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 |
|---|---|---|---|---|---|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3,022
shares
|
$263,790
0.18% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
3,013
shares
|
$263,004
0.01% of portfolio
|
Q2 2025
Reduced 50.53%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
3,000
shares
|
$261,870
0.05% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
X Square Capital, LLC
|
Aug 05, 2025 Q2 2025 |
3,000
shares
|
$261,870
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
2,996
shares
|
$261,520
0.04% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
2,963
shares
|
$258,640
0.12% of portfolio
|
Q2 2025
Reduced 14.95%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
2,957
shares
|
$258,116
0.1% of portfolio
|
Q2 2025
Reduced 51.97%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,950
shares
|
$257,505
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
2,892
shares
|
$252,442
0.15% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,889
shares
|
$252,180
0.0% of portfolio
|
Q2 2025
Reduced 97.79%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,886
shares
|
$251,918
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,879
shares
|
$251,307
0.02% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Aug 13, 2025 Q2 2025 |
2,873
shares
|
$250,784
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
2,868
shares
|
$250,347
0.45% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Jul 29, 2025 Q2 2025 |
2,860
shares
|
$249,649
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
2,855
shares
|
$249,212
0.02% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
2,841
shares
|
$247,990
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
2,836
shares
|
$247,554
0.07% of portfolio
|
Q2 2025
Reduced 12.36%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
2,811
shares
|
$245,372
0.13% of portfolio
|
Q1 2024
Added 3.8%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,775
shares
|
$242,229
0.05% of portfolio
|
Q1 2024
Reduced 45.61%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
2,760
shares
|
$240,920
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cox Capital Mgt LLC
|
Jul 16, 2025 Q2 2025 |
2,748
shares
|
$239,872
0.17% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
2,737
shares
|
$238,912
0.06% of portfolio
|
Q2 2025
Reduced 48.88%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
2,737
shares
|
$238,912
0.22% of portfolio
|
Q2 2025
Reduced 50.91%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
2,732
shares
|
$238,476
0.0% of portfolio
|
Q2 2025
Added 5.12%
|