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 |
|---|---|---|---|---|---|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
14,002
shares
|
$1.26 Million
0.93% of portfolio
|
Q1 2025
Reduced 63.68%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
13,995
shares
|
$1.26 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
13,922
shares
|
$1.26 Million
1.14% of portfolio
|
Q4 2024
Reduced 19.11%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
13,743
shares
|
$1.24 Million
0.52% of portfolio
|
Q4 2024
Added 14.81%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
13,740
shares
|
$1.24 Million
0.08% of portfolio
|
Q1 2025
Added 34.14%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
13,709
shares
|
$1.24 Million
0.36% of portfolio
|
Q1 2025
Added 31.7%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
13,554
shares
|
$1.22 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
13,503
shares
|
$1.22 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
13,468
shares
|
$1.21 Million
0.36% of portfolio
|
Q4 2024
Added 81.83%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
13,402
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 27.4%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
13,308
shares
|
$1.2 Million
0.31% of portfolio
|
Q1 2025
Added 51.35%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
13,227
shares
|
$1.19 Million
0.85% of portfolio
|
Q4 2024
Added 25.24%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
13,222
shares
|
$1.19 Million
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
13,147
shares
|
$1.19 Million
0.1% of portfolio
|
Q1 2025
Added 21.87%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Apr 22, 2025 Q1 2025 |
13,067
shares
|
$1.18 Million
1.14% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Jan 30, 2025 Q4 2024 |
12,935
shares
|
$1.17 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
12,916
shares
|
$1.17 Million
0.35% of portfolio
|
Q4 2024
Reduced 24.71%
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
12,784
shares
|
$1.15 Million
0.14% of portfolio
|
Q4 2024
Added 74.19%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
12,772
shares
|
$1.15 Million
0.71% of portfolio
|
Q4 2024
Reduced 52.33%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
12,746
shares
|
$1.15 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Apr 29, 2025 Q1 2025 |
12,674
shares
|
$1.14 Million
1.07% of portfolio
|
Q1 2025
New holding
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
12,445
shares
|
$1.12 Million
0.61% of portfolio
|
Q1 2025
Reduced 38.63%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
12,443
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
12,358
shares
|
$1.11 Million
0.58% of portfolio
|
Q4 2024
Reduced 11.31%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Feb 12, 2025 Q4 2024 |
12,332
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
New holding
|