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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
43,566
shares
|
$3.84 Million
0.17% of portfolio
|
Q1 2025
Added 354.66%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
43,454
shares
|
$3.83 Million
0.29% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
43,438
shares
|
$3.83 Million
6.86% of portfolio
|
Q3 2023
Reduced 23.49%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
43,400
shares
|
$3.83 Million
1.49% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
May 13, 2025 Q1 2025 |
43,115
shares
|
$3.8 Million
1.63% of portfolio
|
Q1 2025
New holding
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
42,866
shares
|
$3.78 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
42,690
shares
|
$3.76 Million
0.4% of portfolio
|
Q1 2025
Added 4490.32%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
42,664
shares
|
$3.76 Million
1.51% of portfolio
|
Q1 2024
Reduced 16.76%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
41,782
shares
|
$3.68 Million
1.36% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
41,718
shares
|
$3.68 Million
2.29% of portfolio
|
Q2 2025
Added 48.84%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
41,502
shares
|
$3.66 Million
0.6% of portfolio
|
Q1 2025
Added 1023.19%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
May 07, 2025 Q1 2025 |
41,459
shares
|
$3.65 Million
2.67% of portfolio
|
Q1 2025
Added 4145800.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
41,140
shares
|
$3.63 Million
0.01% of portfolio
|
Q1 2025
Reduced 76.47%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
41,090
shares
|
$3.62 Million
4.05% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
40,652
shares
|
$3.58 Million
0.05% of portfolio
|
Q3 2023
Added 6.78%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
40,403
shares
|
$3.56 Million
1.05% of portfolio
|
Q4 2022
Added 16.93%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
40,181
shares
|
$3.54 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
40,092
shares
|
$3.53 Million
1.07% of portfolio
|
Q1 2025
Reduced 13.77%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
40,055
shares
|
$3.53 Million
0.14% of portfolio
|
Q1 2025
Added 235.98%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
39,901
shares
|
$3.52 Million
0.05% of portfolio
|
Q1 2025
Reduced 62.05%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
39,463
shares
|
$3.48 Million
0.3% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
39,438
shares
|
$3.48 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
39,399
shares
|
$3.47 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
39,294
shares
|
$3.46 Million
0.02% of portfolio
|
Q1 2025
Reduced 82.94%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
38,971
shares
|
$3.43 Million
1.39% of portfolio
|
Q2 2025
Added 8.61%
|