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 |
|---|---|---|---|---|---|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
3,048
shares
|
$270,875
0.21% of portfolio
|
Q3 2025
Reduced 29.17%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
3,045
shares
|
$270,609
0.14% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
3,044
shares
|
$270,520
0.06% of portfolio
|
Q3 2025
Reduced 24.62%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
3,039
shares
|
$270,075
0.07% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
3,032
shares
|
$269,453
0.01% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,032
shares
|
$269,453
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
3,025
shares
|
$268,831
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3,022
shares
|
$268,565
0.18% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
3,018
shares
|
$268,209
0.01% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
3,014
shares
|
$267,854
0.03% of portfolio
|
Q3 2025
Reduced 29.1%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
3,000
shares
|
$266,610
0.05% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
3,000
shares
|
$266,610
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
2,994
shares
|
$266,076
0.03% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
2,967
shares
|
$263,677
0.03% of portfolio
|
Q3 2025
Reduced 24.25%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
2,955
shares
|
$262,610
0.05% of portfolio
|
Q3 2025
Reduced 34.17%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,950
shares
|
$262,166
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
2,950
shares
|
$262,166
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,941
shares
|
$261,366
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
2,929
shares
|
$260,300
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
2,924
shares
|
$259,855
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
2,921
shares
|
$259,589
0.02% of portfolio
|
Q3 2025
Added 587.29%
|
|
|
Oak Family Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,918
shares
|
$259,322
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
2,903
shares
|
$257,989
0.14% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Nov 04, 2025 Q3 2025 |
2,900
shares
|
$257,723
0.19% of portfolio
|
Q3 2025
Reduced 16.23%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
2,896
shares
|
$257,367
0.05% of portfolio
|
Q3 2025
New holding
|
|