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 |
|---|---|---|---|---|---|
|
Argi Investment Services, LLC
|
Feb 13, 2025 Q4 2024 |
229,405
shares
|
$20.4 Million
1.39% of portfolio
|
Q4 2024
Reduced 24.98%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
228,345
shares
|
$20.3 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
226,164
shares
|
$20.1 Million
4.18% of portfolio
|
Q4 2024
Reduced 13.97%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
225,489
shares
|
$20 Million
0.35% of portfolio
|
Q4 2024
Reduced 22.02%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
222,528
shares
|
$19.8 Million
0.09% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
222,278
shares
|
$19.8 Million
6.95% of portfolio
|
Q4 2024
Reduced 21.24%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
215,441
shares
|
$19.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 97.71%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
214,414
shares
|
$19.1 Million
0.02% of portfolio
|
Q4 2024
Added 25.7%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
214,290
shares
|
$19 Million
0.18% of portfolio
|
Q4 2024
Added 52.21%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
204,496
shares
|
$18.2 Million
1.08% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
202,899
shares
|
$18 Million
1.96% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
196,162
shares
|
$17.4 Million
0.57% of portfolio
|
Q4 2024
Added 8.23%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
196,115
shares
|
$17.4 Million
0.85% of portfolio
|
Q4 2024
Added 330.1%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
195,317
shares
|
$17.4 Million
1.31% of portfolio
|
Q4 2024
Added 20.06%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
193,394
shares
|
$17.2 Million
0.23% of portfolio
|
Q4 2024
Reduced 31.66%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
193,186
shares
|
$17.2 Million
1.62% of portfolio
|
Q4 2024
Reduced 55.09%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
192,929
shares
|
$17.1 Million
0.14% of portfolio
|
Q1 2025
Added 73.11%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
192,102
shares
|
$17.1 Million
0.21% of portfolio
|
Q4 2024
Added 52.15%
|
|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
190,360
shares
|
$16.9 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
189,752
shares
|
$16.9 Million
0.88% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
187,560
shares
|
$16.7 Million
0.34% of portfolio
|
Q2 2022
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
186,731
shares
|
$16.6 Million
0.09% of portfolio
|
Q4 2024
Reduced 24.86%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
186,506
shares
|
$16.6 Million
3.0% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Savoie Capital LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
186,500
shares
|
$16.6 Million
1.94% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
181,751
shares
|
$16.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.48%
|