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

iShares 20+ Year Treasury Bond ETF logo
$87.23 +0.66 (+0.76%)
Closing price 04:00 PM Eastern
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$87.36 +0.13 (+0.15%)
As of 08:00 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)
$14.53B
Number of
Institutional Sellers
(last 12 months)
729
Total
Institutional Outflows
(last 12 months)
$9.22B
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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
9/4/2025 Osaic Holdings Inc.1,246,439$110.71M0.2%+33.1%0.223%
8/29/2025 Centaurus Financial Inc.187,881$16.58M1.0%+4.8%0.034%
8/27/2025 Orion Porfolio Solutions LLC94,139$8.31M0.1%-26.0%0.017%
8/26/2025 Thrivent Financial for Lutherans195,152$17.22M0.0%+11.3%0.035%
8/25/2025 Promus Capital LLC11,304$998K0.6%+9,903.5%0.002%
8/25/2025 Silverlake Wealth Management LLC24,788$2.19M0.6%N/A0.004%
8/19/2025 B. Riley Wealth Advisors Inc.7,904$698K0.0%N/A0.001%
8/19/2025 Newbridge Financial Services Group Inc.5,667$500K0.1%+166.1%0.001%
8/19/2025 Advisory Services Network LLC197,376$17.16M0.3%+58.0%0.035%
8/19/2025 Delos Wealth Advisors LLC1,591$140K0.1%N/A0.000%
8/18/2025 Tactive Advisors LLC43,822$3.87M1.3%N/A0.008%
8/18/2025 Geneos Wealth Management Inc.34,821$3.07M0.1%+4.8%0.006%
8/18/2025 Hollencrest Capital Management13,763$1.22M0.1%-1.4%0.002%
8/18/2025 V2 Financial group LLC72,660$6.41M3.9%-1.4%0.013%
8/18/2025 Westwood Holdings Group Inc.267,940$23.65M0.2%-0.6%0.048%
8/18/2025 Kestra Investment Management LLC4,275$377K0.0%-4.4%0.001%
8/18/2025 Castleark Management LLC94,540$8.34M0.3%-72.3%0.017%
8/15/2025 High Falls Advisors Inc3,361$297K0.1%-37.5%0.001%
8/15/2025 Global View Capital Management LLC4,729$417K0.1%+18.3%0.001%
8/15/2025 Rakuten Securities Inc.38,427$3.39M1.3%+13.7%0.007%
8/15/2025 Corient Private Wealth LLC124,053$10.95M0.0%-48.2%0.022%
8/15/2025 Equitable Holdings Inc.120,653$10.65M0.1%-0.1%0.022%
8/15/2025 Morse Asset Management Inc15,476$1.37M0.3%+12.3%0.003%
8/15/2025 Florida Financial Advisors LLC4,956$437K0.1%+87.3%0.001%
8/15/2025 FSB Premier Wealth Management Inc.8,149$719K0.3%+13.7%0.001%
8/15/2025 E Fund Management Co. Ltd.8,218$725K0.0%-42.7%0.001%
8/15/2025 Captrust Financial Advisors74,152$6.54M0.0%-16.6%0.013%
8/15/2025 Keel Point LLC22,015$1.94M0.1%-2.9%0.004%
8/15/2025 WFA of San Diego LLC519$46K0.0%N/A0.000%
8/15/2025 Lantern Wealth Advisors LLC8,974$792K0.4%N/A0.002%
8/15/2025 Visionary Wealth Advisors4,776$421K0.0%N/A0.001%
8/15/2025 Voya Financial Advisors Inc.15,580$1.36M0.1%+2.2%0.003%
8/15/2025 Snowden Capital Advisors LLC16,985$1.50M0.0%-18.5%0.003%
8/15/2025 Rafferty Asset Management LLC39,633,839$3.50B11.5%-5.4%7.089%
8/15/2025 Scopus Asset Management L.P.246,549$21.76M0.4%-1.4%0.044%
8/15/2025 Orion Porfolio Solutions LLC94,139$8.31M0.1%-26.0%0.017%
8/15/2025 Paces Ferry Wealth Advisors LLC31,467$2.78M1.3%+8.6%0.006%
8/15/2025 MML Investors Services LLC451,155$39.81M0.1%-6.5%0.081%
8/15/2025 Man Group plc167,922$14.82M0.0%+2,690.8%0.030%
8/15/2025 Mendel Capital Management LLC2,892$255K0.1%-5.0%0.001%
8/15/2025 Militia Capital Partners LP21,700$1.92M0.9%-68.1%0.004%
8/15/2025 Modern Wealth Management LLC53,716$4.74M0.1%+3.4%0.010%
8/15/2025 Lazard Asset Management LLC50,729$4.48M0.0%+596.6%0.009%
8/15/2025 HRT Financial LP181,413$16.01M0.1%N/A0.032%
8/15/2025 Helium Advisors LLC9,686$855K0.5%+9.7%0.002%
8/15/2025 IHT Wealth Management LLC472,038$41.66M1.1%+8.0%0.084%
8/15/2025 Great Valley Advisor Group Inc.20,139$1.78M0.0%-0.8%0.004%
8/15/2025 Group One Trading LLC6,789$599K0.0%N/A0.001%
8/15/2025 Gallagher Fiduciary Advisors LLC2,760$244K0.0%N/A0.000%
8/15/2025 EP Wealth Advisors LLC6,789$599K0.0%+13.5%0.001%
8/15/2025 Benjamin Edwards Inc.174,098$15.36M0.2%+49.4%0.031%
8/15/2025 Bluefin Capital Management LLC6,400$565K0.4%-50.0%0.001%
8/15/2025 Ameriprise Financial Inc.3,137,572$276.91M0.1%-2.6%0.561%
8/14/2025 Florida Financial Advisors LLC5,312$468K0.3%+100.8%0.001%
8/14/2025 Paloma Partners Management Co100,000$8.83M1.3%-35.9%0.018%
8/14/2025 Camarda Financial Advisors LLC40,830$3.60M1.4%+189.9%0.007%
8/14/2025 Transamerica Financial Advisors LLC682$60K0.0%-98.4%0.000%
8/14/2025 Betterment LLC74,564$6.58M0.0%+4.5%0.013%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.797,827$70.41M0.1%+14.0%0.143%
8/14/2025 Diversify Advisory Services LLC55,153$4.80M0.2%+76.3%0.010%
8/14/2025 Alliancebernstein L.P.2,814,624$248.39M0.1%+2.3%0.503%
8/14/2025 Pingora Partners LLC2,200$194K0.1%-21.4%0.000%
8/14/2025 Objective Capital Management LLC2,668$235K0.3%+16.4%0.000%
8/14/2025 Main Street Financial Solutions LLC2,550$225K0.0%-66.6%0.000%
8/14/2025 FWL Investment Management LLC690$61K0.0%-35.2%0.000%
8/14/2025 Volterra Technologies LP14,494$1.28M0.2%N/A0.003%
8/14/2025 The Manufacturers Life Insurance Company 808,479$71.35M0.1%+28.7%0.145%
8/14/2025 FAS Wealth Partners Inc.1,389$123K0.0%+79.2%0.000%
8/14/2025 Investment House LLC52,670$4.65M0.2%+111.2%0.009%
8/14/2025 NewEdge Advisors LLC220,005$19.42M0.1%+6.4%0.039%
8/14/2025 Stonehaven Wealth & Tax Solutions LLC27,724$2.45M2.4%-0.5%0.005%
8/14/2025 BCS Private Wealth Management Inc.4,275$377K0.1%N/A0.001%
8/14/2025 Certuity LLC2,670$236K0.0%+12.9%0.000%
8/14/2025 Q Fund Management Hong Kong Ltd1,000$88K0.0%N/A0.000%
8/14/2025 Maven Securities LTD2,873$254K0.0%N/A0.001%
8/14/2025 Tandem Financial LLC2,564$226K0.2%-14.5%0.000%
8/14/2025 Gerber Kawasaki Wealth & Investment Management34,700$3.06M0.1%-12.0%0.006%
8/14/2025 Transce3nd LLC384$34K0.0%-97.2%0.000%
8/14/2025 Natixis73,318$6.47M0.0%-15.5%0.013%
8/14/2025 Bank of Nova Scotia53,633$4.73M0.0%+1,026.7%0.010%
8/14/2025 Cary Street Partners Financial LLC10,932$965K0.0%+10.0%0.002%
8/14/2025 Cerity Partners LLC48,956$4.32M0.0%-18.0%0.009%
8/13/2025 Cary Street Partners Investment Advisory LLC284$25K0.0%+130.9%0.000%
8/13/2025 Nkcfo LLC6,000$530K0.2%-71.4%0.001%
8/13/2025 Victory Financial Group LLC4,744$419K0.1%N/A0.001%
8/13/2025 New Harbor Financial Group LLC325,213$28.70M6.6%+6.2%0.058%
8/13/2025 StoneX Group Inc.7,558$667K0.0%+99.5%0.001%
8/13/2025 Seaview Investment Managers LLC2,665$235K0.0%+18.7%0.000%
8/13/2025 Flow Traders U.S. LLC281,699$24.86M0.9%+67.0%0.050%
8/13/2025 Cresset Asset Management LLC16,072$1.42M0.0%-4.0%0.003%
8/13/2025 Gateway Wealth Partners LLC2,841$251K0.0%N/A0.001%
8/13/2025 TCM Advisors LLC172,700$15.24M1.4%+3.2%0.031%
8/13/2025 Brown Advisory Inc.12,702$1.12M0.0%+5.6%0.002%
8/13/2025 GeoWealth Management LLC38,513$3.40M0.1%-11.6%0.007%
8/13/2025 Royal Fund Management LLC222,300$19.62M1.9%+561.8%0.040%
8/13/2025 Baird Financial Group Inc.73,185$6.46M0.0%-51.3%0.013%
8/13/2025 Dynamic Wealth Strategies LLC22,079$1.95M1.4%N/A0.004%
8/13/2025 First Trust Advisors LP78,265$6.91M0.0%-0.6%0.014%
8/13/2025 FPC Investment Advisory Inc.110,236$9.63M6.0%+2.5%0.020%
8/13/2025 Kilter Group LLC416$37K0.0%N/A0.000%
(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, 1,527 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 1,402 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 160,021,171 shares in the last 24 months. This purchase volume represents approximately $14.53B in transactions.

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

Of the 729 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 101,760,744 shares in the last 24 months. This volume of shares sold represents approximately $9.22B in transactions.



This page (NASDAQ:TLT) was last updated on 9/4/2025 by MarketBeat.com Staff
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