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

iShares 20+ Year Treasury Bond ETF logo
$89.80 -0.86 (-0.95%)
(As of 11/13/2024 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)
880
Total
Institutional Inflows
(last 12 months)
$14.54B
Number of
Institutional Sellers
(last 12 months)
485
Total
Institutional Outflows
(last 12 months)
$7.40B
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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
11/13/2024Freedom Investment Management Inc.82,382$8.08M0.6%-6.6%0.013%
11/13/2024RS Crum Inc.232,274$22.79M5.3%+2.1%0.036%
11/13/2024Townsquare Capital LLC232,399$22.80M0.3%+316.0%0.036%
11/13/2024Transamerica Financial Advisors Inc.95,481$9.37M0.9%+75.4%0.015%
11/13/2024D.A. Davidson & CO.18,218$1.79M0.0%+1.2%0.003%
11/13/2024FMR LLC5,853,290$574.21M0.0%-64.9%0.904%
11/13/2024Elios Financial Group Inc.5,524$542K0.3%N/A0.001%
11/13/2024The Manufacturers Life Insurance Company 587,569$57.64M0.1%-48.5%0.091%
11/13/2024Capital Square LLC9,395$922K0.6%+1.7%0.001%
11/13/2024Private Trust Co. NA7,263$712K0.1%+79.5%0.001%
11/13/2024Hancock Whitney Corp22,330$2.19M0.1%+461.5%0.003%
11/13/2024Loomis Sayles & Co. L P1,047$103K0.0%+152.3%0.000%
11/13/2024DRW Securities LLC642,809$63.06M1.8%N/A0.099%
11/13/2024Independent 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%
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%
11/12/2024 GenTrust LLC5,168$507K0.0%N/A0.001%
11/12/2024 Stonebrook Private Inc.2,078$204K0.1%-94.4%0.000%
11/12/2024 Nwam LLC10,460$1.03M0.1%N/A0.002%
11/12/2024 Meridian Wealth Management LLC26,796$2.63M0.1%N/A0.004%
11/12/2024 GM Advisory Group LLC370,521$36.35M2.2%-0.3%0.057%
11/12/2024 CFS Investment Advisory Services LLC89,344$8.77M0.7%-5.5%0.014%
11/12/2024 Accretive Wealth Partners LLC13,985$1.37M0.6%+27.7%0.002%
11/12/2024 Concorde Asset Management LLC7,096$696K0.4%+9.9%0.001%
11/12/2024 Cerity Partners OCIO LLC305,789$30.00M2.4%N/A0.047%
11/12/2024 Banco Santander S.A.11,975$1.18M0.0%-92.7%0.002%
11/12/2024 Integrated Investment Consultants LLC7,339$720K0.0%+25.7%0.001%
11/8/2024 King Luther Capital Management Corp5,913$580K0.0%+8.8%0.001%
11/8/2024 Moors & Cabot Inc.9,175$900K0.0%+1.8%0.001%
11/8/2024 First Horizon Advisors Inc.142,308$13.96M0.4%+0.9%0.022%
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11/8/2024 Advisors Asset Management Inc.5,281$518K0.0%+56.4%0.001%
11/8/2024 Commerce Bank9,840$965K0.0%+32.7%0.002%
11/8/2024 Strategy Asset Managers LLC11,363$1.12M0.2%+26.8%0.002%
11/8/2024 Prospera Private Wealth LLC425$42K0.0%N/A0.000%
11/8/2024 Roger Wittlin Investment Advisory LLC12,217$1.20M0.7%-8.5%0.002%
11/8/2024 Avior Wealth Management LLC4,390$431K0.0%-65.9%0.001%
11/8/2024 Counterweight Ventures LLC47,416$4.65M3.3%N/A0.007%
11/8/2024 Second Half Financial Partners LLC4,435$435K0.2%N/A0.001%
11/8/2024 PNC Financial Services Group Inc.303,619$29.79M0.0%+10.4%0.047%
11/8/2024 Spectrum Planning & Advisory Services Inc.16,312$1.60M1.5%-24.4%0.003%
11/8/2024 Summit Wealth Group LLC43,887$4.31M1.2%+11.5%0.007%
11/8/2024 Lowery Thomas LLC16,335$1.60M1.1%N/A0.003%
11/7/2024 Prospera Financial Services Inc239,597$23.50M0.6%+15.6%0.037%
11/7/2024 Meeder Asset Management Inc.494,558$48.52M3.2%+95.3%0.076%
11/7/2024 Vertex Planning Partners LLC4,573$449K0.1%-21.8%0.001%
11/7/2024 Mendel Capital Management LLC4,269$419K0.3%+36.2%0.001%
11/7/2024 LMR Partners LLP4,245$416K0.0%-103.4%0.001%
11/7/2024 J. W. Coons Advisors LLC10,722$1.05M0.3%+4.7%0.002%
11/7/2024 GLOBALT Investments LLC GA77,900$7.64M0.3%-2.7%0.012%
11/7/2024 Theory Financial LLC11,970$1.11M0.4%-13.3%0.002%
11/7/2024 EQ LLC26,373$2.59M1.3%+25.7%0.004%
11/7/2024 Pettinga Financial Advisors LLC41,704$4.09M1.0%-6.3%0.006%
11/7/2024 TrinityPoint Wealth LLC36,350$3.57M0.5%-0.4%0.006%
11/7/2024 Marathon Trading Investment Management LLC16,226$1.59M0.1%-67.7%0.003%
11/7/2024 Westfuller Advisors LLC6,606$648K0.5%N/A0.001%
11/7/2024 Thrivent Financial for Lutherans674,481$66.17M0.1%+84.7%0.104%
11/7/2024 Sugar Maple Asset Management LLC8,000$785K0.7%N/A0.001%
11/7/2024 Claro Advisors LLC16,198$1.59M0.2%-12.2%0.003%
11/6/2024 Atlanta Consulting Group Advisors LLC3,725$365K0.1%N/A0.001%
11/6/2024 Accredited Investors Inc.2,303$226K0.0%-5.7%0.000%
11/6/2024 WESPAC Advisors SoCal LLC30,546$3.00M0.7%+43.4%0.005%
11/6/2024 Mill Creek Capital Advisors LLC7,794$765K0.0%-93.3%0.001%
11/6/2024 RIA Advisory Group LLC124,497$12.21M4.3%N/A0.019%
11/6/2024 Maxwell Wealth Strategies Inc.3,114$289K0.1%-36.5%0.000%
11/6/2024 Northeast Financial Group Inc.54,421$5.34M2.0%-29.4%0.008%
11/6/2024 Mizuho Markets Americas LLC115,751$11.36M0.2%N/A0.018%
11/6/2024 TSA Wealth Managment LLC47,505$4.66M1.9%-0.3%0.007%
11/6/2024 Koa Wealth Management LLC16,960$1.66M1.3%-2.1%0.003%
11/6/2024 Insight 2811 Inc.192,723$18.91M9.4%+255.9%0.030%
11/6/2024 Signature Estate & Investment Advisors LLC6,363$624K0.0%+43.2%0.001%
11/6/2024 Connable Office Inc.130,258$12.78M1.3%+1.2%0.020%
11/6/2024 BluePointe Capital Management LLC11,592$1.14M0.7%-12.4%0.002%
11/6/2024 King Wealth Management Group3,036$298K0.0%-5.0%0.000%
11/6/2024 Dearborn Partners LLC2,693$264K0.0%+9.9%0.000%
11/6/2024 Cadence Wealth Management LLC394,779$38.73M31.5%+13.3%0.061%
11/6/2024 OneDigital Investment Advisors LLC242,953$23.83M0.3%+8.0%0.038%
11/6/2024 Lifeworks Advisors LLC14,600$1.43M0.3%+108.4%0.002%
11/6/2024 BCM Advisors LLC344,877$31.82M7.3%+1.5%0.053%
11/6/2024 Oppenheimer & Co. Inc.59,489$5.84M0.1%+111.1%0.009%
11/6/2024 Cornerstone Planning Group LLC743$68K0.0%-38.3%0.000%
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11/6/2024 Pinnacle Financial Partners Inc242,927$23.83M0.5%+109.0%0.038%
11/5/2024 Moser Wealth Advisors LLC25,470$2.50M1.3%+12.4%0.004%
11/5/2024 Buck Wealth Strategies LLC100,136$9.82M3.1%-1.6%0.015%
11/5/2024 Victory Capital Management Inc.934,401$91.67M0.1%-2.7%0.144%
11/5/2024 Private Wealth Advisors LLC48,179$4.75M1.8%N/A0.007%
11/5/2024 Aptus Capital Advisors LLC38,573$3.78M0.1%+5.0%0.006%
11/5/2024 Prime Capital Investment Advisors LLC26,808$2.63M0.0%-4.1%0.004%
11/5/2024 Ashton Thomas Private Wealth LLC23,737$2.33M0.1%+86.5%0.004%
11/5/2024 V2 Financial group LLC79,501$7.80M5.0%-1.5%0.012%
11/5/2024 Verus Capital Partners LLC42,035$4.12M0.4%-4.2%0.006%
(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, 1,323 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 1,228 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 Jane Street Group LLC ($7.89M).

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

Institutional investors have bought a total of 280,197,230 shares in the last 24 months. This purchase volume represents approximately $39.34B in transactions.

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

Of the 671 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 115,813,739 shares in the last 24 months. This volume of shares sold represents approximately $13.23B in transactions.



This page (NASDAQ:TLT) was last updated on 11/14/2024 by MarketBeat.com Staff
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