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 1,432 institutions that hold shares in the stock, with a total of 412 Million shares, which have been reported (via 13F filing form) to have a value of $37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Mar 10, 2025 Q4 2024 |
10,787
shares
|
$969,319
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
10,780
shares
|
$968,690
0.09% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
10,716
shares
|
$962,939
0.71% of portfolio
|
Q4 2024
Added 28.32%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
10,703
shares
|
$961,771
0.61% of portfolio
|
Q4 2024
Reduced 34.48%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
10,690
shares
|
$960,603
0.01% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
10,672
shares
|
$958,985
0.07% of portfolio
|
Q4 2024
Reduced 64.63%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,654
shares
|
$957,368
0.25% of portfolio
|
Q4 2024
Reduced 26.89%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
10,607
shares
|
$953,145
0.18% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
10,590
shares
|
$951,617
0.03% of portfolio
|
Q4 2024
Reduced 47.14%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
10,409
shares
|
$935,352
0.25% of portfolio
|
Q4 2024
Reduced 10.8%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
10,384
shares
|
$933,106
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
10,315
shares
|
$926,905
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
10,315
shares
|
$926,905
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
10,307
shares
|
$926,187
0.1% of portfolio
|
Q4 2024
Added 18.55%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
10,286
shares
|
$924,299
0.04% of portfolio
|
Q4 2024
Added 12.11%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
10,278
shares
|
$923,581
0.47% of portfolio
|
Q4 2024
Added 21.03%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
10,243
shares
|
$920,435
0.06% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
10,201
shares
|
$916,661
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
10,199
shares
|
$916,482
0.01% of portfolio
|
Q4 2024
Added 100.93%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
10,154
shares
|
$912,438
0.37% of portfolio
|
Q4 2024
Added 14.24%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
10,126
shares
|
$909,922
0.03% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
9,984
shares
|
$897,162
0.47% of portfolio
|
Q4 2024
Reduced 82.36%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
9,957
shares
|
$894,736
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,913
shares
|
$890,782
0.38% of portfolio
|
Q3 2023
Reduced 53.34%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
9,827
shares
|
$883,054
0.23% of portfolio
|
Q4 2024
Reduced 8.35%
|