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 1,422 institutions that hold shares in the stock, with a total of 412 Million shares, which have been reported (via 13F filing form) to have a value of $36.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fulcrum Equity Management
|
Mar 24, 2025 Q4 2024 |
6,199
shares
|
$551,029
0.57% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
6,181
shares
|
$549,429
0.09% of portfolio
|
Q1 2025
Reduced 31.81%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
6,140
shares
|
$545,784
0.34% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
6,127
shares
|
$544,629
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Apr 14, 2025 Q1 2025 |
6,108
shares
|
$542,940
0.38% of portfolio
|
Q1 2025
Reduced 85.05%
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
6,100
shares
|
$542,229
0.0% of portfolio
|
Q3 2024
Reduced 62.35%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
6,094
shares
|
$541,695
0.05% of portfolio
|
Q3 2024
Reduced 37.79%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
6,091
shares
|
$541,428
0.01% of portfolio
|
Q1 2025
Reduced 42.48%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
6,086
shares
|
$540,984
0.06% of portfolio
|
Q3 2024
Added 168.11%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
6,086
shares
|
$540,984
0.34% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Apr 25, 2025 Q1 2025 |
6,040
shares
|
$536,895
0.2% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
6,024
shares
|
$535,473
0.06% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Mar 12, 2025 Q4 2024 |
6,020
shares
|
$535,117
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
6,006
shares
|
$533,873
0.18% of portfolio
|
Q1 2024
Reduced 97.78%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,000
shares
|
$533,340
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
5,944
shares
|
$528,362
0.22% of portfolio
|
Q4 2024
Added 40.79%
|
|
|
Oak Family Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
5,917
shares
|
$525,962
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
5,917
shares
|
$525,962
0.07% of portfolio
|
Q1 2025
Added 214.9%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
5,916
shares
|
$525,873
0.11% of portfolio
|
Q3 2024
Reduced 95.6%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,842
shares
|
$519,295
0.0% of portfolio
|
Q4 2024
Added 55.21%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
5,813
shares
|
$516,717
0.22% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
5,790
shares
|
$514,673
0.29% of portfolio
|
Q4 2024
Added 46.58%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
5,733
shares
|
$509,606
0.07% of portfolio
|
Q4 2023
Reduced 18.51%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Apr 08, 2025 Q1 2025 |
5,725
shares
|
$508,895
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,710
shares
|
$507,561
0.02% of portfolio
|
Q4 2024
Reduced 77.7%
|