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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
109,346
shares
|
$9.72 Million
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
108,965
shares
|
$9.68 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
108,569
shares
|
$9.65 Million
0.15% of portfolio
|
Q3 2025
Reduced 58.75%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
107,797
shares
|
$9.58 Million
0.03% of portfolio
|
Q3 2025
Added 17.56%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
107,784
shares
|
$9.58 Million
0.25% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
107,020
shares
|
$9.51 Million
1.08% of portfolio
|
Q3 2023
Added 282.75%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
105,321
shares
|
$9.36 Million
0.92% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
102,919
shares
|
$9.15 Million
1.45% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 16, 2025 Q3 2025 |
102,000
shares
|
$9.06 Million
5.28% of portfolio
|
Q3 2025
Reduced 44.89%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
100,765
shares
|
$8.95 Million
1.57% of portfolio
|
Q3 2025
Added 69.52%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
100,000
shares
|
$8.89 Million
4.42% of portfolio
|
Q2 2025
Reduced 35.87%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Nov 14, 2025 Q3 2025 |
97,816
shares
|
$8.69 Million
7.32% of portfolio
|
Q3 2025
Reduced 10.93%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
97,702
shares
|
$8.68 Million
0.68% of portfolio
|
Q3 2025
Added 18.05%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
97,431
shares
|
$8.66 Million
0.18% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
96,514
shares
|
$8.58 Million
0.08% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
96,222
shares
|
$8.55 Million
0.12% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Basswood Capital Management, L.L.C.
New York, NY |
Nov 14, 2025 Q3 2025 |
96,154
shares
|
$8.55 Million
0.36% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
94,901
shares
|
$8.43 Million
2.0% of portfolio
|
Q3 2025
Added 33.87%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
94,540
shares
|
$8.4 Million
0.28% of portfolio
|
Q2 2025
Reduced 72.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
93,588
shares
|
$8.32 Million
0.2% of portfolio
|
Q2 2025
Reduced 87.04%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
93,124
shares
|
$8.28 Million
0.02% of portfolio
|
Q3 2025
Added 25.59%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
92,333
shares
|
$8.21 Million
0.02% of portfolio
|
Q3 2025
Added 23.83%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
92,293
shares
|
$8.2 Million
0.27% of portfolio
|
Q3 2025
Reduced 11.89%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
90,544
shares
|
$8.05 Million
0.11% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
90,217
shares
|
$8.02 Million
2.01% of portfolio
|
Q3 2025
Added 7.16%
|
|