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 |
|---|---|---|---|---|---|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
18,055
shares
|
$1.55 Million
0.09% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
17,811
shares
|
$1.53 Million
0.69% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
17,752
shares
|
$1.53 Million
0.58% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 01, 2025 Q1 2025 |
17,573
shares
|
$1.51 Million
1.2% of portfolio
|
Q1 2025
New holding
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
May 12, 2025 Q1 2025 |
17,569
shares
|
$1.51 Million
0.71% of portfolio
|
Q1 2025
Reduced 36.03%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
17,516
shares
|
$1.51 Million
1.52% of portfolio
|
Q4 2022
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
17,485
shares
|
$1.5 Million
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Eschler Asset Management LLP
Cambridge, X0 |
May 15, 2025 Q1 2025 |
17,433
shares
|
$1.5 Million
4.32% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
17,403
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
17,342
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
Reduced 43.19%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
17,055
shares
|
$1.47 Million
0.13% of portfolio
|
Q2 2025
Added 21.86%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
16,965
shares
|
$1.46 Million
0.43% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
16,908
shares
|
$1.45 Million
0.13% of portfolio
|
Q4 2024
Reduced 10.17%
|
|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
16,902
shares
|
$1.45 Million
0.86% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
16,733
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2025
Added 11.12%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
16,705
shares
|
$1.44 Million
0.02% of portfolio
|
Q2 2025
Reduced 40.78%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
16,656
shares
|
$1.43 Million
0.59% of portfolio
|
Q1 2025
Reduced 20.02%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
16,509
shares
|
$1.42 Million
0.25% of portfolio
|
Q1 2025
Added 62.73%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
16,497
shares
|
$1.42 Million
0.13% of portfolio
|
Q1 2025
Reduced 82.41%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
16,425
shares
|
$1.41 Million
0.95% of portfolio
|
Q1 2025
Added 333.38%
|
|
|
Kornitzer Capital Management Inc
|
May 02, 2025 Q1 2025 |
16,308
shares
|
$1.4 Million
0.03% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
16,283
shares
|
$1.4 Million
0.11% of portfolio
|
Q1 2025
Reduced 89.22%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
16,226
shares
|
$1.4 Million
0.15% of portfolio
|
Q1 2025
Added 72.89%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
16,181
shares
|
$1.39 Million
0.87% of portfolio
|
Q1 2025
Reduced 12.96%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
16,145
shares
|
$1.39 Million
0.71% of portfolio
|
Q3 2024
Added 6.6%
|