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 |
|---|---|---|---|---|---|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
5,836
shares
|
$509,424
0.26% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
5,825
shares
|
$508,464
0.1% of portfolio
|
Q2 2025
Reduced 96.57%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
5,819
shares
|
$507,940
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,794
shares
|
$505,758
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
5,737
shares
|
$500,782
0.16% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
5,733
shares
|
$500,433
0.07% of portfolio
|
Q4 2023
Reduced 18.51%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
5,707
shares
|
$498,164
0.03% of portfolio
|
Q2 2025
Reduced 10.39%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
5,682
shares
|
$495,981
0.01% of portfolio
|
Q2 2025
Reduced 20.08%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
5,663
shares
|
$494,323
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
5,592
shares
|
$488,125
0.47% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Jul 21, 2025 Q2 2025 |
5,564
shares
|
$485,681
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Square Group S, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,500
shares
|
$480,095
0.57% of portfolio
|
Q3 2024
Reduced 88.04%
|
|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
5,496
shares
|
$479,745
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
5,461
shares
|
$476,690
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
5,408
shares
|
$472,064
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
5,377
shares
|
$469,358
0.04% of portfolio
|
Q2 2025
Reduced 31.88%
|
|
|
Dld Asset Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
5,359
shares
|
$467,787
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
5,350
shares
|
$467,001
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
5,349
shares
|
$466,914
0.25% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
5,346
shares
|
$466,652
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
5,312
shares
|
$463,684
0.34% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Sloy Dahl & Holst, LLC
|
Jul 30, 2025 Q2 2025 |
5,250
shares
|
$458,272
0.07% of portfolio
|
Q2 2025
Added 96.63%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
5,245
shares
|
$457,836
0.04% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
5,243
shares
|
$457,661
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
5,235
shares
|
$456,963
0.14% of portfolio
|
Q2 2025
Reduced 2.26%
|