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 |
|---|---|---|---|---|---|
|
Blue Capital, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
17,617
shares
|
$1.57 Million
1.17% of portfolio
|
Q3 2025
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
17,516
shares
|
$1.56 Million
1.52% of portfolio
|
Q4 2022
New holding
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2025 Q3 2025 |
17,513
shares
|
$1.56 Million
0.2% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
17,485
shares
|
$1.55 Million
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
17,416
shares
|
$1.55 Million
0.96% of portfolio
|
Q3 2025
Added 9.28%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
17,400
shares
|
$1.55 Million
0.06% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
17,334
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2025
Reduced 46.51%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
17,328
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
17,305
shares
|
$1.54 Million
0.51% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
17,293
shares
|
$1.54 Million
0.34% of portfolio
|
Q3 2025
Added 11.74%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
17,286
shares
|
$1.54 Million
0.15% of portfolio
|
Q3 2025
Added 10.95%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
16,908
shares
|
$1.5 Million
0.13% of portfolio
|
Q4 2024
Reduced 10.17%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
16,847
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 98.49%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
16,798
shares
|
$1.49 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
16,667
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2025
Added 11.62%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
16,483
shares
|
$1.46 Million
0.06% of portfolio
|
Q3 2025
Added 144.55%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
16,406
shares
|
$1.46 Million
0.08% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
16,313
shares
|
$1.45 Million
0.16% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
16,246
shares
|
$1.44 Million
1.18% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
16,220
shares
|
$1.44 Million
0.47% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
16,182
shares
|
$1.44 Million
0.05% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
16,181
shares
|
$1.44 Million
0.87% of portfolio
|
Q1 2025
Reduced 12.96%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
16,112
shares
|
$1.43 Million
0.18% of portfolio
|
Q3 2025
Added 129.25%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
16,084
shares
|
$1.43 Million
0.82% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
16,070
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|