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 1,401 institutions that hold shares in the stock, with a total of 432 Million shares, which have been reported (via 13F filing form) to have a value of $38.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
22,936
shares
|
$2.04 Million
0.31% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
22,857
shares
|
$2.03 Million
0.04% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
22,757
shares
|
$2.02 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
22,750
shares
|
$2.02 Million
0.04% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
22,625
shares
|
$2.01 Million
0.26% of portfolio
|
Q4 2025
Added 1.76%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jan 08, 2026 Q4 2025 |
22,546
shares
|
$2 Million
3.58% of portfolio
|
Q4 2025
Added 15.61%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
22,501
shares
|
$2 Million
0.48% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
22,418
shares
|
$1.99 Million
0.87% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
22,344
shares
|
$1.99 Million
0.1% of portfolio
|
Q3 2025
Added 5.29%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
22,319
shares
|
$1.98 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
O Donnell Financial Services, LLC
|
Nov 07, 2025 Q3 2025 |
22,035
shares
|
$1.96 Million
0.8% of portfolio
|
Q3 2025
Reduced 66.01%
|
|
|
Isomer Partners LP
New York, NY |
Feb 03, 2025 Q4 2024 |
22,000
shares
|
$1.96 Million
2.61% of portfolio
|
Q4 2024
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
21,926
shares
|
$1.95 Million
1.12% of portfolio
|
Q3 2025
Added 10.44%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
21,500
shares
|
$1.91 Million
3.03% of portfolio
|
Q1 2023
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
21,418
shares
|
$1.9 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
21,388
shares
|
$1.9 Million
2.44% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
21,250
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
21,222
shares
|
$1.89 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
21,019
shares
|
$1.87 Million
0.41% of portfolio
|
Q4 2025
Added 0.55%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
20,935
shares
|
$1.86 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Values First Advisors, Inc.
|
Oct 21, 2025 Q3 2025 |
20,911
shares
|
$1.86 Million
1.05% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
20,884
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2025
Added 50.82%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
20,869
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2025
Added 30.16%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
20,748
shares
|
$1.84 Million
0.12% of portfolio
|
Q3 2025
Reduced 24.37%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
20,719
shares
|
$1.84 Million
0.41% of portfolio
|
Q3 2025
Reduced 5.28%
|
|