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 1,403 institutions that hold shares in the stock, with a total of 433 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 |
|---|---|---|---|---|---|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
43,438
shares
|
$3.86 Million
6.86% of portfolio
|
Q3 2023
Reduced 23.49%
|
|
|
Matauro, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
43,073
shares
|
$3.83 Million
0.57% of portfolio
|
Q4 2025
New holding
|
|
|
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%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
42,664
shares
|
$3.79 Million
1.51% of portfolio
|
Q1 2024
Reduced 16.76%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
42,570
shares
|
$3.78 Million
0.39% of portfolio
|
Q3 2025
Added 6141.94%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
42,361
shares
|
$3.76 Million
0.07% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
41,986
shares
|
$3.73 Million
2.09% of portfolio
|
Q4 2025
Reduced 1.24%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
41,963
shares
|
$3.73 Million
0.01% of portfolio
|
Q3 2025
Reduced 75.01%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
41,837
shares
|
$3.72 Million
0.02% of portfolio
|
Q3 2025
Reduced 83.63%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
41,231
shares
|
$3.66 Million
0.01% of portfolio
|
Q3 2025
Reduced 18.72%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
41,146
shares
|
$3.66 Million
0.03% of portfolio
|
Q3 2025
Added 18.75%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
41,018
shares
|
$3.65 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
40,652
shares
|
$3.61 Million
0.05% of portfolio
|
Q3 2023
Added 6.78%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
40,414
shares
|
$3.59 Million
1.99% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
40,403
shares
|
$3.59 Million
1.05% of portfolio
|
Q4 2022
Added 16.93%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
40,225
shares
|
$3.57 Million
1.24% of portfolio
|
Q4 2025
Added 20.79%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
40,075
shares
|
$3.56 Million
1.36% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
40,006
shares
|
$3.56 Million
0.43% of portfolio
|
Q3 2025
Added 8.39%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
40,000
shares
|
$3.55 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
39,347
shares
|
$3.5 Million
0.12% of portfolio
|
Q4 2025
Reduced 7.32%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
39,346
shares
|
$3.5 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
38,696
shares
|
$3.44 Million
0.26% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 28, 2025 Q3 2025 |
38,653
shares
|
$3.44 Million
0.85% of portfolio
|
Q3 2025
New holding
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
38,249
shares
|
$3.4 Million
1.08% of portfolio
|
Q3 2025
Added 5.25%
|
|