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 |
|---|---|---|---|---|---|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,017
shares
|
$90,401
0.03% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$88,890
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$88,890
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
999
shares
|
$88,801
0.03% of portfolio
|
Q1 2025
Added 13.14%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
964
shares
|
$85,689
0.02% of portfolio
|
Q4 2024
Reduced 17.75%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
943
shares
|
$83,823
0.01% of portfolio
|
Q1 2025
Added 143.04%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
930
shares
|
$82,667
0.01% of portfolio
|
Q4 2024
Reduced 99.03%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
915
shares
|
$81,334
0.03% of portfolio
|
Q4 2024
Reduced 33.5%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
896
shares
|
$79,645
0.03% of portfolio
|
Q2 2022
Reduced 83.07%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
889
shares
|
$79,023
0.01% of portfolio
|
Q4 2024
Reduced 15.49%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
872
shares
|
$77,512
0.03% of portfolio
|
Q4 2024
Added 15.96%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
869
shares
|
$77,245
0.02% of portfolio
|
Q1 2025
Added 41.53%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
846
shares
|
$75,200
0.0% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
844
shares
|
$75,023
0.0% of portfolio
|
Q3 2022
Added 1056.16%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
830
shares
|
$73,778
0.07% of portfolio
|
Q1 2025
Added 2974.07%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
827
shares
|
$73,512
0.0% of portfolio
|
Q4 2024
Reduced 97.11%
|
|
|
Equitec Proprietary Markets, LLC
|
Jan 29, 2025 Q4 2024 |
800
shares
|
$71,112
0.04% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
800
shares
|
$71,112
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
800
shares
|
$71,112
0.01% of portfolio
|
Q4 2024
Reduced 36.66%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
796
shares
|
$70,756
0.01% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
772
shares
|
$68,623
0.01% of portfolio
|
Q4 2024
Added 92.04%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
771
shares
|
$68,534
0.02% of portfolio
|
Q3 2024
Added 956.16%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
742
shares
|
$65,956
0.03% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
721
shares
|
$64,089
0.03% of portfolio
|
Q4 2024
Added 12.66%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
720
shares
|
$64,000
0.01% of portfolio
|
Q1 2025
Reduced 21.74%
|