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

iShares 20+ Year Treasury Bond ETF logo
$85.51 0.00 (0.00%)
As of 07/2/2026 04:00 PM Eastern
Compare

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)
874
Total
Institutional Inflows
(last 12 months)
$9.10B
Number of
Institutional Sellers
(last 12 months)
633
Total
Institutional Outflows
(last 12 months)
$11.02B
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Skip Chart & View Institutional Buying and Selling Data

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
7/2/2026 CX Institutional1,429$123K0.0%-69.1%0.000%
7/1/2026 Global Wealth Strategies & Associates7,918$684K0.1%-48.6%0.002%
6/30/2026VectorGlobal IAG Inc.2,671$232K0.1%N/A0.001%
6/26/2026Ravenstone Capital Management Inc.18,186$1.58M0.8%+7.7%0.004%
6/24/2026Redwood Investment Management LLC21,972$1.91M0.2%+20.3%0.004%
6/23/2026Ballast Advisors LLC1,341$116K0.0%-24.1%0.000%
6/18/2026Western Wealth Management LLC4,033$350K0.0%-3.5%0.001%
6/16/2026Steelhead Wealth Management LLC3,891$337K0.2%N/A0.001%
6/9/2026Rathbones Group PLC4,777$414K0.0%+87.3%0.001%
6/3/2026Parallel Advisors LLC4,644$403K0.0%+8.3%0.001%
6/3/2026NewEdge Advisors LLC222,662$19.30M0.1%-5.6%0.045%
6/2/2026Optiver Holding B.V.63,656$5.52M0.0%-80.9%0.013%
6/1/2026Foguth Wealth Management LLC.45,464$3.90M0.5%-32.4%0.009%
6/1/2026Concorde Asset Management LLC4,623$401K0.2%-9.9%0.001%
6/1/2026Integrated Investment Consultants LLC7,051$611K0.1%+4.1%0.001%
6/1/2026Keel Point LLC22,834$1.98M0.1%+7.9%0.005%
5/28/2026Maripau Wealth Management LLC3,724$323K0.1%-8.9%0.001%
5/27/2026Security Financial Services INC.9,526$826K0.1%-32.7%0.002%
5/26/2026Summit Financial Wealth Advisors LLC14,979$1.30M0.2%+157.9%0.003%
5/26/2026Axiom Investment Management LLC370$32K0.0%N/A0.000%
5/22/2026WNY Asset Management LLC3,095$268K0.0%N/A0.001%
5/22/2026Verus Capital Partners LLC42,457$3.68M0.3%-6.3%0.009%
5/21/2026J. Derek Lewis & Associates Inc.4,650$403K0.1%N/A0.001%
5/19/2026Western Wealth Management LLC4,033$350K0.0%-3.5%0.001%
5/19/2026Mascagni Wealth Management Inc.2,950$256K0.2%-4.2%0.001%
5/19/2026Eley Financial Management Inc53,172$4.87M1.7%+3.0%0.011%
5/19/2026Royal Fund Management LLC200,732$17.40M1.6%+0.2%0.040%
5/19/2026Bank of America Corp DE84,597,929$7.33B0.5%-22.4%17.001%
5/19/2026Centaurus Financial Inc.200,691$17.40M0.8%+1.1%0.040%
5/19/2026Strategic Investment Advisors MI137,321$11.90M0.8%+4.6%0.028%
5/19/2026Ashton Thomas Securities LLC10,767$933K0.1%N/A0.002%
5/19/2026IFS Group LLC2,493$216K0.2%N/A0.001%
5/18/2026Sunbelt Securities Inc.11,063$959K0.1%-15.3%0.002%
5/18/2026EverSource Wealth Advisors LLC17,156$1.49M0.0%+2.6%0.003%
5/18/2026Core Wealth Advisors Inc.5,948$516K0.1%-34.7%0.001%
5/18/2026Eley Financial Management Inc53,172$4.87M1.7%+3.0%0.011%
5/18/2026Empowered Funds LLC155,647$13.45M0.1%N/A0.031%
5/18/2026Estate Counselors LLC70,250$6.09M0.5%+1,487.6%0.014%
5/16/2026The Manufacturers Life Insurance Company 542,350$47.02M0.0%-45.8%0.109%
5/16/2026IMG Wealth Management Inc.2,892$251K0.2%+6,953.7%0.001%
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5/16/2026Lazard Asset Management LLC38,494$3.34M0.0%-2.6%0.008%
5/16/2026Castleark Management LLC137,270$11.90M0.4%+45.2%0.028%
5/15/2026Northeast Financial Group Inc.87,919$7.64M1.9%-8.5%0.018%
5/15/2026Gateway Wealth Partners LLC20,896$1.81M0.1%+563.4%0.004%
5/15/2026Everest Financial Group LLC28,913$2.51M0.4%N/A0.006%
5/15/2026Waverly Advisors LLC26,164$2.27M0.0%-5.4%0.005%
5/15/2026Wealth Alliance LLC9,488$822K0.1%-58.1%0.002%
5/15/2026TCM Advisors LLC159,512$13.83M1.0%+1.5%0.032%
5/14/2026Hilltop Holdings Inc.100,631$8.72M0.8%+49.0%0.020%
5/14/2026Compound Planning Inc.65,417$5.67M0.2%-3.6%0.013%
5/14/2026Keebeck Wealth Management8,296$719K0.1%-29.9%0.002%
5/14/2026Group One Trading LLC5,314$461K0.0%-89.4%0.001%
5/14/2026Lido Advisors LLC112,950$9.79M0.0%-46.8%0.023%
5/13/2026Wealthspire Retirement LLC30,594$2.65M0.2%+11.4%0.006%
5/13/2026Dynamic Wealth Strategies LLC22,656$1.96M1.1%+0.9%0.005%
5/13/2026Measured Wealth Private Client Group LLC76,758$6.65M1.8%-4.7%0.015%
5/13/2026NewEdge Wealth LLC22,771$1.97M0.0%+102.0%0.005%
5/13/2026First Citizens Bank & Trust Co.6,537$567K0.0%+8.8%0.001%
5/13/2026Transmarket Holdings LP146,723$12.72M6.8%N/A0.029%
5/13/2026CI Investments Inc.10,555$915K0.0%-94.0%0.002%
5/13/2026First Trust Advisors LP42,668$3.70M0.0%-6.2%0.009%
5/12/2026Himension Capital Singapore PTE. LTD.309,510$26.83M2.1%+4.9%0.062%
5/12/2026Cadence Wealth Management LLC551,775$47.83M20.0%-4.0%0.111%
5/8/2026PNC Financial Services Group Inc.317,709$27.54M0.0%-3.1%0.064%
5/8/2026CMC Financial Group26,329$2.28M4.5%N/A0.005%
5/8/2026Summit Global Investments3,762$326K0.0%-23.6%0.001%
5/8/2026CVS HEALTH Corp20,000$1.73M0.8%N/A0.004%
5/8/2026Cassaday & Co Wealth Management LLC29,625$2.57M0.1%-1.7%0.006%
5/8/2026Johnson Financial Group Inc.3,881$336K0.0%-48.2%0.001%
5/7/2026Legacy Wealth Managment LLC ID1,871$162K0.1%+4,697.4%0.000%
5/7/2026Florida Financial Advisors LLC5,859$508K0.1%+26.5%0.001%
5/7/2026AlTi Global Inc.564,985$48.94M1.1%+8.5%0.114%
5/7/2026Commonwealth Financial Services LLC4,442$385K0.1%-94.6%0.001%
5/7/2026Meeder Asset Management Inc.384,326$33.32M1.9%-24.4%0.077%
5/7/2026Wells Financial Advisors INC940$81K0.4%-30.5%0.000%
5/7/2026Scarborough Advisors LLC276,273$23.95M2.6%N/A0.056%
5/7/2026Balefire LLC5,201$451K0.1%+16.5%0.001%
5/7/2026Parallel Advisors LLC4,644$403K0.0%+8.3%0.001%
5/7/2026American Asset Management Inc.6,462$560K0.5%+4.2%0.001%
5/7/2026Vision Retirement LLC972$84K0.0%-46.9%0.000%
5/7/2026AIA Group Ltd1,012,308$87.76M1.3%-5.0%0.203%
5/6/2026Dorsey Wright & Associates37,717$3.27M0.4%+611.2%0.008%
5/6/2026Quadrant Private Wealth Management LLC138,391$12.00M1.9%+9.9%0.028%
5/6/2026Ranch Capital Advisors Inc.3,940$342K0.1%+3.5%0.001%
5/6/2026Centennial Bank AR 2,100$182K0.1%N/A0.000%
5/6/2026Juno Financial Group LLC37,683$3.27M1.3%+6.3%0.008%
5/6/2026Morling Financial Advisors LLC2,150$186K0.1%-32.7%0.000%
5/6/2026Assetmark Inc.1,343,362$116.46M0.2%-6.1%0.270%
5/6/2026Gould Asset Management LLC CA262,280$22.74M3.9%+3.4%0.053%
5/6/2026Gerald Baker Financial Group LLC10,878$950K0.3%N/A0.002%
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5/6/2026SteelPeak Wealth LLC5,450$472K0.0%-72.8%0.001%
5/6/2026One Day In July LLC151,038$13.09M1.0%+1.3%0.030%
5/6/2026Independent Financial Group LLC31,490$2.73M0.1%N/A0.006%
5/6/2026Smart Money Group LLC10,142$879K0.3%-24.4%0.002%
5/6/2026Helium Advisors LLC13,888$1.20M1.1%+5.3%0.003%
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%


TLT Institutional Ownership - Frequently Asked Questions

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 Bank of America Corp DE ($7.33B), Northwestern Mutual Wealth Management Co. ($3.76B), Goldman Sachs Group Inc. ($3.28B), Rafferty Asset Management LLC ($2.65B), Morgan Stanley ($1.67B), JPMorgan Chase & Co. ($784.23M), and FMR LLC ($635.33M).Learn more on iShares 20+ Year Treasury Bond ETF's 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.

Of the 1,388 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), Capula Management Ltd ($5.22M), and Morgan Stanley ($4.58M).

Institutional investors have bought a total of 103,916,132 shares in the last 24 months. This purchase volume represents approximately $9.10B in transactions.

Of the 633 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), Bank of America Corp DE ($24.46M), Rafferty Asset Management LLC ($11.48M), Aptus Capital Advisors LLC ($5.00M), JPMorgan Chase & Co. ($2.90M), CI Investments Inc. ($2.42M), and Assetmark Inc. ($1.75M).

Institutional investors have sold a total of 125,764,233 shares in the last 24 months. This volume of shares sold represents approximately $11.02B in transactions.


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This page (NASDAQ:TLT) was last updated on 7/5/2026 by MarketBeat.com Staff.
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