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

iShares 20+ Year Treasury Bond ETF logo
$82.07 +0.12 (+0.15%)
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)
771
Total
Institutional Inflows
(last 12 months)
$8.28B
Number of
Institutional Sellers
(last 12 months)
553
Total
Institutional Outflows
(last 12 months)
$10.02B
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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
8/27/2026 Corient Private Wealth LP52,784$4.56M0.0%-45.1%0.010%
8/27/2026 Tucker Asset Management LLC3,941$341K0.1%+30.2%0.001%
8/26/2026 HighTower Advisors LLC1,052,408$90.95M0.1%+30.1%0.209%
8/23/2026 Hyundai Investments Co. Ltd.7,605$665K0.7%+45.2%0.002%
8/23/2026 Ameritas Advisory Services LLC9,315$805K0.0%-43.0%0.002%
8/23/2026 Midwest Heritage Bank FSB57,885$5.00M1.4%+5.3%0.011%
8/23/2026 Clay Northam Wealth Management LLC28,475$2.46M1.2%-1.4%0.006%
8/23/2026 Angeles Wealth Management LLC800$69K0.0%N/A0.000%
8/23/2026 Avos Capital Management LLC71,325$6.16M5.1%+961.7%0.014%
8/23/2026 Unique Wealth LLC10,756$930K0.1%+168.8%0.002%
8/23/2026 Kaydan Wealth Management Inc.62,541$5.41M1.6%-57.9%0.012%
8/22/2026 William John Sempolinski25,480$2.20M0.9%N/A0.005%
8/22/2026 Three Seasons Wealth LLC6,621$572K0.1%N/A0.001%
8/22/2026 Legacy Wealth Managment LLC ID3,086$267K0.1%+64.9%0.001%
8/22/2026 Rik Saylor Financial Inc.66,584$5.75M3.6%-8.2%0.013%
8/22/2026 ZEGA Investments LLC4,453$385K0.0%N/A0.001%
8/22/2026 NWF Advisory Services Inc.2,370$205K0.0%-11.5%0.000%
8/22/2026 Sapient Capital LLC3,971$343K0.0%N/A0.001%
8/22/2026 TD Waterhouse Canada Inc.126,248$10.80M0.0%-2.2%0.025%
8/22/2026 Concurrent Investment Advisors LLC561,799$48.55M0.4%+25.3%0.112%
8/22/2026 Burford Brothers Inc.11,514$995K0.4%-4.5%0.002%
8/21/2026 Continuum Advisory LLC1,575$136K0.0%N/A0.000%
8/21/2026 Tranquilli Financial Advisor LLC7,098$613K0.3%+13.3%0.001%
8/21/2026 MBA Advisors LLC24,992$2.16M0.7%+9.5%0.005%
8/21/2026 Pacifica Partners Inc.307$26K0.0%-29.6%0.000%
8/21/2026 SkyOak Wealth LLC3,926$339K0.1%+30.9%0.001%
8/21/2026 Vanguard Capital Wealth Advisors6,094$527K0.4%+2.8%0.001%
8/21/2026 Triumph Capital Management78,997$6.83M1.2%+9.0%0.016%
8/20/2026 LGL Partners LLC8,978$776K0.3%N/A0.002%
8/20/2026 First PREMIER Bank6,783$586K0.1%N/A0.001%
8/20/2026 Proficio Capital Partners LLC354,385$29.10M1.1%+9,970.6%0.070%
8/20/2026 Nwam LLC62,945$5.75M0.3%+328.8%0.012%
8/20/2026 Cavalier Investments LLC166,457$14.39M0.6%+28.1%0.033%
8/20/2026 Renasant Bank8,075$698K0.4%N/A0.002%
8/20/2026 A. D. Beadell Investment Counsel Inc.7,462$612K0.4%N/A0.001%
8/20/2026 JNBA Financial Advisors8,241$712K0.0%N/A0.002%
8/20/2026 Strategic Advisors LLC15,554$1.34M0.3%N/A0.003%
8/20/2026 Advocacy Wealth Management LLC3,675$318K0.0%N/A0.001%
8/20/2026 American Asset Management Inc.5,917$511K0.4%-8.4%0.001%
8/20/2026 Oarsman Capital Inc.3,599$311K0.0%N/A0.001%
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8/20/2026 ICONIQ Capital LLC2,595$224K0.0%N/A0.001%
8/20/2026 Camelot Portfolios LLC5,708$493K0.3%N/A0.001%
8/20/2026 Rothschild Capital Partners LLC4,021$347K0.1%-16.4%0.001%
8/20/2026 RPg Family Wealth Advisory LLC19,788$1.78M0.3%-14.6%0.004%
8/20/2026 Risk Paradigm Group LLC14,887$1.29M0.9%-35.8%0.003%
8/20/2026 Headlands Technologies LLC195,674$16.91M1.8%N/A0.039%
8/20/2026 Ancora Advisors LLC777$67K0.0%-17.2%0.000%
8/20/2026 Sigma Planning Corp51,704$4.47M0.1%+23.1%0.010%
8/20/2026 Benjamin Edwards Inc.26,482$2.29M0.0%+3.6%0.005%
8/20/2026 Flputnam Investment Management Co.3,506$307K0.0%N/A0.001%
8/20/2026 Northwestern Mutual Wealth Management Co.38,995,705$3.37B1.8%-12.1%7.742%
8/20/2026 Okabena Investment Services Inc.69,412$6.00M1.1%N/A0.014%
8/20/2026 Hollencrest Capital Management12,186$1.05M0.1%+497.1%0.002%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC85,961$7.43M0.0%-2.0%0.017%
8/19/2026 Toth Financial Advisory Corp5,201$449K0.0%+1,520.2%0.001%
8/1/2026 Belpointe Asset Management LLC2,783$241K0.0%-83.2%0.001%
8/1/2026 Power Alpha Investment Ltd9,200$6.89M0.7%N/A0.002%
8/1/2026 Integrity Alliance LLC.216,550$18.71M0.6%-10.5%0.043%
8/1/2026 Integrity Advisory Solutions LLC15,653$1.35M0.1%+17.4%0.003%
8/1/2026 MGO One Seven LLC19,280$1.67M0.0%+1.3%0.004%
7/31/2026 Interactive Financial Advisors Inc.79,099$6.84M4.2%+0.8%0.015%
7/31/2026 Belvedere Trading LLC32,667$2.82M0.0%N/A0.006%
7/31/2026 Aozora Bank LTD.1,820,000$198.51M100.0%N/A0.356%
7/31/2026 Almanack Investment Partners LLC.27,129$2.34M0.3%N/A0.005%
7/30/2026 Assetmark Inc.136,400$11.79M0.0%-89.8%0.027%
7/30/2026 Bulltick Wealth Management LLC88,985$7.69M1.6%-13.3%0.017%
7/30/2026 WJ Interests LLC208,859$18.05M7.0%+17.7%0.041%
7/30/2026 Diversify Wealth Management LLC19,529$1.64M0.0%-62.3%0.004%
7/29/2026 Ashton Thomas Private Wealth LLC7,523$650K0.0%-69.3%0.001%
7/29/2026 Cornerstone Planning Group LLC615$51K0.0%+123.6%0.000%
7/29/2026 Kovack Advisors Inc.11,007$942K0.0%+19.3%0.002%
7/29/2026 Axxcess Wealth Management LLC117,252$10.13M0.2%+4.8%0.023%
7/28/2026 MBA Advisors LLC24,992$2.16M0.7%+9.5%0.005%
7/28/2026 Atria Investments Inc103,755$8.97M0.1%-10.3%0.020%
7/28/2026 Angeles Wealth Management LLC800$69K0.0%N/A0.000%
7/28/2026 Lantern Wealth Advisors LLC2,576$223K0.1%-39.5%0.001%
7/28/2026 Creative Financial Designs Inc. ADV34,810$3.01M0.1%-9.8%0.007%
7/28/2026 Town Capital LLC6,309$545K0.3%N/A0.001%
7/28/2026 Clear Creek Financial Management LLC5,303$458K0.0%-61.0%0.001%
7/28/2026 Ibex Wealth Advisors10,234$884K0.1%-3.8%0.002%
7/27/2026 Ascentis Wealth Management LLC11,380$983K0.0%+2,635.6%0.002%
7/27/2026 Westside Investment Management Inc.12,773$1.10M0.1%+57.4%0.003%
7/27/2026 TD Waterhouse Canada Inc.126,248$10.80M0.0%-2.2%0.025%
7/25/2026 Financial Perspectives Inc1,037$90K0.0%+69.4%0.000%
7/25/2026 Fortis Group Advisors LLC56,218$4.86M0.8%+37.2%0.011%
7/25/2026 Farmers & Merchants Trust Co of Chambersburg PA241,494$20.87M5.3%+2.3%0.048%
7/25/2026 Quaker Wealth Management LLC200,359$17.32M5.0%-1.8%0.040%
7/25/2026 Stronghold Wealth Management L.L.C.16,318$1.41M1.9%+0.8%0.003%
7/25/2026 James Investment Research Inc.29,358$2.54M0.3%-5.8%0.006%
7/24/2026 Benjamin Edwards Inc.26,482$2.29M0.0%+3.6%0.005%
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7/24/2026 Surience Private Wealth LLC20,801$1.80M1.6%+21.8%0.004%
7/24/2026 EverSource Wealth Advisors LLC8,724$754K0.0%-49.1%0.002%
7/24/2026 Leisure Capital Management7,212$623K0.2%-5.9%0.001%
7/24/2026 Vanguard Capital Wealth Advisors6,094$527K0.4%+2.8%0.001%
7/24/2026 Nationwide Fund Advisors110,980$9.59M0.4%+5.1%0.022%
7/24/2026 Dynamic Wealth Strategies LLC22,363$1.93M1.0%-1.3%0.004%
7/23/2026 Etesian Wealth Advisors Inc.12,660$1.09M0.3%-7.4%0.003%
7/23/2026 BankChampaign National Association838$72K0.1%N/A0.000%
7/23/2026 PFG Investments LLC24,173$2.09M0.1%-26.9%0.005%
7/23/2026 Mosley Wealth Management602$52K0.0%+9,933.3%0.000%


TLT Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,521 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. ($3.37B), 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 1,362 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), Bank of America Corp DE ($10.38M), Assetmark Inc. ($7.09M), Northwestern Mutual Wealth Management Co. ($5.50M), Capula Management Ltd ($5.22M), and Morgan Stanley ($4.58M).

Institutional investors have bought a total of 94,746,800 shares in the last 24 months. This purchase volume represents approximately $8.28B in transactions.

Of the 553 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. ($46.33M), Bank of America Corp DE ($24.46M), Rafferty Asset Management LLC ($9.23M), Aptus Capital Advisors LLC ($5.00M), JPMorgan Chase & Co. ($2.90M), CI Investments Inc. ($2.42M), and Assetmark Inc. ($1.49M).

Institutional investors have sold a total of 114,607,169 shares in the last 24 months. This volume of shares sold represents approximately $10.02B in transactions.



Institutional ownership data for NASDAQ:TLT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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