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 |
|---|---|---|---|---|---|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
1,584
shares
|
$138,267
0.09% of portfolio
|
Q2 2025
Reduced 74.77%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
1,579
shares
|
$137,830
0.06% of portfolio
|
Q2 2025
Reduced 32.03%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,573
shares
|
$137,307
0.01% of portfolio
|
Q2 2025
Reduced 51.5%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,534
shares
|
$133,902
0.01% of portfolio
|
Q2 2025
Added 445.91%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
1,524
shares
|
$133,029
0.09% of portfolio
|
Q4 2024
Reduced 9.45%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,500
shares
|
$130,935
0.01% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
1,493
shares
|
$130,323
0.05% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,473
shares
|
$128,578
0.01% of portfolio
|
Q2 2025
Added 18.89%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,446
shares
|
$126,221
0.03% of portfolio
|
Q2 2023
Added 1277.14%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
1,424
shares
|
$124,300
0.11% of portfolio
|
Q2 2025
Reduced 91.14%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
1,421
shares
|
$124,039
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
1,389
shares
|
$121,245
0.01% of portfolio
|
Q2 2025
Added 79.23%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,375
shares
|
$120,023
0.08% of portfolio
|
Q3 2024
Reduced 25.27%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
1,375
shares
|
$120,023
0.06% of portfolio
|
Q2 2025
Reduced 71.68%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,360
shares
|
$118,714
0.01% of portfolio
|
Q4 2022
Added 7.94%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
1,346
shares
|
$117,492
0.01% of portfolio
|
Q2 2025
Reduced 99.59%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Aug 05, 2025 Q2 2025 |
1,346
shares
|
$117,492
0.0% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,311
shares
|
$114,437
0.23% of portfolio
|
Q3 2022
Added 55.15%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
1,285
shares
|
$112,167
0.1% of portfolio
|
Q2 2025
Added 54.82%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,233
shares
|
$107,628
0.07% of portfolio
|
Q4 2023
Reduced 1.99%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
1,229
shares
|
$107,279
0.04% of portfolio
|
Q2 2025
Added 140.51%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
1,220
shares
|
$106,493
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1,219
shares
|
$106,406
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,206
shares
|
$105,271
0.0% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,190
shares
|
$103,875
0.02% of portfolio
|
Q2 2025
Reduced 52.5%
|