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 |
|---|---|---|---|---|---|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
116,022
shares
|
$10.4 Million
8.48% of portfolio
|
Q2 2025
Added 10.31%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
113,001
shares
|
$10.1 Million
0.19% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
112,669
shares
|
$10.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 76.55%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
112,197
shares
|
$10 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Aug 13, 2025 Q2 2025 |
110,236
shares
|
$9.84 Million
6.02% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Security Benefit Life Insurance CO
Topeka, KS |
Aug 07, 2025 Q2 2025 |
110,000
shares
|
$9.82 Million
9.07% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
109,838
shares
|
$9.8 Million
0.08% of portfolio
|
Q2 2025
Reduced 20.7%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jul 15, 2025 Q2 2025 |
109,814
shares
|
$9.8 Million
9.47% of portfolio
|
Q2 2025
Reduced 38.04%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
109,346
shares
|
$9.76 Million
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
108,828
shares
|
$9.71 Million
0.74% of portfolio
|
Q2 2025
Reduced 9.36%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
108,628
shares
|
$9.7 Million
0.98% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
108,218
shares
|
$9.66 Million
0.02% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
107,784
shares
|
$9.62 Million
0.25% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
107,359
shares
|
$9.58 Million
1.4% of portfolio
|
Q2 2025
Added 89.87%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
107,351
shares
|
$9.58 Million
0.04% of portfolio
|
Q2 2025
Added 13.72%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
107,020
shares
|
$9.55 Million
1.08% of portfolio
|
Q3 2023
Added 282.75%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
106,205
shares
|
$9.48 Million
0.71% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
106,133
shares
|
$9.47 Million
2.2% of portfolio
|
Q2 2025
Reduced 40.16%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
105,965
shares
|
$9.46 Million
0.02% of portfolio
|
Q2 2025
Added 14.97%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
105,321
shares
|
$9.4 Million
0.92% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
104,742
shares
|
$9.35 Million
0.35% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
104,715
shares
|
$9.35 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
104,442
shares
|
$9.32 Million
6.66% of portfolio
|
Q2 2025
Added 26.82%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
104,184
shares
|
$9.3 Million
0.23% of portfolio
|
Q2 2025
Added 26.77%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
103,910
shares
|
$9.27 Million
0.22% of portfolio
|
Q2 2025
Reduced 8.79%
|