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 |
|---|---|---|---|---|---|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
50
shares
|
$4,443
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
49
shares
|
$4,354
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
48
shares
|
$4,265
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
46
shares
|
$4,088
0.0% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
46
shares
|
$4,088
0.0% of portfolio
|
Q4 2023
Reduced 90.85%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
46
shares
|
$4,088
0.0% of portfolio
|
Q1 2016
Added 3160.87%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
45
shares
|
$3,999
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
45
shares
|
$3,999
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
41
shares
|
$3,643
0.0% of portfolio
|
Q2 2021
Reduced 68.94%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
41
shares
|
$3,643
0.0% of portfolio
|
Q3 2025
Reduced 26.79%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
40
shares
|
$3,554
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
40
shares
|
$3,554
0.0% of portfolio
|
Q3 2025
Added 122.22%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
40
shares
|
$3,554
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
38
shares
|
$3,377
0.0% of portfolio
|
Q3 2025
Reduced 59.14%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
35
shares
|
$3,110
0.0% of portfolio
|
Q2 2025
Reduced 71.07%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
33
shares
|
$2,932
0.0% of portfolio
|
Q2 2025
Reduced 99.63%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
33
shares
|
$2,932
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
31
shares
|
$2,754
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
29
shares
|
$2,577
0.0% of portfolio
|
Q2 2025
Reduced 76.23%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
28
shares
|
$2,488
0.0% of portfolio
|
Q4 2022
Reduced 9.68%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
28
shares
|
$2,488
0.0% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
26
shares
|
$2,310
0.0% of portfolio
|
Q3 2025
Reduced 21.21%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
25
shares
|
$2,221
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
24
shares
|
$2,132
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
22
shares
|
$1,955
0.0% of portfolio
|
Q2 2025
New holding
|
|