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 |
|---|---|---|---|---|---|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
24,682
shares
|
$2.23 Million
0.45% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
24,362
shares
|
$2.2 Million
0.13% of portfolio
|
Q1 2025
Reduced 96.02%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
24,356
shares
|
$2.2 Million
0.45% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
24,092
shares
|
$2.17 Million
0.22% of portfolio
|
Q4 2024
Added 443.22%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
24,019
shares
|
$2.17 Million
0.07% of portfolio
|
Q4 2024
Reduced 69.37%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
23,914
shares
|
$2.16 Million
0.9% of portfolio
|
Q1 2025
New holding
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
23,808
shares
|
$2.15 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
23,606
shares
|
$2.13 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
23,529
shares
|
$2.12 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
23,398
shares
|
$2.11 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
|
$2.11 Million
1.04% of portfolio
|
Q1 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
23,145
shares
|
$2.09 Million
0.43% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Alethea Capital Management, LLC
San Diego, CA |
Feb 14, 2025 Q4 2024 |
23,123
shares
|
$2.09 Million
1.73% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
22,936
shares
|
$2.07 Million
1.19% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
22,781
shares
|
$2.05 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
22,750
shares
|
$2.05 Million
0.04% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
22,595
shares
|
$2.04 Million
0.11% of portfolio
|
Q4 2024
Added 23.48%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
22,517
shares
|
$2.03 Million
1.02% of portfolio
|
Q4 2024
Added 57.09%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Apr 28, 2025 Q1 2025 |
22,329
shares
|
$2.01 Million
1.01% of portfolio
|
Q1 2025
Added 19.53%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
22,300
shares
|
$2.01 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
22,206
shares
|
$2 Million
0.02% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jan 31, 2025 Q4 2024 |
22,045
shares
|
$1.99 Million
1.06% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Isomer Partners LP
New York, NY |
Feb 03, 2025 Q4 2024 |
22,000
shares
|
$1.98 Million
2.61% of portfolio
|
Q4 2024
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
21,997
shares
|
$1.98 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
21,968
shares
|
$1.98 Million
1.25% of portfolio
|
Q4 2024
Reduced 25.49%
|