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 |
|---|---|---|---|---|---|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
77,500
shares
|
$6.89 Million
0.25% of portfolio
|
Q3 2025
Added 93.75%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
77,310
shares
|
$6.87 Million
5.76% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
77,309
shares
|
$6.87 Million
1.9% of portfolio
|
Q3 2025
Added 11.57%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
77,231
shares
|
$6.86 Million
0.07% of portfolio
|
Q3 2025
Reduced 82.36%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
76,616
shares
|
$6.81 Million
1.33% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
76,126
shares
|
$6.77 Million
0.02% of portfolio
|
Q3 2025
Reduced 28.16%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
75,993
shares
|
$6.75 Million
1.65% of portfolio
|
Q4 2025
Added 7.41%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
75,954
shares
|
$6.75 Million
0.18% of portfolio
|
Q3 2025
Added 33.36%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
75,855
shares
|
$6.74 Million
0.37% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
Imc Chicago, LLC
|
Nov 04, 2025 Q3 2025 |
75,752
shares
|
$6.73 Million
0.14% of portfolio
|
Q3 2025
Reduced 59.8%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
75,717
shares
|
$6.73 Million
0.0% of portfolio
|
Q3 2025
Added 38.93%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
75,174
shares
|
$6.68 Million
0.61% of portfolio
|
Q3 2025
Reduced 7.14%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
74,521
shares
|
$6.62 Million
1.94% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Oct 15, 2025 Q3 2025 |
73,973
shares
|
$6.57 Million
2.88% of portfolio
|
Q3 2025
Added 10.15%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
73,957
shares
|
$6.57 Million
0.27% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
73,790
shares
|
$6.56 Million
1.52% of portfolio
|
Q4 2023
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
73,660
shares
|
$6.55 Million
0.22% of portfolio
|
Q3 2025
Added 33.56%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
73,316
shares
|
$6.52 Million
4.79% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
71,476
shares
|
$6.35 Million
0.26% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
70,456
shares
|
$6.26 Million
3.18% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
70,441
shares
|
$6.26 Million
0.17% of portfolio
|
Q3 2025
Added 104.7%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 17, 2025 Q3 2025 |
70,125
shares
|
$6.23 Million
1.48% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
69,921
shares
|
$6.21 Million
3.58% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
69,694
shares
|
$6.19 Million
0.34% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
69,162
shares
|
$6.15 Million
0.3% of portfolio
|
Q3 2022
Reduced 7.4%
|
|