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 1,422 institutions that hold shares in the stock, with a total of 412 Million shares, which have been reported (via 13F filing form) to have a value of $36.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
3,854
shares
|
$342,582
0.19% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
3,852
shares
|
$342,404
0.1% of portfolio
|
Q1 2025
Added 56.59%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
3,835
shares
|
$340,893
0.22% of portfolio
|
Q1 2024
Reduced 94.65%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
3,831
shares
|
$340,537
0.12% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
3,810
shares
|
$338,670
0.03% of portfolio
|
Q4 2024
Added 5761.54%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
3,797
shares
|
$337,515
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
3,746
shares
|
$332,981
0.05% of portfolio
|
Q4 2024
Added 73.67%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
3,714
shares
|
$330,137
0.13% of portfolio
|
Q1 2025
Reduced 95.01%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
3,700
shares
|
$328,893
0.01% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
3,691
shares
|
$328,092
0.2% of portfolio
|
Q1 2025
Added 26.58%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
3,681
shares
|
$327,204
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
3,623
shares
|
$322,048
0.05% of portfolio
|
Q4 2024
Reduced 9.85%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
3,567
shares
|
$317,070
0.01% of portfolio
|
Q2 2024
Added 2278.0%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
3,563
shares
|
$316,715
0.0% of portfolio
|
Q4 2024
Reduced 90.03%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
3,545
shares
|
$315,115
0.01% of portfolio
|
Q1 2025
Added 30.24%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
3,537
shares
|
$314,403
0.25% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
3,528
shares
|
$313,603
0.08% of portfolio
|
Q1 2025
Added 41.46%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
3,524
shares
|
$313,248
0.15% of portfolio
|
Q4 2024
Reduced 54.04%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
3,520
shares
|
$312,892
0.42% of portfolio
|
Q4 2024
Added 89.55%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
3,519
shares
|
$312,803
0.09% of portfolio
|
Q4 2024
Reduced 93.0%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
3,516
shares
|
$312,537
0.07% of portfolio
|
Q1 2025
Reduced 35.32%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
3,510
shares
|
$312,003
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
3,500
shares
|
$311,115
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
3,486
shares
|
$309,870
0.08% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
3,484
shares
|
$309,692
0.16% of portfolio
|
Q1 2025
Reduced 64.34%
|