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 |
|---|---|---|---|---|---|
|
Members Advisory Group LLC
Williamsville, NY |
Feb 03, 2025 Q4 2024 |
2,355
shares
|
$209,335
0.09% of portfolio
|
Q4 2024
Reduced 98.74%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
2,354
shares
|
$209,247
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
2,349
shares
|
$208,802
0.1% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,346
shares
|
$208,535
0.04% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,340
shares
|
$208,002
0.02% of portfolio
|
Q4 2024
Reduced 18.83%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
2,323
shares
|
$206,491
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Dividend Assets Capital, LLC
|
Apr 15, 2025 Q1 2025 |
2,319
shares
|
$206,135
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Elevatus Welath Management
Victor, NY |
Feb 13, 2025 Q4 2024 |
2,315
shares
|
$205,780
0.07% of portfolio
|
Q4 2024
Reduced 98.15%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,307
shares
|
$205,069
0.15% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
2,303
shares
|
$204,713
0.15% of portfolio
|
Q1 2025
Reduced 13.06%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
2,301
shares
|
$204,535
0.04% of portfolio
|
Q4 2024
Reduced 45.67%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
2,300
shares
|
$204,447
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
2,299
shares
|
$204,358
0.01% of portfolio
|
Q4 2024
Reduced 31.74%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
2,273
shares
|
$202,046
0.01% of portfolio
|
Q1 2025
Reduced 70.23%
|
|
|
Walker Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
2,256
shares
|
$200,535
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
2,251
shares
|
$200,091
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,235
shares
|
$198,669
0.02% of portfolio
|
Q4 2024
Added 63.14%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
2,232
shares
|
$198,402
0.12% of portfolio
|
Q1 2025
Reduced 28.12%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,143
shares
|
$190,491
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,132
shares
|
$189,513
0.01% of portfolio
|
Q4 2024
Added 11.45%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
2,109
shares
|
$187,469
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
2,007
shares
|
$178,402
0.0% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
1,939
shares
|
$172,357
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,934
shares
|
$171,913
0.0% of portfolio
|
Q1 2025
Reduced 96.58%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,830
shares
|
$162,668
0.01% of portfolio
|
Q1 2025
Reduced 31.28%
|