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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
238,795
shares
|
$21 Million
0.43% of portfolio
|
Q1 2025
Reduced 43.1%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
225,366
shares
|
$19.9 Million
0.13% of portfolio
|
Q1 2025
Added 20.69%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
218,905
shares
|
$19.3 Million
0.12% of portfolio
|
Q1 2025
Reduced 23.72%
|
|
|
Rd Finance LTD
Limassol, G4 |
May 08, 2025 Q1 2025 |
216,360
shares
|
$19.1 Million
15.79% of portfolio
|
Q1 2025
New holding
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
214,285
shares
|
$18.9 Million
0.93% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
212,618
shares
|
$18.7 Million
0.03% of portfolio
|
Q1 2025
Added 152.41%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
208,661
shares
|
$18.4 Million
5.88% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
207,902
shares
|
$18.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
206,808
shares
|
$18.2 Million
0.12% of portfolio
|
Q1 2025
Reduced 50.25%
|
|
|
Argi Investment Services, LLC
|
Apr 30, 2025 Q1 2025 |
206,545
shares
|
$18.2 Million
1.1% of portfolio
|
Q1 2025
Reduced 9.96%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
204,638
shares
|
$18 Million
1.41% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
204,496
shares
|
$18 Million
1.08% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
203,005
shares
|
$17.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
202,899
shares
|
$17.9 Million
1.96% of portfolio
|
Q1 2025
New holding
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
197,519
shares
|
$17.4 Million
1.8% of portfolio
|
Q1 2025
Added 29.11%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
195,921
shares
|
$17.3 Million
0.1% of portfolio
|
Q1 2025
Added 93.12%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
195,293
shares
|
$17.2 Million
0.31% of portfolio
|
Q1 2025
Reduced 13.39%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
192,929
shares
|
$17 Million
0.14% of portfolio
|
Q1 2025
Added 73.11%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
190,198
shares
|
$16.8 Million
0.34% of portfolio
|
Q2 2025
Added 107.19%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
187,560
shares
|
$16.5 Million
0.34% of portfolio
|
Q2 2022
New holding
|
|
|
Savoie Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
186,500
shares
|
$16.4 Million
1.94% of portfolio
|
Q4 2024
New holding
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 21, 2025 Q2 2025 |
185,101
shares
|
$16.3 Million
5.28% of portfolio
|
Q2 2025
Added 129.28%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
181,132
shares
|
$16 Million
0.03% of portfolio
|
Q1 2025
Added 89.81%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
180,279
shares
|
$15.9 Million
0.62% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Hollow Brook Wealth Management LLC
|
May 14, 2025 Q1 2025 |
179,404
shares
|
$15.8 Million
4.84% of portfolio
|
Q1 2025
Added 142.29%
|