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 |
|---|---|---|---|---|---|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
719
shares
|
$63,911
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
689
shares
|
$61,245
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
658
shares
|
$58,489
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
656
shares
|
$58,311
0.05% of portfolio
|
Q4 2024
Reduced 97.35%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
608
shares
|
$54,045
0.01% of portfolio
|
Q2 2024
Reduced 70.06%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
600
shares
|
$53,334
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
598
shares
|
$53,156
0.01% of portfolio
|
Q4 2024
Reduced 19.52%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
571
shares
|
$50,756
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
561
shares
|
$49,867
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
542
shares
|
$48,178
0.01% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
519
shares
|
$46,133
0.03% of portfolio
|
Q2 2024
Reduced 27.21%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
514
shares
|
$45,689
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
511
shares
|
$45,422
0.02% of portfolio
|
Q1 2025
Reduced 72.14%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
500
shares
|
$44,445
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
482
shares
|
$42,844
0.04% of portfolio
|
Q4 2024
Reduced 28.06%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
471
shares
|
$41,867
0.01% of portfolio
|
Q2 2024
Reduced 56.43%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
470
shares
|
$41,778
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
469
shares
|
$41,689
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
464
shares
|
$41,244
0.02% of portfolio
|
Q4 2024
Reduced 35.1%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
459
shares
|
$40,800
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
450
shares
|
$40,000
0.03% of portfolio
|
Q2 2024
Added 328.57%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
450
shares
|
$40,000
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
445
shares
|
$39,556
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
440
shares
|
$39,111
0.01% of portfolio
|
Q4 2024
Reduced 72.15%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
430
shares
|
$38,222
0.02% of portfolio
|
Q4 2024
Reduced 10.42%
|