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 |
|---|---|---|---|---|---|
|
Davis Rea Ltd.
|
Oct 28, 2025 Q3 2025 |
50,000
shares
|
$4.44 Million
1.1% of portfolio
|
Q3 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
49,960
shares
|
$4.44 Million
1.43% of portfolio
|
Q3 2025
Added 163.03%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
49,793
shares
|
$4.43 Million
0.01% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
49,351
shares
|
$4.39 Million
1.62% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
49,223
shares
|
$4.37 Million
2.62% of portfolio
|
Q1 2023
Reduced 12.28%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
48,972
shares
|
$4.35 Million
0.32% of portfolio
|
Q4 2023
Added 7.45%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 29, 2025 Q3 2025 |
48,699
shares
|
$4.33 Million
2.35% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
48,697
shares
|
$4.33 Million
0.37% of portfolio
|
Q4 2023
Added 7.6%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
48,659
shares
|
$4.32 Million
0.01% of portfolio
|
Q3 2025
Added 15.46%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
47,146
shares
|
$4.19 Million
0.16% of portfolio
|
Q3 2025
Added 22.42%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
46,705
shares
|
$4.15 Million
0.1% of portfolio
|
Q3 2025
Added 439.19%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Nov 13, 2025 Q3 2025 |
46,627
shares
|
$4.14 Million
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
46,518
shares
|
$4.13 Million
0.02% of portfolio
|
Q3 2025
Reduced 36.55%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
46,362
shares
|
$4.12 Million
0.16% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
45,952
shares
|
$4.08 Million
1.37% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
45,646
shares
|
$4.06 Million
1.81% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
4 Thought Financial Group Inc.
|
Nov 03, 2025 Q3 2025 |
45,488
shares
|
$4.04 Million
2.18% of portfolio
|
Q3 2025
Added 51.07%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
45,328
shares
|
$4.03 Million
0.12% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
44,847
shares
|
$3.99 Million
0.0% of portfolio
|
Q3 2025
Reduced 42.7%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 05, 2025 Q2 2025 |
44,507
shares
|
$3.96 Million
1.5% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
44,350
shares
|
$3.94 Million
0.59% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
43,999
shares
|
$3.91 Million
1.03% of portfolio
|
Q3 2025
Reduced 31.35%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
43,438
shares
|
$3.86 Million
6.86% of portfolio
|
Q3 2023
Reduced 23.49%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
42,683
shares
|
$3.79 Million
0.37% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
42,678
shares
|
$3.79 Million
0.92% of portfolio
|
Q3 2025
Added 2.6%
|
|