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

iShares 20+ Year Treasury Bond ETF logo
$86.99 -0.59 (-0.67%)
Closing price 07/3/2025 03:59 PM Eastern
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$86.99 0.00 (0.00%)
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Institutional Ownership Changes (13F Filings) for iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Current
Institutional Ownership
Percentage
73.32%
Number of
Institutional Buyers
(last 12 months)
1027
Total
Institutional Inflows
(last 12 months)
$17.44B
Number of
Institutional Sellers
(last 12 months)
681
Total
Institutional Outflows
(last 12 months)
$8.65B
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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
7/3/2025 Arvest Investments Inc.85,211$7.52M1.1%-0.6%0.015%
7/3/2025 Fiduciary Financial Group LLC5,243$462K0.1%N/A0.001%
7/2/2025 Dentgroup LLC8,311$733K0.5%-15.3%0.001%
7/1/2025 Confluence Investment Management LLC46,097$4.07M0.1%+66.6%0.008%
7/1/2025 Harbor Investment Advisory LLC631$56K0.0%+1,477.5%0.000%
7/1/2025 Private Client Services LLC43,400$3.83M1.5%-6.9%0.008%
6/20/2025Real Talk Capital LLC12,242$1.12M1.5%+1.1%0.002%
6/17/2025Ridgepath Capital Management LLC66,801$6.08M2.9%N/A0.012%
6/13/2025Pinnacle Investment Management Ltd60,000$5.46M58.6%+100.0%0.011%
6/13/2025Optima Capital LLC6,394$582K0.4%N/A0.001%
6/10/2025Birchbrook Inc.76,566$6.97M3.9%+4.9%0.014%
6/6/2025Militia Capital Partners LP68,100$6.20M4.9%-440.5%0.013%
6/3/2025Invst LLC37,974$3.46M0.5%-61.6%0.007%
6/2/2025Modern Wealth Management LLC51,959$4.73M0.2%-29.2%0.010%
5/29/2025Apeiron RIA LLC11,033$1.00M0.3%-42.1%0.002%
5/28/2025GK Wealth Management LLC5,837$531K0.6%N/A0.001%
5/28/2025Wealth Management Associates Inc.136,892$12.46M5.3%+6.4%0.025%
5/22/2025BOS Asset Management LLC217,615$19.81M6.8%-2.1%0.040%
5/21/2025McAdam LLC29,675$2.70M0.2%+31.3%0.005%
5/21/2025Geneos Wealth Management Inc.33,235$3.03M0.1%-34.7%0.006%
5/20/2025Fortis Capital Advisors LLC3,418$311K0.1%-91.1%0.001%
5/20/2025Belpointe Asset Management LLC17,064$1.55M0.1%-89.5%0.003%
5/20/2025Focus Partners Wealth166,043$15.12M0.0%+64.9%0.030%
5/20/2025Integrity Alliance LLC.275,707$25.10M1.0%+20.3%0.049%
5/19/2025Advisory Alpha LLC4,934$449K0.0%-13.1%0.001%
5/19/2025Client 1ST Advisory Group LLC15,603$1.42M0.6%-5.4%0.003%
5/19/2025Legacy Advisory Services LLC125,436$11.42M9.6%N/A0.022%
5/16/2025Empowered Funds LLC67,554$6.15M0.1%+13.8%0.012%
5/16/2025Ascent Group LLC44,281$4.03M0.2%+1.1%0.008%
5/16/2025Arete Wealth Advisors LLC143,945$13.10M0.9%+26.2%0.027%
5/16/2025Bell Investment Advisors Inc365,808$33.30M6.2%+3.0%0.068%
5/16/2025Strait & Sound Wealth Management LLC2,736$249K0.1%N/A0.001%
5/16/2025Everstar Asset Management LLC14,831$1.35M0.3%-23.4%0.003%
5/16/2025Ashton Thomas Private Wealth LLC6,622$603K0.0%-74.4%0.001%
5/16/2025Kestra Investment Management LLC4,474$407K0.0%+43.5%0.001%
5/16/2025Jones Financial Companies Lllp389,717$32.98M0.0%+192.4%0.072%
5/16/2025Coordinated Financial Services Inc. CO3,943$359K0.3%N/A0.001%
5/16/2025Sheridan Capital Management LLC28,826$2.62M1.9%-8.6%0.005%
5/16/2025Pingora Partners LLC2,800$255K0.2%+86.7%0.001%
5/16/2025National Wealth Management Group LLC5,408$492K0.3%N/A0.001%
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5/16/2025Nearwater Capital Markets Ltd150,000$13.65M0.4%N/A0.028%
5/16/2025NewEdge Advisors LLC206,808$18.83M0.1%-50.2%0.038%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.699,854$63.71M0.1%+29.1%0.129%
5/16/2025Integrated Wealth Concepts LLC39,901$3.63M0.0%-62.0%0.007%
5/16/2025Hancock Whitney Corp6,302$574K0.0%-81.5%0.001%
5/16/2025Electron Capital Partners LLC857,600$78.07M5.1%N/A0.158%
5/16/2025Eschler Asset Management LLP17,433$1.59M4.0%N/A0.003%
5/16/2025Concentric Capital Strategies LP74,389$6.77M0.6%N/A0.014%
5/16/2025Concorde Asset Management LLC4,280$380K0.2%-46.8%0.001%
5/16/2025Copperleaf Capital LLC2,954$269K0.2%-64.3%0.001%
5/16/2025Banque Transatlantique SA1,065$90K0.0%N/A0.000%
5/16/2025Alliancebernstein L.P.2,751,182$250.44M0.1%+1.1%0.508%
5/16/2025AQR Capital Management LLC7,165$652K0.0%-4.9%0.001%
5/16/2025Advisors Asset Management Inc.8,401$765K0.0%+11.3%0.002%
5/16/2025AlTi Global Inc.747,746$68.07M1.8%-17.2%0.138%
5/16/2025Amplify Investments LLC66,281$5.90M100.0%N/A0.012%
5/16/2025Aprio Wealth Management LLC2,839$258K0.0%N/A0.001%
5/15/2025Federation des caisses Desjardins du Quebec300,292$27.34M0.1%-0.4%0.055%
5/15/2025EP Wealth Advisors LLC5,982$545K0.0%-44.0%0.001%
5/15/2025Scoggin Management LP100,000$9.10M2.5%N/A0.018%
5/15/2025Paloma Partners Management Co155,936$14.20M1.8%+250.3%0.029%
5/15/2025Focus Partners Advisor Solutions LLC7,110$647K0.0%+47.5%0.001%
5/15/2025Betterment LLC71,375$6.50M0.0%+25.6%0.013%
5/15/2025Alamea Verwaltungs GmbH7,500$683K0.6%N/A0.001%
5/15/2025DRW Securities LLC9,588$873K0.0%-70.8%0.002%
5/15/2025Centric Wealth Management2,249$205K0.1%N/A0.000%
5/15/2025Titleist Asset Management LLC22,364$2.04M0.2%+55.1%0.004%
5/15/2025Baird Financial Group Inc.150,377$13.69M0.0%+29.6%0.028%
5/15/2025Pinnacle Wealth Planning Services Inc.7,459$679K0.1%+3.5%0.001%
5/15/2025The Manufacturers Life Insurance Company 628,406$57.20M0.1%-51.3%0.116%
5/15/2025Safe Harbor Fiduciary LLC24,459$2.23M2.3%N/A0.005%
5/15/2025Vermillion & White Wealth Management Group LLC338$31K0.0%-97.4%0.000%
5/15/2025Tortoise Investment Management LLC36,929$3.36M0.4%+88.7%0.007%
5/15/2025Gerber Kawasaki Wealth & Investment Management39,438$3.59M0.2%-2.3%0.007%
5/15/2025Itau Unibanco Holding S.A.10,000$910K0.0%N/A0.002%
5/15/2025Eisler Capital Management Ltd.1,042,300$94.84M0.7%N/A0.193%
5/14/2025Transamerica Financial Advisors LLC42,690$3.89M0.4%+4,490.3%0.008%
5/14/2025Paces Ferry Wealth Advisors LLC28,974$2.64M1.3%+12.0%0.005%
5/14/2025CreativeOne Wealth LLC56,159$5.11M0.2%-71.4%0.010%
5/14/2025Ieq Capital LLC503,662$45.85M0.4%N/A0.093%
5/14/2025TCM Advisors LLC167,400$15.24M1.4%+13.4%0.031%
5/14/2025Redwood Investment Management LLC9,019$821K0.1%-63.6%0.002%
5/14/2025Rafferty Asset Management LLC41,882,041$3.81B16.3%+0.1%7.740%
5/14/2025PKS Advisory Services LLC10,104$920K0.3%N/A0.002%
5/14/2025Harvest Portfolios Group Inc.3,638,683$331.23M9.8%+19.7%0.672%
5/14/2025Arizona PSPRS Trust6,601$601K0.0%N/A0.001%
5/14/2025Luminist Capital LLC41,090$3.76M4.0%+6.2%0.008%
5/14/2025Full Sail Capital LLC89,174$8.12M0.5%+5.4%0.016%
5/14/2025Islay Capital Management LLC921$84K0.1%-72.8%0.000%
5/14/2025Comerica Bank113,678$10.35M0.0%+13.2%0.021%
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5/14/2025Freedom Investment Management Inc.72,993$6.65M0.6%+25.8%0.013%
5/14/2025RPg Family Wealth Advisory LLC21,449$1.95M0.6%-15.2%0.004%
5/14/2025Synovus Financial Corp4,159$379K0.0%-59.2%0.001%
5/14/2025Napa Wealth Management3,190$290K0.2%+16.1%0.001%
5/14/2025Jump Financial LLC927,026$84.39M1.2%+79.8%0.171%
5/14/2025Biondo Investment Advisors LLC15,726$1.43M0.2%+36.2%0.003%
5/14/2025Northwestern Mutual Wealth Management Co.38,017,057$3.46B2.8%+1.0%7.026%
5/14/2025Van Hulzen Asset Management LLC14,986$1.36M0.1%-77.7%0.003%
5/14/2025Kestra Advisory Services LLC398,776$36.30M0.2%-8.6%0.074%
5/14/2025D.B. Root & Company LLC6,277$571K0.2%+2.4%0.001%
(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, 1,512 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?

73.32% 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 1,397 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 191,083,396 shares in the last 24 months. This purchase volume represents approximately $17.44B in transactions.

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

Of the 681 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), GFG Capital LLC ($7.34M), Rafferty Asset Management LLC ($5.37M), Assetmark Inc. ($4.14M), and Aptus Capital Advisors LLC ($3.04M).

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

Institutional investors have sold a total of 94,754,361 shares in the last 24 months. This volume of shares sold represents approximately $8.65B in transactions.


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This page (NASDAQ:TLT) was last updated on 7/5/2025 by MarketBeat.com Staff
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