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 |
|---|---|---|---|---|---|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
3,346
shares
|
$297,359
0.23% of portfolio
|
Q3 2025
Reduced 37.41%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
3,335
shares
|
$296,381
0.02% of portfolio
|
Q3 2025
Added 33.35%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
3,334
shares
|
$296,292
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
3,312
shares
|
$294,337
0.01% of portfolio
|
Q3 2025
Reduced 74.05%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 06, 2025 Q3 2025 |
3,293
shares
|
$292,648
0.07% of portfolio
|
Q3 2025
Added 21.6%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
3,261
shares
|
$289,805
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
3,259
shares
|
$289,627
0.06% of portfolio
|
Q3 2025
Reduced 58.47%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
3,254
shares
|
$289,182
0.02% of portfolio
|
Q3 2025
Reduced 69.17%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
3,251
shares
|
$288,916
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Oct 31, 2025 Q3 2025 |
3,234
shares
|
$287,405
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
3,226
shares
|
$286,694
0.03% of portfolio
|
Q3 2025
Reduced 9.99%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
3,223
shares
|
$286,428
0.0% of portfolio
|
Q3 2025
Reduced 33.81%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
3,206
shares
|
$284,917
0.02% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
3,205
shares
|
$284,828
0.01% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
3,204
shares
|
$284,739
0.28% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,196
shares
|
$284,028
0.18% of portfolio
|
Q2 2024
Reduced 13.18%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
3,195
shares
|
$283,939
0.09% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
3,181
shares
|
$282,695
0.2% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
3,162
shares
|
$281,006
0.05% of portfolio
|
Q3 2025
Reduced 7.89%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
3,150
shares
|
$279,940
0.03% of portfolio
|
Q3 2025
Reduced 31.52%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
3,130
shares
|
$278,163
0.02% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
3,123
shares
|
$277,541
0.06% of portfolio
|
Q3 2025
Reduced 48.09%
|
|
|
Cox Capital Mgt LLC
|
Oct 08, 2025 Q3 2025 |
3,122
shares
|
$277,452
0.19% of portfolio
|
Q3 2025
Added 13.61%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
3,101
shares
|
$275,585
0.08% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
3,098
shares
|
$275,319
0.07% of portfolio
|
Q3 2025
Reduced 2.52%
|
|