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 |
|---|---|---|---|---|---|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
2,640
shares
|
$232,689
0.34% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,638
shares
|
$232,513
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jul 22, 2025 Q2 2025 |
2,630
shares
|
$231,808
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
2,628
shares
|
$231,631
0.12% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
2,608
shares
|
$229,869
0.11% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,603
shares
|
$229,428
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
2,600
shares
|
$229,164
0.16% of portfolio
|
Q1 2025
Reduced 44.4%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
2,599
shares
|
$229,075
0.0% of portfolio
|
Q1 2024
Reduced 5.8%
|
|
|
Penbrook Management LLC
|
Apr 01, 2025 Q1 2025 |
2,595
shares
|
$228,723
0.19% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
2,591
shares
|
$228,370
0.03% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
2,579
shares
|
$227,313
0.05% of portfolio
|
Q2 2025
Reduced 83.24%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
2,579
shares
|
$227,313
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,573
shares
|
$226,784
0.01% of portfolio
|
Q1 2024
Added 39.53%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
2,539
shares
|
$223,787
0.2% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
2,532
shares
|
$223,170
0.05% of portfolio
|
Q1 2025
Reduced 65.37%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
2,525
shares
|
$222,553
0.1% of portfolio
|
Q4 2024
Reduced 11.4%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
2,517
shares
|
$221,848
0.11% of portfolio
|
Q2 2025
Added 12.77%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
2,501
shares
|
$220,438
0.01% of portfolio
|
Q2 2025
Reduced 19.71%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
2,500
shares
|
$220,350
0.01% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
2,499
shares
|
$220,261
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
2,487
shares
|
$219,204
0.08% of portfolio
|
Q2 2025
Added 72.35%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
2,484
shares
|
$218,939
0.03% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
2,460
shares
|
$216,824
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
2,450
shares
|
$215,943
0.08% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
2,445
shares
|
$215,502
0.04% of portfolio
|
Q2 2025
Reduced 5.56%
|