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 |
|---|---|---|---|---|---|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
7,550
shares
|
$671,119
0.01% of portfolio
|
Q4 2024
Added 42.97%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
7,536
shares
|
$669,875
0.0% of portfolio
|
Q4 2024
Added 10.01%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
7,518
shares
|
$668,275
0.22% of portfolio
|
Q4 2024
Added 12.98%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
7,518
shares
|
$668,275
0.27% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Ping Capital Management, Inc.
New York, NY |
Jan 27, 2025 Q4 2024 |
7,500
shares
|
$666,675
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
7,472
shares
|
$664,186
0.56% of portfolio
|
Q3 2024
Reduced 16.97%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
7,387
shares
|
$656,630
0.61% of portfolio
|
Q4 2024
Added 22.34%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
7,339
shares
|
$652,363
0.06% of portfolio
|
Q1 2025
Added 164.85%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
7,330
shares
|
$651,563
0.1% of portfolio
|
Q1 2025
Added 10.23%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
7,311
shares
|
$649,874
0.06% of portfolio
|
Q4 2024
Reduced 87.04%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
7,311
shares
|
$649,874
0.2% of portfolio
|
Q4 2024
Reduced 62.35%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
7,308
shares
|
$649,608
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
7,271
shares
|
$646,319
0.12% of portfolio
|
Q1 2025
Added 37.6%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
7,251
shares
|
$644,541
0.27% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
7,208
shares
|
$640,719
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Nationwide Asset Management LLC
|
Oct 27, 2023 Q3 2023 |
7,185
shares
|
$638,674
2.54% of portfolio
|
Q1 2023
Added 11.74%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
7,100
shares
|
$631,119
0.2% of portfolio
|
Q4 2024
Added 51.06%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
7,091
shares
|
$630,318
0.33% of portfolio
|
Q1 2025
Reduced 61.77%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
7,045
shares
|
$626,230
0.24% of portfolio
|
Q4 2023
Reduced 24.76%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,015
shares
|
$623,563
0.24% of portfolio
|
Q1 2024
Reduced 48.14%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Apr 17, 2025 Q1 2025 |
7,006
shares
|
$622,763
0.46% of portfolio
|
Q1 2025
Reduced 22.35%
|
|
|
J2 Capital Management Inc
|
Apr 08, 2025 Q1 2025 |
6,978
shares
|
$620,274
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
6,838
shares
|
$607,829
0.06% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
6,822
shares
|
$606,407
0.01% of portfolio
|
Q1 2025
Added 22.26%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
6,760
shares
|
$600,896
0.08% of portfolio
|
Q4 2024
New holding
|