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 |
|---|---|---|---|---|---|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
33,259
shares
|
$2.88 Million
0.17% of portfolio
|
Q1 2025
Added 30.94%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
33,235
shares
|
$2.88 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
33,046
shares
|
$2.86 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
32,942
shares
|
$2.85 Million
0.39% of portfolio
|
Q1 2025
Reduced 13.06%
|
|
|
Smart Money Group LLC
|
May 12, 2025 Q1 2025 |
32,697
shares
|
$2.83 Million
2.81% of portfolio
|
Q1 2025
Reduced 10.77%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
32,634
shares
|
$2.82 Million
0.96% of portfolio
|
Q1 2025
Added 87.99%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
32,573
shares
|
$2.82 Million
0.1% of portfolio
|
Q1 2025
Reduced 77.42%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
32,359
shares
|
$2.8 Million
1.28% of portfolio
|
Q4 2022
Added 77.0%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
32,000
shares
|
$2.77 Million
0.87% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
32,000
shares
|
$2.77 Million
0.0% of portfolio
|
Q2 2025
Reduced 61.9%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
31,773
shares
|
$2.75 Million
0.94% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
31,652
shares
|
$2.74 Million
2.3% of portfolio
|
Q1 2025
Reduced 98.8%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
31,497
shares
|
$2.73 Million
0.03% of portfolio
|
Q2 2024
Added 10.42%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
31,448
shares
|
$2.72 Million
1.46% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
31,279
shares
|
$2.71 Million
0.18% of portfolio
|
Q1 2025
Reduced 15.8%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
30,583
shares
|
$2.65 Million
0.54% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Apr 15, 2025 Q1 2025 |
30,307
shares
|
$2.62 Million
2.04% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
30,111
shares
|
$2.61 Million
1.5% of portfolio
|
Q2 2025
Reduced 50.33%
|
|
|
J. Goldman & CO LP
New York, NY |
May 15, 2025 Q1 2025 |
30,000
shares
|
$2.6 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
29,965
shares
|
$2.59 Million
1.05% of portfolio
|
Q3 2024
Added 2887.54%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
29,887
shares
|
$2.59 Million
0.94% of portfolio
|
Q1 2025
Reduced 45.67%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
29,758
shares
|
$2.57 Million
1.37% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
29,716
shares
|
$2.57 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
29,639
shares
|
$2.56 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
29,565
shares
|
$2.56 Million
2.02% of portfolio
|
Q1 2025
Reduced 5.88%
|