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

iShares 20+ Year Treasury Bond ETF logo
$90.65 +0.24 (+0.27%)
(As of 09:46 AM ET)

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)
869
Total
Institutional Inflows
(last 12 months)
$12.41B
Number of
Institutional Sellers
(last 12 months)
482
Total
Institutional Outflows
(last 12 months)
$6.43B
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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
11/19/2024 Invst LLC92,409$9.07M1.1%-26.7%0.014%
11/18/2024 Rehmann Capital Advisory Group134,309$13.18M0.9%+18.7%0.021%
11/18/2024 TD Private Client Wealth LLC444,357$43.59M1.3%+2,205.0%0.069%
11/18/2024 Hobbs Group Advisors LLC11,306$1.11M0.4%+1.8%0.002%
11/18/2024 Virtue Capital Management LLC23,448$2.30M0.5%-11.4%0.004%
11/18/2024 Arete Wealth Advisors LLC121,048$11.88M1.0%+45.6%0.019%
11/18/2024 Sunbelt Securities Inc.59,264$5.81M0.6%+18.9%0.009%
11/18/2024 Toronto Dominion Bank67,324$6.60M0.0%-8.6%0.010%
11/18/2024 Cresta Advisors Ltd.22,045$2.16M1.1%+4.8%0.003%
11/18/2024 Coldstream Capital Management Inc.4,414$433K0.0%-26.9%0.001%
11/18/2024 Strait & Sound Wealth Management LLC2,500$245K0.1%N/A0.000%
11/18/2024 Ashford Capital Management Inc.12,604$1.24M0.2%-41.5%0.002%
11/15/2024 High Falls Advisors Inc69,557$6.82M1.6%-21.9%0.011%
11/15/2024 Executive Wealth Management LLC18,822$1.85M0.1%N/A0.003%
11/15/2024 Continuum Advisory LLC176,583$15.95M2.0%+12.5%0.027%
11/15/2024 EWA LLC4,566$412K0.1%N/A0.001%
11/15/2024 Glass Jacobson Investment Advisors llc1,376$135K0.0%+267.9%0.000%
11/15/2024 MML Investors Services LLC824,750$80.91M0.3%+13.7%0.127%
11/15/2024 Headinvest LLC10,277$1.01M0.2%+32.9%0.002%
11/15/2024 Main Management LLC70,286$6.90M0.6%-69.6%0.011%
11/15/2024 Dorsey Wright & Associates15,587$1.53M0.4%N/A0.002%
11/15/2024 Delos Wealth Advisors LLC24,764$2.43M2.1%+12.5%0.004%
11/15/2024 Orion Portfolio Solutions LLC157,169$15.42M0.3%+15.5%0.024%
11/15/2024 World Investment Advisors LLC290,754$28.52M0.2%+1,973.3%0.045%
11/15/2024 XTX Topco Ltd3,867$379K0.0%-72.0%0.001%
11/15/2024 National Bank of Canada FI181,914$17.85M0.0%-13.7%0.028%
11/15/2024 iA Global Asset Management Inc.47,837$4.69M0.1%-41.0%0.007%
11/15/2024 EP Wealth Advisors LLC11,180$1.10M0.0%+76.0%0.002%
11/15/2024 Insigneo Advisory Services LLC26,910$2.64M0.3%-21.9%0.004%
11/15/2024 Kovitz Investment Group Partners LLC240,745$23.61M0.2%+100.1%0.037%
11/15/2024 Vienna Asset Management LLC11,942$1.17M0.9%+13.2%0.002%
11/15/2024 Voya Financial Advisors Inc.13,052$1.29M0.1%+15.2%0.002%
11/15/2024 State Street Corp242,300$23.77M0.0%-65.9%0.037%
11/15/2024 Stifel Financial Corp1,684,820$165.28M0.2%+9.5%0.260%
11/15/2024 Swmg LLC9,324$837K0.3%-28.3%0.001%
11/15/2024 SageView Advisory Group LLC3,309$325K0.0%-63.1%0.001%
11/15/2024 Quadrature Capital Ltd915,002$89.79M2.0%N/A0.141%
11/15/2024 Redwood Investment Management LLC50,653$4.98M0.4%-43.7%0.008%
11/15/2024 Resurgent Financial Advisors LLC4,298$422K0.2%+27.3%0.001%
11/15/2024 Pinnacle Family Advisors LLC2,472$242K0.1%+6.3%0.000%
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11/15/2024 Polymer Capital Management HK LTD51,394$5.04M1.2%+35.2%0.008%
11/15/2024 Morse Asset Management Inc29,851$2.93M0.6%N/A0.005%
11/15/2024 IHT Wealth Management LLC601,438$59.08M1.7%+45.0%0.093%
11/15/2024 Integrated Wealth Concepts LLC69,418$6.81M0.1%-7.2%0.011%
11/15/2024 Hilltop Holdings Inc.135,436$13.29M0.8%+309.2%0.021%
11/15/2024 Hollow Brook Wealth Management LLC69,889$6.86M2.0%+8.4%0.011%
11/15/2024 Garden State Investment Advisory Services LLC13,002$1.28M0.4%-9.8%0.002%
11/15/2024 Cinctive Capital Management LP100,000$9.81M0.5%-87.0%0.015%
11/15/2024 Clear Street Derivatives LLC42,868$4.21M0.1%N/A0.007%
11/15/2024 Coastwise Capital Group LLC3,491$342K0.3%+5.7%0.001%
11/15/2024 Arrowroot Family Office LLC8,492$833K0.5%-22.8%0.001%
11/15/2024 Ascent Group LLC61,243$6.01M0.5%+44.6%0.009%
11/15/2024 Benjamin Edwards Inc.26,811$2.63M0.0%N/A0.004%
11/15/2024 Kestra Investment Management LLC2,715$266K0.0%N/A0.000%
11/15/2024 Alerus Financial NA92,342$9.06M0.7%+1.1%0.014%
11/14/2024 Semmax Financial Advisors Inc.37,070$3.36M0.9%+4.3%0.006%
11/14/2024 Tradition Wealth Management LLC14,976$1.47M0.1%-20.5%0.002%
11/14/2024 Edgestream Partners L.P.159,730$15.67M0.7%-1.8%0.025%
11/14/2024 L.M. Kohn & Company14,719$1.44M0.4%+257.7%0.002%
11/14/2024 TRUE Private Wealth Advisors2,690$264K0.0%-37.8%0.000%
11/14/2024 Flow Traders U.S. LLC62,230$6.11M0.3%-93.4%0.010%
11/14/2024 Verition Fund Management LLC152,993$15.01M0.1%+228.5%0.024%
11/14/2024 Captrust Financial Advisors151,126$14.83M0.0%+6.4%0.023%
11/14/2024 Icon Wealth Advisors LLC56,907$5.58M0.5%-29.5%0.009%
11/14/2024 Rockefeller Capital Management L.P.835,594$81.97M0.2%-1.0%0.129%
11/14/2024 Hantz Financial Services Inc.1,782,601$174.87M3.1%+14.0%0.275%
11/14/2024 Financial Counselors Inc.5,989$588K0.0%-21.2%0.001%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank 8,700$858K0.0%N/A0.001%
11/14/2024 Providence Capital Advisors LLC22,983$2.26M0.4%+1.4%0.004%
11/14/2024 Stone House Investment Management LLC56,745$5.57M1.1%-22.2%0.009%
11/14/2024 Bell Investment Advisors Inc329,290$32.30M5.9%+4.2%0.051%
11/14/2024 True Vision MN LLC20,909$2.05M1.2%-13.2%0.003%
11/14/2024 RPg Family Wealth Advisory LLC26,197$2.57M0.7%+6.6%0.004%
11/14/2024 CreativeOne Wealth LLC181,253$17.78M0.6%+66.1%0.028%
11/13/2024 Freedom Investment Management Inc.82,382$8.08M0.6%-6.6%0.013%
11/13/2024 RS Crum Inc.232,274$22.79M5.3%+2.1%0.036%
11/13/2024 Townsquare Capital LLC232,399$22.80M0.3%+316.0%0.036%
11/13/2024 Transamerica Financial Advisors Inc.95,481$9.37M0.9%+75.4%0.015%
11/13/2024 D.A. Davidson & CO.18,218$1.79M0.0%+1.2%0.003%
11/13/2024 FMR LLC5,853,290$574.21M0.0%-64.9%0.904%
11/13/2024 Elios Financial Group Inc.5,524$542K0.3%N/A0.001%
11/13/2024 The Manufacturers Life Insurance Company 587,569$57.64M0.1%-48.5%0.091%
11/13/2024 Capital Square LLC9,395$922K0.6%+1.7%0.001%
11/13/2024 Private Trust Co. NA7,263$712K0.1%+79.5%0.001%
11/13/2024 Hancock Whitney Corp22,330$2.19M0.1%+461.5%0.003%
11/13/2024 Loomis Sayles & Co. L P1,047$103K0.0%+152.3%0.000%
11/13/2024 DRW Securities LLC642,809$63.06M1.8%N/A0.099%
11/13/2024 Independent Advisor Alliance31,226$3.06M0.1%+2.7%0.005%
11/13/2024Fisher Asset Management LLC186,774$18.32M0.0%-14.8%0.029%
11/13/2024 Estate Counselors LLC157,284$15.43M1.6%N/A0.024%
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11/12/2024 Cahill Financial Advisors Inc.37,067$3.64M0.5%+62.2%0.006%
11/12/2024 Centaurus Financial Inc.286,994$28.15M1.8%-20.4%0.044%
11/12/2024 Penserra Capital Management LLC140,031$13.74M0.3%N/A0.022%
11/12/2024 WESPAC Advisors LLC18,374$1.80M1.3%+124.7%0.003%
11/12/2024 Lane & Associates LLC13,934$1.37M0.7%-21.5%0.002%
11/12/2024 One Charles Private Wealth Services LLC3,535$347K0.1%-77.1%0.001%
11/12/2024 Canopy Partners LLC2,591$254K0.1%-44.5%0.000%
11/12/2024 Cerity Partners LLC22,735$2.23M0.0%+24.9%0.004%
11/12/2024 Kingsview Wealth Management LLC146,994$14.42M0.3%+108.7%0.023%
11/12/2024 Great Valley Advisor Group Inc.42,877$4.21M0.1%+35.6%0.007%
(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, 1,321 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 1,223 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 275,853,249 shares in the last 24 months. This purchase volume represents approximately $38.13B in transactions.

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

Of the 676 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 ($14.61M), 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 114,871,463 shares in the last 24 months. This volume of shares sold represents approximately $12.77B in transactions.



This page (NASDAQ:TLT) was last updated on 11/21/2024 by MarketBeat.com Staff
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