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 1,381 institutions that hold shares in the stock, with a total of 408 Million shares, which have been reported (via 13F filing form) to have a value of $35.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fsc Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,314
shares
|
$201,989
0.13% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
2,312
shares
|
$201,814
0.04% of portfolio
|
Q2 2025
Reduced 40.03%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,310
shares
|
$201,639
0.02% of portfolio
|
Q2 2025
Reduced 15.57%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,309
shares
|
$201,552
0.18% of portfolio
|
Q2 2025
Added 1943.36%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,307
shares
|
$201,378
0.15% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
2,300
shares
|
$200,767
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
2,280
shares
|
$199,021
0.17% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,235
shares
|
$195,093
0.02% of portfolio
|
Q4 2024
Added 63.14%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
2,206
shares
|
$192,561
0.08% of portfolio
|
Q1 2025
Reduced 44.18%
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
2,200
shares
|
$192,038
0.15% of portfolio
|
Q2 2025
Reduced 21.43%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,143
shares
|
$187,062
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
2,130
shares
|
$185,927
0.05% of portfolio
|
Q1 2025
Reduced 48.41%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
2,109
shares
|
$184,094
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
2,000
shares
|
$174,580
0.0% of portfolio
|
Q2 2025
Reduced 52.72%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
1,974
shares
|
$172,310
0.11% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,927
shares
|
$168,207
0.0% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,893
shares
|
$165,239
0.01% of portfolio
|
Q2 2025
Added 100.74%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
1,772
shares
|
$154,677
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
1,763
shares
|
$153,892
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,719
shares
|
$150,051
0.17% of portfolio
|
Q1 2025
Reduced 39.15%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,685
shares
|
$147,083
0.05% of portfolio
|
Q4 2024
Reduced 52.89%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,682
shares
|
$146,821
0.03% of portfolio
|
Q3 2024
Reduced 17.71%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,654
shares
|
$144,377
0.0% of portfolio
|
Q2 2025
Reduced 17.55%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
1,631
shares
|
$142,369
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,587
shares
|
$138,529
0.02% of portfolio
|
Q2 2025
Added 67.58%
|