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 |
|---|---|---|---|---|---|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
16,908
shares
|
$1.53 Million
0.13% of portfolio
|
Q4 2024
Reduced 10.17%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jan 22, 2025 Q4 2024 |
16,817
shares
|
$1.52 Million
0.92% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
16,786
shares
|
$1.51 Million
0.44% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
16,650
shares
|
$1.5 Million
0.32% of portfolio
|
Q4 2024
Reduced 12.59%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
16,616
shares
|
$1.5 Million
0.64% of portfolio
|
Q4 2024
Reduced 15.02%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
16,593
shares
|
$1.5 Million
1.58% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
16,527
shares
|
$1.49 Million
1.29% of portfolio
|
Q4 2024
New holding
|
|
|
Investment House LLC
Las Vegas, NV |
Feb 10, 2025 Q4 2024 |
16,512
shares
|
$1.49 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
16,488
shares
|
$1.49 Million
0.56% of portfolio
|
Q3 2024
Reduced 16.11%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
16,425
shares
|
$1.48 Million
0.95% of portfolio
|
Q1 2025
Added 333.38%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Apr 14, 2025 Q1 2025 |
16,382
shares
|
$1.48 Million
1.43% of portfolio
|
Q1 2025
Added 13.72%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
16,347
shares
|
$1.47 Million
0.22% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
16,283
shares
|
$1.47 Million
0.11% of portfolio
|
Q1 2025
Reduced 89.22%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
16,180
shares
|
$1.46 Million
0.05% of portfolio
|
Q1 2025
Reduced 44.83%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
16,145
shares
|
$1.46 Million
0.64% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
16,135
shares
|
$1.46 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Catalyst Private Wealth, LLC
|
Apr 08, 2025 Q1 2025 |
15,781
shares
|
$1.42 Million
0.93% of portfolio
|
Q1 2025
Reduced 14.03%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
15,694
shares
|
$1.42 Million
0.54% of portfolio
|
Q4 2024
Reduced 17.71%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
15,513
shares
|
$1.4 Million
1.08% of portfolio
|
Q3 2024
Added 75.23%
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
15,504
shares
|
$1.4 Million
0.08% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
15,493
shares
|
$1.4 Million
0.94% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
15,448
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Added 13.62%
|
|
|
Esg Planning
Santa Clara, CA |
Feb 12, 2025 Q4 2024 |
15,272
shares
|
$1.38 Million
1.0% of portfolio
|
Q4 2024
Reduced 16.06%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
15,263
shares
|
$1.38 Million
0.81% of portfolio
|
Q1 2025
Reduced 16.94%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
15,142
shares
|
$1.37 Million
0.09% of portfolio
|
Q1 2025
Added 10.52%
|