iShares 20+ Year Treasury BDTLTETF

13F holders, Q4 2025 (December 31)
1,154holders +55
108new positions
123sold out
5famous investors
$87.17avg. 13F price*

At the end of Q4 2025, 1,154 institutions reported holding iShares 20+ Year Treasury BD (TLT) in their 13F filings, up 55 from Q3 2025. 108 opened new positions and 123 sold out. The largest holders were Bank of America Corp. ($9.5B), Northwestern Mutual Wealth Management Co. ($3.8B) and Rafferty Asset Management, LLC ($2.6B). 5 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions108$804.3M
Exits123$271.0M

All 13F filers, Q3 2025 → Q4 2025: 47,948,262 shares bought and 40,051,320 shares sold, net +7,896,942 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,154 holders

Bank of America Corp. 0.69% Add +10.5% 109,057,503 $9.5B
Northwestern Mutual Wealth Management Co. 2.38% Add +3.4% 43,140,136 $3.8B
Rafferty Asset Management, LLC 9.15% Reduce -16.8% 30,401,006 $2.6B
BlackRock, Inc. 0.04% Add +14.1% 24,942,334 $2.2B
Citigroup Inc. 1.47% Add +5.5% 24,691,449 $2.2B
Morgan Stanley 0.10% Add +31.3% 19,186,986 $1.7B
UBS Group AG 0.28% Add +6.4% 16,064,679 $1.4B
Bank of Montreal 0.39% Reduce -40.4% 10,801,080 $941.4M
Jane Street Group, LLC 1.12% Reduce -7.6% 10,766,253 $938.4M
JPMorgan Chase & Co. 0.05% Add +79.5% 8,997,581 $784.2M
Barclays PLC 0.29% Add +29.8% 8,226,708 $717.0M
LPL Financial LLC 0.11% Reduce -2.2% 4,709,103 $410.4M
Wells Fargo & Company 0.08% Reduce -2.9% 4,455,020 $388.3M
Susquehanna International Group, LLP 0.53% Reduce -52.1% 4,388,405 $382.5M
Nan Shan Life Insurance Co., Ltd. 10.72% No change 3,997,680 $348.4M
Envestnet Asset Management Inc. 0.10% Reduce -41.1% 3,918,073 $341.5M
Mackenzie Financial Corp. 0.37% Reduce -2.3% 3,542,900 $310.7M
Pureheart Capital Pte Ltd. 69.13% New 3,358,000 $292.7M
Harvest Portfolios Group Inc. 4.73% Reduce -11.8% 3,120,016 $271.9M
Alliancebernstein L.P. 0.08% Add +6.8% 2,848,250 $248.3M
Hantz Financial Services, Inc. 3.65% Add +5.9% 2,846,143 $248.1M
Ameriprise Financial Inc. 0.05% Reduce -11.4% 2,549,752 $222.1M
Mirae Asset Global Investments Co., Ltd. 0.60% Reduce -7.2% 2,501,097 $218.0M
Raymond James Financial Inc. 0.06% Reduce -7.3% 2,353,066 $205.1M
Royal Bank of Canada 0.03% Reduce -18.4% 2,193,833 $191.2M
Vantagepoint Investment Advisers LLC 1.44% Reduce -0.3% 2,054,556 $179.1M
Toronto Dominion Bank 0.27% Add +3399.0% 1,762,061 $153.6M
Bramshill Investments, LLC 8.15% Add +2.9% 1,653,479 $144.1M
Janney Montgomery Scott LLC 0.29% Add +0.2% 1,470,307 $128.2M
Assetmark, Inc. 0.25% Reduce -12.1% 1,430,487 $124.7M
Stifel Financial Corp. 0.11% Reduce -11.9% 1,416,599 $123.5M
HSBC Holdings PLC 0.07% Add +7.2% 1,395,452 $121.8M
Goldman Sachs Group Inc. 0.02% Reduce -43.6% 1,356,034 $118.2M
Rockefeller Capital Management L.P. 0.21% Reduce -2.6% 1,321,782 $115.2M
Truist Financial Corp. 0.15% Reduce -1.7% 1,312,588 $114.4M
Hamilton Capital Partners Inc. 4.20% Add +4.1% 1,311,371 $114.3M
Jump Financial, LLC 1.37% Add +50668.8% 1,157,021 $100.8M
AIA Group Ltd 1.39% Reduce -13.6% 1,065,336 $92.9M
State Street Corp. 0.00% New 1,017,362 $88.7M
Millennium Management 0.07% Add +10.8% 1,015,956 $88.6M
Quadrature Capital Ltd 0.89% New 1,004,367 $87.5M
Manufacturers Life Insurance Company, The 0.07% Add +42.0% 1,000,122 $87.2M
Cambridge Investment Research Advisors, Inc. 0.23% Add +28.8% 983,535 $85.7M
Commonwealth Equity Services, LLC 0.11% Reduce -39.9% 929,344 $81.0M
Cetera Investment Advisers 0.09% Add +4.4% 926,997 $80.8M
US Bancorp \de 0.09% Add +1.4% 921,383 $80.3M
WestEnd Advisors, LLC 1.81% Reduce -3.5% 890,967 $77.7M
Ally Financial Inc. 9.29% No change 873,000 $76.1M
Osaic Holdings, Inc. 0.11% Reduce -27.6% 852,561 $74.3M
GTS Securities LLC 2.40% New 807,531 $70.4M
National Bank of Canada 0.07% Add +310.3% 788,441 $68.7M
BNP Paribas Financial Markets 0.04% Reduce -1.2% 763,620 $66.6M
Tidal Investments LLC 0.28% Add +1105.5% 753,846 $65.7M
Disciplina Capital Management LLC 7.48% Add +0.4% 749,866 $65.4M
TD Private Client Wealth LLC 1.30% Add +10.6% 700,484 $61.1M
Marex Group Ltd 0.62% Add +89.0% 656,708 $57.2M
HighTower Advisors, LLC 0.06% Reduce -16.9% 626,973 $54.6M
Cadence Wealth Management LLC 24.19% Add +15.4% 574,974 $50.1M
Victory Capital Management Inc. 0.03% Reduce -41.0% 557,207 $48.6M
Concurrent Investment Advisors, LLC 0.53% Add +6.6% 536,123 $46.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% Reduce -25.1% 529,900 $46.2M
AlTi Global, Inc. 0.97% Reduce -4.1% 520,685 $45.4M
Townsend & Associates, Inc 4.01% Add +1.4% 509,184 $45.0M
Alkeon Capital Management LLC 0.19% New 511,000 $44.5M
Meeder Asset Management Inc. 2.39% No change 508,484 $44.3M
Rock Creek Group LLC 4.96% Add +11.0% 507,314 $44.2M
IHT Wealth Management, LLC 1.05% Reduce -1.3% 495,380 $43.2M
Envestnet Portfolio Solutions, Inc. 0.15% Add +5.3% 494,007 $43.1M
IFP Advisors, Inc 0.94% Add +282.2% 480,682 $41.9M
WS Management LLLP 5.52% Add +19.1% 473,500 $41.3M
New Harbor Financial Group, LLC 6.94% Add +4.8% 434,396 $37.9M
Bell Investment Advisors, Inc 5.93% Add +3.7% 430,551 $37.5M
Kestra Advisory Services, LLC 0.15% Add +1.3% 413,086 $36.0M
Bank of New York Mellon Corp 0.01% Add +47.5% 410,206 $35.8M
Krilogy Financial LLC 1.14% Add +6.8% 378,551 $33.4M
Summit Financial, LLC 0.48% Reduce -18.2% 371,503 $32.4M
OneDigital Investment Advisors LLC 0.30% Add +7.8% 352,643 $30.7M
Horizon Investments, LLC 0.37% Add +336.4% 337,037 $29.4M
MML Investors Services, LLC 0.07% Reduce -12.7% 335,645 $29.3M
Optiver Holding B.V. 0.52% Reduce -23.5% 333,760 $29.1M
U.S. Capital Wealth Advisors, LLC 0.76% Reduce -0.7% 331,569 $28.9M
PNC Financial Services Group, Inc. 0.02% Reduce -5.2% 327,946 $28.6M
Insight Wealth Strategies, LLC 3.21% Add +2.2% 320,946 $28.0M
Nationwide Fund Advisors 1.19% Reduce -68.0% 318,384 $27.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.19% Add +7.8% 311,806 $27.2M
Third View Private Wealth, LLC 3.64% — 310,412 $27.1M
SBI Securities Co., Ltd. 0.69% Reduce -0.4% 309,137 $26.9M
Sumitomo Mitsui Financial Group, Inc. 0.46% Reduce -7.5% 300,063 $26.2M
Trilogy Capital Inc. 1.16% Add +28.1% 298,479 $26.0M
Himension Capital (singapore) Pte. LTD. 1.59% No change 295,030 $25.7M
Capitolis Liquid Global Markets LLC 0.15% No change 292,890 $25.5M
Old National Bancorp 0.42% Reduce -3.3% 292,158 $25.5M
Affinity Wealth Management LLC 3.59% Add +2.6% 289,870 $25.3M
Farther Finance Advisors, LLC 0.27% Add +19.2% 289,040 $25.2M
Kestra Private Wealth Services, LLC 0.31% Add +15.2% 288,894 $25.2M
Journey Strategic Wealth LLC 0.64% Reduce -0.5% 278,692 $24.3M
Jones Financial Companies LLLP 0.01% Add +8.9% 274,433 $23.9M
Vestmark Advisory Solutions, Inc. 0.32% Add +58.9% 271,938 $23.7M
Verition Fund Management LLC 0.13% Add +321.6% 271,711 $23.7M
Willis Johnson & Associates, Inc. 1.44% Add +13.5% 267,934 $23.4M

"% 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 1,154 holders