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

iShares 20+ Year Treasury Bond BuyWrite Strategy ETF logo
$21.79 +0.04 (+0.18%)
As of 01:50 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)
16
Total
Institutional Inflows
(last 12 months)
$28.98M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$136.00K
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Skip Chart & View Institutional Buying and Selling Data

TLTW Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 First Bank & Trust14,408$322K0.0%+27.3%0.029%
7/1/2026 Global Wealth Strategies & Associates12,973$290K0.1%+7.5%0.026%
5/5/2026Bank of New York Mellon Corp269,932$6.11M0.0%+144.6%0.544%
4/28/2026Ascentis Independent Advisors245,150$5.55M0.4%+105.0%0.494%
4/22/2026Janney Montgomery Scott LLC239,395$5.42M0.0%+639.1%0.482%
2/19/2026Claris Financial LLC47,866$1.09M0.6%N/A0.096%
2/12/2026Walled Lake Planning & Wealth Management LLC13,155$298K0.1%+49.9%0.026%
2/11/2026Janney Montgomery Scott LLC32,390$734K0.0%+35.4%0.065%
2/11/2026Pinebridge Investments LLC527,149$11.95M0.1%N/A1.062%
2/10/2026Private Wealth Asset Management LLC4,980$113K0.0%N/A0.010%
2/6/2026Cullen Frost Bankers Inc.8,805$200K0.0%+38.6%0.018%
2/6/2026PNC Financial Services Group Inc.2,380$54K0.0%N/A0.005%
1/15/2026Alpine Bank Wealth Management37,803$857K0.1%+1.4%0.076%
1/2/2026 Global Wealth Strategies & Associates12,302$279K0.1%-24.6%0.025%
1/1/2026JPMorgan Chase & Co.5,537$129K0.0%+38.5%0.011%
12/2/2025IFP Advisors Inc3,802$89K0.0%N/A0.008%
11/17/2025Triumph Capital Management17,343$405K0.1%+24.7%0.035%
11/12/2025Walled Lake Planning & Wealth Management LLC8,775$205K0.1%N/A0.018%
11/7/2025JPMorgan Chase & Co.5,537$129K0.0%+38.5%0.011%
10/31/2025Cullen Frost Bankers Inc.6,351$148K0.0%N/A0.013%
10/23/2025SG Americas Securities LLC57,323$1.34M0.0%+15.2%0.115%
10/22/2025Alpine Bank Wealth Management37,263$871K0.1%+640.7%0.075%
10/2/2025 Global Wealth Strategies & Associates16,326$382K0.1%-10.5%0.033%
8/26/2025Claris Financial LLC64,377$1.49M1.1%N/A0.130%
8/12/2025JPMorgan Chase & Co.3,997$93K0.0%+30.7%0.008%
8/8/2025SG Americas Securities LLC49,743$1.15M0.0%N/A0.100%
7/17/2025Janney Montgomery Scott LLC11,750$272K0.0%+16.3%0.024%
7/7/2025 Global Wealth Strategies & Associates18,241$423K0.1%-7.4%0.037%
5/15/2025OLD Mission Capital LLC15,437$371K0.0%-51.7%0.034%
5/14/2025Luminist Capital LLC8,013$194K0.2%+8.1%0.018%
4/29/2025Bank of New York Mellon Corp17,907$431K0.0%+35.0%0.041%
4/24/2025Transcend Capital Advisors LLC20,047$482K0.0%+18.4%0.046%
4/22/2025Cambridge Investment Research Advisors Inc.363,391$8.74M0.0%+33.5%0.833%
4/17/2025Janney Montgomery Scott LLC10,100$243K0.0%-46.1%0.021%
4/14/2025Farther Finance Advisors LLC2,815$68K0.0%N/A0.006%
4/2/2025Global Wealth Strategies & Associates19,702$474K0.1%-33.4%0.041%
2/12/2025OLD Mission Capital LLC31,971$752K0.0%N/A0.095%
2/12/2025JPMorgan Chase & Co.2,072$49K0.0%-20.7%0.006%
2/4/2025Bank of New York Mellon Corp13,260$312K0.0%+22.2%0.040%
2/3/2025Transcend Capital Advisors LLC16,928$398K0.0%+9.2%0.050%
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1/17/2025Janney Montgomery Scott LLC18,750$441K0.0%-80.0%0.056%
1/16/2025MassMutual Private Wealth & Trust FSB1,098$26K0.0%N/A0.003%
1/2/2025Global Wealth Strategies & Associates29,564$695K0.2%N/A0.088%
12/26/2024JPMorgan Chase & Co.2,614$71K0.0%N/A0.008%
10/29/2024Janney Montgomery Scott LLC93,525$2.53M0.0%-2.1%0.279%
10/10/2024Sound Income Strategies LLC5,500$148K0.0%N/A0.016%
7/26/2024Cambridge Investment Research Advisors Inc.48,869$1.26M0.0%+382.0%0.146%
7/2/2024Transcend Capital Advisors LLC14,412$370K0.0%+5.5%0.043%
5/17/2024Clear Point Advisors Inc.1,011$27K0.0%N/A0.003%
5/1/2024Janney Montgomery Scott LLC71,685$1.91M0.0%N/A0.214%
2/12/2024Tradition Wealth Management LLC10,555$290K0.0%N/A0.060%
2/7/2024Cary Street Partners Investment Advisory LLC8,168$224K0.0%N/A0.046%
2/5/2024Triumph Capital Management10,131$278K0.1%-37.9%0.058%
2/5/2024Transcend Capital Advisors LLC11,753$323K0.0%N/A0.067%
1/11/2024Worth Asset Management LLC15,485$425K0.3%N/A0.088%
11/15/2023Stonebridge Capital Advisors LLC1,200$35K0.0%N/A0.007%
10/31/2023Triumph Capital Management16,303$471K0.2%N/A0.093%
10/12/2023AdvisorNet Financial Inc1,200$35K0.0%N/A0.007%
7/31/2023Lindbrook Capital LLC900$30K0.0%N/A0.022%
3/6/2023OLD Mission Capital LLC2,736$89K0.0%-92.7%0.000%


TLTW Institutional Ownership - Frequently Asked Questions

During the previous two years, 23 institutional investors and hedge funds held shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF. The most heavily invested institutionals were Pinebridge Investments LLC ($11.95M), Cambridge Investment Research Advisors Inc. ($8.74M), Bank of New York Mellon Corp ($6.11M), Ascentis Independent Advisors ($5.55M), Janney Montgomery Scott LLC ($5.42M), SG Americas Securities LLC ($1.34M), and Claris Financial LLC ($1.09M).Learn more on iShares 20+ Year Treasury Bond BuyWrite Strategy ETF's institutional investors.

Of the 23 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: Pinebridge Investments LLC ($527.15K), Janney Montgomery Scott LLC ($217.13K), Bank of New York Mellon Corp ($166.65K), Cambridge Investment Research Advisors Inc. ($129.94K), Ascentis Independent Advisors ($125.59K), Claris Financial LLC ($112.24K), and SG Americas Securities LLC ($57.32K).

Institutional investors have bought a total of 1,274,721 shares in the last 24 months. This purchase volume represents approximately $28.98M in transactions.

The following institutional investors have sold iShares 20+ Year Treasury Bond BuyWrite Strategy ETF stock in the last 24 months: Global Wealth Strategies & Associates ($5.94K).

Institutional investors have sold a total of 5,939 shares in the last 24 months. This volume of shares sold represents approximately $136.00K in transactions.


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This page (BATS:TLTW) was last updated on 7/17/2026 by MarketBeat.com Staff.
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