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 |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
19,198
shares
|
$1.73 Million
0.06% of portfolio
|
Q1 2025
Added 121.66%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
19,166
shares
|
$1.73 Million
0.75% of portfolio
|
Q1 2025
Added 11.69%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
19,112
shares
|
$1.72 Million
0.31% of portfolio
|
Q4 2024
Added 30.9%
|
|
|
Shay Capital LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,103
shares
|
$1.72 Million
0.27% of portfolio
|
Q4 2024
Added 141.2%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
19,070
shares
|
$1.72 Million
0.48% of portfolio
|
Q4 2024
Reduced 12.31%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
19,012
shares
|
$1.71 Million
0.25% of portfolio
|
Q4 2024
Added 16.75%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
19,010
shares
|
$1.71 Million
0.33% of portfolio
|
Q1 2025
Added 28.13%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
18,987
shares
|
$1.71 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Clear Street Derivatives LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,964
shares
|
$1.71 Million
0.02% of portfolio
|
Q4 2024
Reduced 55.76%
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
18,912
shares
|
$1.71 Million
0.93% of portfolio
|
Q4 2024
Added 52.79%
|
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2025 Q1 2025 |
18,902
shares
|
$1.7 Million
0.95% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
18,616
shares
|
$1.68 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.6%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
18,591
shares
|
$1.68 Million
0.91% of portfolio
|
Q4 2024
Reduced 24.31%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
18,466
shares
|
$1.67 Million
0.61% of portfolio
|
Q4 2024
Added 63.33%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
18,262
shares
|
$1.65 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
18,248
shares
|
$1.65 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
18,217
shares
|
$1.64 Million
0.16% of portfolio
|
Q1 2025
Added 45.49%
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
17,835
shares
|
$1.61 Million
0.49% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
17,700
shares
|
$1.6 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
17,565
shares
|
$1.58 Million
3.88% of portfolio
|
Q1 2025
Reduced 28.74%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
17,516
shares
|
$1.58 Million
1.52% of portfolio
|
Q4 2022
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
17,485
shares
|
$1.58 Million
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Feb 05, 2025 Q4 2024 |
17,359
shares
|
$1.57 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Apr 11, 2025 Q1 2025 |
17,079
shares
|
$1.54 Million
1.7% of portfolio
|
Q1 2025
Reduced 24.12%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
17,016
shares
|
$1.53 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.49%
|