iShares 20+ Bond BuywriteTLTWETF
13F holders, Q1 2026 (March 31)132holders +10
24new positions
13sold out
$22.58avg. 13F price*
At the end of Q1 2026, 132 institutions reported holding iShares 20+ Bond Buywrite (TLTW) in their 13F filings, up 10 from Q4 2025. 24 opened new positions and 13 sold out. The largest holders were Bank of America Corp. ($51.8M), Foguth Wealth Management, LLC. ($49.4M) and Envestnet Asset Management Inc. ($44.4M).
- Company
- iShares 20+ Bond Buywrite
- CUSIP
- 46436E338
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $29.2M |
| Exits | 13 | $20.8M |
All 13F filers, Q4 2025 → Q1 2026: 8,165,054 shares bought and 1,963,164 shares sold, net +6,201,890 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 132 holders
| Bank of America Corp. | 0.00% | Add +13.6% | 2,288,145 | $51.8M |
| Foguth Wealth Management, LLC. | 5.76% | Add +22026.3% | 2,221,039 | $49.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +29.6% | 1,962,094 | $44.4M |
| Morgan Stanley | 0.00% | Add +77.6% | 1,935,635 | $43.8M |
| Cetera Investment Advisers | 0.03% | Add +18.4% | 1,383,323 | $31.3M |
| LPL Financial LLC | 0.01% | Add +6.0% | 1,318,188 | $29.8M |
| UBS Group AG | 0.00% | Add +40.8% | 833,469 | $18.9M |
| BlackRock, Inc. | 0.00% | Add +46.3% | 758,897 | $17.2M |
| Franklin Resources Inc. | 0.00% | Add +0.1% | 739,101 | $16.7M |
| Columbus Macro, LLC | 1.63% | Add +10.1% | 675,779 | $15.3M |
| Pinebridge Investments LLC | 0.09% | Reduce -12.0% | 463,942 | $10.5M |
| Prevail Innovative Wealth Advisors, LLC | 1.58% | Reduce -36.5% | 415,618 | $9.4M |
| PFG Advisors | 0.42% | Add +1647.1% | 377,977 | $8.5M |
| WealthShield Partners, LLC | 0.95% | Add +8.2% | 375,807 | $8.5M |
| Hamilton Wealth, LLC | 1.60% | Add +52.7% | 362,200 | $8.2M |
| Assetmark, Inc. | 0.02% | Add +20.5% | 355,174 | $8.0M |
| AlphaStar Capital Management, LLC | 0.55% | Add +3.4% | 330,756 | $7.5M |
| VanWeelden Wealth Management, LLC | 5.64% | New | 312,558 | $7.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -70.2% | 295,482 | $6.7M |
| IHT Wealth Management, LLC | 0.15% | Add +3.9% | 289,245 | $6.5M |
| Bank of New York Mellon Corp | 0.00% | Add +144.6% | 269,932 | $6.1M |
| Sentinel Advisory Group, LLC | 2.94% | — | 266,898 | $6.0M |
| Royal Bank of Canada | 0.00% | Add +26.2% | 259,079 | $5.9M |
| Ascentis Independent Advisors | 0.42% | Add +105.0% | 245,150 | $5.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +639.1% | 239,395 | $5.4M |
| Principal Financial Group Inc. | 0.00% | Add +125.2% | 211,925 | $4.8M |
| Raymond James Financial Inc. | 0.00% | Add +47.5% | 210,848 | $4.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +19.6% | 193,582 | $4.4M |
| Fifth Third Bancorp | 0.01% | New | 190,536 | $4.3M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +3.3% | 181,625 | $4.1M |
| Oppenheimer & Co. Inc. | 0.05% | Add +231.4% | 171,218 | $3.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.0% | 147,210 | $3.3M |
| IFP Advisors, Inc | 0.07% | Add +2413.1% | 144,778 | $3.3M |
| Mather Group, Llc. | 0.03% | New | 140,524 | $3.2M |
| MML Investors Services, LLC | 0.01% | Add +17.4% | 125,762 | $2.8M |
| Armstrong Advisory Group, Inc. | 0.18% | Add +25.6% | 118,846 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +12.7% | 116,141 | $2.6M |
| Mgo One Seven LLC | 0.05% | Add +127.4% | 112,943 | $2.6M |
| Transcend Capital Advisors, LLC | 0.19% | New | 103,300 | $2.3M |
| Apella Capital, LLC | 0.03% | New | 103,032 | $2.3M |
| Pasadena Private Wealth, LLC | 0.32% | New | 101,004 | $2.3M |
| Fig Financial Advisory Services Inc. | 1.37% | New | 96,627 | $2.2M |
| Integrated Wealth Concepts LLC | 0.02% | Add +3.5% | 92,483 | $2.1M |
| Kingswood Wealth Advisors, LLC | 0.10% | New | 92,404 | $2.1M |
| Triumph Capital Management | 0.42% | Add +80.5% | 90,313 | $2.0M |
| Secure Asset Management, LLC | 0.31% | Add +146.4% | 87,753 | $2.0M |
| AE Wealth Management LLC | 0.01% | Add +1733.9% | 85,809 | $1.9M |
| Aspen Investment Management Inc | 0.58% | Add +28.6% | 83,515 | $1.9M |
| Sovran Advisors, LLC | 0.15% | Add +9.3% | 83,871 | $1.9M |
| FWG Holdings, LLC | 0.70% | Reduce -0.7% | 81,750 | $1.8M |
| PFG Investments, LLC | 0.08% | Add +3.9% | 74,133 | $1.7M |
| Caitlin John, LLC | 0.98% | Add +908.2% | 71,580 | $1.6M |
| Traphagen Investment Advisors LLC | 0.13% | Add +47.0% | 69,860 | $1.6M |
| Mutual Advisors, LLC | 0.03% | Add +153.7% | 69,445 | $1.6M |
| Wealth Alliance, LLC | 0.15% | Add +25.2% | 65,072 | $1.5M |
| Alpine Bank Wealth Management | 0.20% | Add +58.8% | 60,032 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -0.1% | 55,442 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -14.0% | 52,496 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +13.2% | 51,544 | $1.2M |
| Wedbush Securities Inc. | 0.03% | Reduce -4.1% | 50,955 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +26.0% | 48,627 | $1.1M |
| Dover Advisors, LLC | 0.36% | Add +25.1% | 38,486 | $871K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +25.2% | 36,942 | $836K |
| Blueprint Financial Advisors LLC | 0.11% | Add +29.2% | 34,058 | $770K |
| Blueprint Investment Partners LLC | 0.08% | Add +29.2% | 34,058 | $770K |
| Perennial Investment Advisors, LLC | 0.06% | Add +0.2% | 32,292 | $730K |
| NCM Capital Management, LLC | 0.26% | Add +0.0% | 32,138 | $727K |
| Old Mission Capital LLC | 0.02% | Add +6.5% | 31,473 | $712K |
| Lanark Financial, Inc. | 0.05% | New | 31,292 | $708K |
| Frontier Asset Management, LLC | 0.15% | Reduce -7.3% | 31,250 | $707K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -12.3% | 31,163 | $705K |
| Park Avenue Securities LLC | 0.01% | Add +35.8% | 30,558 | $691K |
| Coordinated Financial Services, Inc. | 0.40% | Add +105.8% | 30,025 | $679K |
| Independent Advisor Alliance | 0.01% | Add +181.9% | 28,585 | $647K |
| Kestra Advisory Services, LLC | 0.00% | Add +65.5% | 27,274 | $617K |
| Advyzon Investment Management, LLC | 0.05% | Reduce -27.7% | 24,466 | $553K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +4.8% | 24,240 | $548K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +4.2% | 24,096 | $545K |
| Susquehanna International Group, LLP | 0.00% | New | 22,368 | $506K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.22% | Reduce -24.4% | 21,948 | $496K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -24.4% | 21,948 | $496K |
| Corient Private Wealth LP | 0.00% | No change | 20,969 | $474K |
| Principal Securities, Inc. | 0.01% | Add +19.4% | 20,038 | $453K |
| World Investment Advisors | 0.01% | Add +85.6% | 18,995 | $430K |
| Core Wealth Advisors, Inc. | 0.10% | New | 18,721 | $423K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -40.9% | 18,100 | $409K |
| Searle & Co. | 0.09% | New | 16,000 | $362K |
| Wealth Effects LLC | 0.12% | New | 14,670 | $332K |
| XTX Topco Ltd | 0.01% | New | 14,574 | $330K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -28.2% | 14,000 | $312K |
| Walled Lake Planning & Wealth Management, LLC | 0.09% | No change | 13,155 | $298K |
| Latitude Advisors, LLC | 0.13% | Add +8.7% | 12,810 | $290K |
| Joseph P. Lucia & Associates, LLC | 0.10% | Add +4.2% | 12,489 | $283K |
| Global Wealth Strategies & Associates | 0.07% | Reduce -1.9% | 12,067 | $273K |
| Kovack Advisors, Inc. | 0.01% | Reduce -24.2% | 11,415 | $258K |
| First Bank & Trust | 0.04% | New | 11,322 | $256K |
| Csenge Advisory Group | 0.01% | New | 11,103 | $251K |
| Sentinel Pension Advisors, LLC | 0.04% | Add +1.6% | 10,977 | $248K |
| Farther Finance Advisors, LLC | 0.00% | Add +6153.2% | 10,818 | $245K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +212.5% | 10,626 | $240K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +15.2% | 10,144 | $229K |
| Summit Financial, LLC | 0.00% | Reduce -5.1% | 9,300 | $210K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 7,519 | $170K |
| International Assets Investment Management, LLC | 0.01% | Add +19.8% | 6,085 | $138K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.8% | 5,939 | $134K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2398.7% | 5,547 | $125K |
| Morling Financial Advisors, LLC | 0.04% | Add +1.7% | 5,251 | $119K |
| Private Wealth Asset Management, LLC | 0.01% | Add +1.6% | 5,062 | $115K |
| MidFirst Bank | 0.01% | No change | 5,000 | $113K |
| MAI Capital Management | 0.00% | No change | 4,396 | $99K |
| Citigroup Inc. | 0.00% | New | 3,985 | $90K |
| Advisory Services Network, LLC | 0.00% | New | 3,148 | $71K |
| Bank of Montreal | 0.00% | No change | 3,140 | $71K |
| Luminist Capital LLC | 0.09% | Reduce -13.1% | 2,960 | $67K |
| Arax Advisory Partners | 0.00% | Add +1.7% | 2,519 | $57K |
| Allworth Financial LP | 0.00% | Add +400.0% | 2,500 | $57K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.3% | 2,470 | $56K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.3% | 2,326 | $53K |
| Stance Capital LLC | 0.02% | New | 2,148 | $49K |
| Harbour Investments, Inc. | 0.00% | Add +58.3% | 1,702 | $38K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 440 | $10K |
| Parallel Advisors, LLC | 0.00% | New | 377 | $9K |
| FMR LLC | 0.00% | Add +1276.2% | 289 | $7K |
| Acumen Wealth Advisors, LLC | 0.00% | Reduce -29.4% | 279 | $6K |
| Virtus Advisers, LLC | 0.00% | Add +81.0% | 248 | $6K |
| North Star Investment Management Corp. | 0.00% | Add +2.1% | 148 | $3K |
| Park Square Financial Group, LLC | 0.02% | New | 121 | $3K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 100 | $2K |
| Capital Analysts, LLC | 0.00% | New | 92 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 43 | $973 |
| Destiny Wealth Partners, LLC | 0.00% | New | 15 | $339 |
| Activest Wealth Management | 0.00% | Reduce -40.0% | 3 | $76 |
"% of holder's portfolio" is TLTW's weight in each manager's 13F, not the share of iShares 20+ Bond Buywrite the manager owns.