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 1,412 institutions that hold shares in the stock, with a total of 453 Million shares, which have been reported (via 13F filing form) to have a value of $39.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sona Asset Management (Us) LLC
New York, NY |
May 15, 2025 Q1 2025 |
115,000
shares
|
$9.95 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
114,943
shares
|
$9.94 Million
1.99% of portfolio
|
Q1 2025
Reduced 38.37%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
113,678
shares
|
$9.84 Million
0.04% of portfolio
|
Q1 2025
Added 13.16%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
112,197
shares
|
$9.71 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
111,265
shares
|
$9.63 Million
0.09% of portfolio
|
Q1 2025
Reduced 20.73%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
109,868
shares
|
$9.51 Million
3.89% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jul 15, 2025 Q2 2025 |
109,814
shares
|
$9.5 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
|
$9.46 Million
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
108,628
shares
|
$9.4 Million
0.98% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
May 06, 2025 Q1 2025 |
107,530
shares
|
$9.3 Million
6.44% of portfolio
|
Q1 2025
Added 16.34%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
107,359
shares
|
$9.29 Million
1.4% of portfolio
|
Q2 2025
Added 89.87%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
107,162
shares
|
$9.27 Million
0.21% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
107,020
shares
|
$9.26 Million
1.08% of portfolio
|
Q3 2023
Added 282.75%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
106,098
shares
|
$9.18 Million
0.15% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
104,442
shares
|
$9.04 Million
6.66% of portfolio
|
Q2 2025
Added 26.82%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
104,130
shares
|
$9.01 Million
0.95% of portfolio
|
Q1 2025
Added 17.86%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
103,910
shares
|
$8.99 Million
0.22% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
103,444
shares
|
$8.95 Million
1.0% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
102,919
shares
|
$8.9 Million
1.45% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
102,366
shares
|
$8.86 Million
0.28% of portfolio
|
Q1 2025
Reduced 15.77%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
102,310
shares
|
$8.85 Million
0.76% of portfolio
|
Q1 2025
New holding
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
101,528
shares
|
$8.78 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
101,379
shares
|
$8.77 Million
0.77% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
101,184
shares
|
$8.75 Million
0.01% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
101,000
shares
|
$8.74 Million
0.14% of portfolio
|
Q1 2025
Added 12.43%
|