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 |
|---|---|---|---|---|---|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
5,101
shares
|
$438,686
0.2% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
5,073
shares
|
$436,278
0.23% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
5,061
shares
|
$435,246
0.33% of portfolio
|
Q2 2025
Reduced 61.27%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
5,043
shares
|
$433,698
0.11% of portfolio
|
Q1 2025
Reduced 88.56%
|
|
|
Barry Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,012
shares
|
$431,032
0.11% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
5,000
shares
|
$430,000
0.28% of portfolio
|
Q1 2025
Reduced 47.7%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,000
shares
|
$430,000
0.03% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
5,000
shares
|
$430,000
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
4,984
shares
|
$428,624
0.04% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
4,934
shares
|
$424,324
0.02% of portfolio
|
Q1 2025
Added 95.95%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
4,915
shares
|
$422,690
0.18% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
4,904
shares
|
$421,744
0.09% of portfolio
|
Q1 2025
Reduced 78.45%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,869
shares
|
$418,734
0.0% of portfolio
|
Q2 2025
Added 36.23%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
4,855
shares
|
$417,530
0.27% of portfolio
|
Q1 2025
Reduced 82.26%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
4,816
shares
|
$414,176
0.0% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
4,804
shares
|
$413,144
0.05% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
4,803
shares
|
$413,058
0.14% of portfolio
|
Q1 2025
Reduced 88.67%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,785
shares
|
$411,510
0.1% of portfolio
|
Q2 2025
Reduced 64.04%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
4,782
shares
|
$411,252
0.03% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
4,760
shares
|
$409,360
0.0% of portfolio
|
Q1 2025
Reduced 96.47%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
4,751
shares
|
$408,586
0.03% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
4,718
shares
|
$405,748
0.11% of portfolio
|
Q4 2024
Reduced 9.53%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
4,701
shares
|
$404,286
0.17% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
4,698
shares
|
$404,028
0.33% of portfolio
|
Q2 2025
Added 12.99%
|
|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
4,613
shares
|
$396,718
0.5% of portfolio
|
Q1 2025
Reduced 3.72%
|