Go Pro

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

iShares 20+ Year Treasury Bond ETF logo
$82.04 -0.55 (-0.67%)
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)
769
Total
Institutional Inflows
(last 12 months)
$8.23B
Number of
Institutional Sellers
(last 12 months)
562
Total
Institutional Outflows
(last 12 months)
$9.79B
Get TLT Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares 20+ Year Treasury Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/7/2026 Trust Co. of Vermont844$90K0.0%N/A0.000%
8/7/2026 Trust Co. of Vermont3,112$128K0.0%N/A0.001%
8/7/2026 Trust Co. of Vermont3,223$288K0.0%N/A0.001%
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%
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%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
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%
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. CA33,453$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%
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%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
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%


TLT Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,510 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 1,352 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 94,178,967 shares in the last 24 months. This purchase volume represents approximately $8.23B in transactions.

Of the 555 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. ($1.49M).

Institutional investors have sold a total of 111,938,775 shares in the last 24 months. This volume of shares sold represents approximately $9.79B 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 8/7/2026. New 13F filings are added each quarter as they're published.
From Our Partners