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 1,402 institutions that hold shares in the stock, with a total of 452 Million shares, which have been reported (via 13F filing form) to have a value of $38.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
22,354
shares
|
$1.92 Million
0.02% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
22,297
shares
|
$1.92 Million
0.65% of portfolio
|
Q1 2025
Added 174.22%
|
|
|
Isomer Partners LP
New York, NY |
Feb 03, 2025 Q4 2024 |
22,000
shares
|
$1.89 Million
2.61% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
21,853
shares
|
$1.88 Million
0.02% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
21,784
shares
|
$1.87 Million
0.2% of portfolio
|
Q2 2025
Reduced 18.61%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
21,730
shares
|
$1.87 Million
1.65% of portfolio
|
Q2 2025
Added 32.65%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
21,656
shares
|
$1.86 Million
0.89% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
21,579
shares
|
$1.86 Million
0.11% of portfolio
|
Q1 2025
Reduced 89.0%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
21,500
shares
|
$1.85 Million
3.03% of portfolio
|
Q1 2023
New holding
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
21,449
shares
|
$1.84 Million
0.6% of portfolio
|
Q1 2025
Reduced 15.16%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
21,388
shares
|
$1.84 Million
2.44% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
21,221
shares
|
$1.83 Million
0.1% of portfolio
|
Q2 2025
Reduced 28.49%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
21,104
shares
|
$1.81 Million
0.12% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Nkcfo LLC
|
May 07, 2025 Q1 2025 |
21,000
shares
|
$1.81 Million
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Apr 30, 2025 Q1 2025 |
20,906
shares
|
$1.8 Million
1.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
20,874
shares
|
$1.8 Million
0.2% of portfolio
|
Q1 2025
Reduced 13.36%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
20,846
shares
|
$1.79 Million
0.06% of portfolio
|
Q1 2025
Reduced 17.96%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
20,817
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Values First Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
20,774
shares
|
$1.79 Million
1.14% of portfolio
|
Q1 2025
Added 9.85%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
20,705
shares
|
$1.78 Million
3.41% of portfolio
|
Q4 2023
Added 301.96%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
20,697
shares
|
$1.78 Million
2.05% of portfolio
|
Q1 2025
Added 45.64%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
20,641
shares
|
$1.78 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
20,452
shares
|
$1.76 Million
2.68% of portfolio
|
Q1 2025
Reduced 39.19%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
20,434
shares
|
$1.76 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Capital Wealth Planning, LLC
|
May 12, 2025 Q1 2025 |
20,415
shares
|
$1.76 Million
0.02% of portfolio
|
Q1 2025
New holding
|