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 |
|---|---|---|---|---|---|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
330,450
shares
|
$29.4 Million
2.45% of portfolio
|
Q4 2024
Added 24359.66%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
325,708
shares
|
$29 Million
0.08% of portfolio
|
Q4 2024
Reduced 92.7%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
317,723
shares
|
$28.2 Million
0.3% of portfolio
|
Q4 2024
Reduced 74.35%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
310,696
shares
|
$27.6 Million
0.23% of portfolio
|
Q4 2024
Added 9.95%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
301,515
shares
|
$26.8 Million
0.14% of portfolio
|
Q4 2024
Reduced 9.57%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
300,901
shares
|
$26.7 Million
3.74% of portfolio
|
Q1 2025
Added 14.37%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
294,947
shares
|
$26.2 Million
0.72% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
289,348
shares
|
$25.7 Million
8.45% of portfolio
|
Q1 2025
Added 34.47%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
286,973
shares
|
$25.5 Million
0.16% of portfolio
|
Q4 2024
Added 38.61%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
283,127
shares
|
$25.2 Million
0.93% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
274,685
shares
|
$24.4 Million
0.03% of portfolio
|
Q2 2023
Added 16.35%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
273,713
shares
|
$24.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 53.55%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Jan 17, 2025 Q4 2024 |
269,987
shares
|
$24 Million
6.98% of portfolio
|
Q4 2024
Reduced 37.4%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jan 17, 2025 Q4 2024 |
269,987
shares
|
$24 Million
6.94% of portfolio
|
Q4 2024
New holding
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
269,434
shares
|
$23.9 Million
1.77% of portfolio
|
Q1 2025
Added 19.93%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
268,939
shares
|
$23.9 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
265,207
shares
|
$23.6 Million
0.18% of portfolio
|
Q4 2024
Reduced 22.16%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
262,357
shares
|
$23.3 Million
2.08% of portfolio
|
Q4 2024
Added 11628.07%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
256,336
shares
|
$22.8 Million
11.44% of portfolio
|
Q4 2024
Added 33.01%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
247,527
shares
|
$22 Million
14.35% of portfolio
|
Q1 2023
Added 57.34%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
247,279
shares
|
$22 Million
0.21% of portfolio
|
Q4 2024
Reduced 14.92%
|
|
|
Deane Retirement Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
244,245
shares
|
$21.7 Million
10.6% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
239,822
shares
|
$21.3 Million
0.66% of portfolio
|
Q4 2024
Added 101.55%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
237,294
shares
|
$21.1 Million
0.08% of portfolio
|
Q4 2024
Added 254.94%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
230,359
shares
|
$20.5 Million
0.09% of portfolio
|
Q4 2024
Added 50.57%
|