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

iShares 20+ Year Treasury Bond ETF logo
$85.43 -0.62 (-0.72%)
As of 05/20/2025 04:00 PM Eastern

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)
1031
Total
Institutional Inflows
(last 12 months)
$17.50B
Number of
Institutional Sellers
(last 12 months)
684
Total
Institutional Outflows
(last 12 months)
$8.65B
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TLT Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025Fortis Capital Advisors LLC3,418$311K0.1%-91.1%0.001%
5/20/2025Belpointe Asset Management LLC17,064$1.55M0.1%-89.5%0.003%
5/20/2025 Focus Partners Wealth166,043$15.12M0.0%+64.9%0.030%
5/20/2025Integrity Alliance LLC.275,707$25.10M1.0%+20.3%0.049%
5/19/2025 Advisory Alpha LLC4,934$449K0.0%-13.1%0.001%
5/19/2025 Client 1ST Advisory Group LLC15,603$1.42M0.6%-5.4%0.003%
5/19/2025 Legacy Advisory Services LLC125,436$11.42M9.6%N/A0.022%
5/16/2025 Empowered Funds LLC67,554$6.15M0.1%+13.8%0.012%
5/16/2025 Ascent Group LLC44,281$4.03M0.2%+1.1%0.008%
5/16/2025 Arete Wealth Advisors LLC143,945$13.10M0.9%+26.2%0.027%
5/16/2025 Bell Investment Advisors Inc365,808$33.30M6.2%+3.0%0.068%
5/16/2025 Strait & Sound Wealth Management LLC2,736$249K0.1%N/A0.001%
5/16/2025 Everstar Asset Management LLC14,831$1.35M0.3%-23.4%0.003%
5/16/2025 Ashton Thomas Private Wealth LLC6,622$603K0.0%-74.4%0.001%
5/16/2025 Kestra Investment Management LLC4,474$407K0.0%+43.5%0.001%
5/16/2025 Jones Financial Companies Lllp389,717$32.98M0.0%+192.4%0.072%
5/16/2025 Coordinated Financial Services Inc. CO3,943$359K0.3%N/A0.001%
5/16/2025 Sheridan Capital Management LLC28,826$2.62M1.9%-8.6%0.005%
5/16/2025 Pingora Partners LLC2,800$255K0.2%+86.7%0.001%
5/16/2025 National Wealth Management Group LLC5,408$492K0.3%N/A0.001%
5/16/2025 Nearwater Capital Markets Ltd150,000$13.65M0.4%N/A0.028%
5/16/2025 NewEdge Advisors LLC206,808$18.83M0.1%-50.2%0.038%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.699,854$63.71M0.1%+29.1%0.129%
5/16/2025 Integrated Wealth Concepts LLC39,901$3.63M0.0%-62.0%0.007%
5/16/2025 Hancock Whitney Corp6,302$574K0.0%-81.5%0.001%
5/16/2025 Electron Capital Partners LLC857,600$78.07M5.1%N/A0.158%
5/16/2025 Eschler Asset Management LLP17,433$1.59M4.0%N/A0.003%
5/16/2025 Concentric Capital Strategies LP74,389$6.77M0.6%N/A0.014%
5/16/2025 Concorde Asset Management LLC4,280$380K0.2%-46.8%0.001%
5/16/2025 Copperleaf Capital LLC2,954$269K0.2%-64.3%0.001%
5/16/2025 Banque Transatlantique SA1,065$90K0.0%N/A0.000%
5/16/2025 Alliancebernstein L.P.2,751,182$250.44M0.1%+1.1%0.508%
5/16/2025 AQR Capital Management LLC7,165$652K0.0%-4.9%0.001%
5/16/2025 Advisors Asset Management Inc.8,401$765K0.0%+11.3%0.002%
5/16/2025 AlTi Global Inc.747,746$68.07M1.8%-17.2%0.138%
5/16/2025 Amplify Investments LLC66,281$5.90M100.0%N/A0.012%
5/16/2025 Aprio Wealth Management LLC2,839$258K0.0%N/A0.001%
5/15/2025 Federation des caisses Desjardins du Quebec300,292$27.34M0.1%-0.4%0.055%
5/15/2025 EP Wealth Advisors LLC5,982$545K0.0%-44.0%0.001%
5/15/2025 Scoggin Management LP100,000$9.10M2.5%N/A0.018%
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5/15/2025 Paloma Partners Management Co155,936$14.20M1.8%+250.3%0.029%
5/15/2025 Focus Partners Advisor Solutions LLC7,110$647K0.0%+47.5%0.001%
5/15/2025 Betterment LLC71,375$6.50M0.0%+25.6%0.013%
5/15/2025 Alamea Verwaltungs GmbH7,500$683K0.6%N/A0.001%
5/15/2025 DRW Securities LLC9,588$873K0.0%-70.8%0.002%
5/15/2025 Centric Wealth Management2,249$205K0.1%N/A0.000%
5/15/2025 Titleist Asset Management LLC22,364$2.04M0.2%+55.1%0.004%
5/15/2025 Baird Financial Group Inc.150,377$13.69M0.0%+29.6%0.028%
5/15/2025 Pinnacle Wealth Planning Services Inc.7,459$679K0.1%+3.5%0.001%
5/15/2025 The Manufacturers Life Insurance Company 628,406$57.20M0.1%-51.3%0.116%
5/15/2025 Safe Harbor Fiduciary LLC24,459$2.23M2.3%N/A0.005%
5/15/2025 Vermillion & White Wealth Management Group LLC338$31K0.0%-97.4%0.000%
5/15/2025 Tortoise Investment Management LLC36,929$3.36M0.4%+88.7%0.007%
5/15/2025 Gerber Kawasaki Wealth & Investment Management39,438$3.59M0.2%-2.3%0.007%
5/15/2025 Itau Unibanco Holding S.A.10,000$910K0.0%N/A0.002%
5/15/2025 Eisler Capital Management Ltd.1,042,300$94.84M0.7%N/A0.193%
5/14/2025 Transamerica Financial Advisors LLC42,690$3.89M0.4%+4,490.3%0.008%
5/14/2025 Paces Ferry Wealth Advisors LLC28,974$2.64M1.3%+12.0%0.005%
5/14/2025 CreativeOne Wealth LLC56,159$5.11M0.2%-71.4%0.010%
5/14/2025 Ieq Capital LLC503,662$45.85M0.4%N/A0.093%
5/14/2025 TCM Advisors LLC167,400$15.24M1.4%+13.4%0.031%
5/14/2025 Redwood Investment Management LLC9,019$821K0.1%-63.6%0.002%
5/14/2025 Rafferty Asset Management LLC41,882,041$3.81B16.3%+0.1%7.740%
5/14/2025 PKS Advisory Services LLC10,104$920K0.3%N/A0.002%
5/14/2025 Harvest Portfolios Group Inc.3,638,683$331.23M9.8%+19.7%0.672%
5/14/2025 Arizona PSPRS Trust6,601$601K0.0%N/A0.001%
5/14/2025 Luminist Capital LLC41,090$3.76M4.0%+6.2%0.008%
5/14/2025 Full Sail Capital LLC89,174$8.12M0.5%+5.4%0.016%
5/14/2025 Islay Capital Management LLC921$84K0.1%-72.8%0.000%
5/14/2025 Comerica Bank113,678$10.35M0.0%+13.2%0.021%
5/14/2025 Freedom Investment Management Inc.72,993$6.65M0.6%+25.8%0.013%
5/14/2025 RPg Family Wealth Advisory LLC21,449$1.95M0.6%-15.2%0.004%
5/14/2025 Synovus Financial Corp4,159$379K0.0%-59.2%0.001%
5/14/2025 Napa Wealth Management3,190$290K0.2%+16.1%0.001%
5/14/2025 Jump Financial LLC927,026$84.39M1.2%+79.8%0.171%
5/14/2025 Biondo Investment Advisors LLC15,726$1.43M0.2%+36.2%0.003%
5/14/2025 Northwestern Mutual Wealth Management Co.38,017,057$3.46B2.8%+1.0%7.026%
5/14/2025 Van Hulzen Asset Management LLC14,986$1.36M0.1%-77.7%0.003%
5/14/2025 Kestra Advisory Services LLC398,776$36.30M0.2%-8.6%0.074%
5/14/2025 D.B. Root & Company LLC6,277$571K0.2%+2.4%0.001%
5/14/2025 Compound Planning Inc.97,726$8.90M0.4%+18.4%0.018%
5/14/2025 Hobbs Group Advisors LLC13,650$1.24M0.5%-26.1%0.003%
5/14/2025 Ameriprise Financial Inc.3,219,981$293.01M0.1%-19.5%0.595%
5/14/2025 CW Advisors LLC4,138$376K0.0%N/A0.001%
5/14/2025 Summit Financial LLC310,659$28.28M0.8%+235.9%0.057%
5/14/2025 United Asset Strategies Inc.10,289$937K0.1%+63.7%0.002%
5/14/2025 Flow Traders U.S. LLC168,668$15.35M0.6%N/A0.031%
5/14/2025 Partners Capital Investment Group LLP175,832$16.01M0.3%+32.8%0.032%
5/14/2025 Joseph P. Lucia & Associates LLC20,641$1.88M0.9%-1.0%0.004%
5/14/2025 TFB Advisors LLC12,926$1.18M0.3%N/A0.002%
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5/14/2025 GM Advisory Group LLC287,270$26.15M1.4%-22.9%0.053%
5/14/2025 New Harbor Financial Group LLC306,276$27.88M7.4%+13.4%0.057%
5/14/2025 GDS Wealth Management19,083$1.74M0.1%-36.2%0.004%
5/14/2025 Capital Analysts LLC766$70K0.0%-97.2%0.000%
5/14/2025 Level Four Advisory Services LLC29,639$2.70M0.1%-1.0%0.005%
5/14/2025 Venture Visionary Partners LLC127,668$11.62M0.5%-46.8%0.024%
5/14/2025 Credit Agricole S A83,962$7.64M0.0%+10.8%0.016%
5/14/2025 Banco Bilbao Vizcaya Argentaria S.A.385,085$35.12M0.4%+21.2%0.071%
5/14/2025 Crabel Capital Management LLC25,126$2.29M2.5%+298.9%0.005%
5/14/2025 JT Stratford LLC13,285$1.21M0.2%+266.7%0.002%
(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, 1,507 institutional investors and hedge funds held shares of iShares 20+ Year Treasury Bond ETF. The most heavily invested institutionals were Rafferty Asset Management LLC ($3.81B), Morgan Stanley ($3.50B), Northwestern Mutual Wealth Management Co. ($3.46B), Goldman Sachs Group Inc. ($3.28B), Jane Street Group LLC ($1.85B), Envestnet Asset Management Inc. ($643.33M), and FMR LLC ($635.33M).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 1,393 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: Goldman Sachs Group Inc. ($71.89M), Northwestern Mutual Wealth Management Co. ($31.88M), Rafferty Asset Management LLC ($23.35M), Envestnet Asset Management Inc. ($11.79M), Assetmark Inc. ($10.06M), IMC Chicago LLC ($7.19M), and Morgan Stanley ($6.51M).

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

Institutional investors have bought a total of 322,401,232 shares in the last 24 months. This purchase volume represents approximately $30.28B in transactions.

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

Of the 860 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: FMR LLC ($16.62M), SG Americas Securities LLC ($14.60M), Cibc World Market Inc. ($9.21M), Envestnet Asset Management Inc. ($8.89M), Assetmark Inc. ($8.63M), GFG Capital LLC ($7.34M), and JPMorgan Chase & Co. ($6.06M).

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

Institutional investors have sold a total of 163,251,686 shares in the last 24 months. This volume of shares sold represents approximately $15.04B in transactions.



This page (NASDAQ:TLT) was last updated on 5/21/2025 by MarketBeat.com Staff
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