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

iShares 20+ Year Treasury Bond ETF logo
$91.05 +0.94 (+1.04%)
Closing price 03/10/2025 04:00 PM Eastern
Extended Trading
$91.40 +0.36 (+0.39%)
As of 03/10/2025 08:00 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.
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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)
936
Total
Institutional Inflows
(last 12 months)
$10.15B
Number of
Institutional Sellers
(last 12 months)
605
Total
Institutional Outflows
(last 12 months)
$8.50B
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TLT Institutional Buying and Selling by Quarter

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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
3/10/2025SpringVest Wealth Management LLC10,787$942K0.8%N/A0.002%
3/6/2025 Kilter Group LLC10,895$951K0.6%N/A0.002%
3/3/2025 American Investment Services Inc.2,643$231K0.0%+16.2%0.000%
2/28/2025 BridgePort Financial Solutions LLC2,371$216K0.1%N/A0.000%
2/28/2025 Park Square Financial Group LLC1,106$97K0.1%N/A0.000%
2/27/2025 Pinnacle Wealth Planning Services Inc.7,208$629K0.1%N/A0.001%
2/27/2025 Carolinas Wealth Consulting LLC422$37K0.0%-62.2%0.000%
2/26/2025 LifeWealth Investments LLC41,630$3.64M2.4%N/A0.007%
2/26/2025 Virtue Capital Management LLC24,356$2.13M0.4%+3.9%0.004%
2/25/2025 Heck Capital Advisors LLC61,783$5.40M0.3%N/A0.010%
2/25/2025 B. Riley Wealth Advisors Inc.24,019$2.10M0.1%-69.4%0.004%
2/25/2025 Armis Advisers LLC6,645$580K0.1%N/A0.001%
2/25/2025 Integrated Advisors Network LLC27,757$2.42M0.1%-37.0%0.005%
2/24/2025 Great Valley Advisor Group Inc.38,815$3.39M0.1%-9.5%0.006%
2/24/2025 Ameriflex Group Inc.4,536$398K0.2%N/A0.001%
2/24/2025 United Advisor Group LLC20,575$1.80M0.4%+22.5%0.003%
2/21/2025 Ascent Group LLC43,812$3.83M0.3%-28.5%0.007%
2/21/2025 WNY Asset Management LLC82,889$7.24M0.9%-27.1%0.014%
2/20/2025 Mackenzie Financial Corp3,911,300$341.57M0.4%+0.9%0.644%
2/20/2025 Westfuller Advisors LLC6,476$566K0.4%-2.0%0.001%
2/19/2025 Formidable Asset Management LLC24,893$2.00M0.3%-16.5%0.004%
2/19/2025 Invst LLC98,890$8.64M1.0%+7.0%0.016%
2/19/2025 WCG Wealth Advisors LLC28,761$2.51M0.2%+3.9%0.005%
2/18/2025 Western Wealth Management LLC23,271$2.03M0.6%-4.9%0.004%
2/18/2025 Investment Management Corp VA ADV16,527$1.44M1.3%N/A0.003%
2/18/2025 Helium Advisors LLC8,388$733K0.6%N/A0.001%
2/18/2025 Sunbelt Securities Inc.12,521$1.10M0.1%-78.9%0.002%
2/18/2025 GTS Securities LLC355,168$31.02M1.5%-60.4%0.058%
2/18/2025 Fourth Dimension Wealth LLC2,323$203K0.1%N/A0.000%
2/18/2025 Pettinga Financial Advisors LLC44,077$3.85M0.9%+5.7%0.007%
2/18/2025 Retirement Planning Group LLC3,545$310K0.0%N/A0.001%
2/18/2025 Headinvest LLC10,607$926K0.2%+3.2%0.002%
2/18/2025 JT Stratford LLC3,623$316K0.1%-9.9%0.001%
2/18/2025 Pinnacle Investment Management Ltd30,000$2.62M1.9%N/A0.005%
2/18/2025 Castleark Management LLC190,360$16.62M0.6%N/A0.031%
2/18/2025 Focus Partners Advisor Solutions LLC4,820$421K0.0%-18.9%0.001%
2/18/2025 Continuum Advisory LLC171,983$15.02M1.9%-2.6%0.028%
2/18/2025 Ashford Capital Management Inc.4,153$363K0.0%-67.1%0.001%
2/18/2025 Mpwm Advisory Solutions LLC1,939$169K0.1%N/A0.000%
2/18/2025 Lantern Wealth Advisors LLC6,086$532K0.3%-5.3%0.001%
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2/17/2025 Waverly Advisors LLC95,017$8.30M0.1%+18.3%0.016%
2/17/2025 Willis Johnson & Associates Inc.195,317$17.06M1.3%+20.1%0.032%
2/17/2025 Vermillion & White Wealth Management Group LLC13,227$1.16M0.9%+25.2%0.002%
2/17/2025 Vienna Asset Management LLC28,604$2.50M1.7%+139.5%0.005%
2/17/2025 Visionary Wealth Advisors7,655$669K0.0%-69.1%0.001%
2/17/2025 Westwood Holdings Group Inc.265,207$23.16M0.2%-22.2%0.044%
2/17/2025 Tidal Investments LLC3,563$311K0.0%-90.0%0.001%
2/17/2025 TrinityPoint Wealth LLC29,061$2.54M0.4%-20.1%0.005%
2/17/2025 Toronto Dominion Bank440,426$38.46M0.1%+554.2%0.072%
2/17/2025 Sentinus LLC13,468$1.18M0.3%+81.8%0.002%
2/17/2025 Shay Capital LLC19,103$1.67M0.3%+37.2%0.003%
2/17/2025 Snowden Capital Advisors LLC25,410$2.22M0.1%-7.1%0.004%
2/17/2025 Shepherd Kaplan Krochuk LLC45,665$3.99M3.3%N/A0.008%
2/17/2025 Rafferty Asset Management LLC41,834,302$3.65B12.9%-11.4%6.883%
2/17/2025 Redwood Investment Management LLC24,766$2.16M0.2%-51.1%0.004%
2/17/2025 Main Street Group LTD872$76K0.0%+16.0%0.000%
2/17/2025 Maven Securities LTD10,933$955K0.0%N/A0.002%
2/17/2025 Morse Asset Management Inc26,115$2.28M0.5%-12.5%0.004%
2/17/2025 Napa Wealth Management2,747$240K0.1%N/A0.000%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.542,310$47.36M0.1%+31.1%0.089%
2/17/2025 Lazard Asset Management LLC5,842$510K0.0%+55.2%0.001%
2/17/2025 Laird Norton Wetherby Wealth Management LLC2,299$201K0.0%-31.7%0.000%
2/17/2025 LifePlan Investment Advisors Inc.5,437$475K0.3%-6.0%0.001%
2/17/2025 Investor s Fiduciary Advisor Network LLC6,444$562K0.2%N/A0.001%
2/17/2025 Kaizen Financial Strategies3,727$325K0.2%+13.2%0.001%
2/17/2025 Guardian Wealth Advisors LLC NC772$67K0.0%+92.0%0.000%
2/17/2025 Gen Wealth Partners Inc5,813$508K0.2%+2.4%0.001%
2/17/2025 Global Assets Advisory LLC4,928$432K0.2%+9.5%0.001%
2/17/2025 Gotham Asset Management LLC28,800$2.52M0.0%+4.0%0.005%
2/17/2025 Granby Capital Management LLC138,000$12.05M6.2%-12.7%0.023%
2/17/2025 Focus Partners Wealth100,673$8.80M0.0%+78.4%0.017%
2/17/2025 Full Sail Capital LLC84,631$7.39M0.5%+24.1%0.014%
2/17/2025 Fullcircle Wealth LLC8,887$788K0.3%+20.9%0.001%
2/17/2025 FWL Investment Management LLC375$33K0.0%-82.4%0.000%
2/17/2025 Clark Capital Management Group Inc.112,798$9.85M0.1%+444.7%0.019%
2/17/2025 Clear Street Derivatives LLC18,964$1.66M0.0%-55.8%0.003%
2/17/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main1,772$155K0.0%-99.2%0.000%
2/17/2025 Eagle Global Advisors LLC4,383$383K0.0%-11.7%0.001%
2/17/2025 EP Wealth Advisors LLC10,690$934K0.0%-4.4%0.002%
2/17/2025 Colonial Trust Co SC800$70K0.0%-36.7%0.000%
2/17/2025 CoreCap Advisors LLC77,473$6.77M0.3%+39.3%0.013%
2/17/2025 Crabel Capital Management LLC6,299$550K1.8%-82.4%0.001%
2/17/2025 Cresset Asset Management LLC15,059$1.32M0.0%-59.2%0.002%
2/17/2025 Capital Advantage Inc.2,392$209K0.0%N/A0.000%
2/17/2025 Capitolis Liquid Global Markets LLC214,290$18.71M0.2%+52.2%0.035%
2/17/2025 BOKF NA8,618$736K0.0%-15.1%0.001%
2/17/2025 Bramshill Investments LLC50,189$4.38M0.7%-95.3%0.008%
2/17/2025 Bulltick Wealth Management LLC35,674$3.12M0.7%+0.9%0.006%
2/17/2025 Cahill Financial Advisors Inc.39,104$3.42M0.5%+5.5%0.006%
2/17/2025 Captrust Financial Advisors97,464$8.51M0.0%-35.5%0.016%
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2/17/2025 Cardiff Park Advisors LLC1,669$146K0.0%+82.8%0.000%
2/17/2025 Cary Street Partners Financial LLC11,538$1.01M0.0%N/A0.002%
2/17/2025 Brown Wealth Management LLC55,007$4.80M1.7%+119.2%0.009%
2/17/2025 Baird Financial Group Inc.116,061$10.14M0.0%-4.2%0.019%
2/17/2025 Benjamin Edwards Inc.28,765$2.51M0.0%+7.3%0.005%
2/17/2025 Ameriprise Financial Inc.4,001,572$349.79M0.1%-15.1%0.658%
2/17/2025 Alteri Wealth LLC8,439$737K0.2%N/A0.001%
2/17/2025 Ancora Advisors LLC2,007$175K0.0%-6.1%0.000%
2/17/2025 Arrowroot Family Office LLC10,278$898K0.5%+21.0%0.002%
2/17/2025 AlTi Global Inc.902,846$78.79M1.9%-19.6%0.149%
(Data available from 1/1/2016 forward)

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TLT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TLT shares?

During the previous two years, 1,457 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 1,352 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 255,921,769 shares in the last 24 months. This purchase volume represents approximately $30.51B in transactions.

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

Of the 787 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 137,149,711 shares in the last 24 months. This volume of shares sold represents approximately $13.42B in transactions.


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This page (NASDAQ:TLT) was last updated on 3/11/2025 by MarketBeat.com Staff
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