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

$91.39
-0.62 (-0.67%)
(As of 05/17/2024 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)
872
Total
Institutional Inflows
(last 12 months)
$12.80B
Number of
Institutional Sellers
(last 12 months)
432
Total
Institutional Outflows
(last 12 months)
$6.39B
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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
5/17/2024Aspect Partners LLC50,917$4.82M3.8%+13.0%0.010%
5/17/2024 WealthPlan Investment Management LLC15,512$1.47M0.2%-14.3%0.003%
5/17/2024 Jaffetilchin Investment Partners LLC3,204$303K0.0%-76.7%0.001%
5/17/2024 Beacon Capital Management LLC797$75K0.0%+705.1%0.000%
5/17/2024 Semmax Financial Advisors Inc.31,802$2.87M0.9%+6.3%0.006%
5/17/2024 Pineridge Advisors LLC5,177$490K0.2%-96.4%0.001%
5/17/2024 Hancock Whitney Corp17,688$1.67M0.1%N/A0.003%
5/17/2024 Comerica Bank209,802$19.85M0.1%+8.2%0.041%
5/17/2024 Alethea Capital Management LLC23,123$2.19M1.8%-0.7%0.005%
5/17/2024 Coppell Advisory Solutions Corp.2,775$263K0.0%N/A0.001%
5/17/2024 Tidal Investments LLC30,867$2.92M0.0%+302.5%0.006%
5/16/2024 Jane Street Group LLC19,599,021$1.85B0.4%+49.1%3.836%
5/16/2024 Redwood Investment Management LLC90,327$8.55M0.8%-11.2%0.018%
5/16/2024 Global Financial Private Client LLC9,886$915K0.4%+25.2%0.002%
5/16/2024 Slagle Financial LLC6,899$653K0.4%-26.6%0.001%
5/16/2024 B. Riley Wealth Advisors Inc.67,714$6.01M0.1%-48.7%0.013%
5/16/2024 Dynasty Wealth Management LLC468,677$44.35M1.4%N/A0.092%
5/16/2024 High Falls Advisors Inc86,098$8.15M2.0%-16.5%0.017%
5/16/2024 WPWealth LLP5,891$557K0.1%-24.8%0.001%
5/16/2024 Icon Wealth Advisors LLC76,993$7.29M0.7%-14.6%0.015%
5/16/2024 Captrust Financial Advisors324,557$30.71M0.1%-22.5%0.064%
5/16/2024 Ashford Capital Management Inc.30,635$2.90M0.4%+2.3%0.006%
5/15/2024 Ascent Group LLC38,807$3.67M0.3%-19.7%0.008%
5/15/2024 Mount Yale Investment Advisors LLC9,345$884K0.1%-20.0%0.002%
5/15/2024 Kestra Advisory Services LLC258,471$24.46M0.2%-1.3%0.051%
5/15/2024 Lazard Asset Management LLC5,002$473K0.0%+21.2%0.001%
5/15/2024 LRI Investments LLC470$42K0.0%N/A0.000%
5/14/2024 Westwood Holdings Group Inc.295,985$28.01M0.2%+6.2%0.058%
5/14/2024 JT Stratford LLC3,959$375K0.1%-54.7%0.001%
5/14/2024 Toronto Dominion Bank72,490$6.86M0.0%-43.9%0.014%
5/14/2024 Capital Group Private Client Services Inc.21,471$2.03M0.0%+15.6%0.004%
5/14/2024 Advisors Asset Management Inc.1,784$169K0.0%+153.8%0.000%
5/14/2024 Axxcess Wealth Management LLC56,167$5.32M0.1%-3.2%0.011%
5/14/2024 EP Wealth Advisors LLC8,086$765K0.0%-67.7%0.002%
5/14/2024 OLD Mission Capital LLC214,607$20.31M0.3%+186.8%0.042%
5/14/2024 CreativeOne Wealth LLC186,934$17.69M0.7%+59.0%0.037%
5/14/2024 Commonwealth Financial Services LLC121,517$12.02M3.2%-0.4%0.024%
5/14/2024 Natixis21,218$2.01M0.0%-76.9%0.004%
5/14/2024 National Bank of Canada FI202,614$18.26M0.0%-94.1%0.040%
5/13/2024 Bessemer Group Inc.11,325$1.07M0.0%-7.1%0.002%
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5/13/2024 Windham Capital Management LLC16,449$1.56M1.2%-1.5%0.003%
5/13/2024 Atlanta Consulting Group Advisors LLC450$43K0.0%N/A0.000%
5/13/2024 Capitolis Liquid Global Markets LLC51,190$4.84M0.1%-97.4%0.010%
5/13/2024 O Shaughnessy Asset Management LLC13,374$1.27M0.0%+578.5%0.003%
5/13/2024 Alerus Financial NA90,286$8.54M0.6%N/A0.018%
5/13/2024 PAX Financial Group LLC41,718$3.95M0.8%-16.4%0.008%
5/11/2024 Lcnb Corp35,660$3.37M1.2%+40.5%0.007%
5/11/2024 Resurgent Financial Advisors LLC3,748$355K0.2%-17.6%0.001%
5/11/2024 Elevatus Welath Management75,062$7.10M2.8%-48.3%0.015%
5/11/2024 Retirement Financial Solutions LLC85,087$8.05M4.1%+9.5%0.017%
5/11/2024 Patten & Patten Inc. TN3,792$359K0.0%N/A0.001%
5/10/2024 Osaic Holdings Inc.2,429,610$229.89M0.5%-41.0%0.476%
5/10/2024 TIAA Trust National Association309,499$29.29M0.1%-36.0%0.061%
5/10/2024 Banco Santander S.A.107,159$10.14M0.1%+2,647.0%0.021%
5/10/2024 Motco342$32K0.0%N/A0.000%
5/10/2024 GM Advisory Group LLC382,500$36.19M2.5%-3.7%0.075%
5/10/2024 Nwam LLC12,203$1.11M0.1%-28.7%0.002%
5/9/2024 Delos Wealth Advisors LLC18,489$1.75M2.0%+2,381.7%0.004%
5/9/2024 Dorsey & Whitney Trust CO LLC4,274$404K0.0%-9.9%0.001%
5/9/2024 Leo Wealth LLC116,392$10.89M1.1%+10.0%0.023%
5/9/2024 Blair William & Co. IL11,663$1.10M0.0%+3.5%0.002%
5/9/2024 Orion Portfolio Solutions LLC92,477$8.75M0.1%-18.0%0.018%
5/9/2024 Kingsview Wealth Management LLC91,722$8.68M0.2%+1.2%0.018%
5/9/2024 Delta Investment Management LLC80,385$7.61M1.7%+3.6%0.016%
5/9/2024 SageView Advisory Group LLC8,963$848K0.0%+139.5%0.002%
5/9/2024 Avid Wealth Partners LLC12,899$1.22M1.0%-75.8%0.003%
5/9/2024 TD Asset Management Inc9,725,766$920.25M0.9%-0.1%1.904%
5/9/2024 Koshinski Asset Management Inc.3,984$377K0.0%+52.7%0.001%
5/8/2024 FPC Investment Advisory Inc.96,651$8.54M8.4%N/A0.019%
5/8/2024 Camarda Financial Advisors LLC28,037$2.65M1.1%+184.6%0.005%
5/8/2024 Bell Investment Advisors Inc306,193$28.97M5.7%+10.9%0.060%
5/8/2024 QCM Cayman Ltd.3,353$317K4.3%N/A0.001%
5/8/2024 TSA Wealth Managment LLC52,213$4.94M2.2%-24.9%0.010%
5/8/2024 Ethos Financial Group LLC84,228$7.97M1.5%+5.7%0.016%
5/8/2024 Advisors Preferred LLC1,800$167K0.0%-99.1%0.000%
5/8/2024 Bleakley Financial Group LLC3,598$340K0.0%+3.5%0.001%
5/8/2024 Avantax Advisory Services Inc.144,125$13.64M0.1%-6.2%0.028%
5/8/2024 US Bancorp DE918,517$86.91M0.1%+4.6%0.180%
5/8/2024 Watershed Private Wealth LLC18,323$1.73M0.8%N/A0.004%
5/8/2024 Headlands Technologies LLC10,040$950K0.2%-75.6%0.002%
5/8/2024 New Republic Capital LLC1,402$133K0.1%-28.2%0.000%
5/8/2024 Semus Wealth Partners LLC2,119$201K0.2%-5.4%0.000%
5/8/2024 Inspire Advisors LLC2,175$206K0.0%N/A0.000%
5/7/2024 Verus Capital Partners LLC42,427$4.01M0.4%+5.5%0.008%
5/7/2024 Capital Square LLC8,998$851K0.6%N/A0.002%
5/7/2024 Regency Capital Management Inc. DE17,403$1.65M1.0%N/A0.003%
5/7/2024 WNY Asset Management LLC435,260$41.18M6.3%+4.4%0.085%
5/7/2024 Stonebrook Private Inc.80,769$7.64M2.2%-17.9%0.016%
5/7/2024 Significant Wealth Partners LLC3,487$330K0.2%N/A0.001%
5/7/2024 BCGM Wealth Management LLC27,974$2.65M1.0%N/A0.005%
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5/7/2024 WealthPLAN Partners LLC14,538$1.38M0.1%-2.6%0.003%
5/7/2024 49 Wealth Management LLC2,418$224K0.0%+5.4%0.000%
5/7/2024 BOS Asset Management LLC148,057$14.01M7.4%+497.8%0.029%
5/7/2024 Tectonic Advisors LLC17,531$1.66M0.1%-1.8%0.003%
5/7/2024 Benedetti & Gucer Inc.4,164$394K0.2%-12.3%0.001%
5/7/2024 Nvwm LLC75,041$7.10M1.9%+25.5%0.015%
5/7/2024 Shared Vision Wealth Group LLC32,005$3.03M1.9%-29.5%0.006%
5/7/2024 EQ LLC26,370$2.50M1.5%-1.3%0.005%
5/7/2024 LPF Advisors LLC64,856$6.14M6.1%+28.7%0.013%
5/7/2024 Oppenheimer & Co. Inc.25,945$2.46M0.0%+13.6%0.005%
(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, 1,249 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), Jane Street Group LLC ($1.85B), Envestnet Asset Management Inc. ($1.70B), TD Asset Management Inc ($920.25M), TD Asset Management Inc. ($770.81M), and FMR LLC ($706.35M).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 1,179 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 ($12.56M), Jane Street Group LLC ($10.31M), Assetmark Inc. ($8.67M), 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 251,493,502 shares in the last 24 months. This purchase volume represents approximately $40.74B in transactions.

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

Of the 599 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: SG Americas Securities LLC ($14.61M), Barclays PLC ($7.77M), FMR LLC ($5.81M), Fisher Asset Management LLC ($4.96M), Assetmark Inc. ($4.50M), JPMorgan Chase & Co. ($3.69M), and National Bank of Canada FI ($3.53M).

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

Institutional investors have sold a total of 95,866,131 shares in the last 24 months. This volume of shares sold represents approximately $12.44B in transactions.


This page (NASDAQ:TLT) was last updated on 5/18/2024 by MarketBeat.com Staff

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