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 |
|---|---|---|---|---|---|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
59,417
shares
|
$5.24 Million
0.3% of portfolio
|
Q1 2025
Reduced 16.66%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
59,108
shares
|
$5.21 Million
0.25% of portfolio
|
Q1 2025
Reduced 23.71%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
58,310
shares
|
$5.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 82.84%
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Jul 09, 2025 Q2 2025 |
58,131
shares
|
$5.12 Million
7.82% of portfolio
|
Q2 2025
New holding
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Apr 30, 2025 Q1 2025 |
57,600
shares
|
$5.08 Million
4.55% of portfolio
|
Q1 2025
Reduced 59.43%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
57,233
shares
|
$5.04 Million
0.34% of portfolio
|
Q1 2025
Added 39.09%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
57,205
shares
|
$5.04 Million
0.4% of portfolio
|
Q1 2025
Reduced 52.51%
|
|
|
Refined Wealth Management
|
Jul 17, 2025 Q2 2025 |
57,026
shares
|
$5.03 Million
3.53% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
56,521
shares
|
$4.98 Million
2.15% of portfolio
|
Q1 2025
Reduced 20.4%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
May 06, 2025 Q1 2025 |
56,500
shares
|
$4.98 Million
19.89% of portfolio
|
Q1 2025
Added 1783.33%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
56,159
shares
|
$4.95 Million
0.17% of portfolio
|
Q1 2025
Reduced 71.37%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
May 13, 2025 Q1 2025 |
55,900
shares
|
$4.93 Million
4.82% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
55,731
shares
|
$4.91 Million
0.01% of portfolio
|
Q1 2025
Reduced 92.59%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
55,383
shares
|
$4.88 Million
1.6% of portfolio
|
Q2 2025
Added 74.88%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Apr 30, 2025 Q1 2025 |
55,082
shares
|
$4.85 Million
0.73% of portfolio
|
Q1 2025
New holding
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
53,738
shares
|
$4.74 Million
4.06% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
53,199
shares
|
$4.69 Million
1.78% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
53,172
shares
|
$4.69 Million
1.95% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
52,737
shares
|
$4.65 Million
0.96% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
52,392
shares
|
$4.62 Million
0.29% of portfolio
|
Q1 2025
Reduced 33.15%
|
|
|
Hixon Zuercher, LLC
|
Apr 25, 2025 Q1 2025 |
52,363
shares
|
$4.62 Million
1.69% of portfolio
|
Q1 2025
Added 23.05%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
51,959
shares
|
$4.58 Million
0.16% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
51,851
shares
|
$4.57 Million
1.93% of portfolio
|
Q1 2025
Added 24.55%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
51,280
shares
|
$4.52 Million
1.8% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Apr 28, 2025 Q1 2025 |
50,847
shares
|
$4.48 Million
2.7% of portfolio
|
Q1 2025
Added 409.28%
|