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 |
|---|---|---|---|---|---|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
9,805
shares
|
$871,370
0.04% of portfolio
|
Q3 2025
Reduced 12.08%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
9,588
shares
|
$852,085
0.03% of portfolio
|
Q3 2025
Reduced 30.33%
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
9,388
shares
|
$834,311
0.3% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
9,331
shares
|
$829,245
0.09% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
9,280
shares
|
$824,713
0.12% of portfolio
|
Q3 2025
Added 95.62%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
9,229
shares
|
$820,181
0.06% of portfolio
|
Q3 2025
Reduced 28.36%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
9,190
shares
|
$816,715
0.27% of portfolio
|
Q3 2025
Added 11.53%
|
|
|
Sun Life Financial Inc
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
9,150
shares
|
$813,160
0.04% of portfolio
|
Q3 2025
Reduced 84.14%
|
|
|
Independence Wealth Advisors, LLC
Independence, OH |
Jan 08, 2026 Q4 2025 |
9,137
shares
|
$812,005
0.45% of portfolio
|
Q4 2025
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
9,118
shares
|
$810,316
0.5% of portfolio
|
Q4 2024
Added 21.98%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Nov 07, 2025 Q3 2025 |
9,106
shares
|
$809,250
0.47% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
9,066
shares
|
$805,695
0.01% of portfolio
|
Q3 2025
Added 16.45%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
9,057
shares
|
$804,895
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
9,047
shares
|
$804,006
0.29% of portfolio
|
Q3 2025
Added 11.02%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
9,042
shares
|
$803,562
0.43% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
8,902
shares
|
$791,120
0.18% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Investment House LLC
Las Vegas, NV |
Oct 31, 2025 Q3 2025 |
8,832
shares
|
$784,899
0.04% of portfolio
|
Q3 2025
Reduced 83.23%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
8,824
shares
|
$784,188
0.52% of portfolio
|
Q3 2025
Added 157.64%
|
|
|
Catalyst Private Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
8,807
shares
|
$782,678
0.46% of portfolio
|
Q3 2025
Reduced 47.89%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
8,764
shares
|
$778,856
0.14% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 14, 2025 Q3 2025 |
8,718
shares
|
$774,768
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 06, 2025 Q3 2025 |
8,704
shares
|
$773,524
0.44% of portfolio
|
Q3 2025
Reduced 23.24%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,677
shares
|
$771,124
0.04% of portfolio
|
Q2 2020
Reduced 33.05%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
8,612
shares
|
$765,348
0.0% of portfolio
|
Q2 2025
Reduced 32.82%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
8,579
shares
|
$762,415
0.2% of portfolio
|
Q3 2025
Added 18.4%
|
|