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 |
|---|---|---|---|---|---|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
3,446
shares
|
$306,314
0.09% of portfolio
|
Q4 2024
Reduced 60.5%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
3,433
shares
|
$305,159
0.01% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
3,423
shares
|
$304,270
0.0% of portfolio
|
Q1 2025
Reduced 12.23%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
3,411
shares
|
$303,203
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
3,396
shares
|
$301,870
0.12% of portfolio
|
Q4 2024
Added 9.06%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
3,393
shares
|
$301,603
0.36% of portfolio
|
Q1 2025
Reduced 61.83%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
3,392
shares
|
$301,514
0.22% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
3,373
shares
|
$299,825
0.02% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
3,369
shares
|
$299,470
0.18% of portfolio
|
Q4 2024
Reduced 8.45%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Apr 14, 2025 Q1 2025 |
3,295
shares
|
$292,892
0.15% of portfolio
|
Q1 2025
Reduced 81.14%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
3,295
shares
|
$292,892
0.01% of portfolio
|
Q4 2024
Reduced 57.72%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
3,273
shares
|
$290,936
0.3% of portfolio
|
Q1 2025
Reduced 27.4%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
3,243
shares
|
$288,270
0.03% of portfolio
|
Q1 2025
Added 217.94%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,196
shares
|
$284,092
0.18% of portfolio
|
Q2 2024
Reduced 13.18%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
3,174
shares
|
$282,136
0.02% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
3,172
shares
|
$281,959
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
3,161
shares
|
$280,981
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
3,139
shares
|
$279,025
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
3,138
shares
|
$278,936
0.04% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
3,118
shares
|
$277,159
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
3,117
shares
|
$277,070
0.01% of portfolio
|
Q4 2024
Added 14.81%
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
3,115
shares
|
$276,892
0.01% of portfolio
|
Q1 2025
Reduced 26.38%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
3,107
shares
|
$276,181
0.05% of portfolio
|
Q4 2024
Reduced 96.98%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
3,099
shares
|
$275,470
0.28% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
3,098
shares
|
$275,381
0.02% of portfolio
|
Q4 2024
Added 6.46%
|