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 |
|---|---|---|---|---|---|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
63
shares
|
$5,499
0.0% of portfolio
|
Q1 2025
Reduced 79.21%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
58
shares
|
$5,062
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
57
shares
|
$4,975
0.0% of portfolio
|
Q2 2025
Reduced 82.41%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
56
shares
|
$4,888
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
56
shares
|
$4,888
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
51
shares
|
$4,451
0.22% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
48
shares
|
$4,189
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
48
shares
|
$4,189
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
46
shares
|
$4,015
0.0% of portfolio
|
Q4 2023
Reduced 90.85%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
46
shares
|
$4,015
0.0% of portfolio
|
Q1 2016
Added 3160.87%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
45
shares
|
$3,928
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
45
shares
|
$3,928
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
45
shares
|
$3,928
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
41
shares
|
$3,578
0.0% of portfolio
|
Q2 2021
Reduced 68.94%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
40
shares
|
$3,491
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
38
shares
|
$3,317
0.0% of portfolio
|
Q1 2025
Reduced 98.5%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
35
shares
|
$3,055
0.0% of portfolio
|
Q2 2025
Reduced 71.07%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
34
shares
|
$2,967
0.0% of portfolio
|
Q2 2025
Reduced 42.37%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
34
shares
|
$2,967
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
33
shares
|
$2,880
0.0% of portfolio
|
Q2 2025
Reduced 99.63%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
33
shares
|
$2,880
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
33
shares
|
$2,880
0.01% of portfolio
|
Q3 2024
Added 1550.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
31
shares
|
$2,705
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
31
shares
|
$2,705
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
29
shares
|
$2,531
0.0% of portfolio
|
Q2 2025
Reduced 76.23%
|