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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
88,940
shares
|
$7.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.75%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
88,639
shares
|
$7.67 Million
1.09% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
87,589
shares
|
$7.58 Million
5.61% of portfolio
|
Q2 2025
Added 12.2%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
87,482
shares
|
$7.57 Million
2.04% of portfolio
|
Q1 2025
Added 21.8%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
86,829
shares
|
$7.51 Million
0.08% of portfolio
|
Q1 2025
Added 604.1%
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
86,776
shares
|
$7.51 Million
0.04% of portfolio
|
Q1 2025
Added 161.36%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
86,418
shares
|
$7.48 Million
0.43% of portfolio
|
Q2 2025
Reduced 43.11%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
85,211
shares
|
$7.37 Million
1.13% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
85,172
shares
|
$7.37 Million
4.05% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
84,190
shares
|
$7.28 Million
2.17% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
83,962
shares
|
$7.26 Million
0.02% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
83,433
shares
|
$7.22 Million
1.47% of portfolio
|
Q1 2025
Added 2585.32%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
82,185
shares
|
$7.11 Million
0.21% of portfolio
|
Q1 2025
Added 10.15%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
81,161
shares
|
$7.02 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
80,955
shares
|
$7 Million
0.68% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
79,944
shares
|
$6.92 Million
3.37% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
79,867
shares
|
$6.91 Million
0.82% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
78,972
shares
|
$6.83 Million
0.83% of portfolio
|
Q1 2025
Added 1335.07%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
78,765
shares
|
$6.81 Million
0.01% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
78,373
shares
|
$6.78 Million
4.04% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
77,972
shares
|
$6.75 Million
0.09% of portfolio
|
Q1 2025
Reduced 17.94%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
77,663
shares
|
$6.72 Million
0.11% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
77,492
shares
|
$6.7 Million
1.21% of portfolio
|
Q1 2025
New holding
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
77,310
shares
|
$6.69 Million
5.76% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
77,027
shares
|
$6.66 Million
0.44% of portfolio
|
Q1 2025
Added 2.27%
|