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 |
|---|---|---|---|---|---|
|
Avid Wealth Partners LLC
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
3,059
shares
|
$271,914
0.19% of portfolio
|
Q1 2025
Reduced 24.71%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
3,045
shares
|
$270,670
0.17% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
3,037
shares
|
$269,958
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,032
shares
|
$269,514
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3,022
shares
|
$268,625
0.18% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
3,001
shares
|
$266,758
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
3,000
shares
|
$266,670
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Warberg Asset Management LLC
Winnetka, IL |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$266,670
2.12% of portfolio
|
Q4 2024
New holding
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
2,986
shares
|
$265,425
0.11% of portfolio
|
Q1 2025
Reduced 81.51%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
2,960
shares
|
$263,114
0.24% of portfolio
|
Q4 2024
Reduced 80.78%
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,960
shares
|
$263,114
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
2,930
shares
|
$260,447
0.12% of portfolio
|
Q4 2024
Reduced 14.18%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
2,916
shares
|
$259,203
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
2,896
shares
|
$257,425
0.11% of portfolio
|
Q1 2025
Reduced 21.13%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,886
shares
|
$256,536
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
2,883
shares
|
$256,269
0.07% of portfolio
|
Q4 2024
Reduced 94.79%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
2,878
shares
|
$255,825
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
2,875
shares
|
$255,558
0.02% of portfolio
|
Q1 2025
Reduced 23.98%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
2,868
shares
|
$254,936
0.45% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
2,868
shares
|
$254,936
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
2,842
shares
|
$252,625
0.07% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
2,825
shares
|
$251,114
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
2,823
shares
|
$250,936
0.04% of portfolio
|
Q1 2025
Reduced 26.69%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
2,811
shares
|
$249,869
0.13% of portfolio
|
Q1 2024
Added 3.8%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
2,810
shares
|
$249,780
0.0% of portfolio
|
Q4 2024
New holding
|