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 |
|---|---|---|---|---|---|
|
Motco
|
May 07, 2025 Q1 2025 |
190
shares
|
$16,746
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
182
shares
|
$16,041
0.0% of portfolio
|
Q2 2023
Reduced 0.55%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
182
shares
|
$16,041
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
176
shares
|
$15,512
0.0% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
174
shares
|
$15,336
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
172
shares
|
$15,160
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
171
shares
|
$15,071
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
161
shares
|
$14,190
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
160
shares
|
$14,102
0.0% of portfolio
|
Q4 2024
Reduced 10.61%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
158
shares
|
$13,926
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
153
shares
|
$13,485
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
135
shares
|
$11,898
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
132
shares
|
$11,634
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
123
shares
|
$10,841
0.01% of portfolio
|
Q1 2025
Reduced 93.0%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
122
shares
|
$10,753
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
121
shares
|
$10,664
0.0% of portfolio
|
Q1 2025
Reduced 96.98%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
120
shares
|
$10,576
0.01% of portfolio
|
Q4 2024
Reduced 17.24%
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
116
shares
|
$10,224
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
116
shares
|
$10,224
0.0% of portfolio
|
Q1 2025
Reduced 99.57%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
113
shares
|
$9,959
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
108
shares
|
$9,519
0.0% of portfolio
|
Q1 2025
Reduced 39.66%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
106
shares
|
$9,342
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
104
shares
|
$9,166
0.01% of portfolio
|
Q1 2025
Reduced 69.41%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
104
shares
|
$9,166
0.0% of portfolio
|
Q4 2024
Reduced 27.78%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
103
shares
|
$9,078
0.0% of portfolio
|
Q2 2025
New holding
|