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 |
|---|---|---|---|---|---|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,164
shares
|
$360,269
0.2% of portfolio
|
Q1 2024
Reduced 12.32%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
4,159
shares
|
$359,836
0.0% of portfolio
|
Q1 2025
Reduced 59.22%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
4,138
shares
|
$358,019
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
4,110
shares
|
$355,597
0.03% of portfolio
|
Q1 2025
Reduced 13.87%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4,085
shares
|
$353,434
0.03% of portfolio
|
Q4 2023
Added 13.16%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
4,052
shares
|
$350,579
0.02% of portfolio
|
Q1 2025
Reduced 97.86%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
4,043
shares
|
$349,800
0.02% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
4,035
shares
|
$349,108
0.05% of portfolio
|
Q1 2025
Reduced 89.68%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
4,000
shares
|
$346,080
0.01% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
3,996
shares
|
$345,733
0.13% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
3,964
shares
|
$342,965
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
3,956
shares
|
$342,273
0.12% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
3,943
shares
|
$341,148
0.28% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
3,926
shares
|
$339,677
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
3,910
shares
|
$338,293
0.03% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
3,800
shares
|
$328,776
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
3,799
shares
|
$328,689
0.01% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
3,778
shares
|
$326,872
0.07% of portfolio
|
Q1 2025
Reduced 31.72%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
3,714
shares
|
$321,335
0.13% of portfolio
|
Q2 2025
Reduced 54.58%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
3,703
shares
|
$320,383
0.16% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
3,700
shares
|
$320,124
0.04% of portfolio
|
Q1 2025
Reduced 45.89%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
3,700
shares
|
$320,124
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
3,691
shares
|
$319,345
0.2% of portfolio
|
Q1 2025
Added 26.58%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
3,664
shares
|
$317,009
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
3,646
shares
|
$315,451
0.19% of portfolio
|
Q1 2025
Reduced 0.95%
|