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 |
|---|---|---|---|---|---|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
6,750
shares
|
$600,007
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,747
shares
|
$599,740
0.16% of portfolio
|
Q3 2022
Added 42068.75%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
6,645
shares
|
$590,674
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
One Plus One Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
6,619
shares
|
$588,362
0.43% of portfolio
|
Q1 2025
Reduced 39.65%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
6,614
shares
|
$587,918
0.07% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
6,607
shares
|
$587,296
0.06% of portfolio
|
Q1 2025
Added 32.01%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
6,578
shares
|
$584,718
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,496
shares
|
$577,429
0.02% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Apr 24, 2025 Q1 2025 |
6,495
shares
|
$577,340
0.39% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
6,479
shares
|
$575,918
0.13% of portfolio
|
Q1 2025
Added 27.36%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
6,470
shares
|
$575,118
0.25% of portfolio
|
Q4 2024
Reduced 65.75%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
6,414
shares
|
$570,140
0.01% of portfolio
|
Q4 2024
Added 16.96%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
6,404
shares
|
$569,251
0.03% of portfolio
|
Q4 2024
Reduced 28.36%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
6,399
shares
|
$568,807
0.06% of portfolio
|
Q4 2024
Reduced 81.49%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
6,382
shares
|
$567,295
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
6,382
shares
|
$567,295
0.27% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
6,359
shares
|
$565,251
0.09% of portfolio
|
Q1 2025
Reduced 49.95%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
6,356
shares
|
$564,984
0.25% of portfolio
|
Q4 2024
Added 18.91%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
6,349
shares
|
$564,362
0.07% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
6,323
shares
|
$562,051
0.19% of portfolio
|
Q1 2025
Added 17.9%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
6,299
shares
|
$559,918
1.79% of portfolio
|
Q4 2024
Reduced 82.43%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,286
shares
|
$558,762
0.02% of portfolio
|
Q4 2023
Reduced 14.34%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
6,285
shares
|
$558,673
0.05% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
6,272
shares
|
$557,518
0.12% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Feb 11, 2025 Q4 2024 |
6,220
shares
|
$552,895
0.31% of portfolio
|
Q4 2024
Reduced 46.34%
|