iShares 20+ Bond BuywriteTLTWETF
13F holders, Q4 2025 (December 31)122holders +22
31new positions
13sold out
1famous investor
$22.72avg. 13F price*
At the end of Q4 2025, 122 institutions reported holding iShares 20+ Bond Buywrite (TLTW) in their 13F filings, up 22 from Q3 2025. 31 opened new positions and 13 sold out. The largest holders were Bank of America Corp. ($45.7M), Envestnet Asset Management Inc. ($34.3M) and LPL Financial LLC ($28.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares 20+ Bond Buywrite
- CUSIP
- 46436E338
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $32.1M |
| Exits | 13 | $4.6M |
All 13F filers, Q3 2025 → Q4 2025: 5,002,557 shares bought and 540,407 shares sold, net +4,462,150 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 122 holders
| Bank of America Corp. | 0.00% | Add +2.6% | 2,014,015 | $45.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +57.3% | 1,514,293 | $34.3M |
| LPL Financial LLC | 0.01% | Add +63.0% | 1,243,845 | $28.2M |
| Cetera Investment Advisers | 0.03% | Add +33.0% | 1,167,848 | $26.5M |
| Morgan Stanley | 0.00% | Add +98.7% | 1,089,818 | $24.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +12.4% | 990,835 | $22.5M |
| Franklin Resources Inc. | 0.00% | Reduce -15.9% | 738,741 | $16.7M |
| Prevail Innovative Wealth Advisors, LLC | 2.66% | Add +33.8% | 654,962 | $14.8M |
| Columbus Macro, LLC | 1.52% | Reduce -1.6% | 613,631 | $13.9M |
| UBS Group AG | 0.00% | Add +27.8% | 591,938 | $13.4M |
| Pinebridge Investments LLC | 0.09% | — | 527,149 | $12.0M |
| BlackRock, Inc. | 0.00% | Add +514.3% | 518,647 | $11.8M |
| WealthShield Partners, LLC | 0.87% | Add +8.5% | 347,441 | $7.9M |
| AlphaStar Capital Management, LLC | 0.53% | Add +48.0% | 319,807 | $7.3M |
| Assetmark, Inc. | 0.01% | Add +25.0% | 294,850 | $6.7M |
| IHT Wealth Management, LLC | 0.15% | New | 278,347 | $6.3M |
| Hamilton Wealth, LLC | 1.02% | Reduce -4.2% | 237,199 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.5% | 235,116 | $5.3M |
| Jane Street Group, LLC | 0.01% | New | 233,010 | $5.3M |
| Royal Bank of Canada | 0.00% | Reduce -7.5% | 205,228 | $4.7M |
| Quadrature Capital Ltd | 0.04% | New | 177,082 | $4.0M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +1.7% | 175,826 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -12.0% | 167,311 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -6.2% | 161,788 | $3.7M |
| Raymond James Financial Inc. | 0.00% | Add +176.8% | 142,995 | $3.2M |
| Comerica Bank | 0.01% | Add +293.5% | 130,542 | $3.0M |
| Ascentis Independent Advisors | 0.44% | Add +474.3% | 119,557 | $2.7M |
| Bank of New York Mellon Corp | 0.00% | Add +96.3% | 110,340 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +30.9% | 107,105 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +102.2% | 103,058 | $2.3M |
| Armstrong Advisory Group, Inc. | 0.14% | New | 94,628 | $2.1M |
| Principal Financial Group Inc. | 0.00% | New | 94,097 | $2.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +76.6% | 89,355 | $2.0M |
| FWG Holdings, LLC | 0.71% | Add +0.4% | 82,318 | $1.9M |
| Sovran Advisors, LLC | 0.15% | Reduce -4.0% | 76,708 | $1.8M |
| PFG Investments, LLC | 0.08% | Add +25.1% | 71,348 | $1.6M |
| Aspen Investment Management Inc | 0.44% | New | 64,960 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -26.0% | 61,059 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -6.3% | 55,517 | $1.3M |
| Elequin Capital, LP | 0.19% | New | 54,389 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Add +2.5% | 53,129 | $1.2M |
| Wealth Alliance, LLC | 0.12% | Add +0.0% | 51,959 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | New | 51,659 | $1.2M |
| NerdWallet Wealth Partners, LLC | 0.51% | Reduce -6.6% | 13,116 | $1.1M |
| Triumph Capital Management | 0.25% | Add +188.5% | 50,031 | $1.1M |
| Mgo One Seven LLC | 0.02% | New | 49,658 | $1.1M |
| CacheTech Inc. | 0.21% | New | 49,162 | $1.1M |
| Claris Financial LLC | 0.58% | Reduce -11.1% | 47,866 | $1.1M |
| Traphagen Investment Advisors LLC | 0.09% | Add +1.9% | 47,519 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +24.8% | 45,519 | $1.0M |
| Sanctuary Advisors, LLC | 0.00% | Add +15.7% | 38,588 | $875K |
| Alpine Bank Wealth Management | 0.12% | Add +1.4% | 37,803 | $857K |
| Secure Asset Management, LLC | 0.13% | New | 35,615 | $807K |
| Avidian Wealth Enterprises, LLC | 0.03% | No change | 35,543 | $806K |
| Advyzon Investment Management, LLC | 0.09% | Add +13.4% | 33,844 | $767K |
| Frontier Asset Management, LLC | 0.18% | New | 33,697 | $764K |
| Janney Montgomery Scott LLC | 0.00% | Add +35.4% | 32,390 | $734K |
| Perennial Investment Advisors, LLC | 0.06% | Reduce -5.5% | 32,233 | $731K |
| NCM Capital Management, LLC | 0.27% | Reduce -46.6% | 32,134 | $728K |
| Dover Advisors, LLC | 0.27% | Reduce -17.1% | 30,761 | $697K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -22.8% | 30,600 | $694K |
| Old Mission Capital LLC | 0.03% | New | 29,565 | $670K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +77.2% | 29,502 | $669K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.35% | — | 29,018 | $658K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -19.6% | 29,018 | $658K |
| Mutual Advisors, LLC | 0.01% | Add +79.9% | 27,375 | $621K |
| Blueprint Financial Advisors LLC | 0.09% | Add +13.1% | 26,359 | $598K |
| Blueprint Investment Partners LLC | 0.06% | Add +13.1% | 26,359 | $598K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +2.4% | 23,124 | $524K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 23,124 | $524K |
| Lloyd Advisory Services, LLC. | 0.20% | Add +10.6% | 22,537 | $511K |
| Park Avenue Securities LLC | 0.00% | Add +20.6% | 22,501 | $510K |
| PFG Advisors | 0.02% | New | 21,635 | $490K |
| Corient Private Wealth LP | 0.00% | No change | 20,969 | $475K |
| Quantify Chaos Advisors, LLC | 1.43% | — | 20,874 | $473K |
| Diversify Wealth Management, LLC | 0.02% | No change | 19,500 | $446K |
| Principal Securities, Inc. | 0.01% | Add +12336.3% | 16,789 | $381K |
| Citadel Advisors | 0.00% | New | 16,596 | $376K |
| Kestra Advisory Services, LLC | 0.00% | Add +18.0% | 16,483 | $374K |
| Global Retirement Partners, LLC | 0.01% | Add +2262.2% | 15,685 | $356K |
| Kovack Advisors, Inc. | 0.02% | New | 15,063 | $341K |
| Coordinated Financial Services, Inc. | 0.19% | Add +58.2% | 14,590 | $331K |
| Walled Lake Planning & Wealth Management, LLC | 0.09% | Add +49.9% | 13,155 | $298K |
| Prosperity Wealth Management, Inc. | 0.09% | New | 12,338 | $280K |
| Global Wealth Strategies & Associates | 0.07% | Reduce -24.6% | 12,302 | $279K |
| Joseph P. Lucia & Associates, LLC | 0.10% | New | 11,989 | $272K |
| Latitude Advisors, LLC | 0.12% | Reduce -18.4% | 11,784 | $267K |
| Sentinel Pension Advisors, LLC | 0.04% | New | 10,809 | $245K |
| World Investment Advisors | 0.00% | New | 10,232 | $232K |
| Independent Advisor Alliance | 0.01% | New | 10,140 | $230K |
| Foguth Wealth Management, LLC. | 0.04% | — | 10,038 | $227K |
| Summit Financial, LLC | 0.00% | New | 9,800 | $222K |
| NewEdge Advisors, LLC | 0.00% | Add +3.9% | 9,533 | $216K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +38.6% | 8,805 | $200K |
| Caitlin John, LLC | 0.11% | New | 7,100 | $161K |
| JPMorgan Chase & Co. | 0.00% | Add +9.2% | 6,045 | $137K |
| IFP Advisors, Inc | 0.00% | Add +51.6% | 5,761 | $131K |
| Morling Financial Advisors, LLC | 0.04% | New | 5,164 | $117K |
| International Assets Investment Management, LLC | 0.01% | New | 5,078 | $115K |
| MidFirst Bank | 0.01% | — | 5,000 | $113K |
"% of holder's portfolio" is TLTW's weight in each manager's 13F, not the share of iShares 20+ Bond Buywrite the manager owns.