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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
20,303
shares
|
$1.75 Million
0.04% of portfolio
|
Q1 2025
Reduced 47.69%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
20,200
shares
|
$1.74 Million
0.06% of portfolio
|
Q1 2025
Added 253.77%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
20,164
shares
|
$1.73 Million
0.31% of portfolio
|
Q1 2025
Added 15.06%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
20,000
shares
|
$1.72 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
20,000
shares
|
$1.72 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jul 18, 2025 Q2 2025 |
20,000
shares
|
$1.72 Million
0.96% of portfolio
|
Q2 2025
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
19,977
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2022
Added 17.51%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
19,927
shares
|
$1.71 Million
0.04% of portfolio
|
Q1 2025
Reduced 64.2%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
19,837
shares
|
$1.71 Million
0.69% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
19,652
shares
|
$1.69 Million
0.84% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
19,555
shares
|
$1.68 Million
0.79% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
19,526
shares
|
$1.68 Million
0.79% of portfolio
|
Q1 2025
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
19,317
shares
|
$1.66 Million
1.61% of portfolio
|
Q1 2025
Added 720.95%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
19,083
shares
|
$1.64 Million
0.15% of portfolio
|
Q1 2025
Reduced 36.21%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
18,711
shares
|
$1.61 Million
0.04% of portfolio
|
Q2 2025
Added 23.85%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
18,600
shares
|
$1.6 Million
1.32% of portfolio
|
Q1 2025
Added 545.16%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
18,577
shares
|
$1.6 Million
0.01% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
18,560
shares
|
$1.6 Million
0.1% of portfolio
|
Q2 2025
Added 35.08%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
18,507
shares
|
$1.59 Million
3.64% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jul 17, 2025 Q2 2025 |
18,443
shares
|
$1.59 Million
1.05% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
18,306
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
18,262
shares
|
$1.57 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
18,217
shares
|
$1.57 Million
0.16% of portfolio
|
Q1 2025
Added 45.49%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
May 13, 2025 Q1 2025 |
18,136
shares
|
$1.56 Million
3.89% of portfolio
|
Q1 2025
Reduced 82.44%
|
|
|
Shay Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
18,103
shares
|
$1.56 Million
0.27% of portfolio
|
Q1 2025
Reduced 5.23%
|