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 |
|---|---|---|---|---|---|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
2,246
shares
|
$197,962
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,235
shares
|
$196,992
0.02% of portfolio
|
Q4 2024
Added 63.14%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
2,227
shares
|
$196,287
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,214
shares
|
$195,141
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
2,206
shares
|
$194,436
0.08% of portfolio
|
Q1 2025
Reduced 44.18%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
2,185
shares
|
$192,585
0.06% of portfolio
|
Q1 2025
Reduced 22.21%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,143
shares
|
$188,884
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
2,130
shares
|
$187,738
0.05% of portfolio
|
Q1 2025
Reduced 48.41%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
2,109
shares
|
$185,887
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
2,006
shares
|
$176,808
0.0% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
2,000
shares
|
$176,280
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
2,000
shares
|
$176,280
0.0% of portfolio
|
Q2 2025
Reduced 52.72%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
1,967
shares
|
$173,371
0.0% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
1,952
shares
|
$172,049
0.13% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,934
shares
|
$170,462
0.0% of portfolio
|
Q1 2025
Reduced 96.58%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
1,855
shares
|
$163,499
0.02% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
1,772
shares
|
$156,184
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
1,767
shares
|
$155,743
0.13% of portfolio
|
Q1 2025
Added 59.76%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
1,763
shares
|
$155,390
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,719
shares
|
$151,512
0.17% of portfolio
|
Q1 2025
Reduced 39.15%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,685
shares
|
$148,515
0.05% of portfolio
|
Q4 2024
Reduced 52.89%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,682
shares
|
$148,251
0.03% of portfolio
|
Q3 2024
Reduced 17.71%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
1,631
shares
|
$143,756
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,534
shares
|
$135,206
0.01% of portfolio
|
Q2 2025
Added 445.91%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
1,524
shares
|
$134,325
0.09% of portfolio
|
Q4 2024
Reduced 9.45%
|