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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
209
shares
|
$18,573
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
206
shares
|
$18,307
0.0% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
203
shares
|
$18,040
0.01% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
200
shares
|
$17,774
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
197
shares
|
$17,507
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
192
shares
|
$17,063
0.0% of portfolio
|
Q4 2024
Added 12.94%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
190
shares
|
$16,885
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
190
shares
|
$16,885
0.0% of portfolio
|
Q3 2025
Reduced 55.81%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
182
shares
|
$16,174
0.0% of portfolio
|
Q2 2023
Reduced 0.55%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
172
shares
|
$15,285
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
171
shares
|
$15,196
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Summer Road LLC
West Palm Beach, FL |
Nov 07, 2025 Q3 2025 |
170
shares
|
$15,107
0.01% of portfolio
|
Q3 2025
Added 750.0%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
163
shares
|
$14,485
0.01% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
162
shares
|
$14,396
0.0% of portfolio
|
Q3 2025
Reduced 68.24%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
160
shares
|
$14,219
0.0% of portfolio
|
Q4 2024
Reduced 10.61%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
153
shares
|
$13,597
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
141
shares
|
$12,530
0.0% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
140
shares
|
$12,441
0.0% of portfolio
|
Q2 2025
Reduced 20.45%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
138
shares
|
$12,264
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
136
shares
|
$12,086
0.01% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
135
shares
|
$11,997
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
135
shares
|
$11,997
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
128
shares
|
$11,375
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
123
shares
|
$10,931
0.01% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
119
shares
|
$10,575
0.01% of portfolio
|
Q3 2025
Reduced 50.83%
|
|