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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) Institutional Ownership

iShares 20+ Year Treasury Bond BuyWrite Strategy ETF logo
$22.82 -0.20 (-0.85%)
Closing price 08/26/2025 03:59 PM Eastern
Extended Trading
$22.85 +0.03 (+0.11%)
As of 08/26/2025 07:50 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (BATS:TLTW)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$6.95M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$2.71M
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TLTW Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/26/2025Claris Financial LLC64,377$1.49M1.1%N/A0.130%
8/12/2025 JPMorgan Chase & Co.3,997$93K0.0%+30.7%0.008%
8/8/2025 SG Americas Securities LLC49,743$1.15M0.0%N/A0.100%
7/17/2025 Janney Montgomery Scott LLC11,750$272K0.0%+16.3%0.024%
7/7/2025 Global Wealth Strategies & Associates18,241$423K0.1%-7.4%0.037%
5/15/2025 OLD Mission Capital LLC15,437$371K0.0%-51.7%0.034%
5/14/2025 Luminist Capital LLC8,013$194K0.2%+8.1%0.018%
4/29/2025 Bank of New York Mellon Corp17,907$431K0.0%+35.0%0.041%
4/24/2025 Transcend Capital Advisors LLC20,047$482K0.0%+18.4%0.046%
4/22/2025 Cambridge Investment Research Advisors Inc.363,391$8.74M0.0%+33.5%0.833%
4/17/2025 Janney Montgomery Scott LLC10,100$243K0.0%-46.1%0.021%
4/14/2025 Farther Finance Advisors LLC2,815$68K0.0%N/A0.006%
4/2/2025 Global Wealth Strategies & Associates19,702$474K0.1%-33.4%0.041%
2/12/2025 OLD Mission Capital LLC31,971$752K0.0%N/A0.095%
2/12/2025 JPMorgan Chase & Co.2,072$49K0.0%-20.7%0.006%
2/4/2025 Bank of New York Mellon Corp13,260$312K0.0%+22.2%0.040%
2/3/2025 Transcend Capital Advisors LLC16,928$398K0.0%+9.2%0.050%
1/17/2025 Janney Montgomery Scott LLC18,750$441K0.0%-80.0%0.056%
1/16/2025 MassMutual Private Wealth & Trust FSB1,098$26K0.0%N/A0.003%
1/2/2025 Global Wealth Strategies & Associates29,564$695K0.2%N/A0.088%
12/26/2024 JPMorgan Chase & Co.2,614$71K0.0%N/A0.008%
10/29/2024 Janney Montgomery Scott LLC93,525$2.53M0.0%-2.1%0.279%
10/10/2024 Sound Income Strategies LLC5,500$148K0.0%N/A0.016%
7/26/2024 Cambridge Investment Research Advisors Inc.48,869$1.26M0.0%+382.0%0.146%
7/2/2024 Transcend Capital Advisors LLC14,412$370K0.0%+5.5%0.043%
5/17/2024 Clear Point Advisors Inc.1,011$27K0.0%N/A0.003%
5/1/2024 Janney Montgomery Scott LLC71,685$1.91M0.0%N/A0.214%
2/12/2024 Tradition Wealth Management LLC10,555$290K0.0%N/A0.060%
2/7/2024 Cary Street Partners Investment Advisory LLC8,168$224K0.0%N/A0.046%
2/5/2024 Triumph Capital Management10,131$278K0.1%-37.9%0.058%
2/5/2024 Transcend Capital Advisors LLC11,753$323K0.0%N/A0.067%
1/11/2024 Worth Asset Management LLC15,485$425K0.3%N/A0.088%
11/15/2023 Stonebridge Capital Advisors LLC1,200$35K0.0%N/A0.007%
10/31/2023 Triumph Capital Management16,303$471K0.2%N/A0.093%
10/12/2023 AdvisorNet Financial Inc1,200$35K0.0%N/A0.007%
7/31/2023Lindbrook Capital LLC900$30K0.0%N/A0.022%
3/6/2023 OLD Mission Capital LLC2,736$89K0.0%-92.7%0.000%
(Data available from 1/1/2016 forward)

TLTW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TLTW shares?

During the previous two years, 20 institutional investors and hedge funds held shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF. The most heavily invested institutionals were Cambridge Investment Research Advisors Inc. ($8.74M), Claris Financial LLC ($1.49M), SG Americas Securities LLC ($1.15M), Transcend Capital Advisors LLC ($482K), Bank of New York Mellon Corp ($431K), Worth Asset Management LLC ($425K), and Global Wealth Strategies & Associates ($423K).Learn more on iShares 20+ Year Treasury Bond BuyWrite Strategy ETF's institutional investors.

Which institutional investors have been buying iShares 20+ Year Treasury Bond BuyWrite Strategy ETF's stock?

Of the 20 institutional investors that purchased iShares 20+ Year Treasury Bond BuyWrite Strategy ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cambridge Investment Research Advisors Inc. ($129.94K), Janney Montgomery Scott LLC ($73.34K), Claris Financial LLC ($64.38K), SG Americas Securities LLC ($49.74K), OLD Mission Capital LLC ($31.97K), Global Wealth Strategies & Associates ($29.56K), and Transcend Capital Advisors LLC ($17.04K).

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

Institutional investors have bought a total of 293,675 shares in the last 24 months. This purchase volume represents approximately $6.95M in transactions.

Which of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF's major shareholders have been selling company stock?

The following institutional investors have sold iShares 20+ Year Treasury Bond BuyWrite Strategy ETF stock in the last 24 months: Janney Montgomery Scott LLC ($85.40K), OLD Mission Capital LLC ($16.53K), Global Wealth Strategies & Associates ($11.32K), and JPMorgan Chase & Co. ($542.00).

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

Institutional investors have sold a total of 113,799 shares in the last 24 months. This volume of shares sold represents approximately $2.71M in transactions.



This page (BATS:TLTW) was last updated on 8/27/2025 by MarketBeat.com Staff
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