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

iShares 20+ Year Treasury Bond ETF logo
$89.18 -0.08 (-0.08%)
As of 12:37 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Current
Institutional Ownership
Percentage
73.33%
Number of
Institutional Buyers
(last 12 months)
1051
Total
Institutional Inflows
(last 12 months)
$14.41B
Number of
Institutional Sellers
(last 12 months)
725
Total
Institutional Outflows
(last 12 months)
$9.17B
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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
10/9/2025Voya Financial Advisors Inc.17,286$1.55M0.1%+10.9%0.003%
10/9/2025Affinity Capital Advisors LLC15,932$1.43M0.2%+10.7%0.003%
10/9/2025Dynamic Advisor Solutions LLC27,381$2.45M0.1%-5.5%0.005%
10/9/2025Fermata Advisors LLC74,521$6.66M1.7%+2.3%0.014%
10/9/2025Archer Investment Management LLC61,852$5.53M3.4%-29.4%0.011%
10/9/2025Embree Financial Group3,261$291K0.0%N/A0.001%
10/9/2025Pacifica Partners Inc.435$39K0.0%-58.0%0.000%
10/9/2025Websterrogers Financial Advisors LLC4,768$426K0.1%N/A0.001%
10/8/2025Marshall Financial Group LLC2,261$202K0.0%-7.5%0.000%
10/8/2025Patriot Financial Group Insurance Agency LLC6,784$606K0.1%N/A0.001%
10/8/2025Rise Advisors LLC379$34K0.0%-23.7%0.000%
10/8/2025Armstrong Advisory Group Inc.1,136$102K0.0%-15.6%0.000%
10/8/2025Fiduciary Alliance LLC5,440$486K0.0%+14.5%0.001%
10/8/2025Cox Capital Mgt LLC3,122$279K0.2%+13.6%0.001%
10/8/2025RDA Financial Network2,646$236K0.1%N/A0.000%
10/8/2025Firethorn Wealth Partners LLC2,540$227K0.1%-14.3%0.000%
10/8/2025Legacy Private Trust Co.3,025$270K0.0%N/A0.001%
10/8/2025Chesley Taft & Associates LLC11,287$1.01M0.0%N/A0.002%
10/8/2025Balefire LLC4,717$422K0.1%N/A0.001%
10/8/2025Carr Financial Group Corp7,000$626K0.2%N/A0.001%
10/8/2025Bay Rivers Group79,282$7.09M3.0%-0.8%0.014%
10/8/2025Beacon Financial Group3,150$282K0.0%-31.5%0.001%
10/7/2025 Cooper Financial Group3,111$278K0.0%-11.3%0.001%
10/7/2025 Family Legacy Financial Solutions LLC635$57K0.0%N/A0.000%
10/7/2025 Catalyst Private Wealth LLC8,807$787K0.3%-47.9%0.002%
10/7/2025 Canandaigua National Bank & Trust Co.75,174$6.72M0.6%-7.1%0.014%
10/7/2025 Sicart Associates LLC158,979$14.21M3.8%+1.0%0.029%
10/6/2025 PMV Capital Advisers LLC19,501$1.74M3.4%+5.4%0.004%
10/6/2025 AssuredPartners Investment Advisors LLC2,950$264K0.1%N/A0.001%
10/6/2025 Heartwood Wealth Advisors LLC105,321$9.41M0.9%+1.8%0.019%
10/6/2025 TruWealth Advisors LLC2,332$208K0.0%-47.1%0.000%
10/6/2025 Insight Wealth Strategies LLC314,160$28.08M3.3%+3.4%0.057%
10/6/2025 Boltwood Capital Management17,585$1.57M0.4%+3.7%0.003%
10/3/2025 HCR Wealth Advisors4,604$412K0.0%-4.2%0.001%
10/3/2025 Summit Financial Wealth Advisors LLC5,808$519K0.1%+11.1%0.001%
10/3/2025 Dentgroup LLC6,608$591K0.4%-20.5%0.001%
10/2/2025 Boyum Wealth Architects LLC17,416$1.56M1.0%+9.3%0.003%
10/2/2025 Boyum Wealth Architects LLC17,416$1.56M1.0%+9.3%0.003%
10/2/2025 St. Louis Financial Planners Asset Management LLC28,484$2.55M1.6%+5.4%0.005%
10/2/2025 Global Wealth Strategies & Associates70,748$6.32M1.6%+4.5%0.013%
9/29/2025 Summit Financial Wealth Advisors LLC5,230$462K0.1%+49.4%0.001%
9/26/2025Corient Private Wealth LLC123,047$10.86M0.0%-48.6%0.022%
9/25/2025National Wealth Management Group LLC4,411$389K0.2%-18.4%0.001%
9/22/2025Caldwell Trust Co405$36K0.0%N/A0.000%
9/19/2025Watts Gwilliam & Co. LLC45,350$4.05M0.7%-14.0%0.008%
9/15/2025Migdal Insurance & Financial Holdings Ltd.7,785$687K0.0%N/A0.001%
9/12/2025Valeo Financial Advisors LLC80,213$7.08M0.2%N/A0.014%
9/11/2025Milestones Private Investment Advisors LLC53,729$4.74M3.5%N/A0.010%
9/8/2025Alternative Investment Advisors LLC.61,856$5.46M2.7%-5.2%0.011%
9/4/2025Osaic Holdings Inc.1,246,439$110.71M0.2%+33.1%0.223%
8/29/2025Centaurus Financial Inc.187,881$16.58M1.0%+4.8%0.034%
8/27/2025Orion Porfolio Solutions LLC94,139$8.31M0.1%-26.0%0.017%
8/26/2025Thrivent Financial for Lutherans195,152$17.22M0.0%+11.3%0.035%
8/25/2025Promus Capital LLC11,304$998K0.6%+9,903.5%0.002%
8/25/2025Silverlake Wealth Management LLC24,788$2.19M0.6%N/A0.004%
8/19/2025B. Riley Wealth Advisors Inc.7,904$698K0.0%N/A0.001%
8/19/2025Newbridge Financial Services Group Inc.5,667$500K0.1%+166.1%0.001%
8/19/2025Advisory Services Network LLC197,376$17.16M0.3%+58.0%0.035%
8/19/2025Delos Wealth Advisors LLC1,591$140K0.1%N/A0.000%
8/18/2025Tactive Advisors LLC43,822$3.87M1.3%N/A0.008%
8/18/2025Geneos Wealth Management Inc.34,821$3.07M0.1%+4.8%0.006%
8/18/2025Hollencrest Capital Management13,763$1.22M0.1%-1.4%0.002%
8/18/2025V2 Financial group LLC72,660$6.41M3.9%-1.4%0.013%
8/18/2025Westwood Holdings Group Inc.267,940$23.65M0.2%-0.6%0.048%
8/18/2025Kestra Investment Management LLC4,275$377K0.0%-4.4%0.001%
8/18/2025Castleark Management LLC94,540$8.34M0.3%-72.3%0.017%
8/15/2025High Falls Advisors Inc3,361$297K0.1%-37.5%0.001%
8/15/2025Global View Capital Management LLC4,729$417K0.1%+18.3%0.001%
8/15/2025Rakuten Securities Inc.38,427$3.39M1.3%+13.7%0.007%
8/15/2025Corient Private Wealth LLC124,053$10.95M0.0%-48.2%0.022%
8/15/2025Equitable Holdings Inc.120,653$10.65M0.1%-0.1%0.022%
8/15/2025Morse Asset Management Inc15,476$1.37M0.3%+12.3%0.003%
8/15/2025Florida Financial Advisors LLC4,956$437K0.1%+87.3%0.001%
8/15/2025FSB Premier Wealth Management Inc.8,149$719K0.3%+13.7%0.001%
8/15/2025E Fund Management Co. Ltd.8,218$725K0.0%-42.7%0.001%
8/15/2025Captrust Financial Advisors74,152$6.54M0.0%-16.6%0.013%
8/15/2025Keel Point LLC22,015$1.94M0.1%-2.9%0.004%
8/15/2025WFA of San Diego LLC519$46K0.0%N/A0.000%
8/15/2025Lantern Wealth Advisors LLC8,974$792K0.4%N/A0.002%
8/15/2025Visionary Wealth Advisors4,776$421K0.0%N/A0.001%
8/15/2025Voya Financial Advisors Inc.15,580$1.36M0.1%+2.2%0.003%
8/15/2025Snowden Capital Advisors LLC16,985$1.50M0.0%-18.5%0.003%
8/15/2025Rafferty Asset Management LLC39,633,839$3.50B11.5%-5.4%7.089%
8/15/2025Scopus Asset Management L.P.246,549$21.76M0.4%-1.4%0.044%
8/15/2025Orion Porfolio Solutions LLC94,139$8.31M0.1%-26.0%0.017%
8/15/2025Paces Ferry Wealth Advisors LLC31,467$2.78M1.3%+8.6%0.006%
8/15/2025MML Investors Services LLC451,155$39.81M0.1%-6.5%0.081%
8/15/2025Man Group plc167,922$14.82M0.0%+2,690.8%0.030%
8/15/2025Mendel Capital Management LLC2,892$255K0.1%-5.0%0.001%
8/15/2025Militia Capital Partners LP21,700$1.92M0.9%-68.1%0.004%
8/15/2025Modern Wealth Management LLC53,716$4.74M0.1%+3.4%0.010%
8/15/2025Lazard Asset Management LLC50,729$4.48M0.0%+596.6%0.009%
8/15/2025HRT Financial LP181,413$16.01M0.1%N/A0.032%
8/15/2025Helium Advisors LLC9,686$855K0.5%+9.7%0.002%
8/15/2025IHT Wealth Management LLC472,038$41.66M1.1%+8.0%0.084%
8/15/2025Great Valley Advisor Group Inc.20,139$1.78M0.0%-0.8%0.004%
8/15/2025Group One Trading LLC6,789$599K0.0%N/A0.001%
8/15/2025Gallagher Fiduciary Advisors LLC2,760$244K0.0%N/A0.000%
8/15/2025EP Wealth Advisors LLC6,789$599K0.0%+13.5%0.001%
8/15/2025Benjamin Edwards Inc.174,098$15.36M0.2%+49.4%0.031%
(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, 1,533 institutional investors and hedge funds held shares of iShares 20+ Year Treasury Bond ETF. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($3.58B), Morgan Stanley ($3.50B), Rafferty Asset Management LLC ($3.50B), Goldman Sachs Group Inc. ($3.28B), Jane Street Group LLC ($1.85B), JPMorgan Chase & Co. ($698.01M), and FMR LLC ($635.33M).Learn more on iShares 20+ Year Treasury Bond ETF's institutional investors.

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

73.33% of iShares 20+ Year Treasury Bond ETF's 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's stock?

Of the 1,407 institutional investors that purchased iShares 20+ Year Treasury Bond ETF's 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. ($34.39M), Rafferty Asset Management LLC ($23.35M), Envestnet Asset Management Inc. ($11.47M), 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 158,757,755 shares in the last 24 months. This purchase volume represents approximately $14.41B in transactions.

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

Of the 722 institutional investors that sold iShares 20+ Year Treasury Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($10.81M), Envestnet Asset Management Inc. ($9.83M), Cibc World Market Inc. ($9.21M), Rafferty Asset Management LLC ($7.62M), Assetmark Inc. ($5.60M), Aptus Capital Advisors LLC ($3.02M), and Annex Advisory Services LLC ($2.53M).

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

Institutional investors have sold a total of 101,192,206 shares in the last 24 months. This volume of shares sold represents approximately $9.17B in transactions.


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This page (NASDAQ:TLT) was last updated on 10/9/2025 by MarketBeat.com Staff
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