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 |
|---|---|---|---|---|---|
|
Capital Markets Trading Uk LLP
London, X0 |
May 15, 2025 Q1 2025 |
2,443
shares
|
$215,326
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,431
shares
|
$214,268
0.06% of portfolio
|
Q4 2024
Reduced 19.34%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
2,402
shares
|
$211,712
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Swan Global Investments, LLC
Durango, CO |
May 13, 2025 Q1 2025 |
2,400
shares
|
$211,536
0.01% of portfolio
|
Q1 2025
Reduced 78.19%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
2,398
shares
|
$211,359
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
2,395
shares
|
$211,095
0.17% of portfolio
|
Q1 2025
Reduced 62.72%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,387
shares
|
$210,390
0.14% of portfolio
|
Q1 2025
Added 42.08%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
2,376
shares
|
$209,420
0.05% of portfolio
|
Q1 2025
Added 17.74%
|
|
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
2,372
shares
|
$209,068
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
2,364
shares
|
$208,362
0.02% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
2,348
shares
|
$206,952
0.17% of portfolio
|
Q1 2025
Reduced 15.48%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,346
shares
|
$206,776
0.04% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
2,337
shares
|
$205,983
0.07% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
2,323
shares
|
$204,749
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
2,321
shares
|
$204,572
0.08% of portfolio
|
Q2 2025
Reduced 85.12%
|
|
|
Dividend Assets Capital, LLC
|
Apr 15, 2025 Q1 2025 |
2,319
shares
|
$204,396
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Elevatus Welath Management
Victor, NY |
May 13, 2025 Q1 2025 |
2,315
shares
|
$204,044
0.12% of portfolio
|
Q4 2024
Reduced 98.15%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,310
shares
|
$203,603
0.02% of portfolio
|
Q2 2025
Reduced 15.57%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,307
shares
|
$203,338
0.15% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
2,303
shares
|
$202,986
0.15% of portfolio
|
Q1 2025
Reduced 13.06%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
2,300
shares
|
$202,722
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
2,299
shares
|
$202,633
0.01% of portfolio
|
Q4 2024
Reduced 31.74%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
2,293
shares
|
$202,105
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
2,255
shares
|
$198,755
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
2,249
shares
|
$198,226
0.06% of portfolio
|
Q1 2025
New holding
|