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

iShares 20+ Year Treasury Bond ETF logo
$85.77 0.00 (0.00%)
As of 06/12/2026 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)
873
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
6/9/2026 Rathbones Group PLC4,777$414K0.0%+87.3%0.001%
6/3/2026 Parallel Advisors LLC4,644$403K0.0%+8.3%0.001%
6/3/2026 NewEdge Advisors LLC222,662$19.30M0.1%-5.6%0.045%
6/2/2026 Optiver Holding B.V.63,656$5.52M0.0%-80.9%0.013%
6/1/2026 Foguth Wealth Management LLC.45,464$3.90M0.5%-32.4%0.009%
6/1/2026 Concorde Asset Management LLC4,623$401K0.2%-9.9%0.001%
6/1/2026 Integrated Investment Consultants LLC7,051$611K0.1%+4.1%0.001%
6/1/2026 Keel Point LLC22,834$1.98M0.1%+7.9%0.005%
5/28/2026 Maripau Wealth Management LLC3,724$323K0.1%-8.9%0.001%
5/27/2026 Security Financial Services INC.9,526$826K0.1%-32.7%0.002%
5/26/2026 Summit Financial Wealth Advisors LLC14,979$1.30M0.2%+157.9%0.003%
5/26/2026 Axiom Investment Management LLC370$32K0.0%N/A0.000%
5/22/2026 WNY Asset Management LLC3,095$268K0.0%N/A0.001%
5/22/2026 Verus Capital Partners LLC42,457$3.68M0.3%-6.3%0.009%
5/21/2026 J. Derek Lewis & Associates Inc.4,650$403K0.1%N/A0.001%
5/19/2026 Western Wealth Management LLC4,033$350K0.0%-3.5%0.001%
5/19/2026 Mascagni Wealth Management Inc.2,950$256K0.2%-4.2%0.001%
5/19/2026 Eley Financial Management Inc53,172$4.87M1.7%+3.0%0.011%
5/19/2026 Royal Fund Management LLC200,732$17.40M1.6%+0.2%0.040%
5/19/2026 Bank of America Corp DE84,597,929$7.33B0.5%-22.4%17.001%
5/19/2026 Centaurus Financial Inc.200,691$17.40M0.8%+1.1%0.040%
5/19/2026 Strategic Investment Advisors MI137,321$11.90M0.8%+4.6%0.028%
5/19/2026 Ashton Thomas Securities LLC10,767$933K0.1%N/A0.002%
5/19/2026 IFS Group LLC2,493$216K0.2%N/A0.001%
5/18/2026 Sunbelt Securities Inc.11,063$959K0.1%-15.3%0.002%
5/18/2026 EverSource Wealth Advisors LLC17,156$1.49M0.0%+2.6%0.003%
5/18/2026 Core Wealth Advisors Inc.5,948$516K0.1%-34.7%0.001%
5/18/2026 Eley Financial Management Inc53,172$4.87M1.7%+3.0%0.011%
5/18/2026 Empowered Funds LLC155,647$13.45M0.1%N/A0.031%
5/18/2026 Estate Counselors LLC70,250$6.09M0.5%+1,487.6%0.014%
5/16/2026 The Manufacturers Life Insurance Company 542,350$47.02M0.0%-45.8%0.109%
5/16/2026 IMG Wealth Management Inc.2,892$251K0.2%+6,953.7%0.001%
5/16/2026 Lazard Asset Management LLC38,494$3.34M0.0%-2.6%0.008%
5/16/2026 Castleark Management LLC137,270$11.90M0.4%+45.2%0.028%
5/15/2026 Northeast Financial Group Inc.87,919$7.64M1.9%-8.5%0.018%
5/15/2026 Gateway Wealth Partners LLC20,896$1.81M0.1%+563.4%0.004%
5/15/2026 Everest Financial Group LLC28,913$2.51M0.4%N/A0.006%
5/15/2026 Waverly Advisors LLC26,164$2.27M0.0%-5.4%0.005%
5/15/2026 Wealth Alliance LLC9,488$822K0.1%-58.1%0.002%
5/15/2026 TCM Advisors LLC159,512$13.83M1.0%+1.5%0.032%
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5/14/2026 Hilltop Holdings Inc.100,631$8.72M0.8%+49.0%0.020%
5/14/2026 Compound Planning Inc.65,417$5.67M0.2%-3.6%0.013%
5/14/2026 Keebeck Wealth Management8,296$719K0.1%-29.9%0.002%
5/14/2026 Group One Trading LLC5,314$461K0.0%-89.4%0.001%
5/14/2026 Lido Advisors LLC112,950$9.79M0.0%-46.8%0.023%
5/13/2026 Wealthspire Retirement LLC30,594$2.65M0.2%+11.4%0.006%
5/13/2026 Dynamic Wealth Strategies LLC22,656$1.96M1.1%+0.9%0.005%
5/13/2026 Measured Wealth Private Client Group LLC76,758$6.65M1.8%-4.7%0.015%
5/13/2026 NewEdge Wealth LLC22,771$1.97M0.0%+102.0%0.005%
5/13/2026 First Citizens Bank & Trust Co.6,537$567K0.0%+8.8%0.001%
5/13/2026 Transmarket Holdings LP146,723$12.72M6.8%N/A0.029%
5/13/2026 CI Investments Inc.10,555$915K0.0%-94.0%0.002%
5/13/2026 First Trust Advisors LP42,668$3.70M0.0%-6.2%0.009%
5/12/2026 Himension Capital Singapore PTE. LTD.309,510$26.83M2.1%+4.9%0.062%
5/12/2026 Cadence Wealth Management LLC551,775$47.83M20.0%-4.0%0.111%
5/8/2026 PNC Financial Services Group Inc.317,709$27.54M0.0%-3.1%0.064%
5/8/2026 CMC Financial Group26,329$2.28M4.5%N/A0.005%
5/8/2026 Summit Global Investments3,762$326K0.0%-23.6%0.001%
5/8/2026 CVS HEALTH Corp20,000$1.73M0.8%N/A0.004%
5/8/2026 Cassaday & Co Wealth Management LLC29,625$2.57M0.1%-1.7%0.006%
5/8/2026 Johnson Financial Group Inc.3,881$336K0.0%-48.2%0.001%
5/7/2026 Legacy Wealth Managment LLC ID1,871$162K0.1%+4,697.4%0.000%
5/7/2026 Florida Financial Advisors LLC5,859$508K0.1%+26.5%0.001%
5/7/2026 AlTi Global Inc.564,985$48.94M1.1%+8.5%0.114%
5/7/2026 Commonwealth Financial Services LLC4,442$385K0.1%-94.6%0.001%
5/7/2026 Meeder Asset Management Inc.384,326$33.32M1.9%-24.4%0.077%
5/7/2026 Wells Financial Advisors INC940$81K0.4%-30.5%0.000%
5/7/2026 Scarborough Advisors LLC276,273$23.95M2.6%N/A0.056%
5/7/2026 Balefire LLC5,201$451K0.1%+16.5%0.001%
5/7/2026 Parallel Advisors LLC4,644$403K0.0%+8.3%0.001%
5/7/2026 American Asset Management Inc.6,462$560K0.5%+4.2%0.001%
5/7/2026 Vision Retirement LLC972$84K0.0%-46.9%0.000%
5/7/2026 AIA Group Ltd1,012,308$87.76M1.3%-5.0%0.203%
5/6/2026 Dorsey Wright & Associates37,717$3.27M0.4%+611.2%0.008%
5/6/2026 Quadrant Private Wealth Management LLC138,391$12.00M1.9%+9.9%0.028%
5/6/2026 Ranch Capital Advisors Inc.3,940$342K0.1%+3.5%0.001%
5/6/2026 Centennial Bank AR 2,100$182K0.1%N/A0.000%
5/6/2026 Juno Financial Group LLC37,683$3.27M1.3%+6.3%0.008%
5/6/2026 Morling Financial Advisors LLC2,150$186K0.1%-32.7%0.000%
5/6/2026 Assetmark Inc.1,343,362$116.46M0.2%-6.1%0.270%
5/6/2026 Gould Asset Management LLC CA262,280$22.74M3.9%+3.4%0.053%
5/6/2026 Gerald Baker Financial Group LLC10,878$950K0.3%N/A0.002%
5/6/2026 SteelPeak Wealth LLC5,450$472K0.0%-72.8%0.001%
5/6/2026 One Day In July LLC151,038$13.09M1.0%+1.3%0.030%
5/6/2026 Independent Financial Group LLC31,490$2.73M0.1%N/A0.006%
5/6/2026 Smart Money Group LLC10,142$879K0.3%-24.4%0.002%
5/6/2026 Helium Advisors LLC13,888$1.20M1.1%+5.3%0.003%
5/5/2026 BCGM Wealth Management LLC3,034$263K0.1%-50.2%0.001%
5/5/2026 Wealthfront Advisers LLC136,718$11.85M0.0%+19.9%0.027%
5/5/2026 Sharpepoint LLC100,315$8.70M5.2%+8.3%0.020%
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Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up. One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free.tc pixel

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5/5/2026 NerdWallet Wealth Partners LLC13,563$1.18M0.5%N/A0.003%
5/5/2026 Bank of New York Mellon Corp444,657$38.55M0.0%+8.4%0.089%
5/5/2026 Nolet Wealth Management LLC175,686$15.23M8.7%+37.4%0.035%
5/5/2026 IMC Chicago LLC63,718$5.52M0.0%-67.8%0.013%
5/5/2026 Robinson Value Management Ltd.41,353$3.59M2.0%-1.5%0.008%
5/5/2026 Geneos Wealth Management Inc.37,017$3.21M0.1%-2.3%0.007%
5/5/2026 NFSG Corp3,511$304K0.0%+13.8%0.001%
5/5/2026 Ethos Financial Group LLC111,299$9.66M0.7%+29.8%0.022%
5/5/2026 Advisors Preferred LLC67,047$5.81M0.9%+41.1%0.013%
5/5/2026 Sanctuary Advisors LLC184,439$15.99M0.1%-24.4%0.037%


TLT Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,523 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 1,386 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 103,995,763 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 125,758,266 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 6/15/2026 by MarketBeat.com Staff.
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