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 |
|---|---|---|---|---|---|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
9,765
shares
|
$868,010
0.5% of portfolio
|
Q1 2025
Added 153.31%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
9,729
shares
|
$864,810
0.08% of portfolio
|
Q4 2024
Reduced 11.87%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
9,707
shares
|
$862,855
0.42% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
9,582
shares
|
$851,743
0.03% of portfolio
|
Q4 2024
Reduced 78.24%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
9,385
shares
|
$834,232
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
9,264
shares
|
$823,476
0.69% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
9,195
shares
|
$817,343
0.21% of portfolio
|
Q4 2024
Added 54.51%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
9,118
shares
|
$810,499
0.5% of portfolio
|
Q4 2024
Added 21.98%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
9,045
shares
|
$804,010
0.16% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
9,030
shares
|
$802,676
0.32% of portfolio
|
Q1 2025
Reduced 76.02%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Apr 17, 2025 Q1 2025 |
8,959
shares
|
$796,365
0.42% of portfolio
|
Q1 2025
Added 15.91%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Feb 14, 2025 Q4 2024 |
8,938
shares
|
$794,498
0.01% of portfolio
|
Q4 2024
Reduced 73.79%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
8,900
shares
|
$791,121
0.29% of portfolio
|
Q4 2024
Reduced 84.44%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
8,887
shares
|
$789,965
0.32% of portfolio
|
Q4 2024
Added 20.91%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
8,881
shares
|
$789,432
1.72% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
8,877
shares
|
$789,076
0.32% of portfolio
|
Q1 2025
Reduced 80.95%
|
|
|
Gilman Hill Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
8,875
shares
|
$788,898
0.14% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
8,822
shares
|
$784,187
0.03% of portfolio
|
Q1 2025
Reduced 66.05%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
8,760
shares
|
$778,676
0.49% of portfolio
|
Q4 2024
Added 124.62%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
8,735
shares
|
$776,454
0.72% of portfolio
|
Q1 2025
Added 449.37%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
8,702
shares
|
$773,520
0.11% of portfolio
|
Q4 2024
Reduced 9.56%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
8,696
shares
|
$772,987
0.02% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,677
shares
|
$771,298
0.04% of portfolio
|
Q2 2020
Reduced 33.05%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
8,618
shares
|
$766,054
0.01% of portfolio
|
Q4 2024
Reduced 15.06%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
8,609
shares
|
$765,254
0.17% of portfolio
|
Q1 2025
Reduced 58.16%
|