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 |
|---|---|---|---|---|---|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
19,083
shares
|
$1.67 Million
0.15% of portfolio
|
Q1 2025
Reduced 36.21%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 05, 2025 Q2 2025 |
19,042
shares
|
$1.66 Million
0.75% of portfolio
|
Q2 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
18,994
shares
|
$1.66 Million
0.71% of portfolio
|
Q2 2025
Added 279.88%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
18,711
shares
|
$1.63 Million
0.04% of portfolio
|
Q2 2025
Added 23.85%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
18,577
shares
|
$1.62 Million
0.01% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
18,560
shares
|
$1.62 Million
0.1% of portfolio
|
Q2 2025
Added 35.08%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
18,507
shares
|
$1.62 Million
3.64% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jul 17, 2025 Q2 2025 |
18,443
shares
|
$1.61 Million
1.05% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
18,338
shares
|
$1.6 Million
0.38% of portfolio
|
Q2 2025
Added 25.9%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
18,262
shares
|
$1.59 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Cavalier Investments, LLC
|
Jul 30, 2025 Q2 2025 |
18,188
shares
|
$1.59 Million
0.5% of portfolio
|
Q2 2025
Reduced 63.28%
|
|
|
Shay Capital LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,094
shares
|
$1.58 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
18,055
shares
|
$1.58 Million
0.09% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
17,752
shares
|
$1.55 Million
0.58% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
17,535
shares
|
$1.53 Million
1.57% of portfolio
|
Q2 2025
Reduced 15.28%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
17,516
shares
|
$1.53 Million
1.52% of portfolio
|
Q4 2022
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
17,485
shares
|
$1.53 Million
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
17,093
shares
|
$1.49 Million
0.06% of portfolio
|
Q2 2025
Added 48.73%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
17,055
shares
|
$1.49 Million
0.13% of portfolio
|
Q2 2025
Added 21.86%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
17,024
shares
|
$1.49 Million
0.18% of portfolio
|
Q2 2025
Added 56.01%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
16,985
shares
|
$1.48 Million
0.05% of portfolio
|
Q2 2025
Reduced 18.52%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
16,965
shares
|
$1.48 Million
0.43% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
16,908
shares
|
$1.48 Million
0.13% of portfolio
|
Q4 2024
Reduced 10.17%
|
|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
16,902
shares
|
$1.48 Million
0.86% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
16,902
shares
|
$1.48 Million
1.16% of portfolio
|
Q2 2025
New holding
|