iShares 20+ Year Treasury Bond ETF
TLTNASDAQReal-Time Price
$80.05USD
+0.08 (+0.10%)Today
BTI Score
Near Future
47
Long Term
48
BTI Fair Market Cap
Needs validation
High Risk
iShares 20+ Year Treasury Bond ETF (TLT) Holders & Ownership
Who owns iShares 20+ Year Treasury Bond ETF (TLT)? Top institutional holders, insider ownership and recent 13F changes showing how the smart money is positioned.
Filing Period:
Institutional Ownership
1.57%
Institutional Holders
161
Total Shares Held
7,934,299
Total Holdings Value
$616.4M
13F Holder Composition
FundInstitution
Top Institutional Holders
| Holder | Shares Held | Market Value | % Outstanding | Change | Date Reported |
|---|---|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 675,558 | $52.5M | 0.13% | -0.06% | 2026-09-30 |
| FNY INVESTMENT ADVISERS, LLC | 469,728 | $36.5M | 0.09% | +2733.10% | 2026-09-30 |
| INSIGHT WEALTH STRATEGIES, LLC | 330,227 | $25.7M | 0.07% | +4.19% | 2026-09-30 |
| STRONG TOWER ADVISORY SERVICES | 327,120 | $25.4M | 0.06% | +43.36% | 2026-09-30 |
| SANDERS MORRIS HARRIS LLC | 285,000 | $22.2M | 0.06% | +100.00% | 2026-09-30 |
| IFP ADVISORS, INC | 261,478 | $20.3M | 0.05% | -41.47% | 2026-09-30 |
| FORM WEALTH ADVISORS, LLC | 230,087 | $17.9M | 0.05% | +27.90% | 2026-09-30 |
| WJ INTERESTS, LLC | 214,163 | $16.7M | 0.04% | +2.54% | 2026-09-30 |
| CONCURRENT INVESTMENT ADVISORS, LLC | 210,444 | $16.4M | 0.04% | -62.54% | 2026-09-30 |
| VENTURE VISIONARY PARTNERS LLC | 208,633 | $16.2M | 0.04% | +1.97% | 2026-09-30 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 206,833 | $16.1M | 0.04% | +61.16% | 2026-09-30 |
| BOS ASSET MANAGEMENT, LLC | 197,502 | $15.4M | 0.04% | -0.99% | 2026-09-30 |
| CULTIVAR CAPITAL, INC. | 195,220 | $15.2M | 0.04% | +19.92% | 2026-09-30 |
| FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA | 193,588 | $15.1M | 0.04% | -19.84% | 2026-09-30 |
| WEALTH ALLIANCE ADVISORY GROUP, LLC | 174,137 | $13.5M | 0.03% | +100.00% | 2026-09-30 |
| FINANCIAL ENHANCEMENT GROUP LLC | 170,442 | $13.1M | 0.03% | +122.73% | 2026-09-30 |
| DEANE RETIREMENT STRATEGIES, INC. | 159,113 | $12.4M | 0.03% | +100.00% | 2026-09-30 |
| TD WATERHOUSE CANADA INC. | 157,589 | $12.2M | 0.03% | +24.82% | 2026-09-30 |
| FARTHER FINANCE ADVISORS, LLC | 157,182 | $12.2M | 0.03% | -46.43% | 2026-09-30 |
| INDEPENDENT FINANCIAL GROUP, LLC | 124,599 | $9.7M | 0.02% | +9.76% | 2026-09-30 |
| PRAXIS CAPITAL MANAGEMENT LLC | 118,200 | $9.2M | 0.02% | +100.00% | 2026-09-30 |
| HEARTWOOD WEALTH ADVISORS LLC | 117,855 | $9.2M | 0.02% | +2.38% | 2026-09-30 |
| ATRIA INVESTMENTS, INC | 102,051 | $7.9M | 0.02% | -1.64% | 2026-09-30 |
| LEGACY PRIVATE TRUST CO. | 99,639 | $7.7M | 0.02% | +6.28% | 2026-09-30 |
| DAVENPORT & CO LLC | 95,593 | $7.4M | 0.02% | -10.67% | 2026-09-30 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 91,707 | $7.1M | 0.02% | +100.00% | 2026-09-30 |
| BIRCHBROOK, INC. | 90,527 | $7.0M | 0.02% | +4.26% | 2026-09-30 |
| PORTMAN SQUARE CAPITAL LLP | 90,000 | $7.0M | 0.02% | +100.00% | 2026-09-30 |
| TRIUMPH CAPITAL MANAGEMENT | 88,846 | $6.9M | 0.02% | +12.47% | 2026-09-30 |
| FERMATA ADVISORS, LLC | 86,198 | $6.7M | 0.02% | -5.06% | 2026-09-30 |
| REZNY WEALTH MANAGEMENT, INC. | 82,413 | $6.4M | 0.02% | -0.03% | 2026-09-30 |
| TRIUMPH CAPITAL MANAGEMENT | 80,000 | $6.2M | 0.02% | +100.00% | 2026-09-30 |
| PORTMAN SQUARE CAPITAL LLP | 75,000 | $5.8M | 0.01% | +400.00% | 2026-09-30 |
| VONTOBEL HOLDING LTD. | 74,761 | $5.8M | 0.01% | +64.03% | 2026-09-30 |
| BALLEW ADVISORS, INC | 70,820 | $5.5M | 0.01% | +24.93% | 2026-09-30 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 64,789 | $5.0M | 0.01% | -7.41% | 2026-09-30 |
| CORECAP ADVISORS, LLC | 57,683 | $4.5M | 0.01% | -18.15% | 2026-09-30 |
| CWC ADVISORS, LLC. | 57,539 | $4.5M | 0.01% | -18.13% | 2026-09-30 |
| KRILOGY FINANCIAL LLC | 57,066 | $4.5M | 0.01% | -86.95% | 2026-09-30 |
| INTERGY PRIVATE WEALTH, LLC | 54,614 | $4.2M | 0.01% | +11.34% | 2026-09-30 |
| SIMS INVESTMENT MANAGEMENT, LLC | 53,739 | $4.2M | 0.01% | +15.42% | 2026-09-30 |
| TEMPUS WEALTH PLANNING, LLC | 53,727 | $4.2M | 0.01% | +83.77% | 2026-09-30 |
| HIXON ZUERCHER, LLC | 53,724 | $4.2M | 0.01% | -14.54% | 2026-09-30 |
| NOLET WEALTH MANAGEMENT, LLC | 52,970 | $4.1M | 0.01% | -9.88% | 2026-09-30 |
| TCP ASSET MANAGEMENT, LLC | 51,920 | $4.0M | 0.01% | -10.38% | 2026-09-30 |
| UPPER LEFT WEALTH MANAGEMENT, LLC | 49,301 | $3.8M | 0.01% | +100.00% | 2026-09-30 |
| DKM WEALTH MANAGEMENT, INC. | 48,509 | $3.8M | 0.01% | +75.10% | 2026-09-30 |
| SHELTON WEALTH MANAGEMENT, LLC | 47,827 | $3.7M | 0.01% | -4.92% | 2026-09-30 |
| ENCOMPASS MORE ASSET MANAGEMENT | 44,572 | $3.5M | 0.01% | -32.22% | 2026-09-30 |
| UNIQUE WEALTH STRATEGIES, LLC | 39,615 | $3.4M | 0.01% | 0.00% | 2026-09-30 |
| FIDUCIARY FINANCIAL GROUP, LLC | 38,635 | $3.0M | 0.01% | -1.88% | 2026-09-30 |
| SUMMIT FINANCIAL WEALTH ADVISORS, LLC | 37,642 | $2.9M | 0.01% | +60.65% | 2026-09-30 |
| MIDWEST FINANCIAL GROUP LLC | 32,633 | $2.5M | 0.01% | +4.52% | 2026-09-30 |
| BLUE CAPITAL, INC. | 32,230 | $2.5M | 0.01% | +5.31% | 2026-09-30 |
| YODER WEALTH MANAGEMENT, INC. | 31,271 | $2.4M | 0.01% | -4.99% | 2026-09-30 |
| 4WEALTH ADVISORS, INC. | 29,571 | $2.3M | 0.01% | +38.92% | 2026-09-30 |
| INTEGRITY WEALTH PARTNERS, LLC | 29,425 | $2.3M | 0.01% | +100.00% | 2026-09-30 |
| CLAY NORTHAM WEALTH MANAGEMENT, LLC | 28,055 | $2.2M | 0.01% | -1.48% | 2026-09-30 |
| SHOREHAVEN WEALTH PARTNERS, LLC | 25,781 | $2.0M | 0.01% | +1.72% | 2026-09-30 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 25,121 | $2.0M | 0.01% | +13.48% | 2026-09-30 |
| TITLEIST ASSET MANAGEMENT, LLC | 24,911 | $1.9M | 0.00% | -30.14% | 2026-09-30 |
| FLAGSTAR ADVISORS INC. | 24,873 | $1.9M | 0.00% | +44.12% | 2026-09-30 |
| APEIRON RIA LLC | 23,396 | $1.8M | 0.00% | +167.87% | 2026-09-30 |
| HOXTON PLANNING & MANAGEMENT, LLC | 21,744 | $1.7M | 0.00% | +21.48% | 2026-09-30 |
| DYNAMIC WEALTH STRATEGIES, LLC | 21,342 | $1.7M | 0.00% | -4.57% | 2026-09-30 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 20,000 | $1.6M | 0.00% | +100.00% | 2026-09-30 |
| CATALYST PRIVATE WEALTH, LLC | 19,371 | $1.5M | 0.00% | +100.24% | 2026-09-30 |
| MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC. | 18,270 | $1.4M | 0.00% | -15.57% | 2026-09-30 |
| PROFESSIONAL FINANCIAL ADVISORS, LLC | 18,173 | $1.4M | 0.00% | +0.44% | 2026-09-30 |
| BOLTWOOD CAPITAL MANAGEMENT | 17,709 | $1.4M | 0.00% | -17.40% | 2026-09-30 |
| AFFINITY CAPITAL ADVISORS, LLC | 17,125 | $1.3M | 0.00% | +74.09% | 2026-09-30 |
| GOELZER INVESTMENT MANAGEMENT, INC. | 17,134 | $1.3M | 0.00% | +1.12% | 2026-09-30 |
| STRONGHOLD WEALTH MANAGEMENT L.L.C. | 17,056 | $1.3M | 0.00% | +4.52% | 2026-09-30 |
| MECHANICS BANK TRUST DEPARTMENT | 16,904 | $1.3M | 0.00% | +8.40% | 2026-09-30 |
| WESTERN FINANCIAL CORP/CA | 16,640 | $1.3M | 0.00% | +3.40% | 2026-09-30 |
| PATTON FUND MANAGEMENT, INC. | 16,288 | $1.3M | 0.00% | +100.00% | 2026-09-30 |
| SCHEAR INVESTMENT ADVISERS, LLC | 15,480 | $1.2M | 0.00% | +100.00% | 2026-09-30 |
| TEMPO WEALTH, LLC | 15,480 | $1.2M | 0.00% | -21.15% | 2026-09-30 |
| DYNAMIC ADVISOR SOLUTIONS LLC | 15,133 | $1.2M | 0.00% | -3.12% | 2026-09-30 |
| MATRIX TRUST CO | 14,419 | $1.1M | 0.00% | 0.00% | 2026-09-30 |
| E&G ADVISORS, LP | 13,729 | $1.1M | 0.00% | -4.15% | 2026-09-30 |
| CHESLEY TAFT & ASSOCIATES LLC | 12,996 | $1.0M | 0.00% | +3.22% | 2026-09-30 |
| KEYSTONE GLOBAL PARTNERS, LLC | 13,000 | $1,011 | 0.00% | +100.00% | 2026-09-30 |
| UNIQUE WEALTH, LLC | 12,799 | $995,513 | 0.00% | +18.99% | 2026-09-30 |
| LAUER WEALTH, LLC | 12,528 | $975,555 | 0.00% | +100.00% | 2026-09-30 |
| HUDOCK, INC. | 12,319 | $958,204 | 0.00% | +406.54% | 2026-09-30 |
| SUMMIT FINANCIAL CONSULTING LLC | 12,257 | $953,361 | 0.00% | -2.74% | 2026-09-30 |
| PARAGON CAPITAL MANAGEMENT INC | 12,206 | $949,359 | 0.00% | -0.77% | 2026-09-30 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 11,541 | $897,659 | 0.00% | +100.00% | 2026-09-30 |
| COASTAL INVESTMENT ADVISORS, INC. | 11,216 | $872,393 | 0.00% | +69.84% | 2026-09-30 |
| JUNCTURE WEALTH STRATEGIES, LLC | 11,167 | $868,569 | 0.00% | +48.56% | 2026-09-30 |
| COOPER FINANCIAL GROUP | 11,101 | $863,430 | 0.00% | -0.52% | 2026-09-30 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 10,529 | $818,955 | 0.00% | -12.64% | 2026-09-30 |
| CYNDEO WEALTH PARTNERS, LLC | 9,178 | $713,826 | 0.00% | -26.53% | 2026-09-30 |
| GERALD BAKER FINANCIAL GROUP LLC | 7,998 | $622,078 | 0.00% | +0.83% | 2026-09-30 |
| LEWIS ASSET MANAGEMENT, LLC | 7,903 | $614,668 | 0.00% | +46.14% | 2026-09-30 |
| FOCUS FINANCIAL NETWORK, INC. | 7,833 | $609,247 | 0.00% | +28.54% | 2026-09-30 |
| AVIDIAN WEALTH SOLUTIONS, LLC | 7,654 | $595,353 | 0.00% | +9.17% | 2026-09-30 |
| PFG ADVISORS | 7,070 | $549,904 | 0.00% | -3.00% | 2026-09-30 |
| CONCURRENT INVESTMENT ADVISORS, LLC | 7,000 | $544,460 | 0.00% | +100.00% | 2026-09-30 |
Source: FMP Ultimate 13F Institutional Ownership. Figures reflect the latest available quarterly filings — showing Q3 2026.