iShares 20+ Year Treasury BDTLTETF

13F holders, Q3 2025 (September 30)
1,099holders −8
118new positions
114sold out
6famous investors
$89.43avg. 13F price*

At the end of Q3 2025, 1,099 institutions reported holding iShares 20+ Year Treasury BD (TLT) in their 13F filings, down 8 from Q2 2025. 118 opened new positions and 114 sold out. The largest holders were Bank of America Corp. ($8.8B), Northwestern Mutual Wealth Management Co. ($3.7B) and Rafferty Asset Management, LLC ($3.3B). 6 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares 20+ Year Treasury BD
CUSIP
464287432
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions118$208.0M
Exits114$394.9M

All 13F filers, Q2 2025 → Q3 2025: 71,106,813 shares bought and 45,248,138 shares sold, net +25,858,675 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,099 holders

Bank of America Corp. 0.66% Add +61.4% 98,721,266 $8.8B
Northwestern Mutual Wealth Management Co. 2.49% Add +3.0% 41,721,495 $3.7B
Rafferty Asset Management, LLC 10.59% Reduce -7.8% 36,522,997 $3.3B
Citigroup Inc. 1.45% Reduce -4.5% 23,392,688 $2.1B
BlackRock, Inc. 0.03% Add +18.8% 21,869,205 $2.0B
Bank of Montreal 0.69% Add +11.8% 18,107,124 $1.6B
UBS Group AG 0.26% Add +33.6% 15,104,678 $1.3B
Morgan Stanley 0.08% Add +14.7% 14,609,080 $1.3B
Jane Street Group, LLC 1.23% Add +50.1% 11,654,444 $1.0B
Susquehanna International Group, LLP 1.20% Reduce -51.8% 9,156,186 $818.3M
Envestnet Asset Management Inc. 0.17% Add +8.6% 6,657,532 $595.0M
Barclays PLC 0.21% Add +175.1% 6,338,205 $566.4M
JPMorgan Chase & Co. 0.03% Reduce -36.6% 5,014,038 $448.1M
LPL Financial LLC 0.13% Add +2.2% 4,815,087 $430.3M
Wells Fargo & Company 0.08% Add +10.1% 4,589,426 $410.2M
Nan Shan Life Insurance Co., Ltd. 7.59% No change 3,997,680 $357.3M
Mackenzie Financial Corp. 0.39% Reduce -1.5% 3,627,200 $324.2M
Harvest Portfolios Group Inc. 5.83% Add +0.9% 3,535,387 $316.0M
Ameriprise Financial Inc. 0.06% Reduce -8.3% 2,877,781 $257.3M
Mirae Asset Global Investments Co., Ltd. 0.76% Add +1.4% 2,693,948 $240.8M
Royal Bank of Canada 0.04% Add +8.8% 2,689,174 $240.3M
Hantz Financial Services, Inc. 3.64% Add +0.7% 2,687,722 $240.2M
Alliancebernstein L.P. 0.07% Reduce -5.3% 2,665,678 $238.2M
Raymond James Financial Inc. 0.07% Add +6.5% 2,539,615 $227.0M
Goldman Sachs Group Inc. 0.03% Reduce -17.4% 2,406,146 $215.0M
Vantagepoint Investment Advisers LLC 1.50% Reduce -1.6% 2,060,441 $184.1M
Assetmark, Inc. 0.31% Add +652.3% 1,628,189 $145.5M
Stifel Financial Corp. 0.13% Reduce -9.1% 1,607,902 $143.7M
Bramshill Investments, LLC 9.81% Add +1.3% 1,606,810 $143.6M
Commonwealth Equity Services, LLC 0.18% Reduce -5.4% 1,546,963 $138.3M
Cibc World Market Inc. 0.28% Add +429.3% 1,490,621 $133.2M
Janney Montgomery Scott LLC 0.31% Add +27.8% 1,466,931 $131.1M
Rockefeller Capital Management L.P. 0.24% Add +2.9% 1,356,715 $121.2M
Truist Financial Corp. 0.16% Add +4.8% 1,335,464 $119.4M
HSBC Holdings PLC 0.07% Reduce -51.9% 1,301,260 $116.4M
Hamilton Capital Partners Inc. 4.66% Reduce -4.0% 1,259,810 $112.6M
AIA Group Ltd 1.95% Reduce -36.0% 1,232,621 $110.2M
Osaic Holdings, Inc. 0.14% Reduce -5.5% 1,177,710 $103.6M
Old Mission Capital LLC 3.66% Reduce -57.6% 1,146,089 $102.4M
Prudential PLC 0.69% Add +104.9% 1,046,620 $93.5M
Nationwide Fund Advisors 4.90% Reduce -1.6% 993,862 $88.8M
Marshall Wace, LLP 0.10% Add +41.6% 974,965 $87.1M
Victory Capital Management Inc. 0.05% Add +14.5% 944,458 $84.4M
WestEnd Advisors, LLC 1.93% Add +17.1% 923,315 $82.5M
Millennium Management 0.07% Add +73.5% 916,986 $82.0M
US Bancorp \de 0.10% Reduce -4.2% 909,085 $81.3M
Cetera Investment Advisers 0.09% Add +45.2% 887,781 $79.3M
Ally Financial Inc. 9.63% No change 873,000 $78.0M
Dynasty Wealth Management, LLC 1.02% Reduce -18.7% 855,851 $76.5M
BNP Paribas Financial Markets 0.05% Reduce -36.8% 772,966 $69.1M
Cambridge Investment Research Advisors, Inc. 0.19% Add +5.2% 763,812 $68.3M
HighTower Advisors, LLC 0.08% Reduce -7.3% 754,961 $67.5M
Disciplina Capital Management LLC 8.12% Add +2.0% 746,709 $66.7M
Quotient Wealth Partners, LLC 1.81% Add +8.9% 737,552 $65.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.10% Reduce -11.3% 707,553 $63.2M
Manufacturers Life Insurance Company, The 0.05% Reduce -12.9% 704,106 $62.9M
TD Private Client Wealth LLC 1.27% Add +13.2% 633,358 $56.6M
Moore Capital Management, LP 1.01% Add +23.9% 553,858 $49.5M
AlTi Global, Inc. 1.14% Reduce -23.7% 543,046 $48.5M
Townsend & Associates, Inc 4.34% Add +4.2% 501,882 $45.8M
Meeder Asset Management Inc. 2.59% New 508,484 $45.4M
Concurrent Investment Advisors, LLC 0.78% Reduce -4.0% 502,876 $44.9M
IHT Wealth Management, LLC 1.14% Add +6.4% 502,044 $44.9M
Cadence Wealth Management LLC 23.32% Add +4.1% 498,184 $44.5M
Envestnet Portfolio Solutions, Inc. 0.15% Reduce -5.0% 469,324 $41.9M
Rock Creek Group LLC 4.30% Add +8.7% 457,159 $40.9M
Summit Financial, LLC 0.62% Reduce -8.8% 454,311 $40.6M
Optiver Holding B.V. 0.63% Reduce -29.3% 436,438 $39.0M
Bell Investment Advisors, Inc 6.06% Add +7.3% 415,139 $37.1M
New Harbor Financial Group, LLC 7.51% Add +27.4% 414,289 $37.0M
Kestra Advisory Services, LLC 0.17% Add +13.3% 407,979 $36.5M
WS Management LLLP 5.45% No change 397,500 $35.5M
MML Investors Services, LLC 0.09% Reduce -14.8% 384,358 $34.4M
Krilogy Financial LLC 1.18% Add +24.4% 354,274 $31.5M
RD Finance Ltd 33.26% Add +55.6% 347,520 $31.1M
Marex Group Ltd 0.38% Add +7.4% 347,385 $31.0M
PNC Financial Services Group, Inc. 0.02% Add +1.7% 345,818 $30.9M
Royal Fund Management, LLC 3.72% Add +55.5% 345,641 $30.9M
U.S. Capital Wealth Advisors, LLC 0.80% Reduce -31.2% 333,871 $29.8M
OneDigital Investment Advisors LLC 0.30% Add +8.3% 327,083 $29.2M
Sumitomo Mitsui Financial Group, Inc. 0.51% Reduce -9.5% 324,495 $29.0M
Insight Wealth Strategies, LLC 3.31% Add +3.4% 314,160 $28.1M
SBI Securities Co., Ltd. 0.71% Add +15.8% 310,428 $27.7M
Old National Bancorp 0.46% Add +3399.3% 302,133 $27.0M
Himension Capital (singapore) Pte. LTD. 1.62% Reduce -49.3% 295,030 $26.4M
Capitolis Liquid Global Markets LLC 0.21% Reduce -17.7% 292,890 $26.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.20% Reduce -28.7% 289,276 $25.8M
Affinity Wealth Management LLC 3.70% Add +0.2% 282,545 $25.3M
Maxi Investments CY Ltd 5.22% No change 280,950 $25.1M
Journey Strategic Wealth LLC 0.71% Add +7.7% 280,061 $25.0M
Bank of New York Mellon Corp 0.00% Reduce -25.8% 278,152 $24.9M
Northwest Bancshares, Inc. 4.09% No change 275,692 $24.6M
GM Advisory Group, LLC 1.00% Reduce -6.3% 263,564 $23.6M
Tudor Investment Corporation 0.16% Add +94.3% 263,145 $23.5M
Parallax Volatility Advisers, L.P. 0.79% Reduce -42.7% 262,231 $23.4M
Insight 2811, Inc. 10.37% Add +2.4% 260,253 $23.3M
Mariner, LLC 0.03% Add +6.9% 256,797 $22.9M
Gould Asset Management LLC 4.24% Reduce -7.5% 255,382 $22.8M
Kestra Private Wealth Services, LLC 0.29% Add +13.6% 250,852 $22.4M
Jones Financial Companies LLLP 0.02% Add +51.0% 252,038 $22.4M

"% 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.

Show all 1,099 holders