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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
21,930
shares
|
$1.98 Million
0.08% of portfolio
|
Q1 2025
Reduced 16.08%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
21,760
shares
|
$1.96 Million
0.22% of portfolio
|
Q4 2024
Reduced 51.29%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Feb 07, 2025 Q4 2024 |
21,750
shares
|
$1.96 Million
0.01% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
21,577
shares
|
$1.95 Million
0.37% of portfolio
|
Q1 2025
Added 53.72%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
21,500
shares
|
$1.94 Million
3.03% of portfolio
|
Q1 2023
New holding
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
21,388
shares
|
$1.93 Million
2.44% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
20,962
shares
|
$1.89 Million
0.02% of portfolio
|
Q4 2024
Reduced 20.64%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
20,842
shares
|
$1.88 Million
0.95% of portfolio
|
Q4 2024
Reduced 13.09%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
20,824
shares
|
$1.88 Million
0.8% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
20,705
shares
|
$1.87 Million
3.41% of portfolio
|
Q4 2023
Added 301.96%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
20,597
shares
|
$1.86 Million
0.0% of portfolio
|
Q4 2024
Reduced 35.01%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
20,434
shares
|
$1.84 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
20,359
shares
|
$1.84 Million
0.83% of portfolio
|
Q3 2024
Reduced 11.62%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
20,263
shares
|
$1.83 Million
0.19% of portfolio
|
Q4 2024
Added 55.25%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
20,164
shares
|
$1.82 Million
0.31% of portfolio
|
Q1 2025
Added 15.06%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
20,158
shares
|
$1.82 Million
0.85% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
19,977
shares
|
$1.8 Million
0.02% of portfolio
|
Q3 2022
Added 17.51%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
19,734
shares
|
$1.78 Million
0.65% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
19,575
shares
|
$1.77 Million
0.19% of portfolio
|
Q4 2024
Added 135.08%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
19,548
shares
|
$1.76 Million
0.83% of portfolio
|
Q4 2024
Added 375.74%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
19,526
shares
|
$1.76 Million
0.79% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
19,523
shares
|
$1.76 Million
0.03% of portfolio
|
Q1 2025
Reduced 55.44%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
19,360
shares
|
$1.75 Million
1.2% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
19,323
shares
|
$1.74 Million
0.36% of portfolio
|
Q1 2025
Added 27.09%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
19,317
shares
|
$1.74 Million
1.61% of portfolio
|
Q1 2025
Added 720.95%
|