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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,000
shares
|
$444,450
0.03% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
American Assets Investment Management, LLC
|
Mar 17, 2025 Q4 2024 |
5,000
shares
|
$444,450
14.13% of portfolio
|
Q4 2024
New holding
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
4,944
shares
|
$439,472
0.16% of portfolio
|
Q1 2025
Added 21.24%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
4,915
shares
|
$436,894
0.18% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
4,904
shares
|
$435,916
0.09% of portfolio
|
Q1 2025
Reduced 78.45%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
4,867
shares
|
$432,627
0.03% of portfolio
|
Q4 2024
Added 20.47%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
4,820
shares
|
$428,449
0.01% of portfolio
|
Q4 2024
Reduced 18.92%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,800
shares
|
$426,672
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
4,770
shares
|
$424,005
0.04% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
4,754
shares
|
$422,583
0.06% of portfolio
|
Q1 2025
Reduced 88.4%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
4,718
shares
|
$419,383
0.11% of portfolio
|
Q4 2024
Reduced 9.53%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
4,692
shares
|
$417,071
0.01% of portfolio
|
Q1 2025
Added 9.14%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
4,661
shares
|
$414,316
0.01% of portfolio
|
Q4 2024
Reduced 26.75%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
4,629
shares
|
$411,471
0.01% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
4,616
shares
|
$410,316
0.18% of portfolio
|
Q4 2024
Reduced 66.99%
|
|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
4,613
shares
|
$410,049
0.5% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
4,590
shares
|
$408,005
0.09% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
4,587
shares
|
$407,738
0.03% of portfolio
|
Q4 2024
Reduced 61.38%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
4,536
shares
|
$403,205
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Feb 14, 2025 Q4 2024 |
4,523
shares
|
$402,049
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
4,509
shares
|
$400,805
0.27% of portfolio
|
Q4 2024
Reduced 95.67%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
4,506
shares
|
$400,538
0.02% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
4,383
shares
|
$389,604
0.02% of portfolio
|
Q4 2024
Reduced 11.72%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
4,358
shares
|
$387,382
0.14% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Apr 24, 2025 Q1 2025 |
4,351
shares
|
$386,760
0.43% of portfolio
|
Q4 2024
New holding
|