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 |
|---|---|---|---|---|---|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
2,926
shares
|
$253,157
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
2,916
shares
|
$252,292
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
2,907
shares
|
$251,513
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,886
shares
|
$249,696
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
2,875
shares
|
$248,745
0.02% of portfolio
|
Q1 2025
Reduced 23.98%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
2,868
shares
|
$248,139
0.45% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
2,839
shares
|
$245,630
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
2,823
shares
|
$244,245
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
2,811
shares
|
$243,207
0.13% of portfolio
|
Q1 2024
Added 3.8%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
2,809
shares
|
$243,034
0.25% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
May 20, 2025 Q1 2025 |
2,800
shares
|
$242,256
0.03% of portfolio
|
Q1 2025
Reduced 41.67%
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
2,800
shares
|
$242,256
0.19% of portfolio
|
Q1 2025
Added 86.67%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,775
shares
|
$240,093
0.05% of portfolio
|
Q1 2024
Reduced 45.61%
|
|
|
Cambridge Associates LLC
Boston, MA |
May 15, 2025 Q1 2025 |
2,749
shares
|
$237,843
0.01% of portfolio
|
Q4 2024
Reduced 96.71%
|
|
|
Cox Capital Mgt LLC
|
Jul 16, 2025 Q2 2025 |
2,748
shares
|
$237,756
0.17% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
2,737
shares
|
$236,805
0.06% of portfolio
|
Q2 2025
Reduced 48.88%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
2,737
shares
|
$236,805
0.22% of portfolio
|
Q2 2025
Reduced 50.91%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,736
shares
|
$236,718
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
2,723
shares
|
$235,593
0.0% of portfolio
|
Q1 2025
Reduced 67.71%
|
|
|
Cadinha & CO LLC
|
Apr 03, 2025 Q1 2025 |
2,693
shares
|
$232,998
0.05% of portfolio
|
Q1 2025
Reduced 18.59%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,674
shares
|
$231,354
0.01% of portfolio
|
Q1 2025
Reduced 94.63%
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
2,670
shares
|
$231,008
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,653
shares
|
$229,537
0.05% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
2,646
shares
|
$228,931
0.09% of portfolio
|
Q1 2025
Reduced 58.37%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
2,640
shares
|
$228,412
0.34% of portfolio
|
Q1 2025
Reduced 25.0%
|