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 Financial Group
|
Jul 09, 2025 Q2 2025 |
4,600
shares
|
$395,600
0.05% of portfolio
|
Q2 2025
Added 70.5%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
4,539
shares
|
$390,354
0.24% of portfolio
|
Q1 2025
Reduced 21.61%
|
|
|
Pinnacle Investment Management LTD
Hong Kong, K3 |
Jul 18, 2025 Q2 2025 |
4,500
shares
|
$387,000
2.29% of portfolio
|
Q2 2025
Reduced 92.5%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
4,489
shares
|
$386,054
0.08% of portfolio
|
Q2 2025
Reduced 29.95%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
4,480
shares
|
$385,280
0.03% of portfolio
|
Q1 2025
Added 88.55%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
4,474
shares
|
$384,764
0.02% of portfolio
|
Q1 2025
Added 43.54%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
4,422
shares
|
$380,292
0.08% of portfolio
|
Q2 2025
Added 91.26%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,410
shares
|
$379,260
0.02% of portfolio
|
Q2 2025
Added 58.58%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
4,358
shares
|
$374,788
0.14% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Apr 24, 2025 Q1 2025 |
4,351
shares
|
$374,186
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
4,345
shares
|
$373,670
0.15% of portfolio
|
Q1 2025
Added 13.89%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
4,326
shares
|
$372,036
0.13% of portfolio
|
Q2 2025
Added 16.48%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
4,322
shares
|
$371,692
0.12% of portfolio
|
Q1 2025
Added 23.42%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
4,320
shares
|
$371,520
0.27% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
4,280
shares
|
$368,080
0.21% of portfolio
|
Q1 2025
Reduced 46.81%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
4,258
shares
|
$366,188
0.44% of portfolio
|
Q1 2025
Reduced 31.31%
|
|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
4,239
shares
|
$364,554
0.27% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,164
shares
|
$358,104
0.2% of portfolio
|
Q1 2024
Reduced 12.32%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
4,159
shares
|
$357,674
0.0% of portfolio
|
Q1 2025
Reduced 59.22%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
4,138
shares
|
$355,868
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
4,110
shares
|
$353,460
0.03% of portfolio
|
Q1 2025
Reduced 13.87%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4,085
shares
|
$351,310
0.03% of portfolio
|
Q4 2023
Added 13.16%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
4,043
shares
|
$347,698
0.02% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
4,035
shares
|
$347,010
0.05% of portfolio
|
Q1 2025
Reduced 89.68%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
4,000
shares
|
$344,000
0.01% of portfolio
|
Q1 2025
Added 400.0%
|