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 |
|---|---|---|---|---|---|
|
Summer Road LLC
West Palm Beach, FL |
May 13, 2025 Q1 2025 |
20
shares
|
$1,762
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
20
shares
|
$1,762
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
19
shares
|
$1,674
0.0% of portfolio
|
Q4 2022
Reduced 60.42%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
18
shares
|
$1,586
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
18
shares
|
$1,586
0.0% of portfolio
|
Q1 2025
Reduced 88.54%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
15
shares
|
$1,322
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
13
shares
|
$1,145
0.0% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
13
shares
|
$1,145
0.0% of portfolio
|
Q1 2025
Reduced 99.95%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
12
shares
|
$1,057
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
11
shares
|
$969
0.0% of portfolio
|
Q3 2024
Reduced 87.21%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
11
shares
|
$969
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
10
shares
|
$881
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
9
shares
|
$793
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
8
shares
|
$705
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
7
shares
|
$616
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
6
shares
|
$528
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
5
shares
|
$440
0.0% of portfolio
|
Q1 2025
Reduced 99.57%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4
shares
|
$352
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
3
shares
|
$264
0.0% of portfolio
|
Q1 2025
Reduced 99.77%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
3
shares
|
$264
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
3
shares
|
$264
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
1
shares
|
$88
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
1
shares
|
$88
0.0% of portfolio
|
Q1 2023
Reduced 99.0%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
1
shares
|
$88
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|