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iShares 20+ Year Treasury Bond ETF (TLT) Institutional Ownership

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+0.90 (+1.01%)
(As of 05/3/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Current
Institutional Ownership
Percentage
73.32%
Number of
Institutional Buyers
(last 12 months)
896
Total
Institutional Inflows
(last 12 months)
$14.72B
Number of
Institutional Sellers
(last 12 months)
417
Total
Institutional Outflows
(last 12 months)
$4.70B
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TLT Institutional Buying and Selling by Quarter

iShares 20+ Year Treasury Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2024Geneos Wealth Management Inc.90,677$8.58M0.4%-14.7%0.018%
5/4/2024Gould Asset Management LLC CA244,681$23.15M5.6%+3.7%0.048%
5/4/2024Buck Wealth Strategies LLC3,586$339K0.1%-94.7%0.001%
5/4/2024Csenge Advisory Group40,210$3.81M0.2%-17.5%0.008%
5/4/2024Joseph P. Lucia & Associates LLC17,029$1.61M0.9%+62.2%0.003%
5/3/2024FDx Advisors Inc.39,711$3.76M0.6%-4.1%0.008%
5/3/2024Catalina Capital Group LLC3,528$334K0.1%-11.7%0.001%
5/3/2024Avidian Wealth Solutions LLC14,170$1.34M0.1%-38.4%0.003%
5/3/2024RIA Advisory Group LLC83,549$7.91M3.2%N/A0.016%
5/3/2024MRA Advisory Group101,173$9.57M5.7%N/A0.020%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors31,685$3.00M0.4%-26.3%0.006%
5/3/2024Rehmann Capital Advisory Group77,785$7.36M0.5%+10.9%0.015%
5/3/2024BCU Wealth Advisors LLC6,472$612K0.5%-13.4%0.001%
5/3/2024Boomfish Wealth Group LLC5,674$537K0.4%N/A0.001%
5/3/2024Liberty Wealth Management LLC70,161$6.65M1.3%+7.6%0.014%
5/3/2024Smith Salley Wealth Management40,135$3.80M0.3%N/A0.008%
5/3/2024Absolute Capital Management LLC3,712$351K0.2%-10.3%0.001%
5/3/2024Whittier Trust Co.2,599$246K0.0%-5.8%0.001%
5/2/2024Mutual Advisors LLC137,133$12.98M0.4%+3.5%0.027%
5/2/2024RiverFront Investment Group LLC8,098$766K0.0%+9.8%0.002%
5/2/2024USAdvisors Wealth Management LLC37,607$3.56M1.3%+8.7%0.007%
5/2/2024Financial Counselors Inc.7,329$693K0.0%+246.4%0.001%
5/2/2024Adapt Wealth Advisors LLC46,670$4.42M3.1%N/A0.009%
5/2/2024FinTrust Capital Advisors LLC2,091$198K0.0%-18.0%0.000%
5/2/2024Lionsbridge Wealth Management LLC5,067$479K0.4%N/A0.001%
5/2/2024Lwmg LLC123,827$11.72M2.7%+8.1%0.024%
5/2/2024Consolidated Planning Corp371,104$35.11M6.0%+6.0%0.073%
5/2/2024Vantage Financial Partners LLC40,601$3.84M1.0%+2.5%0.008%
5/2/2024Almanack Investment Partners LLC.49,574$4.69M0.8%N/A0.010%
5/2/2024Goelzer Investment Management Inc.14,891$1.41M0.1%-6.5%0.003%
5/2/2024Life Planning Partners Inc5,194$491K0.5%-26.0%0.001%
5/2/2024Choreo LLC3,294$312K0.0%+21.6%0.001%
5/2/2024 Family Firm Inc.11,419$1.08M0.3%+4.5%0.002%
5/2/2024 Lewis Asset Management LLC5,625$532K0.4%+19.5%0.001%
5/2/2024 ESG Planning DBA Harper Investing10,141$960K1.1%N/A0.002%
5/2/2024 Main Street Research LLC191,876$18.16M1.2%+1.6%0.038%
5/2/2024 Hollencrest Capital Management17,148$1.62M0.1%+1.7%0.003%
5/2/2024 Palisade Asset Management LLC388$37K0.0%N/A0.000%
5/2/2024 Hanlon Investment Management Inc.31,728$3.00M0.9%-49.4%0.006%
5/2/2024 High Note Wealth LLC2,867$271K0.1%N/A0.001%
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5/1/2024 GLOBALT Investments LLC GA64,275$6.08M0.2%-2.9%0.013%
5/1/2024 Wakefield Asset Management LLLP8,294$785K0.3%+2.9%0.002%
5/1/2024 Janney Capital Management LLC110,790$10.48M0.7%+0.8%0.022%
5/1/2024 Janney Montgomery Scott LLC2,549,197$241.21M0.7%-6.7%0.503%
5/1/2024 New Harbor Financial Group LLC239,435$22.66M7.2%+5,473.4%0.047%
5/1/2024 Blue Trust Inc.65,325$6.18M0.1%-20.0%0.013%
5/1/2024 Source Financial Advisors LLC3,594$340K0.1%+17.6%0.001%
5/1/2024 Ballast Advisors LLC4,421$418K0.1%-31.7%0.001%
5/1/2024 Mirae Asset Global Investments Co. Ltd.929,137$87.92M0.2%+154.1%0.184%
5/1/2024 Concourse Financial Group Securities Inc.71,188$6.74M0.4%-15.7%0.014%
5/1/2024 Retirement Group LLC42,664$4.04M1.4%-16.8%0.008%
5/1/2024 Stegent Equity Advisors Inc.27,350$2.59M2.6%+106.0%0.005%
5/1/2024 Cantor Fitzgerald Investment Advisors L.P.78,821$7.46M0.6%-1.7%0.016%
5/1/2024 Sequoia Financial Advisors LLC2,612$247K0.0%+9.2%0.001%
5/1/2024 Diversify Advisory Services LLC32,817$3.04M0.2%N/A0.006%
4/30/2024 Private Advisor Group LLC134,660$12.74M0.1%+19.3%0.027%
4/30/2024 Consolidated Portfolio Review Corp5,969$565K0.1%-7.2%0.001%
4/30/2024 J.W. Cole Advisors Inc.5,973$565K0.0%-36.2%0.001%
4/30/2024 Astor Investment Management LLC4,372$414K0.2%-58.4%0.001%
4/30/2024 Hartline Investment Corp5,127$485K0.1%N/A0.001%
4/30/2024 Norden Group LLC24,022$2.27M0.2%N/A0.005%
4/30/2024 Fortis Group Advisors LLC76,075$7.20M1.3%+1,542.7%0.015%
4/30/2024 Saxony Capital Management LLC3,532$334K0.4%+17.1%0.001%
4/30/2024 MA Private Wealth30,698$2.91M0.6%N/A0.006%
4/30/2024 Beam Wealth Advisors Inc.42,429$4.02M2.4%+124.7%0.008%
4/30/2024 HB Wealth Management LLC37,089$3.51M0.0%N/A0.007%
4/30/2024 True Vision MN LLC21,972$1.94M1.4%-18.2%0.004%
4/30/2024 Wooster Corthell Wealth Management Inc.72,428$6.85M1.6%+3.0%0.014%
4/30/2024 Forbes Financial Planning Inc.3,150$298K0.3%N/A0.001%
4/30/2024 Arkadios Wealth Advisors11,638$1.10M0.1%+24.7%0.002%
4/30/2024 Perigon Wealth Management LLC39,374$3.73M0.1%-6.3%0.008%
4/30/2024 Hutchens & Kramer Investment Management Group LLC2,376$220K0.1%N/A0.000%
4/30/2024 Mayflower Financial Advisors LLC23,034$2.18M0.2%-6.0%0.005%
4/30/2024 SkyOak Wealth LLC3,164$299K0.1%N/A0.001%
4/30/2024 Privium Fund Management UK Ltd32,885$3.03M1.5%-82.2%0.006%
4/29/2024Commonwealth Equity Services LLC1,353,237$128.04M0.2%+14.5%0.267%
4/29/2024 FAS Wealth Partners Inc.583$55K0.0%+398.3%0.000%
4/29/2024 Principal Financial Group Inc.47,236$4.47M0.0%+17.6%0.009%
4/29/2024 Benjamin F. Edwards & Company Inc.25,025$2.37M0.0%+1.6%0.005%
4/29/2024 Aspire Wealth Management Corp1,762$167K0.1%-8.8%0.000%
4/29/2024 Crescent Grove Advisors LLC45,618$4.32M0.5%-6.0%0.009%
4/29/2024 Summit Global Investments117,567$11.12M0.8%N/A0.023%
4/29/2024 HighMark Wealth Management LLC10,585$1M0.6%+62.1%0.002%
4/27/2024 White Pine Investment CO25,169$2.38M0.7%+7.4%0.005%
4/27/2024 Vigilare Wealth Management3,540$335K0.2%-55.7%0.001%
4/27/2024 Fonville Wealth Management LLC4,700$445K0.2%N/A0.001%
4/27/2024 Members Advisory Group LLC174,251$16.49M9.3%+1.1%0.034%
4/26/2024 RCS Financial Planning LLC7,479$708K0.4%-43.4%0.001%
4/26/2024 MBA Advisors LLC19,885$1.88M1.0%+6.8%0.004%
4/26/2024 Crestone Asset Management LLC308,928$29.23M5.9%-4.3%0.060%
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4/26/2024 Farmers & Merchants Trust Co of Chambersburg PA73,484$6.95M2.9%+28,382.2%0.014%
4/26/2024 SlateStone Wealth LLC151,588$14.34M1.4%+2.3%0.029%
4/26/2024 Sage Advisory Services Ltd.Co.19,360$1.83M0.5%+6.6%0.004%
4/26/2024 Clear Creek Financial Management LLC34,234$3.24M0.4%+2.8%0.007%
4/26/2024 Carr Financial Group Corp23,511$2.23M0.7%+24.9%0.005%
4/26/2024 MONECO Advisors LLC57,805$5.47M0.9%+46.6%0.011%
4/26/2024 LifePro Asset Management13,877$1.31M0.9%-13.5%0.003%
4/26/2024 Davies Financial Advisors Inc.35,910$3.40M3.5%N/A0.007%
4/26/2024 Checchi Capital Advisers LLC10,797$1.02M0.1%-27.4%0.002%
4/26/2024 Latitude Advisors LLC27,847$2.64M1.6%-33.9%0.005%
(Data available from 1/1/2016 forward)

TLT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TLT shares?

During the previous two years, 1,251 institutional investors and hedge funds held shares of iShares 20+ Year Treasury Bond ETF. The most heavily invested institutionals were Rafferty Asset Management LLC ($3.62B), Morgan Stanley ($3.50B), Envestnet Asset Management Inc. ($1.70B), TD Asset Management Inc ($963.04M), TD Asset Management Inc. ($770.81M), FMR LLC ($706.35M), and Assetmark Inc. ($444.75M).Learn more on TLT's institutional investors.

What percentage of iShares 20+ Year Treasury Bond ETF stock is owned by institutional investors?

73.32% of iShares 20+ Year Treasury Bond ETF stock is owned by institutional investors. Learn more on TLT's institutional investor holdings.

Which institutional investors have been buying iShares 20+ Year Treasury Bond ETF stock?

Of the 1,185 institutional investors that purchased iShares 20+ Year Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($36.33M), Rafferty Asset Management LLC ($23.30M), Envestnet Asset Management Inc. ($13.93M), Simplex Trading LLC ($12.56M), Assetmark Inc. ($8.67M), Morgan Stanley ($6.51M), and IMC Chicago LLC ($6.42M).

How much institutional buying is happening at iShares 20+ Year Treasury Bond ETF?

Institutional investors have bought a total of 245,809,528 shares in the last 24 months. This purchase volume represents approximately $40.70B in transactions.

Which iShares 20+ Year Treasury Bond ETF major shareholders have been selling company stock?

Of the 586 institutional investors that sold iShares 20+ Year Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Barclays PLC ($7.77M), JPMorgan Chase & Co. ($7.42M), FMR LLC ($5.81M), Fisher Asset Management LLC ($4.96M), Assetmark Inc. ($4.50M), TD Asset Management Inc ($2.07M), and Deer Park Road Corp ($2.05M).

How much institutional selling is happening at iShares 20+ Year Treasury Bond ETF?

Institutional investors have sold a total of 81,274,027 shares in the last 24 months. This volume of shares sold represents approximately $12.44B in transactions.


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This page (NASDAQ:TLT) was last updated on 5/5/2024 by MarketBeat.com Staff

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