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 |
|---|---|---|---|---|---|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
151,483
shares
|
$13.5 Million
0.49% of portfolio
|
Q3 2025
Added 16.09%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
150,950
shares
|
$13.4 Million
2.09% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
150,434
shares
|
$13.4 Million
0.03% of portfolio
|
Q3 2025
Added 180.49%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
148,917
shares
|
$13.2 Million
1.13% of portfolio
|
Q3 2025
Added 19.72%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
148,747
shares
|
$13.2 Million
1.59% of portfolio
|
Q2 2025
Added 48.45%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
148,049
shares
|
$13.2 Million
0.16% of portfolio
|
Q3 2025
Reduced 14.96%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
145,898
shares
|
$13 Million
0.16% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
145,246
shares
|
$12.9 Million
0.27% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
144,676
shares
|
$12.9 Million
0.08% of portfolio
|
Q3 2025
Added 5.34%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
143,576
shares
|
$12.8 Million
17.22% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
141,884
shares
|
$12.6 Million
0.02% of portfolio
|
Q3 2025
Added 182.58%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Oct 14, 2025 Q3 2025 |
141,531
shares
|
$12.6 Million
12.66% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
140,265
shares
|
$12.5 Million
0.01% of portfolio
|
Q3 2025
Added 236.22%
|
|
|
Granby Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
138,000
shares
|
$12.3 Million
6.58% of portfolio
|
Q4 2024
Reduced 12.66%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
135,621
shares
|
$12.1 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
135,040
shares
|
$12 Million
1.2% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
131,086
shares
|
$11.6 Million
2.04% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
129,541
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2025
Added 288.44%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
128,964
shares
|
$11.5 Million
4.09% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
128,750
shares
|
$11.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.79%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
127,406
shares
|
$11.3 Million
0.09% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
127,208
shares
|
$11.3 Million
0.12% of portfolio
|
Q1 2025
Reduced 20.94%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
126,618
shares
|
$11.3 Million
1.48% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Oct 17, 2025 Q3 2025 |
125,903
shares
|
$11.2 Million
8.35% of portfolio
|
Q3 2025
Added 8.52%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
125,789
shares
|
$11.2 Million
0.31% of portfolio
|
Q3 2025
Reduced 44.31%
|
|