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 |
|---|---|---|---|---|---|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
3,594
shares
|
$310,952
0.03% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
3,587
shares
|
$310,347
0.01% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
3,545
shares
|
$306,713
0.01% of portfolio
|
Q1 2025
Added 30.24%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
3,528
shares
|
$305,242
0.08% of portfolio
|
Q1 2025
Added 41.46%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
3,518
shares
|
$304,377
0.01% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
3,516
shares
|
$304,204
0.07% of portfolio
|
Q1 2025
Reduced 35.32%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
3,510
shares
|
$303,685
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
3,509
shares
|
$303,598
0.04% of portfolio
|
Q2 2025
Reduced 45.8%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
3,500
shares
|
$302,820
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
3,486
shares
|
$301,608
0.08% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
3,442
shares
|
$297,801
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
May 12, 2025 Q1 2025 |
3,425
shares
|
$296,331
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
3,423
shares
|
$296,157
0.0% of portfolio
|
Q1 2025
Reduced 12.23%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
3,417
shares
|
$295,638
0.02% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
3,396
shares
|
$293,821
0.12% of portfolio
|
Q4 2024
Added 9.06%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
3,373
shares
|
$291,831
0.02% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
3,342
shares
|
$289,149
0.01% of portfolio
|
Q2 2025
Reduced 25.83%
|
|
|
American Asset Management Inc.
|
May 07, 2025 Q1 2025 |
3,335
shares
|
$288,544
1.6% of portfolio
|
Q1 2025
Added 41.07%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
3,273
shares
|
$283,179
0.3% of portfolio
|
Q1 2025
Reduced 27.4%
|
|
|
Savior LLC
|
Jul 14, 2025 Q2 2025 |
3,264
shares
|
$282,401
1.56% of portfolio
|
Q2 2025
New holding
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
3,257
shares
|
$281,795
0.23% of portfolio
|
Q2 2025
Added 36.56%
|
|
|
Esg Planning
Santa Clara, CA |
May 02, 2025 Q1 2025 |
3,254
shares
|
$281,536
0.2% of portfolio
|
Q1 2025
Reduced 78.69%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
3,251
shares
|
$281,276
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
3,243
shares
|
$280,584
0.03% of portfolio
|
Q1 2025
Added 217.94%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
3,237
shares
|
$280,065
0.03% of portfolio
|
Q1 2025
New holding
|