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 1,401 institutions that hold shares in the stock, with a total of 433 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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
4,128
shares
|
$366,855
0.01% of portfolio
|
Q3 2025
Added 8.66%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4,085
shares
|
$363,033
0.03% of portfolio
|
Q4 2023
Added 13.16%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
4,085
shares
|
$363,033
0.13% of portfolio
|
Q3 2025
Reduced 13.1%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
4,085
shares
|
$363,033
0.31% of portfolio
|
Q3 2025
Reduced 91.49%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
4,083
shares
|
$362,856
0.01% of portfolio
|
Q3 2025
Reduced 43.77%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
4,051
shares
|
$360,012
0.0% of portfolio
|
Q4 2025
Reduced 88.96%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
4,014
shares
|
$356,724
0.09% of portfolio
|
Q3 2025
Reduced 43.22%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
4,007
shares
|
$356,102
0.0% of portfolio
|
Q4 2025
Added 13.26%
|
|
|
X Square Capital, LLC
|
Nov 10, 2025 Q3 2025 |
4,000
shares
|
$355,480
0.11% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
3,973
shares
|
$353,080
0.02% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
3,955
shares
|
$351,480
0.05% of portfolio
|
Q4 2025
Added 25.08%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
3,943
shares
|
$350,414
0.28% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
3,928
shares
|
$349,081
0.11% of portfolio
|
Q3 2025
Added 58.51%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
3,926
shares
|
$348,903
0.01% of portfolio
|
Q4 2025
Added 1.76%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
3,926
shares
|
$348,903
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 30, 2025 Q3 2025 |
3,886
shares
|
$345,348
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Great Hill Capital LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
3,848
shares
|
$341,971
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
3,811
shares
|
$338,683
0.11% of portfolio
|
Q3 2025
Reduced 12.55%
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
3,800
shares
|
$337,706
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
3,795
shares
|
$337,261
0.12% of portfolio
|
Q3 2025
Reduced 32.99%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,788
shares
|
$336,639
0.03% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
3,787
shares
|
$336,550
0.0% of portfolio
|
Q3 2025
Added 10.5%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
3,764
shares
|
$334,506
0.13% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
3,762
shares
|
$334,328
0.01% of portfolio
|
Q4 2025
Added 35.91%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
3,725
shares
|
$331,040
0.09% of portfolio
|
Q3 2025
Reduced 44.27%
|
|