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 |
|---|---|---|---|---|---|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
6,382
shares
|
$548,852
0.27% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
6,369
shares
|
$547,734
0.03% of portfolio
|
Q1 2025
Reduced 37.56%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
6,359
shares
|
$546,874
0.09% of portfolio
|
Q1 2025
Reduced 49.95%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
6,349
shares
|
$546,014
0.21% of portfolio
|
Q1 2025
Added 37.54%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
6,323
shares
|
$543,778
0.17% of portfolio
|
Q1 2025
Added 17.9%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
6,302
shares
|
$541,972
0.02% of portfolio
|
Q1 2025
Reduced 81.51%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,286
shares
|
$540,596
0.02% of portfolio
|
Q4 2023
Reduced 14.34%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
6,277
shares
|
$539,822
0.39% of portfolio
|
Q1 2025
Reduced 56.33%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
6,271
shares
|
$539,306
0.02% of portfolio
|
Q1 2025
Added 123.96%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
6,262
shares
|
$538,532
0.03% of portfolio
|
Q2 2025
Added 54.54%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Jul 07, 2025 Q2 2025 |
6,197
shares
|
$532,942
0.18% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 07, 2025 Q1 2025 |
6,156
shares
|
$529,416
0.21% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
6,120
shares
|
$526,320
0.07% of portfolio
|
Q1 2025
Reduced 40.62%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
6,110
shares
|
$525,460
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
6,091
shares
|
$523,826
0.01% of portfolio
|
Q1 2025
Reduced 42.48%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
6,086
shares
|
$523,396
0.06% of portfolio
|
Q3 2024
Added 168.11%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
6,086
shares
|
$523,396
0.34% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
6,017
shares
|
$517,462
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
6,009
shares
|
$516,774
0.16% of portfolio
|
Q1 2025
Reduced 15.37%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
6,006
shares
|
$516,516
0.18% of portfolio
|
Q1 2024
Reduced 97.78%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
6,000
shares
|
$516,000
0.09% of portfolio
|
Q2 2025
Reduced 32.39%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,000
shares
|
$516,000
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
5,982
shares
|
$514,452
0.0% of portfolio
|
Q1 2025
Reduced 44.04%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
5,930
shares
|
$509,980
0.59% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
5,916
shares
|
$508,776
0.11% of portfolio
|
Q3 2024
Reduced 95.6%
|