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 1,412 institutions that hold shares in the stock, with a total of 453 Million shares, which have been reported (via 13F filing form) to have a value of $39.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
59
shares
|
$5,104
0.0% of portfolio
|
Q1 2025
Reduced 95.23%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
58
shares
|
$5,018
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
56
shares
|
$4,845
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
56
shares
|
$4,845
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
50
shares
|
$4,326
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
48
shares
|
$4,152
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
48
shares
|
$4,152
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
47
shares
|
$4,066
0.25% of portfolio
|
Q1 2025
Reduced 18.97%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
46
shares
|
$3,979
0.0% of portfolio
|
Q4 2023
Reduced 90.85%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
46
shares
|
$3,979
0.0% of portfolio
|
Q1 2016
Added 3160.87%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
45
shares
|
$3,893
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
45
shares
|
$3,893
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
45
shares
|
$3,893
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
41
shares
|
$3,547
0.0% of portfolio
|
Q2 2021
Reduced 68.94%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
40
shares
|
$3,460
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
38
shares
|
$3,287
0.0% of portfolio
|
Q1 2025
Reduced 98.5%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
36
shares
|
$3,114
0.0% of portfolio
|
Q1 2025
Reduced 67.86%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
33
shares
|
$2,855
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
33
shares
|
$2,855
0.01% of portfolio
|
Q3 2024
Added 1550.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
31
shares
|
$2,682
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
28
shares
|
$2,422
0.0% of portfolio
|
Q4 2022
Reduced 9.68%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
28
shares
|
$2,422
0.0% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
25
shares
|
$2,163
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
24
shares
|
$2,076
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
23
shares
|
$1,989
0.0% of portfolio
|
Q1 2025
Added 4.55%
|