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 |
|---|---|---|---|---|---|
|
Plaisance Capital LLC
Denver, CO |
Aug 15, 2022 Q2 2022 |
61,400
shares
|
$5.46 Million
4.1% of portfolio
|
Q2 2022
New holding
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
61,108
shares
|
$5.43 Million
0.05% of portfolio
|
Q3 2025
Reduced 21.24%
|
|
|
Td Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
59,873
shares
|
$5.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
59,744
shares
|
$5.31 Million
1.53% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Perseverance Asset Management International
George Town, E9 |
Nov 14, 2025 Q3 2025 |
59,100
shares
|
$5.25 Million
0.94% of portfolio
|
Q3 2025
New holding
|
|
|
Refined Wealth Management
|
Oct 20, 2025 Q3 2025 |
58,962
shares
|
$5.24 Million
3.58% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Hixon Zuercher, LLC
|
Oct 10, 2025 Q3 2025 |
58,903
shares
|
$5.23 Million
1.63% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Oct 20, 2025 Q3 2025 |
56,000
shares
|
$4.98 Million
0.0% of portfolio
|
Q3 2025
Added 75.0%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
55,377
shares
|
$4.92 Million
0.05% of portfolio
|
Q3 2025
Reduced 79.21%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
54,705
shares
|
$4.86 Million
3.34% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2025 Q3 2025 |
54,681
shares
|
$4.86 Million
3.07% of portfolio
|
Q3 2025
Added 151.64%
|
|
|
Youngs Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
54,023
shares
|
$4.8 Million
1.72% of portfolio
|
Q3 2025
Reduced 10.41%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
53,875
shares
|
$4.79 Million
0.18% of portfolio
|
Q3 2025
Reduced 7.47%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
53,093
shares
|
$4.72 Million
0.05% of portfolio
|
Q3 2025
Added 551.45%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Dec 01, 2025 Q3 2025 |
52,893
shares
|
$4.7 Million
1.63% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
52,699
shares
|
$4.68 Million
1.45% of portfolio
|
Q2 2025
Reduced 16.17%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
52,655
shares
|
$4.68 Million
2.14% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
52,263
shares
|
$4.64 Million
2.75% of portfolio
|
Q3 2025
Added 25.28%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
52,202
shares
|
$4.64 Million
0.01% of portfolio
|
Q3 2025
Reduced 57.58%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
52,131
shares
|
$4.63 Million
0.33% of portfolio
|
Q3 2025
Added 13.46%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
52,091
shares
|
$4.63 Million
0.15% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
51,294
shares
|
$4.56 Million
2.16% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
51,280
shares
|
$4.56 Million
1.8% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2025 Q3 2025 |
51,003
shares
|
$4.53 Million
1.64% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
50,359
shares
|
$4.48 Million
0.01% of portfolio
|
Q3 2025
Added 57.26%
|
|