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 |
|---|---|---|---|---|---|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
7,245
shares
|
$632,416
0.14% of portfolio
|
Q2 2025
Added 35.95%
|
|
|
Nationwide Asset Management LLC
|
Oct 27, 2023 Q3 2023 |
7,185
shares
|
$627,178
2.54% of portfolio
|
Q1 2023
Added 11.74%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
7,095
shares
|
$619,322
0.01% of portfolio
|
Q2 2025
Reduced 94.22%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
7,069
shares
|
$617,053
0.19% of portfolio
|
Q2 2025
Reduced 62.32%
|
|
|
One Plus One Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
7,046
shares
|
$615,045
0.47% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
7,045
shares
|
$614,958
0.24% of portfolio
|
Q4 2023
Reduced 24.76%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
7,028
shares
|
$613,474
0.09% of portfolio
|
Q2 2025
Added 13.7%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,015
shares
|
$612,339
0.24% of portfolio
|
Q1 2024
Reduced 48.14%
|
|
|
My Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
6,883
shares
|
$600,817
0.58% of portfolio
|
Q2 2025
Reduced 95.99%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
6,877
shares
|
$600,293
0.19% of portfolio
|
Q2 2025
Added 9.56%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
6,813
shares
|
$594,706
0.11% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,789
shares
|
$592,611
0.0% of portfolio
|
Q2 2025
Added 13.49%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,789
shares
|
$592,611
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
6,750
shares
|
$589,207
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,747
shares
|
$588,945
0.16% of portfolio
|
Q3 2022
Added 42068.75%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
6,740
shares
|
$588,334
0.03% of portfolio
|
Q2 2025
Reduced 60.5%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
6,684
shares
|
$583,446
0.18% of portfolio
|
Q2 2025
Added 35.19%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
6,684
shares
|
$583,446
0.06% of portfolio
|
Q2 2025
Added 10.96%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
6,676
shares
|
$582,748
0.11% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
6,671
shares
|
$582,311
0.21% of portfolio
|
Q2 2025
Reduced 26.12%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
6,632
shares
|
$578,907
0.28% of portfolio
|
Q2 2025
Reduced 16.47%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
6,593
shares
|
$575,502
0.1% of portfolio
|
Q1 2025
Added 3147.78%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
6,534
shares
|
$570,352
0.33% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
6,500
shares
|
$567,385
0.09% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
6,471
shares
|
$564,853
0.01% of portfolio
|
Q2 2025
Added 3.19%
|