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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
594
shares
|
$52,355
0.0% of portfolio
|
Q1 2025
Reduced 87.17%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
571
shares
|
$50,327
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
561
shares
|
$49,446
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
559
shares
|
$49,270
0.01% of portfolio
|
Q2 2025
Reduced 44.04%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
526
shares
|
$46,361
0.01% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
519
shares
|
$45,744
0.03% of portfolio
|
Q2 2024
Reduced 27.21%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
514
shares
|
$45,303
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
500
shares
|
$44,070
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
497
shares
|
$43,805
0.02% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
482
shares
|
$42,483
0.04% of portfolio
|
Q4 2024
Reduced 28.06%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
465
shares
|
$40,985
0.0% of portfolio
|
Q2 2025
Added 38.39%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
462
shares
|
$40,720
0.02% of portfolio
|
Q1 2025
Added 10.53%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
459
shares
|
$40,456
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
450
shares
|
$39,663
0.03% of portfolio
|
Q2 2024
Added 328.57%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
450
shares
|
$39,663
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
445
shares
|
$39,222
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
441
shares
|
$38,869
0.0% of portfolio
|
Q1 2025
Reduced 82.08%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
440
shares
|
$38,781
0.01% of portfolio
|
Q4 2024
Reduced 72.15%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
430
shares
|
$37,900
0.02% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
425
shares
|
$37,459
0.0% of portfolio
|
Q1 2025
Reduced 44.95%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
422
shares
|
$37,195
0.01% of portfolio
|
Q4 2024
Reduced 62.22%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
407
shares
|
$35,872
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
395
shares
|
$34,815
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
394
shares
|
$34,727
0.0% of portfolio
|
Q4 2024
Added 82.41%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
357
shares
|
$31,465
0.01% of portfolio
|
Q3 2024
New holding
|