iShares 20+ Year Treasury BDTLTETF
13F holders, Q1 2024 (March 31)1,119holders
4famous investors
$92.90avg. 13F price*
At the end of Q1 2024, 1,119 institutions reported holding iShares 20+ Year Treasury BD (TLT) in their 13F filings. The largest holders were Bank of America Corp. ($4.8B), Morgan Stanley ($4.4B) and Rafferty Asset Management, LLC ($3.4B). 4 famous investors held it, including Paul Tudor Jones (0.7% of Tudor Investment Corporation's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- iShares 20+ Year Treasury BD
- CUSIP
- 464287432
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 144 | $353.4M |
| Exits | 127 | $903.0M |
Ownership 1,119 holders
| Bank of America Corp. | 0.48% | Add +6.3% | 51,097,611 | $4.8B |
| Morgan Stanley | 0.35% | Add +21.4% | 46,677,455 | $4.4B |
| Rafferty Asset Management, LLC | 12.61% | Reduce -2.3% | 35,736,031 | $3.4B |
| Jane Street Group, LLC | 2.40% | Add +49.1% | 19,599,021 | $1.9B |
| FMR LLC | 0.12% | Reduce -1.4% | 19,163,987 | $1.8B |
| BlackRock Inc. | 0.04% | Add +2.7% | 17,281,166 | $1.6B |
| Envestnet Asset Management Inc. | 0.55% | Reduce -9.3% | 15,603,776 | $1.5B |
| UBS Group AG | 0.31% | Reduce -28.0% | 9,841,588 | $931.2M |
| TD Asset Management Inc | 0.86% | Reduce -0.1% | 9,725,766 | $920.3M |
| Cibc World Market Inc. | 1.67% | Add +47.4% | 6,894,755 | $652.4M |
| JPMorgan Chase & Co. | 0.05% | Reduce -17.5% | 5,622,639 | $532.0M |
| Susquehanna International Group, LLP | 0.78% | Add +46.0% | 5,421,796 | $513.0M |
| Ameriprise Financial Inc. | 0.13% | Reduce -21.1% | 5,035,579 | $482.2M |
| LPL Financial LLC | 0.23% | Reduce -8.2% | 4,532,336 | $428.8M |
| Wells Fargo & Company | 0.11% | Reduce -6.6% | 4,230,017 | $400.2M |
| Barclays PLC | 0.18% | Add +49.8% | 4,150,061 | $392.7M |
| Nan Shan Life Insurance Co., Ltd. | 8.71% | No change | 3,913,679 | $370.3M |
| HSBC Holdings PLC | 0.23% | Add +7217.4% | 3,477,947 | $329.1M |
| Citigroup Inc. | 0.35% | Add +349.4% | 3,411,439 | $322.8M |
| Mackenzie Financial Corp. | 0.40% | Add +30.9% | 2,903,100 | $274.7M |
| Janney Montgomery Scott LLC | 0.72% | Reduce -6.7% | 2,549,197 | $241.2M |
| Vantagepoint Investment Advisers LLC | 38.73% | No change | 2,473,541 | $234.0M |
| Osaic Holdings, Inc. | 0.51% | Reduce -41.0% | 2,429,610 | $229.9M |
| Raymond James Financial Services Advisors, Inc. | 0.31% | Add +9.9% | 2,221,259 | $210.2M |
| Royal Bank of Canada | 0.05% | Add +2.5% | 2,216,011 | $209.7M |
| Assetmark, Inc. | 0.66% | Reduce -52.0% | 2,157,809 | $204.2M |
| Raymond James & Associates | 0.12% | Reduce -6.8% | 1,869,681 | $176.9M |
| Truist Financial Corp. | 0.26% | Reduce -10.7% | 1,821,573 | $172.4M |
| Envestnet Portfolio Solutions, Inc. | 0.63% | Reduce -9.8% | 1,777,865 | $168.2M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -8.1% | 1,771,037 | $167.6M |
| Alliancebernstein L.P. | 0.06% | Reduce -1.5% | 1,752,716 | $165.8M |
| Stifel Financial Corp. | 0.16% | Reduce -10.6% | 1,495,130 | $141.5M |
| Harvest Portfolios Group Inc. | 5.40% | Add +85.3% | 1,461,707 | $138.3M |
| Parallax Volatility Advisers, L.P. | 4.42% | Reduce -8.9% | 1,408,378 | $133.3M |
| Commonwealth Equity Services, LLC | 0.21% | Add +14.5% | 1,353,237 | $128.0M |
| AIA Group Ltd | 4.06% | Add +113.2% | 1,312,996 | $124.2M |
| Nationwide Fund Advisors | 13.45% | Add +1.7% | 1,312,626 | $124.2M |
| Bank of New York Mellon Corp | 0.02% | Reduce -11.8% | 1,276,923 | $120.8M |
| Cetera Investment Advisers | 0.28% | Add +121.3% | 1,264,933 | $119.7M |
| Hantz Financial Services, Inc. | 2.26% | Add +55.9% | 1,226,988 | $116.1M |
| WS Management LLLP | 10.43% | Reduce -20.2% | 1,203,600 | $113.9M |
| WestEnd Advisors, LLC | 2.89% | Reduce -5.9% | 1,180,043 | $111.7M |
| Manufacturers Life Insurance Company, The | 0.10% | Add +67.2% | 1,179,046 | $111.6M |
| Cwm, LLC | 0.54% | Reduce -6.9% | 1,169,938 | $110.7M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +44.3% | 1,120,780 | $106.0M |
| Victory Capital Management Inc. | 0.09% | Add +10.9% | 940,285 | $89.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.19% | Add +154.1% | 929,137 | $87.9M |
| US Bancorp \de | 0.12% | Add +4.6% | 918,517 | $86.9M |
| Cullen/Frost Bankers, Inc. | 1.27% | Add +12.9% | 906,283 | $85.8M |
| Ally Financial Inc. | 11.15% | No change | 873,000 | $82.6M |
| BNP Paribas Financial Markets | 0.10% | Reduce -56.2% | 871,497 | $82.5M |
| Park Avenue Securities LLC | 1.03% | Reduce -16.9% | 842,981 | $79.8M |
| Citadel Advisors | 0.08% | Reduce -52.5% | 829,664 | $78.5M |
| Deutsche Bank AG | 0.04% | Add +563280.3% | 800,000 | $75.7M |
| HighTower Advisors, LLC | 0.12% | Add +21.1% | 796,539 | $75.3M |
| MML Investors Services, LLC | 0.29% | Reduce -25.0% | 755,586 | $71.5M |
| Rockefeller Capital Management L.P. | 0.21% | Add +78.5% | 749,391 | $70.9M |
| Maxi Investments CY Ltd | 15.48% | Reduce -51.6% | 610,505 | $57.8M |
| Disciplina Capital Management LLC | 9.68% | Add +27.3% | 606,376 | $57.4M |
| Tudor Investment Corporation | 0.69% | Add +4736.7% | 600,046 | $56.8M |
| ING Groep NV | 0.38% | New | 585,200 | $55.4M |
| Ground Swell Capital, LLC | 57.94% | Add +507.6% | 584,036 | $55.3M |
| Bank of Montreal | 0.02% | Reduce -10.1% | 583,360 | $55.2M |
| CI Investments Inc. | 0.22% | Add +3.5% | 575,949 | $54.5M |
| Thrivent Financial for Lutherans | 0.11% | Add +5.9% | 559,756 | $53.0M |
| Jordan Park Group LLC | 3.09% | Add +54.0% | 514,017 | $48.6M |
| Atria Wealth Solutions, Inc. | 0.55% | Add +18.3% | 509,824 | $48.2M |
| Lombard Odier Asset Management (USA) Corp | 6.99% | Add +150.0% | 500,000 | $47.3M |
| AlTi Global, Inc. | 1.29% | Reduce -15.7% | 491,331 | $46.5M |
| AE Wealth Management LLC | 0.51% | Reduce -40.2% | 480,976 | $45.5M |
| GFG Capital, LLC | 11.75% | Add +6965.3% | 7,466,784 | $45.5M |
| U.S. Capital Wealth Advisors, LLC | 1.77% | Reduce -50.0% | 479,922 | $45.4M |
| Dynasty Wealth Management, LLC | 1.41% | — | 468,677 | $44.3M |
| Quotient Wealth Partners, LLC | 1.52% | Add +11.0% | 448,852 | $42.5M |
| WNY Asset Management, LLC | 6.29% | Add +4.4% | 435,260 | $41.2M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +6.9% | 432,745 | $40.9M |
| University of Illinois Foundation | 14.67% | No change | 419,412 | $39.7M |
| GR Financial Group, LLC | 9.14% | New | 417,178 | $39.5M |
| Hamilton Capital Partners Inc. | 4.69% | Add +38.5% | 409,926 | $38.8M |
| CX Institutional | 1.83% | Add +14.9% | 402,731 | $38.1M |
| GM Advisory Group, LLC | 2.54% | Reduce -3.7% | 382,500 | $36.2M |
| CPC Advisors, LLC | 6.00% | Add +6.0% | 371,104 | $35.1M |
| IFP Advisors, Inc | 1.43% | Add +4.7% | 344,156 | $32.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.37% | Reduce -23.7% | 366,764 | $32.6M |
| United Capital Financial Advisors, LLC | 0.27% | Reduce -29.1% | 340,915 | $32.3M |
| Townsend & Associates, Inc | 3.75% | Add +2.6% | 361,637 | $32.2M |
| Evoke Wealth, LLC | 0.96% | New | 339,613 | $32.1M |
| Two Sigma Investments, LP | 0.08% | Add +20.4% | 328,878 | $31.1M |
| Captrust Financial Advisors | 0.11% | Reduce -22.5% | 324,557 | $30.7M |
| BCM Advisors, LLC | 7.54% | Add +1.2% | 336,724 | $29.8M |
| Tiaa Trust, National Association | 0.09% | Reduce -36.0% | 309,499 | $29.3M |
| Crestone Asset Management LLC | 5.88% | Reduce -4.3% | 308,928 | $29.2M |
| Bell Investment Advisors, Inc | 5.66% | Add +10.9% | 306,193 | $29.0M |
| PEAK6 Investments LLC | 1.39% | Reduce -76.5% | 304,104 | $28.8M |
| Cadence Wealth Management LLC | 29.59% | Add +28.9% | 304,070 | $28.8M |
| Atria Investments, Inc | 0.39% | Reduce -11.7% | 296,861 | $28.1M |
| Westwood Holdings Group Inc. | 0.22% | Add +6.2% | 295,985 | $28.0M |
| Foundations Investment Advisors, LLC | 0.72% | Reduce -1.4% | 292,609 | $27.7M |
| DSC Meridian Capital LP | 34.33% | Add +122.7% | 292,523 | $27.7M |
| IHT Wealth Management, LLC | 1.09% | Add +76.5% | 286,649 | $27.1M |
"% of holder's portfolio" is TLT's weight in each manager's 13F, not the share of iShares 20+ Year Treasury BD the manager owns.