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 |
|---|---|---|---|---|---|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
10,716
shares
|
$966,583
0.71% of portfolio
|
Q4 2024
Added 28.32%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
10,703
shares
|
$965,410
0.61% of portfolio
|
Q4 2024
Reduced 34.48%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
10,690
shares
|
$964,238
0.01% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,654
shares
|
$960,990
0.25% of portfolio
|
Q4 2024
Reduced 26.89%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
10,607
shares
|
$956,751
0.18% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
10,487
shares
|
$945,927
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
10,384
shares
|
$936,636
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
10,315
shares
|
$930,413
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
10,315
shares
|
$930,413
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
10,307
shares
|
$929,691
0.1% of portfolio
|
Q4 2024
Added 18.55%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
10,286
shares
|
$927,797
0.04% of portfolio
|
Q4 2024
Added 12.11%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
10,278
shares
|
$927,075
0.47% of portfolio
|
Q4 2024
Added 21.03%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
10,213
shares
|
$921,212
0.03% of portfolio
|
Q1 2025
Added 75.09%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
10,201
shares
|
$920,130
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
10,199
shares
|
$919,949
0.01% of portfolio
|
Q4 2024
Added 100.93%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
10,126
shares
|
$913,365
0.03% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
10,074
shares
|
$908,674
0.7% of portfolio
|
Q1 2025
Added 10.5%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Apr 02, 2025 Q4 2024 |
10,000
shares
|
$902,000
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
9,957
shares
|
$898,121
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,913
shares
|
$894,152
0.38% of portfolio
|
Q3 2023
Reduced 53.34%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
9,827
shares
|
$886,395
0.23% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Dentgroup LLC
|
Apr 14, 2025 Q1 2025 |
9,817
shares
|
$885,493
0.72% of portfolio
|
Q1 2025
Added 9.65%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
9,813
shares
|
$885,132
0.13% of portfolio
|
Q4 2024
Reduced 89.33%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Mar 19, 2025 Q4 2024 |
9,808
shares
|
$884,681
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
9,789
shares
|
$882,967
0.07% of portfolio
|
Q1 2025
Reduced 8.27%
|