Free Trial
→ Crypto’s crashing…but we’re still profiting (From Crypto Swap Profits) (Ad) Buy TLT Stock  Free TLT Stock Alerts

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

iShares 20+ Year Treasury Bond ETF logo
$86.44 -2.43 (-2.73%)
Closing price 03:59 PM Eastern
Extended Trading
$86.60 +0.15 (+0.17%)
As of 04:15 PM 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 Polygon.io. Learn more.
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)
948
Total
Institutional Inflows
(last 12 months)
$10.14B
Number of
Institutional Sellers
(last 12 months)
609
Total
Institutional Outflows
(last 12 months)
$8.50B
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.

Skip Chart & View Institutional Buying and Selling Data

TLT Institutional Buying and Selling by Quarter

Remove Ads

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/10/2025Watershed Private Wealth LLC5,198$473K0.2%-78.2%0.001%
4/10/2025CPR Investments Inc.57,979$5.28M4.7%N/A0.010%
4/10/2025Heritage Family Offices LLP2,628$239K0.1%+4.7%0.000%
4/9/2025RFG Advisory LLC45,480$4.14M0.1%+1.1%0.008%
4/9/2025ST Germain D J Co. Inc.275$25K0.0%-42.2%0.000%
4/9/2025Merit Financial Group LLC19,523$1.78M0.0%-55.4%0.003%
4/9/2025Archer Investment Management LLC78,068$7.11M4.9%+16.8%0.014%
4/9/2025McNaughton Wealth Management LLC3,172$289K0.1%N/A0.001%
4/9/2025Cox Capital Mgt LLC2,737$249K0.2%+10.8%0.000%
4/9/2025NBC Securities Inc.281$25K0.0%N/A0.000%
4/9/2025Fiduciary Alliance LLC5,014$456K0.0%+50.0%0.001%
4/9/2025Mechanics Bank Trust Department64,093$5.83M0.8%-11.2%0.011%
4/8/2025 J2 Capital Management Inc6,978$635K0.6%N/A0.001%
4/8/2025 Catalyst Private Wealth LLC15,781$1.44M0.7%-14.0%0.003%
4/8/2025 Pacifica Partners Inc.20,158$1.85M0.8%-1.8%0.004%
4/8/2025 Andrew Hill Investment Advisors Inc.5,725$521K0.5%N/A0.001%
4/8/2025 Advisory Alpha LLC2,518$229K0.0%-55.7%0.000%
4/8/2025 Rothschild Investment LLC4,110$374K0.0%-13.9%0.001%
4/8/2025 Private Client Services LLC46,636$4.25M2.1%+5.3%0.008%
4/8/2025 Global Financial Private Client LLC14,716$1.34M0.5%-5.1%0.003%
4/8/2025 Parallel Advisors LLC1,171$107K0.0%-58.8%0.000%
4/7/2025 Summit Global Investments16,283$1.48M0.1%-89.2%0.003%
4/7/2025 AdvisorNet Financial Inc1,490$136K0.0%-39.7%0.000%
4/4/2025 Kings Path Partners LLC511$47K0.0%-72.1%0.000%
4/4/2025 Legacy Private Trust Co.2,273$207K0.0%-70.2%0.000%
4/4/2025 Cadinha & Co. LLC2,693$245K0.1%-18.6%0.000%
4/3/2025 Insight Wealth Strategies LLC300,901$27.39M3.7%+14.4%0.050%
4/2/2025 Global Wealth Strategies & Associates65,961$6.00M1.8%+11.6%0.011%
4/1/2025 Confluence Investment Management LLC27,667$2.52M0.0%N/A0.005%
3/24/2025Fulcrum Equity Management6,199$541K0.5%-5.0%0.001%
3/24/2025Mascagni Wealth Management Inc.4,508$394K0.3%N/A0.001%
3/21/2025Prostatis Group LLC2,396$209K0.1%N/A0.000%
3/19/2025M1 Capital Management LLC9,808$857K0.5%N/A0.002%
3/19/2025Northeast Planning Associates INC. NH53,163$4.64M4.8%N/A0.009%
3/18/2025CWC Advisors LLC.14,384$1.26M1.3%-41.2%0.002%
3/17/2025American Assets Investment Management LLC5,000$437K0.0%N/A0.001%
3/12/2025Northstar Financial Companies Inc.6,020$526K0.5%N/A0.001%
3/12/2025Centaurus Financial Inc.172,721$15.08M0.9%-39.8%0.028%
3/12/2025Palogic Value Management L.P.34,500$3.01M0.1%N/A0.006%
3/11/2025Anchor Pointe Wealth Management LLC21,388$1.88M2.4%N/A0.004%
Elon’s ‘Strike Squad’ sends these 9 stocks soaring? (Ad)

Elon Musk's DOGE 'strike squad' just revealed it's speeding up the rollout of a radical technology across the federal government. And that's creating a huge buying opportunity for the stocks involved. Put simply, under Elon's watchful eye, the U.S. government is rapidly adopting AI technology. And that's sending certain stocks soaring higher.

Here's how to get our 9-stock buy list immediately.
3/10/2025SpringVest Wealth Management LLC10,787$942K0.8%N/A0.002%
3/6/2025Kilter Group LLC10,895$951K0.6%N/A0.002%
3/3/2025American Investment Services Inc.2,643$231K0.0%+16.2%0.000%
2/28/2025BridgePort Financial Solutions LLC2,371$216K0.1%N/A0.000%
2/28/2025Park Square Financial Group LLC1,106$97K0.1%N/A0.000%
2/27/2025Pinnacle Wealth Planning Services Inc.7,208$629K0.1%N/A0.001%
2/27/2025Carolinas Wealth Consulting LLC422$37K0.0%-62.2%0.000%
2/26/2025LifeWealth Investments LLC41,630$3.64M2.4%N/A0.007%
2/26/2025Virtue Capital Management LLC24,356$2.13M0.4%+3.9%0.004%
2/25/2025Heck Capital Advisors LLC61,783$5.40M0.3%N/A0.010%
2/25/2025B. Riley Wealth Advisors Inc.24,019$2.10M0.1%-69.4%0.004%
2/25/2025Armis Advisers LLC6,645$580K0.1%N/A0.001%
2/25/2025Integrated Advisors Network LLC27,757$2.42M0.1%-37.0%0.005%
2/24/2025Great Valley Advisor Group Inc.38,815$3.39M0.1%-9.5%0.006%
2/24/2025Ameriflex Group Inc.4,536$398K0.2%N/A0.001%
2/24/2025United Advisor Group LLC20,575$1.80M0.4%+22.5%0.003%
2/21/2025Ascent Group LLC43,812$3.83M0.3%-28.5%0.007%
2/21/2025WNY Asset Management LLC82,889$7.24M0.9%-27.1%0.014%
2/20/2025Mackenzie Financial Corp3,911,300$341.57M0.4%+0.9%0.644%
2/20/2025Westfuller Advisors LLC6,476$566K0.4%-2.0%0.001%
2/19/2025Formidable Asset Management LLC24,893$2.00M0.3%-16.5%0.004%
2/19/2025Invst LLC98,890$8.64M1.0%+7.0%0.016%
2/19/2025WCG Wealth Advisors LLC28,761$2.51M0.2%+3.9%0.005%
2/18/2025Western Wealth Management LLC23,271$2.03M0.6%-4.9%0.004%
2/18/2025Investment Management Corp VA ADV16,527$1.44M1.3%N/A0.003%
2/18/2025Helium Advisors LLC8,388$733K0.6%N/A0.001%
2/18/2025Sunbelt Securities Inc.12,521$1.10M0.1%-78.9%0.002%
2/18/2025GTS Securities LLC355,168$31.02M1.5%-60.4%0.058%
2/18/2025Fourth Dimension Wealth LLC2,323$203K0.1%N/A0.000%
2/18/2025Pettinga Financial Advisors LLC44,077$3.85M0.9%+5.7%0.007%
2/18/2025Retirement Planning Group LLC3,545$310K0.0%N/A0.001%
2/18/2025Headinvest LLC10,607$926K0.2%+3.2%0.002%
2/18/2025JT Stratford LLC3,623$316K0.1%-9.9%0.001%
2/18/2025Pinnacle Investment Management Ltd30,000$2.62M1.9%N/A0.005%
2/18/2025Castleark Management LLC190,360$16.62M0.6%N/A0.031%
2/18/2025Focus Partners Advisor Solutions LLC4,820$421K0.0%-18.9%0.001%
2/18/2025Continuum Advisory LLC171,983$15.02M1.9%-2.6%0.028%
2/18/2025Ashford Capital Management Inc.4,153$363K0.0%-67.1%0.001%
2/18/2025Mpwm Advisory Solutions LLC1,939$169K0.1%N/A0.000%
2/18/2025Lantern Wealth Advisors LLC6,086$532K0.3%-5.3%0.001%
2/17/2025Waverly Advisors LLC95,017$8.30M0.1%+18.3%0.016%
2/17/2025Willis Johnson & Associates Inc.195,317$17.06M1.3%+20.1%0.032%
2/17/2025Vermillion & White Wealth Management Group LLC13,227$1.16M0.9%+25.2%0.002%
2/17/2025Vienna Asset Management LLC28,604$2.50M1.7%+139.5%0.005%
2/17/2025Visionary Wealth Advisors7,655$669K0.0%-69.1%0.001%
2/17/2025Westwood Holdings Group Inc.265,207$23.16M0.2%-22.2%0.044%
2/17/2025Tidal Investments LLC3,563$311K0.0%-90.0%0.001%
2/17/2025TrinityPoint Wealth LLC29,061$2.54M0.4%-20.1%0.005%
2/17/2025Toronto Dominion Bank440,426$38.46M0.1%+554.2%0.072%
2/17/2025Sentinus LLC13,468$1.18M0.3%+81.8%0.002%
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars (Ad)

Musk confirmed that SpaceX's Starship will carry Optimus to Mars in 2026 as part of an autonomous mission to help build human colonies on the Red Planet. And here on Earth? Optimus is about to change everything.

There's no time to waste. As far as I can tell, the best way to profit from this project is to make
2/17/2025Shay Capital LLC19,103$1.67M0.3%+37.2%0.003%
2/17/2025Snowden Capital Advisors LLC25,410$2.22M0.1%-7.1%0.004%
2/17/2025Shepherd Kaplan Krochuk LLC45,665$3.99M3.3%N/A0.008%
2/17/2025Rafferty Asset Management LLC41,834,302$3.65B12.9%-11.4%6.883%
2/17/2025Redwood Investment Management LLC24,766$2.16M0.2%-51.1%0.004%
2/17/2025Main Street Group LTD872$76K0.0%+16.0%0.000%
2/17/2025Maven Securities LTD10,933$955K0.0%N/A0.002%
2/17/2025Morse Asset Management Inc26,115$2.28M0.5%-12.5%0.004%
2/17/2025Napa Wealth Management2,747$240K0.1%N/A0.000%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.542,310$47.36M0.1%+31.1%0.089%
(Data available from 1/1/2016 forward)

Remove Ads

TLT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TLT shares?

During the previous two years, 1,466 institutional investors and hedge funds held shares of iShares 20+ Year Treasury Bond ETF. The most heavily invested institutionals were Rafferty Asset Management LLC ($3.65B), Morgan Stanley ($3.50B), Northwestern Mutual Wealth Management Co. ($2.99B), Jane Street Group LLC ($1.85B), Envestnet Asset Management Inc. ($1.39B), TD Asset Management Inc ($708.50M), and FMR LLC ($635.33M).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 1,361 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: Northwestern Mutual Wealth Management Co. ($31.50M), Rafferty Asset Management LLC ($23.30M), Envestnet Asset Management Inc. ($13.28M), Simplex Trading LLC ($12.56M), Assetmark Inc. ($8.83M), IMC Chicago LLC ($7.19M), and Morgan Stanley ($6.51M).

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

Institutional investors have bought a total of 256,816,074 shares in the last 24 months. This purchase volume represents approximately $30.57B in transactions.

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

Of the 789 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), Cibc World Market Inc. ($9.21M), Assetmark Inc. ($8.63M), GFG Capital LLC ($7.34M), Barclays PLC ($5.70M), and JPMorgan Chase & Co. ($5.69M).

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

Institutional investors have sold a total of 137,475,968 shares in the last 24 months. This volume of shares sold represents approximately $13.44B in transactions.


Related Companies

This page (NASDAQ:TLT) was last updated on 4/10/2025 by MarketBeat.com Staff
From Our Partners
6 stocks could soar on DOGE AI news …
Stay alert for Elon Musk and the Department of Government Efficiency's next move … Expect an announcement f...
Weiss Ratings | Sponsored
Trump’s policies mean HUGE income for investors
Thanks to a Trump win… Investors have a HUGE opportunity at new income. The floodgates for U.S. oil prod...
The Oxford Club | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars
Musk confirmed that SpaceX's Starship will carry Optimus to Mars in 2026 as part of an autonomous mission to h...
InvestorPlace | Sponsored
Elon’s ‘Strike Squad’ sends these 9 stocks soaring?
Elon Musk's DOGE 'strike squad' just revealed it's speeding up the rollout of a radical technology across the ...
Altimetry | Sponsored
Now that Trump’s be inaugurated, this day will be key (mark your calendar)
Mark your calendar for May 7th. Because on that day, I believe we could see a $2 Trillion shock INTO the ma...
Timothy Sykes | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
My friends Joel and Adam have a simple motto: "For us, it's always a bull market." That’s because their 92%...
Crypto Swap Profits | Sponsored
They Won’t Tell You This About Gold
Inflation, digital currency, and government policy are quietly eating away at your savings — and most people w...
American Alternative | Sponsored