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

iShares 20+ Year Treasury Bond ETF logo
$86.43 +0.54 (+0.63%)
Closing price 07/25/2025 04:00 PM Eastern
Extended Trading
$86.38 -0.05 (-0.05%)
As of 07/25/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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)
1028
Total
Institutional Inflows
(last 12 months)
$17.23B
Number of
Institutional Sellers
(last 12 months)
688
Total
Institutional Outflows
(last 12 months)
$8.35B
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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
7/25/2025NorthRock Partners LLC921$81K0.0%-34.0%0.000%
7/25/2025Atria Wealth Solutions Inc.93,588$8.23M0.2%-87.0%0.017%
7/25/2025Envestnet Portfolio Solutions Inc.494,047$43.60M0.2%-45.5%0.090%
7/25/2025Sequoia Financial Advisors LLC2,373$209K0.0%-8.8%0.000%
7/25/2025ONE Advisory Partners LLC5,496$473K0.2%N/A0.001%
7/25/2025Allspring Global Investments Holdings LLC108,218$9.55M0.0%+7.6%0.020%
7/25/2025Prostatis Group LLC3,178$280K0.1%N/A0.001%
7/25/2025Commonwealth Financial Services LLC77,116$6.81M1.3%N/A0.014%
7/25/2025Second Half Financial Partners LLC5,087$449K0.2%+17.8%0.001%
7/25/2025Midwest Capital Advisors LLC1,375$121K0.1%-71.7%0.000%
7/25/2025CWM LLC148,806$13.13M0.0%-13.9%0.027%
7/25/2025Lodestar Private Asset Management LLC12,842$1.13M0.1%-12.6%0.002%
7/25/2025Hobbs Group Advisors LLC13,354$1.18M0.4%-2.2%0.002%
7/25/2025Sovereign Financial Group Inc.2,365$209K0.0%-32.7%0.000%
7/25/2025Concurrent Investment Advisors LLC523,846$46.23M0.9%+23.1%0.095%
7/25/2025Apollon Wealth Management LLC40,432$3.57M0.1%+102.9%0.007%
7/24/2025 Invictus Private Wealth LLC7,849$693K0.0%+46.9%0.001%
7/24/2025 Eastern Bank312$28K0.0%-29.3%0.000%
7/24/2025 JFS Wealth Advisors LLC1,893$167K0.0%+100.7%0.000%
7/24/2025 Robertson Stephens Wealth Management LLC12,764$1.13M0.0%-33.5%0.002%
7/24/2025 Cyndeo Wealth Partners LLC3,810$336K0.0%-74.8%0.001%
7/24/2025 Nationwide Fund Advisors1,009,646$89.10M5.0%-29.4%0.183%
7/24/2025 Etesian Wealth Advisors Inc.17,752$1.57M0.6%-7.4%0.003%
7/24/2025 WMG Financial Advisors LLC4,701$415K0.2%-3.9%0.001%
7/24/2025 Coordinated Financial Services Inc.3,643$322K0.2%N/A0.001%
7/24/2025 Stonebridge Financial Group LLC6,684$590K0.1%+11.0%0.001%
7/24/2025 MA Private Wealth35,523$3.14M0.6%+0.6%0.006%
7/24/2025 Blair William & Co. IL11,068$977K0.0%-25.5%0.002%
7/24/2025 Boomfish Wealth Group LLC47,803$4.22M2.4%+1.2%0.009%
7/24/2025 Leo Wealth LLC68,657$6.06M0.5%+131.0%0.012%
7/24/2025 E Fund Management Hong Kong Co. Ltd.8,218$725K0.7%-42.7%0.001%
7/24/2025 US Bancorp DE948,805$83.74M0.1%-40.7%0.172%
7/23/2025 Tectonic Advisors LLC18,055$1.59M0.1%+5.9%0.003%
7/23/2025 SpringVest Wealth Management LLC3,462$306K0.2%-67.0%0.001%
7/23/2025 Vontobel Holding Ltd.42,142$3.72M0.0%-35.4%0.008%
7/23/2025 Clear Creek Financial Management LLC21,784$1.92M0.2%-18.6%0.004%
7/23/2025 Valmark Advisers Inc.3,545$313K0.0%-24.4%0.001%
7/23/2025 Detalus Advisors LLC8,504$750K0.2%-21.9%0.002%
7/23/2025 Lansing Street Advisors6,684$590K0.2%+35.2%0.001%
7/23/2025 NBT Bank N A NY62,329$5.50M0.4%+2.8%0.011%
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7/23/2025 Venturi Wealth Management LLC6,262$553K0.0%+54.5%0.001%
7/23/2025 WestEnd Advisors LLC788,523$69.59M1.7%-9.3%0.142%
7/23/2025 Friedenthal Financial3,634$321K0.2%+1,292.3%0.001%
7/23/2025 Watershed Private Wealth LLC3,761$332K0.1%-27.6%0.001%
7/23/2025 High Note Wealth LLC106,133$9.37M2.1%-40.2%0.019%
7/23/2025 Kingswood Wealth Advisors LLC24,330$2.15M0.2%-39.3%0.004%
7/23/2025 SteelPeak Wealth LLC3,587$317K0.0%-7.7%0.001%
7/23/2025 Heck Capital Advisors LLC82,764$7.30M0.6%+3.6%0.015%
7/23/2025 Prime Capital Investment Advisors LLC16,705$1.47M0.0%-40.8%0.003%
7/22/2025 D.B. Root & Company LLC6,877$607K0.2%+9.6%0.001%
7/22/2025 Belpointe Asset Management LLC6,740$595K0.0%-60.5%0.001%
7/22/2025 Duncan Williams Asset Management LLC2,579$228K0.0%N/A0.000%
7/22/2025 Valeo Financial Advisors LLC8,807$777K0.0%N/A0.002%
7/22/2025 Joule Financial LLC55,383$4.89M1.6%+74.9%0.010%
7/22/2025 CPR Investments Inc.25,392$2.24M1.7%-56.2%0.005%
7/22/2025 DAVENPORT & Co LLC81,161$7.16M0.0%-4.7%0.015%
7/22/2025 Alta Wealth Advisors LLC5,663$500K0.2%N/A0.001%
7/22/2025 IMC Chicago LLC188,428$16.63M0.0%-76.8%0.034%
7/22/2025 Kickstand Ventures LLC.2,579$228K0.1%-83.2%0.000%
7/22/2025 Simplicity Wealth LLC161,760$14.28M0.6%+1,169.1%0.029%
7/22/2025 Realta Investment Advisors3,714$328K0.1%-54.6%0.001%
7/22/2025 Wealthcare Advisory Partners LLC18,711$1.65M0.0%+23.8%0.003%
7/22/2025 Berger Financial Group Inc5,377$474K0.0%-31.9%0.001%
7/22/2025 Firethorn Wealth Partners LLC2,963$262K0.1%-15.0%0.001%
7/22/2025 Checchi Capital Advisers LLC86,418$7.63M0.4%-43.1%0.016%
7/22/2025 Yoder Wealth Management Inc.29,758$2.63M1.4%-8.3%0.005%
7/22/2025 4Thought Financial Group Inc.30,111$2.66M1.4%-50.3%0.005%
7/21/2025 Impact Investors Inc5,564$491K0.3%N/A0.001%
7/21/2025 Ameriflex Group Inc.753$66K0.0%-78.7%0.000%
7/21/2025 Cardinal Strategic Wealth Guidance28,731$2.54M0.7%+8.5%0.005%
7/21/2025 Ascent Group LLC14,209$1.25M0.0%-67.9%0.003%
7/21/2025 Ameritas Advisory Services LLC10,472$924K0.0%-52.2%0.002%
7/21/2025 HighMark Wealth Management LLC35,426$3.13M1.5%N/A0.006%
7/21/2025 Custos Family Office LLC185,101$16.34M5.2%+129.3%0.033%
7/21/2025 Matauro LLC7,344$648K0.1%+17.1%0.001%
7/21/2025 Triad Wealth Partners LLC4,422$390K0.1%+91.3%0.001%
7/21/2025 Mirae Asset Global Investments Co. Ltd.2,655,359$234.34M0.8%-1.1%0.479%
7/21/2025 Syntax Research Inc.24,232$2.14M1.5%+335.7%0.004%
7/18/2025 Pinnacle Investment Management Ltd4,500$397K2.3%-92.5%0.001%
7/18/2025 Warren Street Wealth Advisors LLC5,000$441K0.1%N/A0.001%
7/18/2025 Consolidated Planning Corp2,591$229K0.0%-8.2%0.000%
7/18/2025 Clarity Financial LLC143,596$12.67M1.4%+4.5%0.026%
7/18/2025 Cantor Fitzgerald Investment Advisors L.P.214,765$18.95M1.3%+0.8%0.039%
7/18/2025 B.O.S.S. Retirement Advisors LLC15,808$1.40M0.4%-5.8%0.003%
7/18/2025 Madrona Financial Services LLC2,737$242K0.1%-48.9%0.000%
7/18/2025 Northeast Financial Group Inc.84,190$7.43M2.2%+8.4%0.015%
7/18/2025 Client 1ST Advisory Group LLC2,321$205K0.1%-85.1%0.000%
7/18/2025 Trilogy Capital Inc.214,285$18.91M0.9%N/A0.039%
7/18/2025 Pacific Point Advisors LLC20,000$1.77M1.0%N/A0.004%
7/18/2025 PFG Investments LLC18,560$1.64M0.1%+35.1%0.003%
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7/18/2025 Consolidated Portfolio Review Corp7,028$620K0.1%+13.7%0.001%
7/18/2025 Midwest Financial Group LLC31,448$2.78M1.5%+1.2%0.006%
7/18/2025 Sicart Associates LLC157,434$13.89M4.8%-6.2%0.028%
7/18/2025 Cooper Financial Group3,509$310K0.0%-45.8%0.001%
7/18/2025 Truist Financial Corp1,274,915$112.51M0.2%-4.7%0.231%
7/18/2025 Union Bancaire Privee UBP SA2,000$176K0.0%-52.7%0.000%
7/17/2025 MBA Advisors LLC21,656$1.91M0.9%-3.0%0.004%
7/17/2025 Chicago Capital LLC3,800$335K0.0%N/A0.001%
7/17/2025 One Wealth Advisors LLC7,818$690K0.1%-56.7%0.001%
7/17/2025 Spectrum Strategic Capital Management LLC18,443$1.63M0.8%+6.6%0.003%
(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, 1,525 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 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 1,403 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. ($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 188,926,897 shares in the last 24 months. This purchase volume represents approximately $17.23B in transactions.

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

Of the 686 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), Cibc World Market Inc. ($9.21M), Envestnet Asset Management Inc. ($8.89M), Rafferty Asset Management LLC ($5.37M), Assetmark Inc. ($4.14M), Aptus Capital Advisors LLC ($3.04M), 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 91,683,983 shares in the last 24 months. This volume of shares sold represents approximately $8.35B in transactions.



This page (NASDAQ:TLT) was last updated on 7/26/2025 by MarketBeat.com Staff
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