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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
28
shares
|
$2,444
0.0% of portfolio
|
Q4 2022
Reduced 9.68%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
28
shares
|
$2,444
0.0% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
25
shares
|
$2,182
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jul 24, 2025 Q2 2025 |
25
shares
|
$2,182
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
25
shares
|
$2,182
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
23
shares
|
$2,007
0.0% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Summer Road LLC
West Palm Beach, FL |
Aug 14, 2025 Q2 2025 |
20
shares
|
$1,745
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
20
shares
|
$1,745
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
19
shares
|
$1,658
0.0% of portfolio
|
Q4 2022
Reduced 60.42%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
19
shares
|
$1,658
0.0% of portfolio
|
Q2 2025
Reduced 81.73%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
18
shares
|
$1,571
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
15
shares
|
$1,309
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
13
shares
|
$1,134
0.0% of portfolio
|
Q1 2025
Reduced 99.95%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
12
shares
|
$1,047
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
11
shares
|
$960
0.0% of portfolio
|
Q3 2024
Reduced 87.21%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
11
shares
|
$960
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
10
shares
|
$872
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
10
shares
|
$872
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
9
shares
|
$785
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
8
shares
|
$698
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
7
shares
|
$611
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4
shares
|
$349
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3
shares
|
$261
0.0% of portfolio
|
Q2 2025
New holding
|