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 1,422 institutions that hold shares in the stock, with a total of 412 Million shares, which have been reported (via 13F filing form) to have a value of $36.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
24
shares
|
$2,133
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
23
shares
|
$2,044
0.0% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
22
shares
|
$1,955
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
22
shares
|
$1,955
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Summer Road LLC
West Palm Beach, FL |
Feb 11, 2025 Q4 2024 |
20
shares
|
$1,777
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
19
shares
|
$1,688
0.0% of portfolio
|
Q4 2022
Reduced 60.42%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
18
shares
|
$1,600
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
18
shares
|
$1,600
0.0% of portfolio
|
Q1 2025
Reduced 88.54%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
15
shares
|
$1,333
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
13
shares
|
$1,155
0.0% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
12
shares
|
$1,066
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
12
shares
|
$1,066
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
11
shares
|
$977
0.0% of portfolio
|
Q3 2024
Reduced 87.21%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
11
shares
|
$977
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
10
shares
|
$888
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
9
shares
|
$800
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
8
shares
|
$711
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
7
shares
|
$622
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
6
shares
|
$533
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4
shares
|
$355
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
4
shares
|
$355
0.0% of portfolio
|
Q1 2025
Reduced 99.89%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
2
shares
|
$177
0.0% of portfolio
|
Q4 2024
Reduced 99.65%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
1
shares
|
$88
0.0% of portfolio
|
Q4 2024
Reduced 99.28%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
1
shares
|
$88
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Feb 18, 2025 Q4 2024 |
1
shares
|
$88
0.0% of portfolio
|
Q1 2023
Reduced 99.0%
|