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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 13, 2025 Q3 2025 |
26,000
shares
|
$2.31 Million
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
25,863
shares
|
$2.3 Million
0.98% of portfolio
|
Q3 2025
Added 35.82%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
25,822
shares
|
$2.29 Million
0.05% of portfolio
|
Q3 2025
Reduced 73.26%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Dec 15, 2025 Q3 2025 |
25,520
shares
|
$2.27 Million
0.01% of portfolio
|
Q3 2025
Reduced 73.26%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
25,317
shares
|
$2.25 Million
0.1% of portfolio
|
Q3 2025
Added 6.37%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
25,115
shares
|
$2.23 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
25,074
shares
|
$2.23 Million
0.01% of portfolio
|
Q3 2025
Added 34.97%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
24,845
shares
|
$2.21 Million
0.4% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
24,790
shares
|
$2.2 Million
0.36% of portfolio
|
Q3 2025
Added 56.02%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
24,765
shares
|
$2.2 Million
1.09% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Nov 04, 2025 Q3 2025 |
24,728
shares
|
$2.2 Million
1.57% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
24,600
shares
|
$2.19 Million
0.05% of portfolio
|
Q3 2025
Added 12.53%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
24,167
shares
|
$2.15 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
24,150
shares
|
$2.15 Million
0.08% of portfolio
|
Q3 2025
Reduced 71.32%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
23,912
shares
|
$2.13 Million
0.92% of portfolio
|
Q3 2025
Added 21.68%
|
|
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
23,851
shares
|
$2.12 Million
0.23% of portfolio
|
Q3 2025
Reduced 49.14%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
23,442
shares
|
$2.08 Million
0.69% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
23,398
shares
|
$2.08 Million
3.55% of portfolio
|
Q4 2024
Reduced 20.4%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
23,371
shares
|
$2.08 Million
1.04% of portfolio
|
Q1 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
23,234
shares
|
$2.06 Million
0.05% of portfolio
|
Q3 2025
Added 15.37%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
23,198
shares
|
$2.06 Million
0.15% of portfolio
|
Q3 2025
Reduced 8.05%
|
|
|
Alethea Capital Management, LLC
San Diego, CA |
Nov 14, 2025 Q3 2025 |
23,123
shares
|
$2.05 Million
1.33% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
22,936
shares
|
$2.04 Million
0.31% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
22,857
shares
|
$2.03 Million
0.04% of portfolio
|
Q3 2025
Added 1.13%
|
|