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

iShares 20+ Year Treasury Bond ETF logo
$78.37 +0.32 (+0.41%)
Closing price 10/13/2026 04:00 PM Eastern
Extended Trading
$78.60 +0.23 (+0.29%)
As of 08:11 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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)
$8.43B
Number of
Institutional Sellers
(last 12 months)
547
Total
Institutional Outflows
(last 12 months)
$10.05B
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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
10/14/2026First Citizens Bank & Trust Co.675,558$52.55M0.7%-0.1%0.109%
10/14/2026Focus Financial Network Inc.7,833$609K0.0%+28.5%0.001%
10/14/2026Cresta Advisors Ltd.4,000$311K0.2%-63.9%0.001%
10/14/2026WJ Interests LLC214,163$16.66M6.0%+2.5%0.034%
10/14/20264WEALTH Advisors Inc.29,571$2.31M1.6%+38.9%0.005%
10/14/2026B. Riley Wealth Advisors Inc.6,809$530K0.0%+40.1%0.001%
10/14/2026Krilogy Financial LLC57,066$4.45M0.1%-86.9%0.009%
10/14/2026Affinity Capital Advisors LLC17,125$1.34M0.2%+74.1%0.003%
10/13/2026Mechanics Bank Trust Department16,904$1.32M0.2%+8.4%0.003%
10/13/2026Clay Northam Wealth Management LLC28,055$2.18M1.0%-1.5%0.005%
10/13/2026Forvis Mazars Wealth Advisors LLC3,252$253K0.0%N/A0.001%
10/13/2026Catalyst Private Wealth LLC19,371$1.51M0.6%+100.2%0.003%
10/13/2026Fragasso Financial Advisors Inc4,983$389K0.0%-27.0%0.001%
10/13/2026Fermata Advisors LLC86,198$6.70M1.3%-5.1%0.014%
10/13/2026Avior Wealth Management LLC10,529$819K0.0%-80.8%0.002%
10/10/2026Gilpin Wealth Management LLC2,868$223K0.1%+10.1%0.000%
10/9/2026Williams & Novak Wealth Management LLC4,143$322K0.2%N/A0.001%
10/9/2026GK Wealth Management LLC1,392$108K0.1%-51.6%0.000%
10/9/2026DKM Wealth Management Inc.48,509$3.77M2.4%+75.1%0.008%
10/9/2026BOS Asset Management LLC197,502$15.36M3.5%-1.0%0.032%
10/9/2026Insight Wealth Strategies LLC330,227$25.69M2.6%+4.2%0.054%
10/9/2026Market Street Wealth Management Advisors LLC91,707$7.13M1.0%N/A0.015%
10/8/2026Financial Enhancement Group LLC170,442$13.15M1.5%+122.7%0.028%
10/8/2026Farther Finance Advisors LLC157,182$12.23M0.1%-51.3%0.026%
10/8/2026Apeiron RIA LLC23,396$1.82M0.4%+167.9%0.004%
10/8/2026Titleist Asset Management LLC24,911$1.94M0.1%-30.1%0.004%
10/8/2026Tactive Advisors LLC4,458$347K0.1%-7.9%0.001%
10/7/2026Cox Capital Mgt LLC3,786$294K0.2%+4.4%0.001%
10/7/2026Canandaigua National Trust Co of Florida2,600$202K0.1%N/A0.000%
10/7/2026Canandaigua National Bank & Trust Co.64,789$5.04M0.4%-7.4%0.011%
10/7/2026Weaver Consulting Group2,884$224K0.0%N/A0.000%
10/6/2026Juncture Wealth Strategies LLC11,167$869K0.2%+48.6%0.002%
10/6/2026Legacy Private Trust Co.99,639$7.75M0.4%+6.3%0.017%
10/5/2026Ballew Advisors Inc70,820$5.49M2.7%+24.9%0.012%
10/5/2026Heartwood Wealth Advisors LLC117,855$9.17M0.7%+2.4%0.020%
10/2/2026 Boltwood Capital Management17,709$1.38M0.3%-83.1%0.003%
10/2/2026 CX Institutional885$69K0.0%-38.1%0.000%
10/2/2026 Global Wealth Strategies & Associates4,870$379K0.1%-38.5%0.001%
10/2/2026 Versant Capital Management Inc564$44K0.0%+1,126.1%0.000%
9/23/2026Envestnet Portfolio Solutions Inc.685,649$59.25M0.3%+2,830.0%0.117%
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9/23/2026Envestnet Asset Management Inc.5,550,822$479.70M0.1%+18.3%0.951%
9/22/2026State Street Corp739,553$63.91M0.0%+34.1%0.127%
9/9/2026Core Capital Management & Research inc.643$53K0.0%N/A0.000%
9/9/2026The Manufacturers Life Insurance Company1,311,965$113.38M0.1%+141.9%0.260%
9/9/2026Palogic Value Management L.P.17,300$1.50M0.3%N/A0.003%
9/9/2026Tortoise Investment Management LLC30,520$2.64M0.2%-30.8%0.006%
9/9/2026Sequoia Financial Advisors LLC2,755$238K0.0%-73.2%0.001%
9/9/2026Tidal Investments LLC76,413$6.58M0.0%+457.8%0.015%
9/9/2026Van Hulzen Asset Management LLC13,452$1.16M0.1%-9.0%0.003%
9/9/2026Cahill Financial Advisors Inc.2,416$209K0.0%-44.2%0.000%
9/9/2026IPG Investment Advisors LLC94,381$8.16M1.2%+1.9%0.019%
9/9/2026Arlington Capital Management Inc.93,513$8.08M4.8%-6.7%0.019%
9/9/2026Capital Analysts LLC7,140$617K0.0%+293.8%0.001%
9/9/2026Integrated Wealth Concepts LLC61,871$5.35M0.0%-16.9%0.012%
9/9/2026RFG Advisory LLC11,733$1.01M0.0%-63.9%0.002%
9/9/2026NewEdge Advisors LLC132,273$11.43M0.0%-40.6%0.026%
9/9/2026IFP Advisors Inc446,710$38.61M0.7%-19.7%0.089%
9/9/2026Baird Financial Group Inc.40,043$3.46M0.0%-23.4%0.008%
9/9/2026Centerline Wealth Advisors LLC10,506$908K0.3%+32.0%0.002%
9/8/2026Allworth Financial LP8,568$740K0.0%-29.8%0.002%
9/8/2026Waverly Advisors LLC36,173$3.13M0.0%+38.3%0.007%
8/27/2026Corient Private Wealth LP52,784$4.56M0.0%-45.1%0.010%
8/27/2026Tucker Asset Management LLC3,941$341K0.1%+30.2%0.001%
8/26/2026HighTower Advisors LLC1,052,408$90.95M0.1%+30.1%0.209%
8/23/2026Hyundai Investments Co. Ltd.7,605$665K0.7%+45.2%0.002%
8/23/2026Ameritas Advisory Services LLC9,315$805K0.0%-43.0%0.002%
8/23/2026Midwest Heritage Bank FSB57,885$5.00M1.4%+5.3%0.011%
8/23/2026Clay Northam Wealth Management LLC28,475$2.46M1.2%-1.4%0.006%
8/23/2026Angeles Wealth Management LLC800$69K0.0%N/A0.000%
8/23/2026Avos Capital Management LLC71,325$6.16M5.1%+961.7%0.014%
8/23/2026Unique Wealth LLC10,756$930K0.1%+168.8%0.002%
8/23/2026Kaydan Wealth Management Inc.62,541$5.41M1.6%-57.9%0.012%
8/22/2026William John Sempolinski25,480$2.20M0.9%N/A0.005%
8/22/2026Three Seasons Wealth LLC6,621$572K0.1%N/A0.001%
8/22/2026Legacy Wealth Managment LLC ID3,086$267K0.1%+64.9%0.001%
8/22/2026Rik Saylor Financial Inc.66,584$5.75M3.6%-8.2%0.013%
8/22/2026ZEGA Investments LLC4,453$385K0.0%N/A0.001%
8/22/2026NWF Advisory Services Inc.2,370$205K0.0%-11.5%0.000%
8/22/2026Sapient Capital LLC3,971$343K0.0%N/A0.001%
8/22/2026TD Waterhouse Canada Inc.126,248$10.80M0.0%-2.2%0.025%
8/22/2026Concurrent Investment Advisors LLC561,799$48.55M0.4%+25.3%0.112%
8/22/2026Burford Brothers Inc.11,514$995K0.4%-4.5%0.002%
8/21/2026Continuum Advisory LLC1,575$136K0.0%N/A0.000%
8/21/2026Tranquilli Financial Advisor LLC7,098$613K0.3%+13.3%0.001%
8/21/2026MBA Advisors LLC24,992$2.16M0.7%+9.5%0.005%
8/21/2026Pacifica Partners Inc.307$26K0.0%-29.6%0.000%
8/21/2026SkyOak Wealth LLC3,926$339K0.1%+30.9%0.001%
8/21/2026Vanguard Capital Wealth Advisors6,094$527K0.4%+2.8%0.001%
8/21/2026Triumph Capital Management78,997$6.83M1.2%+9.0%0.016%
8/20/2026LGL Partners LLC8,978$776K0.3%N/A0.002%
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8/20/2026First PREMIER Bank6,783$586K0.1%N/A0.001%
8/20/2026Proficio Capital Partners LLC354,385$29.10M1.1%+9,970.6%0.070%
8/20/2026Nwam LLC62,945$5.75M0.3%+328.8%0.012%
8/20/2026Cavalier Investments LLC166,457$14.39M0.6%+28.1%0.033%
8/20/2026Renasant Bank8,075$698K0.4%N/A0.002%
8/20/2026A. D. Beadell Investment Counsel Inc.7,462$612K0.4%N/A0.001%
8/20/2026JNBA Financial Advisors8,241$712K0.0%N/A0.002%
8/20/2026Strategic Advisors LLC15,554$1.34M0.3%N/A0.003%
8/20/2026Advocacy Wealth Management LLC3,675$318K0.0%N/A0.001%
8/20/2026American Asset Management Inc.5,917$511K0.4%-8.4%0.001%


TLT Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,511 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 1,352 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), 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 96,603,959 shares in the last 24 months. This purchase volume represents approximately $8.43B in transactions.

Of the 545 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 115,068,149 shares in the last 24 months. This volume of shares sold represents approximately $10.05B 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 10/14/2026. New 13F filings are added each quarter as they're published.
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