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 1,380 institutions that hold shares in the stock, with a total of 401 Million shares, which have been reported (via 13F filing form) to have a value of $35.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
138,561
shares
|
$12.4 Million
4.76% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
138,125
shares
|
$12.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.22%
|
|
|
Granby Capital Management, LLC
|
Aug 13, 2025 Q2 2025 |
138,000
shares
|
$12.3 Million
6.81% of portfolio
|
Q4 2024
Reduced 12.66%
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Aug 08, 2025 Q2 2025 |
138,000
shares
|
$12.3 Million
1.13% of portfolio
|
Q2 2025
Reduced 47.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
137,340
shares
|
$12.3 Million
0.1% of portfolio
|
Q2 2025
Added 23.44%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
135,436
shares
|
$12.1 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
133,239
shares
|
$11.9 Million
0.25% of portfolio
|
Q2 2025
Added 36.87%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Jul 07, 2025 Q2 2025 |
132,028
shares
|
$11.8 Million
12.73% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
129,633
shares
|
$11.6 Million
2.09% of portfolio
|
Q2 2025
Added 12.78%
|
|
|
Amundi
Paris, I0 |
Aug 13, 2025 Q2 2025 |
128,100
shares
|
$11.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
128,027
shares
|
$11.4 Million
0.56% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
127,208
shares
|
$11.4 Million
0.12% of portfolio
|
Q1 2025
Reduced 20.94%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
126,618
shares
|
$11.3 Million
1.48% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
124,714
shares
|
$11.1 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
124,383
shares
|
$11.1 Million
0.99% of portfolio
|
Q2 2025
Added 19.45%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
123,166
shares
|
$11 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
123,095
shares
|
$11 Million
4.86% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
123,047
shares
|
$11 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
122,410
shares
|
$10.9 Million
2.75% of portfolio
|
Q2 2025
Added 11.42%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
121,594
shares
|
$10.9 Million
3.88% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
120,653
shares
|
$10.8 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Aug 13, 2025 Q2 2025 |
120,353
shares
|
$10.7 Million
0.11% of portfolio
|
Q2 2025
Reduced 28.95%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
119,598
shares
|
$10.7 Million
3.42% of portfolio
|
Q4 2023
Added 1.82%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
117,926
shares
|
$10.5 Million
4.74% of portfolio
|
Q2 2025
Added 38.46%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
117,354
shares
|
$10.5 Million
2.21% of portfolio
|
Q2 2025
Added 34.15%
|