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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
3,637
shares
|
$323,220
0.02% of portfolio
|
Q3 2025
Added 27.39%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
3,632
shares
|
$322,775
0.1% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
3,616
shares
|
$321,353
0.19% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Simpli Fi, Inc.
|
Oct 23, 2025 Q3 2025 |
3,612
shares
|
$320,998
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
3,599
shares
|
$319,843
0.12% of portfolio
|
Q3 2025
Added 15.28%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
3,597
shares
|
$319,665
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
3,595
shares
|
$319,487
0.21% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
3,591
shares
|
$319,132
0.01% of portfolio
|
Q3 2025
Reduced 52.49%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
3,565
shares
|
$316,821
0.1% of portfolio
|
Q3 2025
Reduced 17.52%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
3,563
shares
|
$316,643
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
3,552
shares
|
$315,666
0.06% of portfolio
|
Q3 2025
Added 10.45%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,549
shares
|
$315,399
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
3,538
shares
|
$314,422
0.0% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Spears Abacus Advisors LLC
|
Nov 14, 2025 Q3 2025 |
3,510
shares
|
$311,933
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
3,506
shares
|
$311,578
0.0% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
3,506
shares
|
$311,578
0.03% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
3,491
shares
|
$310,245
0.02% of portfolio
|
Q3 2025
Added 32.59%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
3,481
shares
|
$309,356
0.03% of portfolio
|
Q4 2025
Added 19.66%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
3,467
shares
|
$308,112
0.11% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
3,463
shares
|
$307,756
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
3,456
shares
|
$307,134
0.13% of portfolio
|
Q4 2025
Added 36.06%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
3,401
shares
|
$302,246
0.0% of portfolio
|
Q3 2025
Added 37.8%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
3,396
shares
|
$301,802
0.12% of portfolio
|
Q4 2024
Added 9.06%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
3,356
shares
|
$298,247
0.08% of portfolio
|
Q3 2025
Reduced 97.68%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
3,346
shares
|
$297,359
0.23% of portfolio
|
Q3 2025
Reduced 37.41%
|
|