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 |
|---|---|---|---|---|---|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
29,061
shares
|
$2.58 Million
0.37% of portfolio
|
Q4 2024
Reduced 20.05%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Oct 14, 2025 Q3 2025 |
29,039
shares
|
$2.58 Million
2.74% of portfolio
|
Q3 2025
Added 14.36%
|
|
|
Signature Wealth Management Group
|
Oct 29, 2025 Q3 2025 |
28,955
shares
|
$2.57 Million
1.08% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Nov 13, 2025 Q3 2025 |
28,838
shares
|
$2.56 Million
2.38% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
28,809
shares
|
$2.56 Million
2.38% of portfolio
|
Q2 2025
Added 17.78%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
28,765
shares
|
$2.56 Million
1.84% of portfolio
|
Q3 2025
Reduced 9.14%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
28,650
shares
|
$2.55 Million
0.18% of portfolio
|
Q3 2025
Added 14.47%
|
|
|
Cadinha & CO LLC
|
Oct 16, 2025 Q3 2025 |
28,576
shares
|
$2.54 Million
0.35% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2025 Q3 2025 |
28,567
shares
|
$2.54 Million
1.18% of portfolio
|
Q3 2025
Added 45.53%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
28,550
shares
|
$2.54 Million
6.97% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
28,430
shares
|
$2.53 Million
1.91% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
28,418
shares
|
$2.53 Million
0.03% of portfolio
|
Q3 2025
Reduced 62.67%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
28,407
shares
|
$2.52 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
28,353
shares
|
$2.52 Million
0.18% of portfolio
|
Q3 2025
Added 945000.0%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
28,314
shares
|
$2.52 Million
0.66% of portfolio
|
Q3 2025
Added 103.22%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
28,313
shares
|
$2.52 Million
0.48% of portfolio
|
Q1 2024
Reduced 6.87%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
28,084
shares
|
$2.5 Million
4.75% of portfolio
|
Q4 2022
Added 4.49%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
27,569
shares
|
$2.45 Million
0.12% of portfolio
|
Q3 2025
Reduced 57.42%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
27,345
shares
|
$2.43 Million
0.35% of portfolio
|
Q3 2025
Reduced 67.91%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
27,084
shares
|
$2.41 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
27,048
shares
|
$2.4 Million
0.18% of portfolio
|
Q3 2025
Reduced 43.85%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
26,278
shares
|
$2.34 Million
1.51% of portfolio
|
Q3 2025
Added 8.44%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
26,204
shares
|
$2.33 Million
0.79% of portfolio
|
Q3 2025
Added 95.42%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
26,099
shares
|
$2.32 Million
0.15% of portfolio
|
Q3 2025
Added 32.53%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
26,044
shares
|
$2.31 Million
0.2% of portfolio
|
Q3 2025
Added 6.49%
|
|