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 1,412 institutions that hold shares in the stock, with a total of 453 Million shares, which have been reported (via 13F filing form) to have a value of $39.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
38,781
shares
|
$3.36 Million
2.45% of portfolio
|
Q1 2025
Added 8.45%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
38,025
shares
|
$3.29 Million
0.6% of portfolio
|
Q1 2024
New holding
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
38,017
shares
|
$3.29 Million
1.86% of portfolio
|
Q1 2025
Added 68.84%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
37,974
shares
|
$3.29 Million
0.48% of portfolio
|
Q1 2025
Reduced 61.6%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jul 15, 2025 Q2 2025 |
37,855
shares
|
$3.28 Million
2.88% of portfolio
|
Q2 2025
Added 121.65%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
37,736
shares
|
$3.26 Million
2.18% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
37,586
shares
|
$3.25 Million
1.42% of portfolio
|
Q1 2025
Added 20.97%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
36,929
shares
|
$3.2 Million
0.37% of portfolio
|
Q1 2025
Added 88.65%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
36,921
shares
|
$3.19 Million
0.19% of portfolio
|
Q2 2025
Reduced 13.51%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
36,881
shares
|
$3.19 Million
2.11% of portfolio
|
Q4 2024
New holding
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
36,660
shares
|
$3.17 Million
0.78% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
36,540
shares
|
$3.16 Million
0.88% of portfolio
|
Q1 2025
Added 14.48%
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
35,888
shares
|
$3.11 Million
1.24% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
35,426
shares
|
$3.07 Million
1.58% of portfolio
|
Q2 2025
New holding
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
35,294
shares
|
$3.05 Million
0.61% of portfolio
|
Q1 2025
Added 339.09%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
35,148
shares
|
$3.04 Million
1.63% of portfolio
|
Q1 2025
Added 14.95%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
35,123
shares
|
$3.04 Million
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
34,607
shares
|
$2.99 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
34,189
shares
|
$2.96 Million
0.02% of portfolio
|
Q1 2025
Reduced 62.59%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
34,040
shares
|
$2.95 Million
0.13% of portfolio
|
Q1 2025
Added 1285.43%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
33,795
shares
|
$2.92 Million
1.55% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
33,681
shares
|
$2.91 Million
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
33,662
shares
|
$2.91 Million
4.69% of portfolio
|
Q3 2023
Reduced 3.73%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
33,588
shares
|
$2.91 Million
0.35% of portfolio
|
Q1 2025
Reduced 82.61%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
33,260
shares
|
$2.88 Million
1.05% of portfolio
|
Q1 2025
Reduced 2.49%
|