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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Pariax, LLC
|
Feb 14, 2024 Q4 2023 |
67,715
shares
|
$5.97 Million
15.11% of portfolio
|
Q4 2023
Added 29.79%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
67,554
shares
|
$5.95 Million
0.09% of portfolio
|
Q1 2025
Added 13.84%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
67,159
shares
|
$5.92 Million
2.91% of portfolio
|
Q2 2025
Added 22.64%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
66,801
shares
|
$5.89 Million
2.93% of portfolio
|
Q1 2025
New holding
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
66,789
shares
|
$5.89 Million
0.07% of portfolio
|
Q1 2025
Reduced 35.92%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
66,695
shares
|
$5.88 Million
0.49% of portfolio
|
Q3 2023
New holding
|
|
|
Amplify Investments, LLC
Lisle, IL |
May 15, 2025 Q1 2025 |
66,281
shares
|
$5.84 Million
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
66,075
shares
|
$5.82 Million
0.25% of portfolio
|
Q1 2025
Reduced 11.23%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
66,060
shares
|
$5.82 Million
0.01% of portfolio
|
Q1 2024
Added 24.52%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
65,280
shares
|
$5.75 Million
0.02% of portfolio
|
Q1 2025
Added 29.26%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
64,516
shares
|
$5.69 Million
0.85% of portfolio
|
Q1 2025
Added 72.06%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
64,003
shares
|
$5.64 Million
2.92% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
O Donnell Financial Services, LLC
|
May 05, 2025 Q1 2025 |
63,815
shares
|
$5.62 Million
2.87% of portfolio
|
Q1 2025
Reduced 21.35%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
63,570
shares
|
$5.6 Million
1.91% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Amitell Capital Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
63,000
shares
|
$5.55 Million
4.34% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Plaisance Capital LLC
Denver, CO |
Aug 15, 2022 Q2 2022 |
61,400
shares
|
$5.41 Million
4.1% of portfolio
|
Q2 2022
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
60,959
shares
|
$5.37 Million
1.76% of portfolio
|
Q2 2025
Reduced 78.93%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
60,933
shares
|
$5.37 Million
1.79% of portfolio
|
Q1 2025
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
60,658
shares
|
$5.35 Million
0.4% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
60,303
shares
|
$5.32 Million
2.03% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
60,220
shares
|
$5.31 Million
0.17% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
59,803
shares
|
$5.27 Million
1.52% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
59,724
shares
|
$5.26 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
59,635
shares
|
$5.26 Million
3.7% of portfolio
|
Q1 2025
Added 24.4%
|