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 |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
11,075
shares
|
$984,235
0.39% of portfolio
|
Q3 2024
Added 39.5%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
11,007
shares
|
$978,192
0.1% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
10,996
shares
|
$977,214
0.82% of portfolio
|
Q3 2025
Added 13.52%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
10,962
shares
|
$974,192
0.0% of portfolio
|
Q3 2025
Reduced 13.7%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Nov 12, 2025 Q3 2025 |
10,950
shares
|
$973,126
0.08% of portfolio
|
Q3 2025
Added 82.5%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
10,880
shares
|
$966,905
0.04% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
10,869
shares
|
$965,928
0.2% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
10,841
shares
|
$963,439
1.31% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
10,818
shares
|
$961,395
0.41% of portfolio
|
Q3 2025
Added 14.57%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
10,737
shares
|
$954,197
0.1% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
10,695
shares
|
$950,464
0.12% of portfolio
|
Q2 2025
Added 45.91%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
10,686
shares
|
$949,664
0.36% of portfolio
|
Q3 2025
Added 21.65%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,654
shares
|
$946,820
0.25% of portfolio
|
Q4 2024
Reduced 26.89%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
10,644
shares
|
$945,932
0.01% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
10,616
shares
|
$943,443
0.07% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
10,443
shares
|
$928,069
0.37% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
10,367
shares
|
$921,315
0.01% of portfolio
|
Q3 2025
Reduced 80.6%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2025 Q3 2025 |
10,294
shares
|
$914,827
0.13% of portfolio
|
Q2 2025
Reduced 91.8%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
10,226
shares
|
$908,784
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
10,126
shares
|
$899,897
0.03% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
10,091
shares
|
$896,787
0.55% of portfolio
|
Q3 2025
Reduced 78.26%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Nov 12, 2025 Q3 2025 |
10,035
shares
|
$891,810
0.38% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
10,002
shares
|
$888,877
0.02% of portfolio
|
Q3 2025
Reduced 8.51%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$888,700
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,913
shares
|
$880,968
0.38% of portfolio
|
Q3 2023
Reduced 53.34%
|
|