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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
16,705
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2025
Reduced 40.78%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 08, 2025 Q2 2025 |
16,563
shares
|
$1.45 Million
0.2% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
16,501
shares
|
$1.44 Million
1.19% of portfolio
|
Q2 2025
Added 57.8%
|
|
|
Kornitzer Capital Management Inc
|
Jul 31, 2025 Q2 2025 |
16,308
shares
|
$1.42 Million
0.03% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
16,262
shares
|
$1.42 Million
0.45% of portfolio
|
Q2 2025
Reduced 51.11%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
16,181
shares
|
$1.41 Million
0.87% of portfolio
|
Q1 2025
Reduced 12.96%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
16,164
shares
|
$1.41 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
16,072
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
16,033
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 26.63%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jul 09, 2025 Q2 2025 |
15,937
shares
|
$1.39 Million
1.04% of portfolio
|
Q2 2025
Reduced 41.97%
|
|
|
Erts Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
15,908
shares
|
$1.39 Million
0.48% of portfolio
|
Q2 2025
Reduced 47.98%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
15,889
shares
|
$1.39 Million
0.27% of portfolio
|
Q2 2025
Reduced 36.31%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
15,869
shares
|
$1.39 Million
0.55% of portfolio
|
Q2 2025
Reduced 15.34%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
15,860
shares
|
$1.38 Million
0.75% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
15,808
shares
|
$1.38 Million
0.35% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
15,675
shares
|
$1.37 Million
0.08% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
15,640
shares
|
$1.37 Million
0.12% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
15,600
shares
|
$1.36 Million
0.62% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
15,580
shares
|
$1.36 Million
0.14% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
15,521
shares
|
$1.35 Million
1.15% of portfolio
|
Q2 2025
Added 30.25%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
15,513
shares
|
$1.35 Million
1.08% of portfolio
|
Q3 2024
Added 75.23%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
15,508
shares
|
$1.35 Million
0.83% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
15,476
shares
|
$1.35 Million
0.32% of portfolio
|
Q2 2025
Added 12.35%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
15,402
shares
|
$1.34 Million
0.74% of portfolio
|
Q2 2025
Added 18.92%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
15,303
shares
|
$1.34 Million
0.53% of portfolio
|
Q2 2025
Reduced 14.08%
|