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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
130,956
shares
|
$11.5 Million
0.26% of portfolio
|
Q4 2024
Added 75.95%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
130,491
shares
|
$11.5 Million
0.45% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
128,100
shares
|
$11.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
128,027
shares
|
$11.3 Million
0.56% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
127,208
shares
|
$11.2 Million
0.12% of portfolio
|
Q1 2025
Reduced 20.94%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
126,618
shares
|
$11.2 Million
1.48% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
126,386
shares
|
$11.1 Million
0.09% of portfolio
|
Q1 2025
Added 39.6%
|
|
|
Td Asset Management Inc
|
May 07, 2025 Q1 2025 |
125,598
shares
|
$11.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
May 14, 2025 Q1 2025 |
125,594
shares
|
$11.1 Million
1.95% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
125,441
shares
|
$11.1 Million
1.59% of portfolio
|
Q1 2025
Added 128.8%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
May 19, 2025 Q1 2025 |
125,436
shares
|
$11.1 Million
9.64% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
124,901
shares
|
$11 Million
0.23% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
124,773
shares
|
$11 Million
0.38% of portfolio
|
Q1 2025
Added 275.38%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
124,388
shares
|
$11 Million
0.01% of portfolio
|
Q1 2025
Reduced 68.08%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
124,022
shares
|
$10.9 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
122,818
shares
|
$10.8 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
120,786
shares
|
$10.6 Million
0.11% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
120,064
shares
|
$10.6 Million
0.88% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
119,598
shares
|
$10.5 Million
3.42% of portfolio
|
Q4 2023
Added 1.82%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
119,216
shares
|
$10.5 Million
5.29% of portfolio
|
Q1 2025
Added 47.85%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
118,721
shares
|
$10.5 Million
2.62% of portfolio
|
Q1 2025
Added 1191.15%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
117,152
shares
|
$10.3 Million
5.97% of portfolio
|
Q1 2025
Added 67.39%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
116,510
shares
|
$10.3 Million
0.15% of portfolio
|
Q1 2025
Added 305.04%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
116,022
shares
|
$10.2 Million
8.48% of portfolio
|
Q2 2025
Added 10.31%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
115,322
shares
|
$10.2 Million
0.3% of portfolio
|
Q1 2025
Reduced 12.42%
|