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 |
|---|---|---|---|---|---|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
5,667
shares
|
$503,739
0.11% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
5,661
shares
|
$503,206
0.01% of portfolio
|
Q4 2024
Added 81.21%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
5,567
shares
|
$494,850
0.2% of portfolio
|
Q1 2025
Reduced 41.29%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
5,533
shares
|
$491,828
0.09% of portfolio
|
Q4 2024
Reduced 51.31%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
5,526
shares
|
$491,206
0.35% of portfolio
|
Q4 2024
Reduced 87.44%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
5,503
shares
|
$489,161
0.06% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Alpha Square Group S, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,500
shares
|
$488,895
0.57% of portfolio
|
Q3 2024
Reduced 88.04%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
5,446
shares
|
$484,094
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
5,437
shares
|
$483,294
0.29% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
5,425
shares
|
$482,228
0.22% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
5,401
shares
|
$480,094
0.0% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
5,354
shares
|
$475,917
0.14% of portfolio
|
Q1 2025
Reduced 86.21%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
5,350
shares
|
$475,561
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
5,346
shares
|
$475,205
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
5,342
shares
|
$474,850
0.05% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
5,200
shares
|
$462,228
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
5,198
shares
|
$462,050
0.19% of portfolio
|
Q1 2025
Reduced 78.19%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
5,185
shares
|
$460,894
0.03% of portfolio
|
Q4 2024
Reduced 29.6%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
5,182
shares
|
$460,627
0.02% of portfolio
|
Q1 2025
Reduced 53.74%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
5,127
shares
|
$455,739
0.52% of portfolio
|
Q1 2022
Added 13.3%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
5,108
shares
|
$454,050
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
5,101
shares
|
$453,427
0.22% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
5,014
shares
|
$445,694
0.04% of portfolio
|
Q1 2025
Added 50.03%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,011
shares
|
$445,427
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
5,000
shares
|
$444,450
0.28% of portfolio
|
Q1 2025
Reduced 47.7%
|