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 |
|---|---|---|---|---|---|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
8,579
shares
|
$762,415
0.2% of portfolio
|
Q3 2025
Added 18.4%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
8,370
shares
|
$743,841
0.28% of portfolio
|
Q4 2023
Reduced 6.74%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
8,263
shares
|
$734,332
0.03% of portfolio
|
Q3 2025
Added 105.29%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
8,259
shares
|
$733,977
0.19% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,229
shares
|
$731,311
0.09% of portfolio
|
Q3 2025
Reduced 12.3%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
8,218
shares
|
$730,333
0.45% of portfolio
|
Q2 2025
Reduced 42.65%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
8,218
shares
|
$730,333
0.04% of portfolio
|
Q2 2025
Reduced 42.65%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
8,145
shares
|
$723,846
0.02% of portfolio
|
Q3 2025
Added 1487.72%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
8,102
shares
|
$720,024
0.15% of portfolio
|
Q3 2025
Reduced 23.97%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
8,067
shares
|
$716,914
0.46% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
7,892
shares
|
$701,362
0.02% of portfolio
|
Q4 2025
Reduced 33.01%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
7,885
shares
|
$700,739
0.22% of portfolio
|
Q3 2025
Reduced 40.95%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
7,813
shares
|
$694,341
0.24% of portfolio
|
Q3 2025
Reduced 48.94%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
7,804
shares
|
$693,541
0.01% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
7,755
shares
|
$689,186
0.2% of portfolio
|
Q3 2025
Reduced 8.81%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
7,749
shares
|
$688,653
0.09% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
7,656
shares
|
$680,388
0.01% of portfolio
|
Q3 2025
Reduced 14.66%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 06, 2025 Q3 2025 |
7,613
shares
|
$676,567
0.34% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Nov 10, 2025 Q3 2025 |
7,610
shares
|
$676,300
0.04% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
7,602
shares
|
$675,589
0.3% of portfolio
|
Q3 2025
Reduced 17.77%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
7,546
shares
|
$670,613
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
7,542
shares
|
$670,257
0.09% of portfolio
|
Q3 2025
Reduced 13.33%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
7,538
shares
|
$669,902
0.24% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
Nov 12, 2025 Q3 2025 |
7,500
shares
|
$666,525
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
7,472
shares
|
$664,036
0.56% of portfolio
|
Q3 2024
Reduced 16.97%
|
|