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

iShares 20+ Year Treasury Bond ETF logo
$83.25 +0.08 (+0.10%)
As of 07/24/2026 04:00 PM Eastern
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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)
845
Total
Institutional Inflows
(last 12 months)
$9.00B
Number of
Institutional Sellers
(last 12 months)
615
Total
Institutional Outflows
(last 12 months)
$10.63B
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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
7/25/2026Fortis Group Advisors LLC56,218$4.86M0.8%+37.2%0.011%
7/25/2026Farmers & Merchants Trust Co of Chambersburg PA241,494$20.87M5.3%+2.3%0.048%
7/25/2026Quaker Wealth Management LLC200,359$17.32M5.0%-1.8%0.040%
7/25/2026Stronghold Wealth Management L.L.C.16,318$1.41M1.9%+0.8%0.003%
7/25/2026James Investment Research Inc.29,358$2.54M0.3%-5.8%0.006%
7/24/2026Benjamin Edwards Inc.26,482$2.29M0.0%+3.6%0.005%
7/24/2026Surience Private Wealth LLC20,801$1.80M1.6%+21.8%0.004%
7/24/2026EverSource Wealth Advisors LLC8,724$754K0.0%-49.1%0.002%
7/24/2026Leisure Capital Management7,212$623K0.2%-5.9%0.001%
7/24/2026 Vanguard Capital Wealth Advisors6,094$527K0.4%+2.8%0.001%
7/24/2026Nationwide 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%
7/23/2026 Cornerstone Wealth Management LLC3,384$292K0.0%-7.5%0.001%
7/23/2026 Apollon Wealth Management LLC41,787$3.61M0.0%+4.1%0.008%
7/23/2026 Townsend & Associates Inc539,586$45.27M3.9%+2.6%0.107%
7/22/2026 Heritage Wealth Management Inc. CA 33,453$2.89M1.1%+2.6%0.007%
7/22/2026 True North Advisors LLC10,697$924K0.1%+3.1%0.002%
7/22/2026 Fourpath Capital Management LLC163,224$14.11M1.9%N/A0.032%
7/22/2026 Patton Albertson Miller Group LLC13,343$1.15M0.1%-4.2%0.003%
7/22/2026 Aurora Private Wealth Inc.20,713$1.79M1.1%-2.4%0.004%
7/22/2026 Cordoba Advisory Partners LLC87,626$7.57M1.6%+3.6%0.017%
7/21/2026 Midwest Financial Group LLC31,223$2.70M0.9%-5.6%0.006%
7/21/2026 5T Wealth LLC13,940$1.21M0.4%+183.9%0.003%
7/21/2026 Catalyst Private Wealth LLC9,674$836K0.4%+15.6%0.002%
7/21/2026 Legacy Private Trust Co.93,752$8.10M0.4%+17.2%0.018%
7/21/2026 Leavell Investment Management Inc.2,722$235K0.0%N/A0.001%
7/21/2026 Envestnet Portfolio Solutions Inc.685,649$59.25M0.3%+2,830.0%0.135%
7/21/2026 B.O.S.S. Retirement Advisors LLC3,628$314K0.1%-4.0%0.001%
7/21/2026 Triumph Capital Management78,997$6.83M1.2%+9.0%0.016%
7/21/2026 IFP Advisors Inc446,710$38.61M0.7%-19.7%0.088%
7/21/2026 Oak Family Advisors LLC12,191$1.05M0.3%-1.1%0.002%
7/21/2026 Merit Financial Group LLC289,543$25.02M0.1%+100.3%0.057%
7/20/2026 SlateStone Wealth LLC139,467$12.05M0.9%-13.0%0.027%
7/20/2026 Clarity Financial LLC184,656$15.96M1.4%+28.8%0.036%
7/20/2026 Royal Fund Management LLC208,015$17.98M1.5%+3.6%0.041%
7/20/2026 Brown Wealth Management LLC82,196$7.10M1.6%+9.6%0.016%
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7/20/2026 Titleist Asset Management LLC35,657$3.08M0.2%+16.5%0.007%
7/20/2026 Sowell Financial Services LLC73,594$6.36M0.2%-1.5%0.014%
7/10/2026 Annex Advisory Services LLC2,870$248K0.0%-33.7%0.001%
7/10/2026 Insight Wealth Strategies LLC316,959$27.11M2.6%+990.3%0.064%
7/10/2026 Heck Capital Advisors LLC86,049$7.44M0.4%-20.0%0.017%
7/10/2026 FORM Wealth Advisors LLC179,900$15.55M1.7%-26.6%0.037%
7/10/2026 Nolet Wealth Management LLC58,775$5.08M2.8%-66.5%0.012%
7/10/2026 Fiduciary Financial Group LLC39,376$3.40M0.4%-33.9%0.008%
7/10/2026 Wealthcare Advisory Partners LLC23,168$2.00M0.0%+9.0%0.005%
7/9/2026 Ferguson Shapiro LLC37,900$3.28M1.0%N/A0.008%
7/9/2026 Sapient Capital LLC3,971$343K0.0%N/A0.001%
7/9/2026 World Equity Group Inc.2,830$245K0.1%N/A0.001%
7/9/2026 Professional Financial Advisors LLC18,094$1.56M0.3%-66.6%0.004%
7/9/2026 Focus Financial Network Inc.6,094$527K0.0%-11.8%0.001%
7/9/2026 Allied Private Wealth LLC1,809$153K0.1%N/A0.000%
7/9/2026 Birchbrook Inc.86,826$7.50M3.5%+3.7%0.018%
7/9/2026 Tactive Advisors LLC4,841$418K0.1%+13.6%0.001%
7/9/2026 Affinity Capital Advisors LLC9,837$841K0.1%-50.6%0.002%
7/8/2026 Chesley Taft & Associates LLC12,591$1.09M0.0%+3.2%0.003%
7/8/2026 Strategic Investment Solutions Inc. IL1,898$164K0.0%-22.4%0.000%
7/8/2026 NerdWallet Wealth Partners LLC17,924$1.55M0.5%+32.2%0.004%
7/8/2026 Cultivar Capital Inc.162,788$14.07M9.1%+4.8%0.033%
7/8/2026 Evanson Financial LLC3,830$331K0.0%N/A0.001%
7/7/2026 Fermata Advisors LLC90,789$7.85M1.6%-2.6%0.019%
7/7/2026 Mechanics Bank Trust Department15,594$1.35M0.2%-15.2%0.003%
7/7/2026 Dynamic Advisor Solutions LLC15,621$1.35M0.0%-18.4%0.003%
7/7/2026 McNaughton Wealth Management LLC2,987$258K0.1%N/A0.001%
7/7/2026 GK Wealth Management LLC2,877$249K0.1%N/A0.001%
7/7/2026 Avior Wealth Management LLC12,053$1.04M0.0%-96.1%0.002%
7/7/2026 Canandaigua National Bank & Trust Co.69,971$6.05M0.5%N/A0.014%
7/7/2026 Financial Enhancement Group LLC76,524$6.61M0.8%N/A0.016%
7/6/2026 Stonebridge Financial Group LLC2,500$216K0.0%N/A0.001%
7/6/2026 Dogwood Wealth Management LLC931$80K0.0%+31.7%0.000%
7/6/2026 Boltwood Capital Management21,439$1.85M0.4%+2.4%0.004%
7/6/2026 Trilogy Capital Inc.303,944$26.27M1.0%-22.6%0.063%
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%
6/9/2026 Rathbones 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%
6/1/2026 Foguth 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%
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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%
5/27/2026 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%
5/26/2026Axiom 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%


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 1,377 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 102,921,169 shares in the last 24 months. This purchase volume represents approximately $9.00B in transactions.

Of the 609 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 121,349,120 shares in the last 24 months. This volume of shares sold represents approximately $10.63B in transactions.


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This page (NASDAQ:TLT) was last updated on 7/25/2026 by MarketBeat.com Staff.
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