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 1,402 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 |
|---|---|---|---|---|---|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
90,123
shares
|
$8.01 Million
2.96% of portfolio
|
Q2 2025
New holding
|
|
|
Terrapin Asset Management, LLC
Miami, FL |
Nov 14, 2023 Q3 2023 |
90,000
shares
|
$8 Million
9.09% of portfolio
|
Q3 2023
Added 125.0%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
89,174
shares
|
$7.92 Million
0.06% of portfolio
|
Q3 2025
Added 15.88%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
88,639
shares
|
$7.88 Million
1.09% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
88,082
shares
|
$7.83 Million
0.04% of portfolio
|
Q3 2025
Added 8.53%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
87,944
shares
|
$7.82 Million
0.44% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Rezny Wealth Management, Inc.
|
Oct 22, 2025 Q3 2025 |
86,083
shares
|
$7.65 Million
1.58% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
85,700
shares
|
$7.62 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
85,524
shares
|
$7.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.95%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
85,163
shares
|
$7.57 Million
0.54% of portfolio
|
Q3 2025
Reduced 21.75%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Nov 06, 2025 Q3 2025 |
84,454
shares
|
$7.51 Million
6.34% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
84,332
shares
|
$7.49 Million
0.01% of portfolio
|
Q3 2025
Reduced 45.51%
|
|
|
Cavalier Investments, LLC
|
Nov 13, 2025 Q3 2025 |
82,621
shares
|
$7.34 Million
2.52% of portfolio
|
Q3 2025
Added 354.26%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
82,517
shares
|
$7.33 Million
1.26% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
82,186
shares
|
$7.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
81,430
shares
|
$7.24 Million
0.4% of portfolio
|
Q3 2025
Added 55.81%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
80,862
shares
|
$7.19 Million
0.24% of portfolio
|
Q3 2025
Added 54.47%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
80,133
shares
|
$7.12 Million
4.0% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
80,013
shares
|
$7.11 Million
0.05% of portfolio
|
Q3 2025
Reduced 22.48%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
79,738
shares
|
$7.09 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.69%
|
|
|
Bay Rivers Group
|
Oct 07, 2025 Q3 2025 |
79,282
shares
|
$7.05 Million
3.17% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
79,210
shares
|
$7.04 Million
3.66% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Privium Fund Management (Uk) LTD
|
Oct 31, 2025 Q3 2025 |
78,200
shares
|
$6.95 Million
4.36% of portfolio
|
Q3 2025
Reduced 86.72%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
78,068
shares
|
$6.94 Million
0.62% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
77,735
shares
|
$6.91 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.26%
|
|