Institutional Ownership Ishares Tr 20+ Yr Treas Bd Buy (TLTW)
This table provides information about the institutional ownership of Ishares Tr 20+ Yr Treas Bd Buy (TLTW). We have compiled data on the 107 institutions that hold shares in the stock, with a total of 13.2 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
9,178
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
8,775
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
8,684
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
8,539
shares
|
$0
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
7,097
shares
|
$0
0.14% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
6,351
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
5,537
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 81.07%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,800
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 47.68%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
4,396
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,802
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,523
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
3,400
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 15.0%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
3,025
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 128.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,989
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,445
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
1,823
shares
|
$0
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,177
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
981
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 20.66%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
664
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
500
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
250
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
218
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
208
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 66.77%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
140
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
135
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 35.0%
|
|