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 1,410 institutions that hold shares in the stock, with a total of 454 Million shares, which have been reported (via 13F filing form) to have a value of $40 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Townsend & Associates, Inc
|
Apr 25, 2025 Q1 2025 |
450,544
shares
|
$39.7 Million
4.29% of portfolio
|
Q1 2025
Added 13.05%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
442,716
shares
|
$39 Million
0.57% of portfolio
|
Q1 2025
Reduced 38.2%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
437,051
shares
|
$38.5 Million
1.3% of portfolio
|
Q1 2025
Reduced 31.6%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
May 06, 2025 Q1 2025 |
428,734
shares
|
$37.8 Million
28.87% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
426,602
shares
|
$37.6 Million
0.12% of portfolio
|
Q1 2025
Added 10.85%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
421,606
shares
|
$37.2 Million
0.24% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
415,399
shares
|
$36.6 Million
0.92% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
404,630
shares
|
$35.7 Million
1.04% of portfolio
|
Q1 2025
Reduced 48.39%
|
|
|
Ws Management Lllp
Jacksonville, FL |
May 14, 2025 Q1 2025 |
402,118
shares
|
$35.4 Million
4.2% of portfolio
|
Q1 2025
Reduced 44.38%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
398,776
shares
|
$35.1 Million
0.18% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Bcm Advisors, LLC
|
May 06, 2025 Q1 2025 |
395,616
shares
|
$34.9 Million
8.14% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
385,085
shares
|
$33.9 Million
0.36% of portfolio
|
Q1 2025
Added 21.2%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
369,205
shares
|
$32.5 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
365,808
shares
|
$32.2 Million
6.19% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
364,152
shares
|
$32.1 Million
0.61% of portfolio
|
Q2 2023
Added 22.96%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
362,931
shares
|
$32 Million
0.83% of portfolio
|
Q1 2025
Added 24.31%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
360,092
shares
|
$31.7 Million
0.02% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
353,044
shares
|
$31.1 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
350,114
shares
|
$30.9 Million
0.4% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
341,660
shares
|
$30.1 Million
1.26% of portfolio
|
Q1 2025
Added 79.48%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Jul 21, 2025 Q1 2025 |
325,000
shares
|
$28.6 Million
0.07% of portfolio
|
Q1 2025
Added 116.67%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
310,659
shares
|
$27.4 Million
0.8% of portfolio
|
Q1 2025
Added 235.89%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
306,915
shares
|
$27.1 Million
4.19% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
May 14, 2025 Q1 2025 |
306,276
shares
|
$27 Million
7.49% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
303,716
shares
|
$26.8 Million
3.62% of portfolio
|
Q2 2025
Added 0.94%
|