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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
258
shares
|
$22,520
0.0% of portfolio
|
Q2 2025
Reduced 66.32%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
255
shares
|
$22,258
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
253
shares
|
$22,084
0.0% of portfolio
|
Q1 2025
Added 295.31%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
251
shares
|
$21,909
0.01% of portfolio
|
Q3 2024
Reduced 44.59%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
238
shares
|
$20,775
0.01% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
225
shares
|
$19,640
0.0% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
219
shares
|
$19,116
0.01% of portfolio
|
Q1 2025
Reduced 70.49%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
217
shares
|
$18,941
0.0% of portfolio
|
Q2 2024
Reduced 29.08%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
204
shares
|
$17,807
0.01% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
203
shares
|
$17,719
0.01% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
200
shares
|
$17,458
0.0% of portfolio
|
Q2 2025
Reduced 99.84%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
192
shares
|
$16,759
0.0% of portfolio
|
Q4 2024
Added 12.94%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
190
shares
|
$16,585
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
190
shares
|
$16,585
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
182
shares
|
$15,886
0.0% of portfolio
|
Q2 2023
Reduced 0.55%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
172
shares
|
$15,013
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
171
shares
|
$14,926
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
164
shares
|
$14,315
0.0% of portfolio
|
Q2 2025
Reduced 86.56%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
162
shares
|
$14,140
0.01% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
160
shares
|
$13,966
0.0% of portfolio
|
Q4 2024
Reduced 10.61%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
158
shares
|
$13,791
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
153
shares
|
$13,355
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
140
shares
|
$12,220
0.0% of portfolio
|
Q2 2025
Reduced 20.45%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
140
shares
|
$12,220
0.0% of portfolio
|
Q2 2025
Reduced 69.7%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
135
shares
|
$11,784
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|