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 |
|---|---|---|---|---|---|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
11,388
shares
|
$994,058
0.11% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
11,350
shares
|
$990,741
0.09% of portfolio
|
Q2 2025
Added 10.31%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
11,345
shares
|
$990,305
0.09% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Aug 06, 2025 Q2 2025 |
11,339
shares
|
$989,781
0.55% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
11,152
shares
|
$973,458
0.07% of portfolio
|
Q2 2025
Reduced 31.27%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Aug 06, 2025 Q2 2025 |
11,151
shares
|
$973,370
0.75% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
11,126
shares
|
$971,188
0.38% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
11,075
shares
|
$966,736
0.39% of portfolio
|
Q3 2024
Added 39.5%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
11,072
shares
|
$966,474
1.24% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
11,068
shares
|
$966,125
0.0% of portfolio
|
Q2 2025
Reduced 25.48%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
10,960
shares
|
$956,698
0.66% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
10,954
shares
|
$956,174
2.45% of portfolio
|
Q2 2025
Added 12.7%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
10,932
shares
|
$954,254
0.03% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
10,869
shares
|
$948,755
0.2% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
10,866
shares
|
$948,493
0.0% of portfolio
|
Q2 2025
Reduced 18.92%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
10,838
shares
|
$946,049
0.43% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
10,695
shares
|
$933,566
0.13% of portfolio
|
Q2 2025
Added 45.91%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
10,693
shares
|
$933,391
0.05% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
10,657
shares
|
$930,249
0.21% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,654
shares
|
$929,987
0.25% of portfolio
|
Q4 2024
Reduced 26.89%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
10,623
shares
|
$927,281
0.02% of portfolio
|
Q2 2025
Reduced 30.34%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
10,553
shares
|
$921,171
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
10,472
shares
|
$914,100
0.05% of portfolio
|
Q2 2025
Reduced 52.25%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Aug 14, 2025 Q2 2025 |
10,294
shares
|
$898,563
0.14% of portfolio
|
Q2 2025
Reduced 91.8%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
10,228
shares
|
$892,802
0.14% of portfolio
|
Q2 2025
Reduced 25.4%
|