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

iShares 20+ Year Treasury Bond ETF logo
$87.97 +0.78 (+0.89%)
As of 01/21/2025 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Current
Institutional Ownership
Percentage
73.32%
Number of
Institutional Buyers
(last 12 months)
859
Total
Institutional Inflows
(last 12 months)
$12.30B
Number of
Institutional Sellers
(last 12 months)
493
Total
Institutional Outflows
(last 12 months)
$6.60B
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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
1/21/2025SWP Financial LLC22,300$1.95M1.2%N/A0.004%
1/21/2025Avaii Wealth Management LLC3,105$271K0.1%+38.9%0.001%
1/21/2025Marshall Financial Group LLC4,788$418K0.1%+7.1%0.001%
1/21/2025First Citizens Bank & Trust Co.2,722$238K0.0%+32.4%0.000%
1/21/2025Patton Albertson Miller Group LLC6,760$590K0.1%N/A0.001%
1/21/2025Merkkuri Wealth Advisors LLC3,385$296K0.2%+20.6%0.001%
1/21/2025Flagship Harbor Advisors LLC5,273$461K0.0%-12.7%0.001%
1/21/2025Stewardship Advisors LLC4,968$434K0.1%-21.0%0.001%
1/21/2025B.O.S.S. Retirement Advisors LLC16,740$1.46M0.4%N/A0.003%
1/21/2025CFS Investment Advisory Services LLC93,802$8.19M0.7%+5.0%0.016%
1/21/2025Cyndeo Wealth Partners LLC13,701$1.20M0.1%-5.9%0.002%
1/21/2025Geneos Wealth Management Inc.50,891$4.44M0.2%+219.2%0.009%
1/21/2025Fifth Third Bancorp54,860$4.79M0.0%+24.8%0.009%
1/21/2025Firethorn Wealth Partners LLC9,769$853K0.4%-1.5%0.002%
1/21/2025Carr Financial Group Corp22,617$1.98M0.6%-12.2%0.004%
1/21/2025Atlas Private Wealth Advisors37,497$3.28M0.5%+149.1%0.006%
1/21/2025Goelzer Investment Management Inc.15,401$1.35M0.1%+1.4%0.003%
1/21/2025Midwest Financial Group LLC34,626$3.02M1.7%+5.3%0.006%
1/21/2025CX Institutional465,582$40.66M1.6%+50.5%0.079%
1/21/2025Encompass More Asset Management3,411$298K0.1%N/A0.001%
1/21/2025Sound Income Strategies LLC2,663$233K0.0%+28.1%0.000%
1/21/2025LexAurum Advisors LLC9,424$823K0.2%+104.0%0.002%
1/21/2025RFG Advisory LLC44,964$3.93M0.1%+7.7%0.008%
1/21/2025ONE Advisory Partners LLC56,316$4.92M2.2%+13.7%0.010%
1/21/2025Cornerstone Wealth Management LLC3,782$330K0.0%+5.6%0.001%
1/21/2025Brighton Jones LLC2,747$240K0.0%+28.0%0.000%
1/17/2025 New Century Financial Group LLC8,890$776K0.3%+15.9%0.002%
1/17/2025 Apeiron RIA LLC19,070$1.67M0.5%-12.3%0.003%
1/17/2025 Madrona Financial Services LLC38,836$3.39M0.9%-13.3%0.007%
1/17/2025 Fiduciary Family Office LLC269,987$23.58M6.9%N/A0.046%
1/17/2025 Avior Wealth Management LLC4,589$401K0.0%+4.5%0.001%
1/17/2025 Endeavor Private Wealth Inc.10,384$907K0.9%N/A0.002%
1/17/2025 Raleigh Capital Management Inc.1,441$126K0.0%+68.3%0.000%
1/17/2025 D.B. Root & Company LLC6,127$535K0.2%N/A0.001%
1/17/2025 Mutual Advisors LLC121,534$10.58M0.3%+5.3%0.021%
1/17/2025 First PREMIER Bank964$84K0.0%-17.7%0.000%
1/17/2025 SMI Advisory Services LLC64,294$5.49M1.3%-49.9%0.011%
1/17/2025 Janney Montgomery Scott LLC1,743,558$152.27M0.4%-27.2%0.298%
1/17/2025 SG Americas Securities LLC81,228$7.09M0.0%-31.1%0.014%
1/17/2025 Westside Investment Management Inc.5,087$444K0.1%-70.0%0.001%
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1/17/2025 Park Place Capital Corp883$77K0.0%-75.7%0.000%
1/17/2025 Janney Capital Management LLC98,407$8.59M0.6%-6.2%0.017%
1/17/2025 Magnus Financial Group LLC2,827$247K0.0%-68.0%0.000%
1/17/2025 Finley Financial LLC1,040$90K0.0%N/A0.000%
1/17/2025 Advisory Alpha LLC5,680$496K0.0%-7.6%0.001%
1/17/2025 West Branch Capital LLC417$36K0.0%+94.9%0.000%
1/17/2025 Braun Bostich & Associates Inc.95,855$8.37M6.0%-7.2%0.016%
1/17/2025 AFG Fiduciary Services Limited Partnership44,198$3.84M1.2%-77.7%0.008%
1/17/2025 Traphagen Investment Advisors LLC106,893$9.34M0.9%+614.7%0.018%
1/17/2025 Aspire Private Capital LLC4,113$359K0.1%+5.2%0.001%
1/17/2025 Commons Capital LLC2,960$259K0.2%-80.8%0.001%
1/17/2025 Atomi Financial Group Inc.82,506$7.21M0.4%+49.7%0.014%
1/16/2025 Kiley Juergens Wealth Management LLC42,218$3.69M0.9%+18.0%0.007%
1/16/2025 American Asset Management Inc.2,364$206K0.2%-98.9%0.000%
1/16/2025 Royal Fund Management LLC193,186$16.87M1.6%-55.1%0.033%
1/16/2025 Rezny Wealth Management Inc.100,004$8.73M2.1%+65.4%0.017%
1/16/2025 Koshinski Asset Management Inc.10,788$942K0.0%-34.9%0.002%
1/16/2025 SFG Wealth Management LLC.11,972$1.05M0.5%N/A0.002%
1/16/2025 LPF Advisors LLC76,324$6.67M5.6%+6.2%0.013%
1/16/2025 Wooster Corthell Wealth Management Inc.75,677$6.61M1.4%+14.1%0.013%
1/16/2025 Mechanics Bank Trust Department72,212$6.31M0.8%-25.3%0.012%
1/16/2025 Diversify Advisory Services LLC37,149$3.18M0.2%+16.3%0.006%
1/16/2025 Diversify Wealth Management LLC4,587$392K0.0%-61.4%0.001%
1/16/2025 Gilman Hill Asset Management LLC8,500$742K0.1%-34.0%0.001%
1/16/2025 Smart Money Group LLC36,644$3.20M1.1%+24.1%0.006%
1/16/2025 Annex Advisory Services LLC29,326$2.56M0.1%-10.8%0.005%
1/16/2025 Client 1ST Advisory Group LLC16,488$1.44M0.6%N/A0.003%
1/16/2025 Kaydan Wealth Management Inc.215,183$18.79M6.2%-26.0%0.037%
1/16/2025 My Legacy Advisors LLC16,152$1.40M0.5%+11.9%0.003%
1/16/2025 Maiden Cove Capital LLC2,868$250K0.5%N/A0.000%
1/16/2025 Kelly Financial Services LLC74,462$6.51M1.9%+10.4%0.013%
1/15/2025 Joule Financial LLC31,060$2.71M1.0%-1.7%0.005%
1/15/2025 Portside Wealth Group LLC17,858$1.56M0.3%-1.1%0.003%
1/15/2025 Ballew Advisors Inc26,066$2.23M1.4%+77.7%0.004%
1/15/2025 Smith Salley Wealth Management42,622$3.72M0.2%+1.2%0.007%
1/15/2025 Krilogy Financial LLC224,660$19.62M1.3%-10.1%0.038%
1/15/2025 TruWealth Advisors LLC4,431$387K0.0%N/A0.001%
1/15/2025 Ameritas Advisory Services LLC26,131$2.28M0.1%-25.1%0.004%
1/15/2025 Shelton Wealth Management LLC6,332$553K0.3%-88.8%0.001%
1/15/2025 Integrated Investment Consultants LLC12,784$1.12M0.0%+74.2%0.002%
1/15/2025 Arkadios Wealth Advisors48,459$4.23M0.2%+9.2%0.008%
1/15/2025 Lake Street Private Wealth LLC17,525$1.53M0.2%-14.9%0.003%
1/15/2025 Retirement Wealth Solutions LLC3,776$323K0.3%N/A0.001%
1/15/2025 Merit Financial Group LLC43,814$3.83M0.1%+101.3%0.007%
1/15/2025 Grant GrossMendelsohn LLC18,591$1.62M0.8%-24.3%0.003%
1/15/2025 Householder Group Estate & Retirement Specialist LLC2,307$201K0.2%-5.6%0.000%
1/15/2025 Saxon Interests Inc.5,106$446K0.2%-15.4%0.001%
1/15/2025 Wealthcare Advisory Partners LLC7,080$618K0.0%-33.0%0.001%
1/15/2025 Procyon Advisors LLC353,317$30.86M2.0%+8,929.3%0.060%
1/15/2025 RDA Financial Network8,020$700K0.2%+18.1%0.001%
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1/15/2025 Empirical Asset Management LLC6,496$567K0.0%+4.4%0.001%
1/15/2025 Fermata Advisors LLC67,939$5.93M1.1%-10.0%0.012%
1/15/2025 Cypress Wealth Services LLC22,759$1.99M0.4%-2.3%0.004%
1/15/2025 Capital Advisors Wealth Management LLC5,284$461K0.1%-33.0%0.001%
1/15/2025 Omega Financial Group LLC19,734$1.72M0.7%+2.7%0.003%
1/15/2025 Ritholtz Wealth Management5,833$509K0.0%-35.6%0.001%
1/15/2025 Sicart Associates LLC158,386$13.83M4.9%-6.8%0.027%
1/14/2025 SignalPoint Asset Management LLC10,654$930K0.2%-26.9%0.002%
1/14/2025 Heritage Family Offices LLP2,510$219K0.1%+6.8%0.000%
1/14/2025 Keeler & Nadler Financial Planning & Wealth Management27,466$2.40M1.1%-6.6%0.005%
(Data available from 1/1/2016 forward)

TLT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TLT shares?

During the previous two years, 1,330 institutional investors and hedge funds held shares of iShares 20+ Year Treasury Bond ETF. The most heavily invested institutionals were Rafferty Asset Management LLC ($3.62B), Morgan Stanley ($3.50B), Northwestern Mutual Wealth Management Co. ($2.99B), Jane Street Group LLC ($1.85B), Envestnet Asset Management Inc. ($1.51B), Cibc World Market Inc. ($771.52M), and TD Asset Management Inc ($708.50M).Learn more on TLT's institutional investors.

What percentage of iShares 20+ Year Treasury Bond ETF stock is owned by institutional investors?

73.32% of iShares 20+ Year Treasury Bond ETF stock is owned by institutional investors. Learn more on TLT's institutional investor holdings.

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

Of the 1,239 institutional investors that purchased iShares 20+ Year Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($36.33M), Northwestern Mutual Wealth Management Co. ($31.52M), Rafferty Asset Management LLC ($23.30M), Envestnet Asset Management Inc. ($13.27M), Simplex Trading LLC ($12.56M), Assetmark Inc. ($10.94M), and IMC Chicago LLC ($7.29M).

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

Institutional investors have bought a total of 277,023,438 shares in the last 24 months. This purchase volume represents approximately $38.12B in transactions.

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

Of the 690 institutional investors that sold iShares 20+ Year Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($16.62M), SG Americas Securities LLC ($14.64M), GFG Capital LLC ($7.34M), Barclays PLC ($5.70M), Fisher Asset Management LLC ($4.99M), Assetmark Inc. ($4.50M), and TD Asset Management Inc ($4.09M).

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

Institutional investors have sold a total of 116,656,669 shares in the last 24 months. This volume of shares sold represents approximately $12.86B in transactions.


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This page (NASDAQ:TLT) was last updated on 1/22/2025 by MarketBeat.com Staff
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