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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
15,117
shares
|
$1.36 Million
0.41% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
15,108
shares
|
$1.36 Million
0.04% of portfolio
|
Q1 2025
Added 113.39%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
15,059
shares
|
$1.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 59.15%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jan 31, 2025 Q4 2024 |
15,000
shares
|
$1.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
14,937
shares
|
$1.35 Million
0.33% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
14,848
shares
|
$1.34 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
14,845
shares
|
$1.34 Million
0.1% of portfolio
|
Q4 2024
Reduced 13.22%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
14,774
shares
|
$1.33 Million
0.54% of portfolio
|
Q4 2024
Reduced 57.09%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
14,716
shares
|
$1.33 Million
0.51% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
14,688
shares
|
$1.32 Million
0.17% of portfolio
|
Q1 2025
Reduced 28.66%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
14,674
shares
|
$1.32 Million
0.03% of portfolio
|
Q3 2024
Added 11.48%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
14,662
shares
|
$1.32 Million
0.46% of portfolio
|
Q4 2024
Reduced 30.3%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
14,623
shares
|
$1.32 Million
0.18% of portfolio
|
Q1 2025
Reduced 91.5%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
14,590
shares
|
$1.32 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
14,519
shares
|
$1.31 Million
0.04% of portfolio
|
Q3 2022
Reduced 44.42%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
14,502
shares
|
$1.31 Million
0.22% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
14,419
shares
|
$1.3 Million
0.05% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
14,419
shares
|
$1.3 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
14,416
shares
|
$1.3 Million
0.14% of portfolio
|
Q4 2024
Added 17.44%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
14,375
shares
|
$1.3 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
14,330
shares
|
$1.29 Million
1.19% of portfolio
|
Q1 2025
Reduced 69.34%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
14,265
shares
|
$1.29 Million
0.13% of portfolio
|
Q4 2024
Reduced 19.31%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
14,211
shares
|
$1.28 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Apr 21, 2025 Q1 2025 |
14,152
shares
|
$1.28 Million
2.61% of portfolio
|
Q1 2025
Reduced 55.79%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
14,087
shares
|
$1.27 Million
0.03% of portfolio
|
Q4 2024
New holding
|