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 |
|---|---|---|---|---|---|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
855,851
shares
|
$76.1 Million
1.02% of portfolio
|
Q3 2025
Reduced 18.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
763,812
shares
|
$67.9 Million
0.19% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
754,961
shares
|
$67.1 Million
0.08% of portfolio
|
Q3 2025
Reduced 7.29%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 10, 2025 Q3 2025 |
746,709
shares
|
$66.4 Million
8.12% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
737,552
shares
|
$65.5 Million
1.81% of portfolio
|
Q3 2025
Added 8.95%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
707,553
shares
|
$62.9 Million
0.11% of portfolio
|
Q3 2025
Reduced 11.31%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
704,106
shares
|
$62.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 12.91%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
633,358
shares
|
$56.3 Million
1.27% of portfolio
|
Q3 2025
Added 13.19%
|
|
|
Moore Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
553,858
shares
|
$49.2 Million
0.79% of portfolio
|
Q3 2025
Added 23.91%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
543,046
shares
|
$48.3 Million
1.14% of portfolio
|
Q3 2025
Reduced 23.68%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
508,484
shares
|
$45.2 Million
2.61% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
502,876
shares
|
$44.7 Million
0.77% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
502,044
shares
|
$44.6 Million
1.22% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
501,882
shares
|
$44.6 Million
4.5% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
Nov 06, 2025 Q3 2025 |
498,184
shares
|
$44.3 Million
23.68% of portfolio
|
Q3 2025
Added 16.2%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
469,324
shares
|
$41.7 Million
0.18% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Rock Creek Group, LP
|
Nov 12, 2025 Q3 2025 |
457,159
shares
|
$40.6 Million
4.34% of portfolio
|
Q3 2025
Added 8.72%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
454,311
shares
|
$40.4 Million
0.68% of portfolio
|
Q3 2025
Reduced 8.79%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
436,438
shares
|
$38.8 Million
0.65% of portfolio
|
Q3 2025
Reduced 29.29%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
421,606
shares
|
$37.5 Million
0.24% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
415,139
shares
|
$36.9 Million
6.16% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Nov 06, 2025 Q3 2025 |
414,289
shares
|
$36.8 Million
7.6% of portfolio
|
Q3 2025
Added 27.39%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
407,979
shares
|
$36.3 Million
0.18% of portfolio
|
Q3 2025
Added 13.29%
|
|
|
Ws Management Lllp
Jacksonville, FL |
Nov 13, 2025 Q3 2025 |
397,500
shares
|
$35.3 Million
4.23% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
384,358
shares
|
$34.2 Million
0.1% of portfolio
|
Q3 2025
Reduced 14.81%
|
|