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

iShares 20+ Year Treasury Bond ETF logo
$85.43 +0.47 (+0.55%)
As of 04:00 PM Eastern

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)
928
Total
Institutional Inflows
(last 12 months)
$16.82B
Number of
Institutional Sellers
(last 12 months)
663
Total
Institutional Outflows
(last 12 months)
$9.91B
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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
5/5/2026BCGM Wealth Management LLC3,034$263K0.1%-50.2%0.001%
5/5/2026Wealthfront Advisers LLC136,718$11.85M0.0%+19.9%0.027%
5/5/2026Sharpepoint LLC100,315$8.70M5.2%+8.3%0.020%
5/5/2026NerdWallet Wealth Partners LLC13,563$1.18M0.5%N/A0.003%
5/5/2026Bank of New York Mellon Corp444,657$38.55M0.0%+8.4%0.089%
5/5/2026Nolet Wealth Management LLC175,686$15.23M8.7%+37.4%0.035%
5/5/2026IMC Chicago LLC63,718$5.52M0.0%-67.8%0.013%
5/5/2026Robinson Value Management Ltd.41,353$3.59M2.0%-1.5%0.008%
5/5/2026Geneos Wealth Management Inc.37,017$3.21M0.1%-2.3%0.007%
5/5/2026NFSG Corp3,511$304K0.0%+13.8%0.001%
5/5/2026Ethos Financial Group LLC111,299$9.66M0.7%+29.8%0.022%
5/5/2026Advisors Preferred LLC67,047$5.81M0.9%+41.1%0.013%
5/5/2026Sanctuary Advisors LLC184,439$15.99M0.1%-24.4%0.037%
5/5/2026 Sigma Planning Corp41,989$3.64M0.1%-7.4%0.008%
5/5/2026 Checchi Capital Advisers LLC171,613$14.88M0.8%+49.1%0.034%
5/5/2026 Wealthgarden F.S. LLC4,455$386K0.3%-58.2%0.001%
5/5/2026 Nwam LLC14,679$1.27M0.1%+77.7%0.003%
5/4/2026 Summit Wealth Group LLC7,262$630K0.1%-8.4%0.001%
5/4/2026 Milestones Private Investment Advisors LLC49,480$4.29M3.8%+3.1%0.010%
5/4/2026 Objective Capital Management LLC2,900$251K0.3%N/A0.001%
5/4/2026 Bryn Mawr Trust Advisors LLC3,187$276K0.0%-30.2%0.001%
5/4/2026 Bleakley Financial Group LLC82,045$7.11M0.1%N/A0.016%
5/4/2026 V2 Financial group LLC70,165$6.08M2.8%-2.7%0.014%
5/4/2026 WJ Financial Advisors LLC34,367$2.98M2.4%-5.4%0.007%
5/4/2026 Principal Financial Group Inc.100,934$8.75M0.0%-3.2%0.020%
5/4/2026 Vantage Point Financial LLC5,386$467K0.2%-3.0%0.001%
5/4/2026 FPC Investment Advisory Inc.123,238$10.69M4.2%+4.6%0.025%
5/4/2026 Procyon Advisors LLC125,383$10.87M0.2%+948.4%0.025%
5/2/2026 International Assets Investment Management LLC1,507$130K0.0%-69.6%0.000%
5/2/2026 Arlington Capital Management Inc.100,222$8.69M4.9%+1.4%0.020%
5/2/2026 Diversify Wealth Management LLC51,864$4.45M0.1%+279.7%0.011%
5/1/2026 Citizens Financial Group Inc. RI6,086$528K0.0%-91.5%0.001%
5/1/2026 Midwest Trust Co8,659$751K0.0%+26.1%0.002%
5/1/2026 Fifth Third Bancorp230,322$19.97M0.0%+97.1%0.047%
5/1/2026 Sovran Advisors LLC121,604$10.41M0.8%+7.9%0.025%
5/1/2026 WealthShield Partners LLC23,860$2.07M0.2%-28.6%0.005%
5/1/2026 TSA Wealth Managment LLC2,697$234K0.1%-31.2%0.001%
5/1/2026 Granite Bay Wealth Management LLC210,379$18.23M3.9%+9.3%0.043%
5/1/2026 Simplicity Wealth LLC282,912$24.53M1.4%+16.5%0.057%
5/1/2026 Avid Wealth Partners LLC6,155$534K0.3%+2.6%0.001%
5/1/2026 Sequoia Financial Advisors LLC10,299$893K0.0%+191.6%0.002%
5/1/2026 Kornitzer Capital Management Inc. KS17,979$1.56M0.0%+3.8%0.004%
4/30/2026 Roman Butler Fullerton & Co.12,381$1.08M0.3%-9.8%0.003%
4/30/2026 Beacon Financial Group3,020$262K0.0%-11.8%0.001%
4/30/2026 First Horizon Corp90,756$7.87M0.3%+0.8%0.018%
4/30/2026 Kestra Advisory Services LLC392,161$34.00M0.1%-5.1%0.080%
4/30/2026 Money Concepts Capital Corp23,797$2.06M0.1%+349.4%0.005%
4/30/2026 Beam Wealth Advisors Inc.17,255$1.50M0.4%+3.1%0.004%
4/30/2026 Personal CFO Solutions LLC5,116$444K0.1%-16.6%0.001%
4/30/2026 CFS Investment Advisory Services LLC18,593$1.62M0.1%+6.8%0.004%
4/30/2026 Farmers & Merchants Trust Co of Chambersburg PA236,117$20.47M5.6%+15.2%0.048%
4/29/2026 Ascent Advisors LLC33,269$2.88M4.6%N/A0.007%
4/29/2026 Axxcess Wealth Management LLC111,920$9.70M0.3%+1.2%0.023%
4/29/2026 Saxon Interests Inc.5,747$498K0.2%+13.3%0.001%
4/29/2026 Capstone Wealth Management Group LLC8,788$762K0.3%-84.0%0.002%
4/29/2026 Flatrock Wealth Partners LLC6,544$567K0.3%N/A0.001%
4/29/2026 AK Global Asset Management LLC24,825$2.15M2.1%N/A0.005%
4/29/2026 Horst & Graben Wealth Management LLC134,273$11.59M1.6%+1.3%0.027%
4/29/2026 United Asset Strategies Inc.10,398$901K0.1%+1.2%0.002%
4/29/2026 Signet Private Wealth LLC22,041$1.91M1.8%+3.4%0.004%
4/29/2026 Integrated Advisors Network LLC22,040$1.91M0.1%-6.5%0.004%
4/29/2026 Clay Northam Wealth Management LLC28,865$2.50M1.4%-2.1%0.006%
4/29/2026 Shelton Wealth Management LLC49,739$4.31M1.9%-1.0%0.010%
4/29/2026 Interactive Financial Advisors Inc.78,474$6.80M4.4%-0.7%0.016%
4/29/2026 Kiley Juergens Wealth Management LLC36,693$3.18M0.6%+2.6%0.007%
4/29/2026 Walser Wealth Management Company A Ltd Liability Co3,574$310K0.1%-55.0%0.001%
4/28/2026 Collaborative Fund Advisors LLC20,564$1.78M1.1%N/A0.004%
4/28/2026 Whittier Trust Co.2,649$230K0.0%-5.7%0.001%
4/28/2026 Ascentis Independent Advisors7,910$686K0.1%+4.3%0.002%
4/28/2026 Stephens Inc. AR59,082$5.12M0.1%-35.8%0.012%
4/28/2026 B.O.S.S. Retirement Advisors LLC3,778$328K0.1%-19.6%0.001%
4/28/2026 Berger Financial Group Inc3,436$298K0.0%-8.4%0.001%
4/28/2026 GM Advisory Group LLC218,628$18.95M0.7%-2.0%0.044%
4/28/2026 Howe & Rusling Inc.3,810$330K0.0%-13.1%0.001%
4/28/2026 Nationwide Fund Advisors105,613$9.16M0.4%-66.8%0.021%
4/28/2026 Koshinski Asset Management Inc.14,752$1.28M0.1%+14.1%0.003%
4/28/2026 Latitude Advisors LLC43,600$3.78M1.7%+5.7%0.009%
4/27/2026 Burford Brothers Inc.12,055$1.05M0.4%+2.4%0.002%
4/27/2026 Apeiron RIA LLC24,619$2.13M0.5%-5.2%0.005%
4/27/2026 Integrity Wealth Partners LLC42,876$3.72M3.3%N/A0.009%
4/27/2026 Sierra Ocean LLC90,023$7.80M6.4%+2.4%0.019%
4/27/2026 Osborne Partners Capital Management LLC221,687$19.22M1.0%+1.4%0.046%
4/27/2026 PFG Investments LLC33,052$2.87M0.1%+11.7%0.007%
4/27/2026 Baer Investment Advisory LLC10,602$919K0.1%N/A0.002%
4/27/2026 Lodestar Private Asset Management LLC7,067$613K0.1%-35.5%0.001%
4/27/2026 4WEALTH Advisors Inc.19,812$1.72M1.5%-3.2%0.004%
4/27/2026 Private Advisor Group LLC169,520$14.70M0.1%-13.1%0.035%
4/27/2026 Elevation Point Wealth Partners LLC166,167$14.41M0.3%+30.0%0.034%
4/27/2026 Sound Income Strategies LLC3,425$295K0.0%+88.0%0.001%
4/25/2026 Blue Capital Inc.31,960$2.77M1.8%N/A0.007%
4/25/2026 Peregrine Asset Advisers Inc.35,815$3.11M0.8%-0.7%0.007%
4/25/2026 Patten Group Inc.8,275$717K0.1%-10.2%0.002%
4/25/2026 Keybank National Association OH9,677$839K0.0%-13.7%0.002%
4/25/2026 Able Wealth Management LLC4,860$421K0.1%-55.4%0.001%
4/25/2026 4Thought Financial Group Inc.42,450$3.68M1.8%+53.1%0.009%
4/24/2026 Syntax Research Inc.5,769$500K0.3%-13.9%0.001%
4/24/2026 Argent Advisors Inc.2,592$225K0.1%N/A0.001%
4/24/2026 James Investment Research Inc.31,174$2.70M0.3%-4.3%0.006%
4/24/2026 Redwood Wealth Management Group LLC25,650$2.22M1.0%-18.5%0.005%
4/24/2026 Key Financial Inc2,537$220K0.0%+1,410.1%0.001%


TLT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TLT shares?

During the previous two years, 1,535 institutional investors and hedge funds held shares of iShares 20+ Year Treasury Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($9.51B), Northwestern Mutual Wealth Management Co. ($3.76B), Goldman Sachs Group Inc. ($3.28B), Rafferty Asset Management LLC ($2.65B), Jane Street Group LLC ($1.85B), Morgan Stanley ($1.67B), and JPMorgan Chase & Co. ($784.23M).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 1,396 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), JPMorgan Chase & Co. ($47.87M), Northwestern Mutual Wealth Management Co. ($37M), Bank of America Corp DE ($10.38M), Assetmark Inc. ($7.09M), Jane Street Group LLC ($6.46M), and Capula Management Ltd ($5.22M).

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

Institutional investors have bought a total of 188,733,692 shares in the last 24 months. This purchase volume represents approximately $16.82B in transactions.

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

Of the 657 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: Northwestern Mutual Wealth Management Co. ($40.94M), Rafferty Asset Management LLC ($11.48M), Aptus Capital Advisors LLC ($8.02M), JPMorgan Chase & Co. ($3.26M), CI Investments Inc. ($2.25M), Assetmark Inc. ($1.66M), and LPL Financial LLC ($1.66M).

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

Institutional investors have sold a total of 112,392,456 shares in the last 24 months. This volume of shares sold represents approximately $9.91B in transactions.



This page (NASDAQ:TLT) was last updated on 5/5/2026 by MarketBeat.com Staff.
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