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 |
|---|---|---|---|---|---|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
519
shares
|
$46,123
0.03% of portfolio
|
Q2 2024
Reduced 27.21%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
518
shares
|
$46,034
0.02% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
514
shares
|
$45,679
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
500
shares
|
$44,435
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
485
shares
|
$43,101
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
482
shares
|
$42,835
0.04% of portfolio
|
Q4 2024
Reduced 28.06%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
465
shares
|
$41,324
0.01% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
459
shares
|
$40,791
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
450
shares
|
$39,991
0.03% of portfolio
|
Q2 2024
Added 328.57%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
450
shares
|
$39,991
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
445
shares
|
$39,547
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
443
shares
|
$39,369
0.01% of portfolio
|
Q3 2025
Added 170.12%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
440
shares
|
$39,102
0.01% of portfolio
|
Q4 2024
Reduced 72.15%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
436
shares
|
$38,747
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
435
shares
|
$38,658
0.01% of portfolio
|
Q3 2025
Reduced 57.97%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
416
shares
|
$36,969
0.01% of portfolio
|
Q3 2025
Reduced 40.4%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
416
shares
|
$36,969
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
414
shares
|
$36,792
0.02% of portfolio
|
Q3 2025
Reduced 96.34%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
395
shares
|
$35,103
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
394
shares
|
$35,014
0.0% of portfolio
|
Q4 2024
Added 82.41%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
389
shares
|
$34,570
0.0% of portfolio
|
Q3 2025
Reduced 54.02%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
387
shares
|
$34,392
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
385
shares
|
$34,214
0.01% of portfolio
|
Q3 2025
Reduced 25.39%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
379
shares
|
$33,681
0.01% of portfolio
|
Q3 2025
Reduced 23.74%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
375
shares
|
$33,326
0.0% of portfolio
|
Q3 2025
New holding
|
|