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 |
|---|---|---|---|---|---|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
8,558
shares
|
$760,720
0.15% of portfolio
|
Q4 2024
Added 48.52%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
8,512
shares
|
$756,631
0.06% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
8,439
shares
|
$750,142
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
8,433
shares
|
$749,609
0.01% of portfolio
|
Q4 2024
Added 11.21%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
8,409
shares
|
$747,476
0.19% of portfolio
|
Q4 2024
Added 25.32%
|
|
|
Helium Advisors LLC
Everett, WA |
Feb 18, 2025 Q4 2024 |
8,388
shares
|
$745,609
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
8,385
shares
|
$745,342
0.04% of portfolio
|
Q4 2024
Added 40.01%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
8,370
shares
|
$744,009
0.35% of portfolio
|
Q4 2023
Reduced 6.74%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
8,353
shares
|
$742,498
0.25% of portfolio
|
Q4 2024
Added 11.81%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
8,290
shares
|
$736,898
0.03% of portfolio
|
Q4 2024
Reduced 49.75%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
8,284
shares
|
$736,364
0.59% of portfolio
|
Q4 2024
Reduced 17.46%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
8,218
shares
|
$730,498
0.02% of portfolio
|
Q4 2024
Reduced 28.33%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
8,131
shares
|
$722,764
0.21% of portfolio
|
Q4 2024
Reduced 37.46%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
8,105
shares
|
$720,453
0.3% of portfolio
|
Q4 2024
Added 80.11%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,047
shares
|
$715,297
0.38% of portfolio
|
Q4 2024
Added 13.4%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
8,047
shares
|
$715,297
0.23% of portfolio
|
Q4 2024
Reduced 14.5%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
8,038
shares
|
$714,497
0.13% of portfolio
|
Q4 2024
Added 26.66%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Feb 11, 2025 Q4 2024 |
7,992
shares
|
$710,408
0.35% of portfolio
|
Q4 2024
Reduced 35.43%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
7,890
shares
|
$701,342
0.34% of portfolio
|
Q4 2024
Added 36.2%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
7,702
shares
|
$684,630
0.1% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
7,683
shares
|
$682,941
0.27% of portfolio
|
Q4 2024
Added 31912.5%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
7,655
shares
|
$680,452
0.04% of portfolio
|
Q4 2024
Reduced 69.06%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Feb 12, 2025 Q4 2024 |
7,646
shares
|
$679,652
0.3% of portfolio
|
Q4 2024
Reduced 9.49%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
7,622
shares
|
$677,519
0.32% of portfolio
|
Q1 2025
Added 126.64%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
7,583
shares
|
$674,052
0.13% of portfolio
|
Q1 2025
Reduced 96.59%
|