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 |
|---|---|---|---|---|---|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
20
shares
|
$1,777
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
19
shares
|
$1,688
0.0% of portfolio
|
Q4 2022
Reduced 60.42%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
19
shares
|
$1,688
0.0% of portfolio
|
Q2 2025
Reduced 81.73%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
15
shares
|
$1,333
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
13
shares
|
$1,155
0.0% of portfolio
|
Q1 2025
Reduced 99.95%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
12
shares
|
$1,066
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
11
shares
|
$977
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
10
shares
|
$888
0.0% of portfolio
|
Q3 2025
Reduced 87.18%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
9
shares
|
$799
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
8
shares
|
$710
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
7
shares
|
$622
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
5
shares
|
$444
0.0% of portfolio
|
Q3 2025
Reduced 99.24%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4
shares
|
$355
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
3
shares
|
$266
0.0% of portfolio
|
Q1 2025
Reduced 99.77%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
3
shares
|
$266
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
2
shares
|
$177
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1
shares
|
$88
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
1
shares
|
$88
0.0% of portfolio
|
Q1 2023
Reduced 99.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
0.08% of portfolio
|
Q2 2025
New holding
|
|