million
0.37% of portfolio
|
Q4 2024
Reduced 20.05%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
29,000
shares
|
$2.62 Million
1.33% of portfolio
|
Q2 2024
Added 87.1%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
28,979
shares
|
$2.61 Million
0.07% of portfolio
|
Q4 2024
Reduced 8.95%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
28,800
shares
|
$2.6 Million
0.02% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
28,765
shares
|
$2.59 Million
0.04% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
28,761
shares
|
$2.59 Million
0.18% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
28,668
shares
|
$2.59 Million
2.32% of portfolio
|
Q4 2024
New holding
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Feb 14, 2025 Q4 2024 |
28,604
shares
|
$2.58 Million
1.8% of portfolio
|
Q4 2024
Added 139.52%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
28,550
shares
|
$2.58 Million
6.97% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
28,407
shares
|
$2.56 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
28,313
shares
|
$2.55 Million
0.48% of portfolio
|
Q1 2024
Reduced 6.87%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
28,112
shares
|
$2.54 Million
1.05% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
28,084
shares
|
$2.53 Million
4.75% of portfolio
|
Q4 2022
Added 4.49%
|
|
|
Ballew Advisors, Inc
|
Apr 16, 2025 Q1 2025 |
28,028
shares
|
$2.53 Million
1.69% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
27,819
shares
|
$2.51 Million
0.1% of portfolio
|
Q4 2024
Added 51.5%
|