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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
4,251
shares
|
$371,069
0.05% of portfolio
|
Q2 2025
Reduced 33.15%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
4,204
shares
|
$366,967
0.05% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,164
shares
|
$363,475
0.2% of portfolio
|
Q1 2024
Reduced 12.32%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
4,094
shares
|
$357,365
0.0% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
4,093
shares
|
$357,277
0.07% of portfolio
|
Q2 2025
Reduced 52.46%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4,085
shares
|
$356,579
0.03% of portfolio
|
Q4 2023
Added 13.16%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
4,044
shares
|
$353,000
0.04% of portfolio
|
Q2 2025
Reduced 53.46%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
4,043
shares
|
$352,913
0.02% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
4,038
shares
|
$352,477
0.08% of portfolio
|
Q2 2025
Added 15.83%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
4,025
shares
|
$351,342
0.01% of portfolio
|
Q2 2025
Reduced 22.33%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
4,001
shares
|
$349,247
0.04% of portfolio
|
Q2 2025
Reduced 39.44%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
3,964
shares
|
$346,017
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
3,956
shares
|
$345,319
0.12% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
3,943
shares
|
$344,184
0.28% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
3,926
shares
|
$342,700
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
3,917
shares
|
$341,914
0.05% of portfolio
|
Q2 2025
Reduced 47.49%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
3,910
shares
|
$341,303
0.03% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
3,892
shares
|
$339,732
0.13% of portfolio
|
Q2 2025
Reduced 56.16%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
3,810
shares
|
$332,574
0.02% of portfolio
|
Q2 2025
Reduced 74.84%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
3,800
shares
|
$331,702
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
3,799
shares
|
$331,614
0.01% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
3,761
shares
|
$328,297
0.12% of portfolio
|
Q2 2025
Reduced 27.65%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
3,742
shares
|
$326,639
0.04% of portfolio
|
Q2 2025
Reduced 43.75%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
3,733
shares
|
$325,853
0.14% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
3,714
shares
|
$324,195
0.13% of portfolio
|
Q2 2025
Reduced 54.58%
|