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 |
|---|---|---|---|---|---|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
3,700
shares
|
$322,973
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
3,643
shares
|
$317,997
0.22% of portfolio
|
Q2 2025
Reduced 16.21%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
3,634
shares
|
$317,211
0.2% of portfolio
|
Q2 2025
Added 1292.34%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
3,624
shares
|
$316,338
0.0% of portfolio
|
Q2 2025
Added 33.09%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
3,600
shares
|
$314,244
0.0% of portfolio
|
Q2 2025
Reduced 96.14%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
3,594
shares
|
$313,720
0.03% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
3,587
shares
|
$313,109
0.01% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
3,584
shares
|
$312,847
0.03% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
3,545
shares
|
$309,443
0.0% of portfolio
|
Q2 2025
Reduced 24.45%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
3,531
shares
|
$308,220
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
3,512
shares
|
$306,562
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
3,510
shares
|
$306,387
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
3,509
shares
|
$306,300
0.04% of portfolio
|
Q2 2025
Reduced 45.8%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
3,500
shares
|
$305,515
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
3,462
shares
|
$302,197
0.25% of portfolio
|
Q2 2025
Reduced 66.96%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
3,433
shares
|
$299,666
0.06% of portfolio
|
Q2 2025
Reduced 30.0%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
3,427
shares
|
$299,142
0.0% of portfolio
|
Q2 2025
Reduced 70.16%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
3,426
shares
|
$299,055
0.14% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
May 12, 2025 Q1 2025 |
3,425
shares
|
$298,968
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
3,423
shares
|
$298,793
0.0% of portfolio
|
Q1 2025
Reduced 12.23%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
3,398
shares
|
$296,611
0.02% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
3,396
shares
|
$296,436
0.12% of portfolio
|
Q4 2024
Added 9.06%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
3,361
shares
|
$293,381
0.07% of portfolio
|
Q2 2025
Reduced 37.49%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
3,342
shares
|
$291,723
0.01% of portfolio
|
Q2 2025
Reduced 25.83%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
3,333
shares
|
$290,937
0.24% of portfolio
|
Q2 2025
Reduced 82.75%
|