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 |
|---|---|---|---|---|---|
|
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
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,886
shares
|
$256,478
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
2,877
shares
|
$255,678
0.02% of portfolio
|
Q3 2025
Reduced 28.86%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
2,876
shares
|
$255,590
0.06% of portfolio
|
Q3 2025
Reduced 14.43%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
2,868
shares
|
$254,879
0.45% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 10, 2025 Q3 2025 |
2,866
shares
|
$254,701
0.09% of portfolio
|
Q3 2025
Reduced 26.36%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Oct 31, 2025 Q3 2025 |
2,860
shares
|
$254,168
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
2,845
shares
|
$252,835
0.03% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
2,843
shares
|
$252,657
0.01% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,826
shares
|
$251,146
0.01% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
2,820
shares
|
$250,613
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
2,815
shares
|
$250,169
0.03% of portfolio
|
Q4 2025
Added 3.53%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
2,811
shares
|
$249,813
0.13% of portfolio
|
Q1 2024
Added 3.8%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
2,804
shares
|
$249,191
0.0% of portfolio
|
Q3 2025
Reduced 22.63%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
2,785
shares
|
$247,502
0.26% of portfolio
|
Q3 2025
Reduced 71.72%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,775
shares
|
$246,614
0.05% of portfolio
|
Q1 2024
Reduced 45.61%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
2,732
shares
|
$242,792
0.0% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Oct 27, 2025 Q3 2025 |
2,710
shares
|
$240,837
0.38% of portfolio
|
Q3 2025
Reduced 95.34%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
2,679
shares
|
$238,082
0.13% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,669
shares
|
$237,194
0.14% of portfolio
|
Q3 2025
Added 15.34%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
2,661
shares
|
$236,483
0.1% of portfolio
|
Q3 2025
Reduced 40.27%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
2,646
shares
|
$235,150
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,638
shares
|
$234,439
0.01% of portfolio
|
Q4 2024
New holding
|
|