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 |
|---|---|---|---|---|---|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
179,524
shares
|
$16 Million
0.59% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
179,323
shares
|
$15.9 Million
0.38% of portfolio
|
Q4 2024
Reduced 25.16%
|
|
|
Soft Vest Advisors, LLC
Abilene, TX |
Feb 13, 2025 Q4 2024 |
177,000
shares
|
$15.7 Million
1.56% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
176,467
shares
|
$15.7 Million
0.26% of portfolio
|
Q1 2025
Reduced 19.87%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
174,870
shares
|
$15.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
172,721
shares
|
$15.4 Million
1.04% of portfolio
|
Q4 2024
Reduced 39.82%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
172,084
shares
|
$15.3 Million
2.79% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Drive Global Investors LLP
London, X0 |
Oct 18, 2024 Q3 2024 |
171,549
shares
|
$15.2 Million
19.7% of portfolio
|
Q3 2024
Added 46.04%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
168,405
shares
|
$15 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sicart Associates LLC
|
Apr 24, 2025 Q1 2025 |
167,911
shares
|
$14.9 Million
5.49% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
166,839
shares
|
$14.8 Million
2.7% of portfolio
|
Q4 2024
Reduced 41.69%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
166,238
shares
|
$14.8 Million
3.33% of portfolio
|
Q1 2025
Added 19.87%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
165,233
shares
|
$14.7 Million
0.38% of portfolio
|
Q4 2024
Added 92.19%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
164,313
shares
|
$14.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.03%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
163,078
shares
|
$14.5 Million
0.94% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
162,381
shares
|
$14.4 Million
3.38% of portfolio
|
Q1 2025
Added 69.79%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
160,900
shares
|
$14.3 Million
0.15% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
159,597
shares
|
$14.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
155,857
shares
|
$13.9 Million
1.17% of portfolio
|
Q1 2025
Added 8.92%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
153,411
shares
|
$13.6 Million
0.79% of portfolio
|
Q4 2024
Added 61.49%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
152,989
shares
|
$13.6 Million
1.31% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
152,884
shares
|
$13.6 Million
2.85% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
151,902
shares
|
$13.5 Million
0.73% of portfolio
|
Q1 2025
Added 75.54%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
150,000
shares
|
$13.3 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Feb 13, 2025 Q4 2024 |
147,600
shares
|
$13.1 Million
1.27% of portfolio
|
Q4 2024
Added 1.37%
|