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 |
|---|---|---|---|---|---|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
4,701
shares
|
$410,350
0.17% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
4,699
shares
|
$410,175
0.01% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
4,698
shares
|
$410,088
0.33% of portfolio
|
Q2 2025
Added 12.99%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
4,643
shares
|
$405,287
0.0% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Wedgewood Investors Inc
|
Jul 30, 2025 Q2 2025 |
4,613
shares
|
$402,668
0.48% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
4,611
shares
|
$402,494
0.23% of portfolio
|
Q2 2025
Reduced 55.37%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
4,600
shares
|
$401,534
0.05% of portfolio
|
Q2 2025
Added 70.5%
|
|
|
American Asset Management Inc.
|
Aug 12, 2025 Q2 2025 |
4,561
shares
|
$398,129
1.86% of portfolio
|
Q2 2025
Added 36.76%
|
|
|
Pinnacle Investment Management LTD
Hong Kong, K3 |
Jul 18, 2025 Q2 2025 |
4,500
shares
|
$392,805
2.29% of portfolio
|
Q2 2025
Reduced 92.5%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
4,489
shares
|
$391,844
0.08% of portfolio
|
Q2 2025
Reduced 29.95%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
4,474
shares
|
$390,535
0.01% of portfolio
|
Q1 2025
Added 43.54%
|
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
4,455
shares
|
$388,876
0.18% of portfolio
|
Q2 2025
Reduced 37.17%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,437
shares
|
$387,305
0.06% of portfolio
|
Q2 2025
Reduced 64.83%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
4,422
shares
|
$385,996
0.08% of portfolio
|
Q2 2025
Added 91.26%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,421
shares
|
$385,909
0.0% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
4,418
shares
|
$385,647
0.03% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,410
shares
|
$384,948
0.02% of portfolio
|
Q2 2025
Added 58.58%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
4,393
shares
|
$383,464
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
4,358
shares
|
$380,409
0.14% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
4,326
shares
|
$377,616
0.13% of portfolio
|
Q2 2025
Added 16.48%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
4,322
shares
|
$377,267
0.12% of portfolio
|
Q1 2025
Added 23.42%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
4,303
shares
|
$375,608
0.32% of portfolio
|
Q2 2025
Added 31.47%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
4,280
shares
|
$373,601
0.21% of portfolio
|
Q1 2025
Reduced 46.81%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
4,275
shares
|
$373,164
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
4,258
shares
|
$371,680
0.44% of portfolio
|
Q1 2025
Reduced 31.31%
|