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

$88.24
+0.46 (+0.52%)
(As of 04/26/2024 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)
893
Total
Institutional Inflows
(last 12 months)
$15.54B
Number of
Institutional Sellers
(last 12 months)
407
Total
Institutional Outflows
(last 12 months)
$4.89B
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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
4/27/2024White Pine Investment CO25,169$2.38M0.7%+7.4%0.005%
4/27/2024Vigilare Wealth Management3,540$335K0.2%-55.7%0.001%
4/27/2024Fonville Wealth Management LLC4,700$445K0.2%N/A0.001%
4/27/2024Members Advisory Group LLC174,251$16.49M9.3%+1.1%0.034%
4/26/2024RCS Financial Planning LLC7,479$708K0.4%-43.4%0.001%
4/26/2024MBA Advisors LLC19,885$1.88M1.0%+6.8%0.004%
4/26/2024Crestone Asset Management LLC308,928$29.23M5.9%-4.3%0.060%
4/26/2024Farmers & Merchants Trust Co of Chambersburg PA73,484$6.95M2.9%+28,382.2%0.014%
4/26/2024SlateStone Wealth LLC151,588$14.34M1.4%+2.3%0.029%
4/26/2024Sage Advisory Services Ltd.Co.19,360$1.83M0.5%+6.6%0.004%
4/26/2024Clear Creek Financial Management LLC34,234$3.24M0.4%+2.8%0.007%
4/26/2024Carr Financial Group Corp23,511$2.23M0.7%+24.9%0.005%
4/26/2024MONECO Advisors LLC57,805$5.47M0.9%+46.6%0.011%
4/26/2024LifePro Asset Management13,877$1.31M0.9%-13.5%0.003%
4/26/2024Davies Financial Advisors Inc.35,910$3.40M3.5%N/A0.007%
4/26/2024Checchi Capital Advisers LLC10,797$1.02M0.1%-27.4%0.002%
4/26/2024Latitude Advisors LLC27,847$2.64M1.6%-33.9%0.005%
4/26/2024Tritonpoint Wealth LLC9,452$894K0.1%+277.2%0.002%
4/26/2024Meridian Wealth Management LLC10,150$960K0.2%-12.3%0.002%
4/25/2024Allworth Financial LP176,685$16.72M0.1%+197.8%0.034%
4/25/2024Cardinal Strategic Wealth Guidance31,814$3.01M1.1%+2.6%0.006%
4/25/2024One Day In July LLC209,876$19.86M2.6%-31.9%0.041%
4/25/2024W Advisors LLC9,122$863K0.6%-2.5%0.002%
4/25/2024Lodestar Private Asset Management LLC41,042$3.88M0.6%+29.3%0.008%
4/25/2024TRUE Private Wealth Advisors4,660$441K0.1%-64.1%0.001%
4/25/2024Strategy Asset Managers LLC8,066$763K0.2%-21.2%0.002%
4/25/2024Osborne Partners Capital Management LLC175,630$16.62M1.0%+6.9%0.034%
4/25/2024TNF LLC52,103$4.61M1.8%-6.6%0.010%
4/25/2024Capital Investment Advisory Services LLC820$78K0.0%-96.5%0.000%
4/25/2024BCM Advisors LLC336,724$29.77M7.6%+1.2%0.065%
4/25/2024Klaas Financial Asset Advisors LLC76,008$7.19M1.4%+3.0%0.015%
4/25/2024 Summit Financial LLC102,267$9.68M0.6%+49.8%0.020%
4/25/2024 Intergy Private Wealth LLC13,461$1.27M0.5%N/A0.003%
4/24/2024 Krilogy Financial LLC282,875$26.77M2.1%+151.1%0.055%
4/24/2024 CENTRAL TRUST Co3,457$327K0.0%-88.8%0.001%
4/24/2024 4Thought Financial Group Inc.39,240$3.71M2.4%+70.6%0.008%
4/24/2024 Oak Family Advisors LLC10,499$993K0.4%+1.4%0.002%
4/24/2024 Newbridge Financial Services Group Inc.9,674$915K0.4%+28.0%0.002%
4/24/2024 Blue Bell Private Wealth Management LLC271$26K0.0%-87.0%0.000%
4/24/2024 Townsend & Associates Inc361,637$32.20M3.7%+2.6%0.070%
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4/24/2024 Arlington Capital Management Inc.99,655$9.43M7.9%N/A0.019%
4/24/2024 Hartford Financial Management Inc.2,031$192K0.0%+10.2%0.000%
4/24/2024 Simplicity Wealth LLC26,618$2.52M0.1%-3.0%0.005%
4/24/2024 Avitas Wealth Management LLC86,431$8.18M1.2%+1.4%0.017%
4/24/2024 Spire Wealth Management50,140$4.74M0.2%-1.5%0.010%
4/24/2024 Midwest Heritage Bank FSB2,485$235K0.1%N/A0.000%
4/24/2024 Solstein Capital LLC3,180$301K0.2%-62.9%0.001%
4/23/2024 Wetzel Investment Advisors Inc.507$45K0.0%N/A0.000%
4/23/2024 Charter Oak Capital Management LLC3,813$361K0.0%-8.6%0.001%
4/23/2024 Bfsg LLC315$30K0.0%+1,400.0%0.000%
4/23/2024 Milestone Asset Management LLC13,435$1.27M0.4%+22.0%0.003%
4/23/2024 Global Retirement Partners LLC17,848$1.69M0.1%-26.0%0.003%
4/23/2024 Twin Peaks Wealth Advisors LLC8,107$767K0.4%+10.6%0.002%
4/23/2024 AllGen Financial Advisors Inc.51,887$4.91M2.0%-52.5%0.010%
4/23/2024 Venturi Wealth Management LLC77,233$7.31M0.5%+7.4%0.015%
4/23/2024 Gradient Investments LLC973$92K0.0%-99.6%0.000%
4/23/2024 TrueWealth Advisors LLC2,479$235K0.1%-25.3%0.000%
4/23/2024 Fifth Third Bancorp48,040$4.55M0.0%+21.8%0.009%
4/23/2024 McAdam LLC13,409$1.27M0.1%+54.9%0.003%
4/23/2024 Principle Wealth Partners LLC2,325$220K0.0%-7.9%0.000%
4/23/2024 Petra Financial Advisors Inc.9,417$891K0.7%-13.7%0.002%
4/23/2024 Strategic Blueprint LLC94,954$8.99M0.6%+9.1%0.018%
4/23/2024 TAP Consulting LLC127,652$12.08M2.7%-19.4%0.025%
4/23/2024 Revisor Wealth Management LLC5,640$546K0.2%N/A0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.2,221,259$210.18M0.3%+9.9%0.426%
4/23/2024 Sutton Place Investors LLC7,573$717K0.4%+15.4%0.001%
4/22/2024 Rovin Capital UT ADV7,929$750K0.3%-43.4%0.002%
4/22/2024 Bay Rivers Group62,988$5.96M3.3%+10.5%0.012%
4/22/2024 PFG Investments LLC20,360$1.93M0.1%+25.4%0.004%
4/22/2024 Bay Harbor Wealth Management LLC34,235$3.24M1.2%-13.0%0.007%
4/22/2024 Horst & Graben Wealth Management LLC190,248$18.00M3.7%-10.9%0.037%
4/22/2024 Signature Wealth Management Group27,267$2.43M1.1%+0.9%0.005%
4/22/2024 BTS Asset Management Inc.4,648$440K0.4%+20.5%0.001%
4/22/2024 Marmo Financial Group LLC19,840$1.88M1.1%N/A0.004%
4/22/2024Ashton Thomas Private Wealth LLC8,450$800K0.0%+22.1%0.002%
4/19/2024 Willis Johnson & Associates Inc.151,481$14.33M1.2%+6.9%0.029%
4/19/2024 Marshall Financial Group LLC7,160$678K0.2%+3.1%0.001%
4/19/2024 New Century Financial Group LLC6,500$615K0.4%-42.6%0.001%
4/19/2024 Tempus Wealth Planning LLC7,941$751K0.3%+39.7%0.002%
4/19/2024 Amarillo National Bank2,358$223K0.0%N/A0.000%
4/19/2024 Ndwm LLC39,531$3.74M3.4%-44.4%0.008%
4/19/2024 Financial Sense Advisors Inc.2,513$238K0.1%-73.8%0.000%
4/19/2024 Madrona Financial Services LLC151,311$14.32M5.0%+25.9%0.029%
4/19/2024 Westside Investment Management Inc.16,358$1.55M0.4%-1.0%0.003%
4/19/2024 Arvest Investments Inc.84,496$8.00M1.3%+25.6%0.016%
4/19/2024 Lake Street Private Wealth LLC17,192$1.63M0.2%+3.4%0.003%
4/19/2024 OMNI 360 Wealth Inc.3,722$352K0.3%+12.5%0.001%
4/19/2024 E&G Advisors LP11,839$1.12M0.4%-2.1%0.002%
4/19/2024 KFG Wealth Management LLC2,522$239K0.1%+11.5%0.000%
4/19/2024 Yoder Wealth Management Inc.33,438$3.16M2.1%+14.2%0.006%
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4/19/2024 Monument Capital Management10,660$1.01M0.3%-6.2%0.002%
4/19/2024 Sloy Dahl & Holst LLC2,350$222K0.1%+7.6%0.000%
4/18/2024 SeaCrest Wealth Management LLC4,237$401K0.0%-46.9%0.001%
4/18/2024 Saxon Interests Inc.4,766$451K0.2%N/A0.001%
4/18/2024 Measured Wealth Private Client Group LLC31,218$2.95M1.0%-43.9%0.006%
4/18/2024 Nationwide Fund Advisors1,312,626$124.20M13.5%+1.7%0.253%
4/18/2024 Refined Wealth Management83,645$7.91M5.8%+5.8%0.016%
4/18/2024 Quattro Financial Advisors LLC12,631$1.20M0.3%N/A0.002%
4/18/2024 Sharkey Howes & Javer117,519$11.12M1.8%-1.5%0.023%
4/18/2024 Woodmont Investment Counsel LLC1,363$129K0.0%N/A0.000%
(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, 1,240 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), Envestnet Asset Management Inc. ($1.70B), TD Asset Management Inc ($963.04M), TD Asset Management Inc. ($770.81M), FMR LLC ($706.35M), and Assetmark Inc. ($444.75M).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 1,173 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), Rafferty Asset Management LLC ($23.30M), Envestnet Asset Management Inc. ($13.93M), Simplex Trading LLC ($13.21M), Assetmark Inc. ($8.67M), Morgan Stanley ($6.51M), and IMC Chicago LLC ($6.42M).

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

Institutional investors have bought a total of 245,212,818 shares in the last 24 months. This purchase volume represents approximately $40.85B in transactions.

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

Of the 578 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: Barclays PLC ($7.77M), JPMorgan Chase & Co. ($7.42M), FMR LLC ($5.81M), Fisher Asset Management LLC ($4.96M), Assetmark Inc. ($4.50M), TD Asset Management Inc ($2.07M), and Deer Park Road Corp ($2.05M).

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

Institutional investors have sold a total of 81,542,360 shares in the last 24 months. This volume of shares sold represents approximately $12.61B in transactions.


This page (NASDAQ:TLT) was last updated on 4/28/2024 by MarketBeat.com Staff

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