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 |
|---|---|---|---|---|---|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
29,061
shares
|
$2.51 Million
0.37% of portfolio
|
Q4 2024
Reduced 20.05%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
29,030
shares
|
$2.51 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
28,988
shares
|
$2.51 Million
0.08% of portfolio
|
Q2 2025
Reduced 36.79%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
28,979
shares
|
$2.51 Million
0.07% of portfolio
|
Q4 2024
Reduced 8.95%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
28,974
shares
|
$2.51 Million
1.41% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
May 15, 2025 Q1 2025 |
28,826
shares
|
$2.49 Million
1.91% of portfolio
|
Q1 2025
Reduced 8.59%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
28,731
shares
|
$2.49 Million
0.74% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
28,550
shares
|
$2.47 Million
6.97% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
28,407
shares
|
$2.46 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
28,352
shares
|
$2.45 Million
1.93% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
28,313
shares
|
$2.45 Million
0.48% of portfolio
|
Q1 2024
Reduced 6.87%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
28,215
shares
|
$2.44 Million
0.25% of portfolio
|
Q1 2025
Reduced 25.83%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
28,112
shares
|
$2.43 Million
1.05% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
28,084
shares
|
$2.43 Million
4.75% of portfolio
|
Q4 2022
Added 4.49%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
27,850
shares
|
$2.41 Million
2.68% of portfolio
|
Q1 2025
Added 67.84%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
27,751
shares
|
$2.4 Million
0.2% of portfolio
|
Q2 2025
Added 9.1%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
27,657
shares
|
$2.39 Million
0.27% of portfolio
|
Q1 2025
Reduced 45.34%
|
|
|
Blue Door Asset Management, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
27,500
shares
|
$2.38 Million
1.46% of portfolio
|
Q1 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
27,273
shares
|
$2.36 Million
0.26% of portfolio
|
Q1 2025
Added 14.96%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
27,161
shares
|
$2.35 Million
0.2% of portfolio
|
Q1 2025
Reduced 89.65%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jul 09, 2025 Q2 2025 |
27,013
shares
|
$2.34 Million
1.82% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
26,764
shares
|
$2.32 Million
0.27% of portfolio
|
Q1 2025
Reduced 26.04%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
26,703
shares
|
$2.31 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
26,612
shares
|
$2.3 Million
0.17% of portfolio
|
Q1 2025
Reduced 12.61%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
26,563
shares
|
$2.3 Million
0.22% of portfolio
|
Q1 2025
Reduced 80.88%
|