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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
16,135
shares
|
$1.39 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
16,081
shares
|
$1.38 Million
1.32% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
16,002
shares
|
$1.38 Million
0.02% of portfolio
|
Q1 2025
Reduced 58.39%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jul 09, 2025 Q2 2025 |
15,937
shares
|
$1.37 Million
1.04% of portfolio
|
Q2 2025
Reduced 41.97%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
15,869
shares
|
$1.36 Million
0.55% of portfolio
|
Q2 2025
Reduced 15.34%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
15,860
shares
|
$1.36 Million
0.75% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
15,808
shares
|
$1.36 Million
0.35% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
15,726
shares
|
$1.35 Million
0.21% of portfolio
|
Q1 2025
Added 36.16%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
15,675
shares
|
$1.35 Million
0.08% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
15,521
shares
|
$1.33 Million
1.15% of portfolio
|
Q2 2025
Added 30.25%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
15,513
shares
|
$1.33 Million
1.08% of portfolio
|
Q3 2024
Added 75.23%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
15,250
shares
|
$1.31 Million
0.03% of portfolio
|
Q1 2025
Reduced 71.58%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
15,247
shares
|
$1.31 Million
0.18% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
15,244
shares
|
$1.31 Million
0.15% of portfolio
|
Q1 2025
Reduced 24.77%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
15,142
shares
|
$1.3 Million
0.09% of portfolio
|
Q1 2025
Added 10.52%
|
|
|
State Of New Jersey Common Pension Fund D
|
May 13, 2025 Q1 2025 |
15,000
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
14,986
shares
|
$1.29 Million
0.13% of portfolio
|
Q1 2025
Reduced 77.74%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
14,853
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
14,831
shares
|
$1.28 Million
0.98% of portfolio
|
Q1 2025
Reduced 23.39%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
14,830
shares
|
$1.28 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
14,819
shares
|
$1.27 Million
0.35% of portfolio
|
Q2 2025
Added 8.1%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
14,688
shares
|
$1.26 Million
0.17% of portfolio
|
Q1 2025
Reduced 28.66%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
14,623
shares
|
$1.26 Million
0.18% of portfolio
|
Q1 2025
Reduced 91.5%
|