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 |
|---|---|---|---|---|---|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
5,819
shares
|
$500,434
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
5,733
shares
|
$493,038
0.07% of portfolio
|
Q4 2023
Reduced 18.51%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
May 15, 2025 Q1 2025 |
5,671
shares
|
$487,706
0.46% of portfolio
|
Q1 2025
Reduced 80.17%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
5,663
shares
|
$487,018
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
5,620
shares
|
$483,320
0.17% of portfolio
|
Q1 2025
Reduced 13.49%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
5,592
shares
|
$480,912
0.47% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
5,567
shares
|
$478,762
0.2% of portfolio
|
Q1 2025
Reduced 41.29%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Jul 21, 2025 Q2 2025 |
5,564
shares
|
$478,504
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Square Group S, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,500
shares
|
$473,000
0.57% of portfolio
|
Q3 2024
Reduced 88.04%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
5,446
shares
|
$468,356
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
5,408
shares
|
$465,088
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
5,377
shares
|
$462,422
0.04% of portfolio
|
Q2 2025
Reduced 31.88%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
5,377
shares
|
$462,422
0.12% of portfolio
|
Q1 2025
Reduced 93.11%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
5,356
shares
|
$460,616
0.16% of portfolio
|
Q1 2025
Reduced 85.96%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
5,350
shares
|
$460,100
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
5,349
shares
|
$460,014
0.25% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
5,346
shares
|
$459,756
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
5,342
shares
|
$459,412
0.05% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
5,329
shares
|
$458,294
0.11% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
5,317
shares
|
$457,262
0.07% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
5,245
shares
|
$451,070
0.04% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
5,243
shares
|
$450,898
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
5,182
shares
|
$445,652
0.02% of portfolio
|
Q1 2025
Reduced 53.74%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
5,127
shares
|
$440,922
0.52% of portfolio
|
Q1 2022
Added 13.3%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jul 22, 2025 Q2 2025 |
5,108
shares
|
$439,288
0.28% of portfolio
|
Q2 2025
Reduced 16.37%
|