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 |
|---|---|---|---|---|---|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
3,236
shares
|
$279,978
0.08% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
3,232
shares
|
$279,632
0.03% of portfolio
|
Q1 2025
Reduced 77.34%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,196
shares
|
$276,517
0.18% of portfolio
|
Q2 2024
Reduced 13.18%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
3,190
shares
|
$275,998
0.16% of portfolio
|
Q1 2025
Added 16.13%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
3,174
shares
|
$274,614
0.02% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
3,161
shares
|
$273,489
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
3,122
shares
|
$270,115
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
3,118
shares
|
$269,769
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
3,106
shares
|
$268,731
0.03% of portfolio
|
Q1 2025
Reduced 26.15%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
3,099
shares
|
$268,125
0.28% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
3,070
shares
|
$265,616
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
3,059
shares
|
$264,664
0.19% of portfolio
|
Q1 2025
Reduced 24.71%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
3,046
shares
|
$263,539
0.04% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
3,045
shares
|
$263,453
0.17% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,032
shares
|
$262,328
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3,022
shares
|
$261,463
0.18% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
3,005
shares
|
$259,992
0.01% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
3,001
shares
|
$259,646
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,000
shares
|
$259,560
0.06% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
May 08, 2025 Q1 2025 |
2,999
shares
|
$259,473
0.3% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
2,982
shares
|
$258,002
0.02% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
2,963
shares
|
$256,358
0.12% of portfolio
|
Q2 2025
Reduced 14.95%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
2,954
shares
|
$255,580
0.22% of portfolio
|
Q1 2025
Reduced 64.34%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,950
shares
|
$255,234
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
2,949
shares
|
$255,147
0.01% of portfolio
|
Q1 2025
New holding
|