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 |
|---|---|---|---|---|---|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
8,971
shares
|
$783,078
0.01% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
8,936
shares
|
$780,023
0.04% of portfolio
|
Q2 2025
Added 234.18%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
8,902
shares
|
$777,055
0.18% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
8,807
shares
|
$768,763
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
8,784
shares
|
$766,755
0.39% of portfolio
|
Q2 2025
Added 137.98%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
8,702
shares
|
$759,597
0.11% of portfolio
|
Q4 2024
Reduced 9.56%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,677
shares
|
$757,415
0.04% of portfolio
|
Q2 2020
Reduced 33.05%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
8,662
shares
|
$756,105
0.02% of portfolio
|
Q2 2025
Reduced 70.11%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
8,634
shares
|
$753,661
0.01% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
8,612
shares
|
$751,741
0.0% of portfolio
|
Q2 2025
Reduced 32.82%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
8,604
shares
|
$751,043
0.14% of portfolio
|
Q1 2025
Reduced 32.7%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
8,504
shares
|
$742,314
0.23% of portfolio
|
Q2 2025
Reduced 21.95%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
8,468
shares
|
$739,171
0.02% of portfolio
|
Q2 2025
Reduced 47.66%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
8,461
shares
|
$738,560
0.19% of portfolio
|
Q2 2025
Reduced 74.81%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
8,400
shares
|
$733,236
0.26% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Spectrum Asset Management, Inc.
|
Jul 23, 2025 Q2 2025 |
8,370
shares
|
$730,617
0.32% of portfolio
|
Q4 2023
Reduced 6.74%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
8,328
shares
|
$726,951
0.19% of portfolio
|
Q2 2025
Reduced 79.23%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
8,325
shares
|
$726,689
0.01% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
8,311
shares
|
$725,467
0.55% of portfolio
|
Q2 2025
Reduced 15.34%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
8,240
shares
|
$719,269
0.26% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jul 24, 2025 Q2 2025 |
8,218
shares
|
$717,349
0.71% of portfolio
|
Q2 2025
Reduced 42.65%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
8,218
shares
|
$717,349
0.04% of portfolio
|
Q2 2025
Reduced 42.65%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
8,156
shares
|
$711,937
0.64% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
8,150
shares
|
$711,413
0.01% of portfolio
|
Q2 2025
Reduced 87.94%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
8,149
shares
|
$711,326
0.28% of portfolio
|
Q2 2025
Added 13.67%
|