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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
155,857
shares
|
$13.7 Million
1.17% of portfolio
|
Q1 2025
Added 8.92%
|
|
|
Granite Bay Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
155,642
shares
|
$13.7 Million
4.41% of portfolio
|
Q2 2025
Added 16.93%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
152,884
shares
|
$13.5 Million
2.85% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
151,902
shares
|
$13.4 Million
0.73% of portfolio
|
Q1 2025
Added 75.54%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
150,816
shares
|
$13.3 Million
1.86% of portfolio
|
Q2 2025
Added 5008.94%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
150,377
shares
|
$13.3 Million
0.03% of portfolio
|
Q1 2025
Added 29.57%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
150,000
shares
|
$13.2 Million
0.33% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
May 14, 2025 Q1 2025 |
150,000
shares
|
$13.2 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
148,747
shares
|
$13.1 Million
1.59% of portfolio
|
Q2 2025
Added 48.45%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
144,735
shares
|
$12.8 Million
4.22% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
143,945
shares
|
$12.7 Million
1.0% of portfolio
|
Q1 2025
Added 26.2%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
143,596
shares
|
$12.7 Million
1.36% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
143,576
shares
|
$12.7 Million
17.22% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
142,391
shares
|
$12.6 Million
0.18% of portfolio
|
Q1 2025
Reduced 26.37%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
141,388
shares
|
$12.5 Million
3.84% of portfolio
|
Q1 2025
Added 4045.06%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
138,517
shares
|
$12.2 Million
0.12% of portfolio
|
Q1 2025
Reduced 43.98%
|
|
|
Granby Capital Management, LLC
|
May 14, 2025 Q1 2025 |
138,000
shares
|
$12.2 Million
6.78% of portfolio
|
Q4 2024
Reduced 12.66%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
136,892
shares
|
$12.1 Million
5.34% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
135,000
shares
|
$11.9 Million
13.85% of portfolio
|
Q1 2025
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
134,867
shares
|
$11.9 Million
0.35% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Gfg Capital, LLC
|
Apr 30, 2025 Q1 2025 |
134,147
shares
|
$11.8 Million
3.67% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
133,498
shares
|
$11.8 Million
0.01% of portfolio
|
Q1 2025
Added 108.33%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
133,239
shares
|
$11.7 Million
0.25% of portfolio
|
Q2 2025
Added 36.87%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Jul 07, 2025 Q2 2025 |
132,028
shares
|
$11.6 Million
12.73% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
131,070
shares
|
$11.6 Million
0.0% of portfolio
|
Q1 2025
New holding
|