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 |
|---|---|---|---|---|---|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
50,681
shares
|
$4.47 Million
0.65% of portfolio
|
Q2 2025
Reduced 20.93%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
50,633
shares
|
$4.46 Million
0.0% of portfolio
|
Q1 2025
Added 9.55%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
50,552
shares
|
$4.46 Million
0.15% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
50,488
shares
|
$4.45 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.0%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
50,381
shares
|
$4.44 Million
1.83% of portfolio
|
Q1 2025
New holding
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
49,927
shares
|
$4.4 Million
2.2% of portfolio
|
Q2 2025
Added 29.67%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
May 05, 2025 Q1 2025 |
49,770
shares
|
$4.39 Million
3.25% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Cavalier Investments, LLC
|
Apr 24, 2025 Q1 2025 |
49,526
shares
|
$4.37 Million
1.58% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
49,223
shares
|
$4.34 Million
2.62% of portfolio
|
Q1 2023
Reduced 12.28%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
49,181
shares
|
$4.33 Million
1.25% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
48,972
shares
|
$4.32 Million
0.32% of portfolio
|
Q4 2023
Added 7.45%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
48,823
shares
|
$4.3 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
48,697
shares
|
$4.29 Million
0.37% of portfolio
|
Q4 2023
Added 7.6%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
48,126
shares
|
$4.24 Million
0.14% of portfolio
|
Q1 2025
Added 27.33%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
May 12, 2025 Q1 2025 |
47,697
shares
|
$4.2 Million
1.15% of portfolio
|
Q1 2025
Added 33.7%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Apr 18, 2025 Q1 2025 |
47,251
shares
|
$4.16 Million
2.79% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
46,574
shares
|
$4.11 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
46,097
shares
|
$4.06 Million
0.06% of portfolio
|
Q2 2025
Added 66.61%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
45,953
shares
|
$4.05 Million
0.91% of portfolio
|
Q1 2025
Reduced 36.36%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
45,480
shares
|
$4.01 Million
0.12% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
45,158
shares
|
$3.98 Million
0.2% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
44,974
shares
|
$3.96 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
44,180
shares
|
$3.89 Million
1.3% of portfolio
|
Q2 2025
Added 50.01%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
44,106
shares
|
$3.89 Million
1.88% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
43,959
shares
|
$3.87 Million
2.29% of portfolio
|
Q1 2025
Added 1.56%
|