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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
13,839
shares
|
$1.21 Million
0.08% of portfolio
|
Q2 2025
Added 41.37%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
13,675
shares
|
$1.19 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
13,545
shares
|
$1.18 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
13,409
shares
|
$1.17 Million
0.4% of portfolio
|
Q2 2025
Reduced 85.63%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
13,400
shares
|
$1.17 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
13,354
shares
|
$1.17 Million
0.4% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
13,147
shares
|
$1.15 Million
0.09% of portfolio
|
Q1 2025
Added 21.87%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
13,122
shares
|
$1.15 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
13,006
shares
|
$1.14 Million
1.03% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
12,910
shares
|
$1.13 Million
0.15% of portfolio
|
Q2 2025
Reduced 11.71%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
12,882
shares
|
$1.12 Million
0.09% of portfolio
|
Q2 2025
Added 10.71%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
12,842
shares
|
$1.12 Million
0.13% of portfolio
|
Q2 2025
Reduced 12.57%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Aug 07, 2025 Q2 2025 |
12,795
shares
|
$1.12 Million
0.88% of portfolio
|
Q2 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
12,764
shares
|
$1.11 Million
0.04% of portfolio
|
Q2 2025
Reduced 33.51%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
12,702
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
12,521
shares
|
$1.09 Million
0.1% of portfolio
|
Q2 2025
Reduced 31.27%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Jun 20, 2025 Q1 2025 |
12,242
shares
|
$1.07 Million
1.5% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
11,924
shares
|
$1.04 Million
0.38% of portfolio
|
Q2 2025
Reduced 39.89%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
11,792
shares
|
$1.03 Million
0.41% of portfolio
|
Q1 2025
Added 89.58%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
11,781
shares
|
$1.03 Million
0.67% of portfolio
|
Q2 2025
Reduced 15.86%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
11,678
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 93.95%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jul 16, 2025 Q2 2025 |
11,585
shares
|
$1.01 Million
0.52% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jul 28, 2025 Q2 2025 |
11,551
shares
|
$1.01 Million
0.41% of portfolio
|
Q2 2025
Reduced 34.25%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Aug 14, 2025 Q2 2025 |
11,500
shares
|
$1 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
11,427
shares
|
$997,462
0.22% of portfolio
|
Q2 2025
Added 71.35%
|