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 |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
10,126
shares
|
$883,898
0.03% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
10,104
shares
|
$881,978
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
10,000
shares
|
$872,900
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jul 23, 2025 Q2 2025 |
9,974
shares
|
$870,630
0.85% of portfolio
|
Q2 2025
Reduced 80.38%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,913
shares
|
$865,305
0.38% of portfolio
|
Q3 2023
Reduced 53.34%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
9,889
shares
|
$863,210
0.03% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
9,849
shares
|
$859,719
0.27% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
9,796
shares
|
$855,092
0.17% of portfolio
|
Q2 2025
Reduced 49.3%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
9,791
shares
|
$854,656
0.15% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
9,782
shares
|
$853,870
0.07% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
9,745
shares
|
$850,641
0.17% of portfolio
|
Q1 2025
Reduced 55.22%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jul 29, 2025 Q2 2025 |
9,731
shares
|
$849,418
0.39% of portfolio
|
Q2 2025
Added 26.48%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
9,686
shares
|
$845,490
0.54% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Leisure Capital Management
|
Aug 14, 2025 Q2 2025 |
9,661
shares
|
$843,308
0.34% of portfolio
|
Q2 2025
Reduced 18.6%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
9,442
shares
|
$824,192
0.38% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
9,394
shares
|
$820,002
0.06% of portfolio
|
Q2 2025
Added 650.32%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
9,383
shares
|
$819,042
0.11% of portfolio
|
Q2 2025
Added 34.27%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
9,294
shares
|
$811,273
0.05% of portfolio
|
Q2 2025
Reduced 42.92%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
9,245
shares
|
$806,996
0.4% of portfolio
|
Q2 2025
Reduced 26.09%
|
|
|
Carlson Capital L P
Dallas, TX |
Aug 12, 2025 Q2 2025 |
9,200
shares
|
$803,068
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
9,172
shares
|
$800,623
0.51% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
9,170
shares
|
$800,449
0.09% of portfolio
|
Q2 2025
Added 44.43%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
9,118
shares
|
$795,910
0.5% of portfolio
|
Q4 2024
Added 21.98%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
8,974
shares
|
$783,340
0.47% of portfolio
|
Q2 2025
Added 47.45%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,971
shares
|
$783,078
0.15% of portfolio
|
Q2 2025
Added 16.55%
|