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 |
|---|---|---|---|---|---|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
20,253
shares
|
$1.8 Million
0.78% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
20,057
shares
|
$1.78 Million
0.28% of portfolio
|
Q3 2025
Added 282.55%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
19,977
shares
|
$1.78 Million
0.02% of portfolio
|
Q3 2022
Added 17.51%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
19,875
shares
|
$1.77 Million
1.59% of portfolio
|
Q3 2025
Added 13.34%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
19,854
shares
|
$1.76 Million
0.26% of portfolio
|
Q3 2025
Added 385.07%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
19,691
shares
|
$1.75 Million
1.18% of portfolio
|
Q3 2025
Reduced 10.82%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 14, 2025 Q3 2025 |
19,526
shares
|
$1.74 Million
1.02% of portfolio
|
Q3 2025
Reduced 61.54%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
19,445
shares
|
$1.73 Million
1.17% of portfolio
|
Q3 2025
Added 284.21%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
19,442
shares
|
$1.73 Million
0.14% of portfolio
|
Q3 2025
Added 14.0%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
19,342
shares
|
$1.72 Million
0.04% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 14, 2025 Q3 2025 |
19,191
shares
|
$1.71 Million
0.73% of portfolio
|
Q3 2025
Reduced 53.0%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
19,065
shares
|
$1.69 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
19,064
shares
|
$1.69 Million
0.43% of portfolio
|
Q4 2025
Added 8.41%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
18,419
shares
|
$1.64 Million
0.06% of portfolio
|
Q3 2025
Added 29.63%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Nov 07, 2025 Q3 2025 |
18,396
shares
|
$1.63 Million
1.0% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
18,338
shares
|
$1.63 Million
0.38% of portfolio
|
Q2 2025
Added 25.9%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
18,262
shares
|
$1.62 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
18,144
shares
|
$1.61 Million
1.08% of portfolio
|
Q3 2025
New holding
|
|
|
Shay Capital LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
18,094
shares
|
$1.61 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
17,961
shares
|
$1.6 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
17,891
shares
|
$1.59 Million
1.45% of portfolio
|
Q3 2025
Reduced 39.7%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
17,769
shares
|
$1.58 Million
0.23% of portfolio
|
Q4 2025
Reduced 14.7%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
17,704
shares
|
$1.57 Million
0.44% of portfolio
|
Q3 2025
Added 208.59%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
17,690
shares
|
$1.57 Million
0.13% of portfolio
|
Q3 2025
Reduced 36.01%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
17,617
shares
|
$1.57 Million
1.17% of portfolio
|
Q3 2025
New holding
|
|