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 |
|---|---|---|---|---|---|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
26,196
shares
|
$2.27 Million
0.31% of portfolio
|
Q1 2025
Reduced 75.49%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
26,100
shares
|
$2.26 Million
2.59% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
25,730
shares
|
$2.23 Million
0.12% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
K.J. Harrison & Partners Inc
|
Apr 24, 2025 Q1 2025 |
25,470
shares
|
$2.2 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jul 22, 2025 Q2 2025 |
25,392
shares
|
$2.2 Million
2.65% of portfolio
|
Q2 2025
Reduced 56.2%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
May 14, 2025 Q1 2025 |
25,126
shares
|
$2.17 Million
2.47% of portfolio
|
Q1 2025
Added 298.89%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
25,095
shares
|
$2.17 Million
1.23% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
24,947
shares
|
$2.16 Million
0.28% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
24,939
shares
|
$2.16 Million
0.13% of portfolio
|
Q1 2025
Added 51.04%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Apr 22, 2025 Q1 2025 |
24,721
shares
|
$2.14 Million
1.84% of portfolio
|
Q1 2025
Added 18.05%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
24,459
shares
|
$2.12 Million
2.3% of portfolio
|
Q1 2025
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
24,362
shares
|
$2.11 Million
0.13% of portfolio
|
Q1 2025
Reduced 96.02%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
24,232
shares
|
$2.1 Million
1.52% of portfolio
|
Q2 2025
Added 335.67%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
24,201
shares
|
$2.09 Million
0.02% of portfolio
|
Q1 2025
Reduced 92.21%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
24,019
shares
|
$2.08 Million
0.07% of portfolio
|
Q4 2024
Reduced 69.37%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
23,931
shares
|
$2.07 Million
0.19% of portfolio
|
Q1 2025
Added 145.98%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
23,914
shares
|
$2.07 Million
0.9% of portfolio
|
Q1 2025
New holding
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
23,758
shares
|
$2.06 Million
0.36% of portfolio
|
Q1 2025
Reduced 26.11%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
23,398
shares
|
$2.02 Million
3.55% of portfolio
|
Q4 2024
Reduced 20.4%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
23,371
shares
|
$2.02 Million
1.04% of portfolio
|
Q1 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
23,324
shares
|
$2.02 Million
0.46% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
23,247
shares
|
$2.01 Million
1.43% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Alethea Capital Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
23,123
shares
|
$2 Million
1.57% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
23,096
shares
|
$2 Million
0.01% of portfolio
|
Q1 2025
Reduced 89.62%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
22,750
shares
|
$1.97 Million
0.04% of portfolio
|
Q2 2024
Reduced 9.09%
|