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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) Institutional Ownership

iShares 20+ Year Treasury Bond BuyWrite Strategy ETF logo
$23.50 +0.49 (+2.11%)
As of 01/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (BATS:TLTW)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$4.73M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$1.99M
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TLTW Institutional Buying and Selling by Quarter

iShares 20+ Year Treasury Bond BuyWrite Strategy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Janney Montgomery Scott LLC18,750$441K0.0%-80.0%0.056%
1/16/2025MassMutual Private Wealth & Trust FSB1,098$26K0.0%N/A0.003%
1/2/2025 Global Wealth Strategies & Associates29,564$695K0.2%N/A0.088%
12/26/2024JPMorgan Chase & Co.2,614$71K0.0%N/A0.008%
10/29/2024Janney Montgomery Scott LLC93,525$2.53M0.0%-2.1%0.279%
10/10/2024Sound Income Strategies LLC5,500$148K0.0%N/A0.016%
7/26/2024Cambridge Investment Research Advisors Inc.48,869$1.26M0.0%+382.0%0.146%
7/2/2024Transcend Capital Advisors LLC14,412$370K0.0%+5.5%0.043%
5/17/2024Clear Point Advisors Inc.1,011$27K0.0%N/A0.003%
5/1/2024Janney Montgomery Scott LLC71,685$1.91M0.0%N/A0.214%
2/12/2024Tradition Wealth Management LLC10,555$290K0.0%N/A0.060%
2/7/2024Cary Street Partners Investment Advisory LLC8,168$224K0.0%N/A0.046%
2/5/2024Triumph Capital Management10,131$278K0.1%-37.9%0.058%
2/5/2024Transcend Capital Advisors LLC11,753$323K0.0%N/A0.067%
1/11/2024 Worth Asset Management LLC15,485$425K0.3%N/A0.088%
11/15/2023Stonebridge Capital Advisors LLC1,200$35K0.0%N/A0.007%
10/31/2023Triumph Capital Management16,303$471K0.2%N/A0.093%
10/12/2023 AdvisorNet Financial Inc1,200$35K0.0%N/A0.007%
7/31/2023Lindbrook Capital LLC900$30K0.0%N/A0.022%
3/6/2023OLD Mission Capital LLC2,736$89K0.0%-92.7%0.000%
(Data available from 1/1/2016 forward)

TLTW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TLTW shares?

During the previous two years, 16 institutional investors and hedge funds held shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF. The most heavily invested institutionals were Cambridge Investment Research Advisors Inc. ($1.26M), Global Wealth Strategies & Associates ($695K), Janney Montgomery Scott LLC ($441K), Worth Asset Management LLC ($425K), Transcend Capital Advisors LLC ($370K), Tradition Wealth Management LLC ($290K), and Triumph Capital Management ($278K).Learn more on TLTW's institutional investors.

Which institutional investors have been buying iShares 20+ Year Treasury Bond BuyWrite Strategy ETF stock?

Of the 15 institutional investors that purchased iShares 20+ Year Treasury Bond BuyWrite Strategy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Janney Montgomery Scott LLC ($71.69K), Cambridge Investment Research Advisors Inc. ($38.73K), Global Wealth Strategies & Associates ($29.56K), Triumph Capital Management ($16.30K), Worth Asset Management LLC ($15.49K), Transcend Capital Advisors LLC ($12.50K), and Tradition Wealth Management LLC ($10.56K).

How much institutional buying is happening at iShares 20+ Year Treasury Bond BuyWrite Strategy ETF?

Institutional investors have bought a total of 216,514 shares in the last 24 months. This purchase volume represents approximately $5.73M in transactions.

Which iShares 20+ Year Treasury Bond BuyWrite Strategy ETF major shareholders have been selling company stock?

The following institutional investors have sold iShares 20+ Year Treasury Bond BuyWrite Strategy ETF stock in the last 24 months: Janney Montgomery Scott LLC ($76.75K), OLD Mission Capital LLC ($34.59K), and Triumph Capital Management ($6.17K).

How much institutional selling is happening at iShares 20+ Year Treasury Bond BuyWrite Strategy ETF?

Institutional investors have sold a total of 117,512 shares in the last 24 months. This volume of shares sold represents approximately $3.11M in transactions.



This page (BATS:TLTW) was last updated on 1/18/2025 by MarketBeat.com Staff
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