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 1,410 institutions that hold shares in the stock, with a total of 454 Million shares, which have been reported (via 13F filing form) to have a value of $40 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
76,957
shares
|
$6.78 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
76,874
shares
|
$6.78 Million
5.52% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Navellier & Associates Inc
Reno, NV |
May 06, 2025 Q1 2025 |
76,847
shares
|
$6.77 Million
1.05% of portfolio
|
Q1 2025
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
76,566
shares
|
$6.75 Million
3.92% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
75,108
shares
|
$6.62 Million
1.9% of portfolio
|
Q1 2025
Added 18.51%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
74,543
shares
|
$6.57 Million
5.98% of portfolio
|
Q1 2025
Added 160.02%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
74,449
shares
|
$6.56 Million
0.28% of portfolio
|
Q2 2025
Added 45.94%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
May 15, 2025 Q1 2025 |
74,389
shares
|
$6.56 Million
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
73,790
shares
|
$6.5 Million
1.52% of portfolio
|
Q4 2023
New holding
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
73,657
shares
|
$6.49 Million
4.47% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
May 09, 2025 Q1 2025 |
73,022
shares
|
$6.44 Million
7.12% of portfolio
|
Q1 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
72,993
shares
|
$6.43 Million
0.58% of portfolio
|
Q1 2025
Added 25.8%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
72,817
shares
|
$6.42 Million
1.92% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
72,764
shares
|
$6.41 Million
0.5% of portfolio
|
Q2 2025
Reduced 44.5%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
71,948
shares
|
$6.34 Million
3.59% of portfolio
|
Q1 2025
Added 10.17%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
71,375
shares
|
$6.29 Million
0.02% of portfolio
|
Q1 2025
Added 25.64%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
71,053
shares
|
$6.26 Million
0.81% of portfolio
|
Q1 2025
Reduced 14.28%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
70,948
shares
|
$6.25 Million
0.38% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
69,683
shares
|
$6.14 Million
0.25% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
69,162
shares
|
$6.1 Million
0.3% of portfolio
|
Q3 2022
Reduced 7.4%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
68,524
shares
|
$6.04 Million
0.07% of portfolio
|
Q1 2025
Added 40.88%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
68,150
shares
|
$6.01 Million
1.66% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Militia Capital Partners, LP
Las Vegas, NV |
Jun 05, 2025 Q1 2025 |
68,100
shares
|
$6 Million
4.92% of portfolio
|
Q1 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
68,060
shares
|
$6 Million
2.01% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
67,719
shares
|
$5.97 Million
1.71% of portfolio
|
Q2 2025
Added 2.67%
|