ISHARES TR TLT
20 YR TR BD ETF · ETP · CUSIP 464287432 · ISIN US4642874329
738
institutional holders
172.1m
shares reported held*
$17.7bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($26.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $102.61. Options: 62 managers hold calls ($8.5bn notional), 38 hold puts ($4.1bn).
Biggest calls
| CITADEL ADVISORS LLC | — | $1.6bn15.9m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $1.4bn14.1m shares |
| CITIGROUP INC | — | $1.4bn14.0m shares |
| CIBC Asset Management Inc | — | $491.6m4.8m shares |
| Waratah Capital Advisors Ltd. | — | $486.2m4.7m shares |
| UBS Group AG | — | $448.9m4.4m shares |
| Aptus Capital Advisors, LLC | — | $358.6m3.5m shares |
| Parallax Volatility Advisers, L.P. | — | $274.0m2.7m shares |
| WOLVERINE TRADING, LLC | — | $226.2m2.2m shares |
| MILLENNIUM MANAGEMENT LLC | — | $222.9m2.2m shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $1.0bn9.9m shares |
| CITADEL ADVISORS LLC | — | $942.8m9.2m shares |
| CITIGROUP INC | — | $621.2m6.1m shares |
| Parallax Volatility Advisers, L.P. | — | $248.3m2.4m shares |
| UBS Group AG | — | $244.6m2.4m shares |
| WOLVERINE TRADING, LLC | — | $146.1m1.4m shares |
| GOLDMAN SACHS GROUP INC | — | $141.6m1.4m shares |
| BANK OF AMERICA CORP /DE/ | — | $127.0m1.2m shares |
| BNP PARIBAS FINANCIAL MARKETS | — | $125.0m12.2k shares |
| MILLENNIUM MANAGEMENT LLC | — | $117.3m1.1m shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
No one currently above 5% in the filings since 19 Dec 2024.
Fell to 5% or below in the last year: BlackRock Portfolio Management LLC (5.0%, 2026-10-27)
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.34% of their portfolio | 24.0m $2.5bn | — |
| BANK OF AMERICA CORP /DE/ 0.20% of their portfolio | 15.0m $1.5bn | — |
| FMR LLC 0.15% of their portfolio | 14.0m $1.4bn | — |
| TD Asset Management Inc 0.97% of their portfolio | 7.4m $770.8m | — |
| Fisher Asset Management, LLC 0.39% of their portfolio | 5.1m $526.2m | — |
| MOORE CAPITAL MANAGEMENT, LP 14.44% of their portfolio | 5.1m $525.0m | — |
| CITADEL ADVISORS LLC 0.63% of their portfolio | 5.0m $509.4m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.28% of their portfolio | 4.8m $487.4m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.97% of their portfolio | 4.7m $477.1m | — |
| Nan Shan Life Insurance Co., Ltd. 10.08% of their portfolio | 4.0m $412.3m | — |
| BlackRock Inc. 0.01% of their portfolio | 3.6m $371.5m | — |
| JANE STREET GROUP, LLC 0.68% of their portfolio | 3.5m $355.6m | — |
| VOYA INVESTMENT MANAGEMENT LLC 0.41% of their portfolio | 3.4m $344.2m | — |
| ASSETMARK, INC 1.18% of their portfolio | 2.5m $251.3m | — |
| Rafferty Asset Management, LLC 2.60% of their portfolio | 2.4m $244.6m | — |
| UBS Group AG 0.13% of their portfolio | 2.3m $235.5m | — |
| MACKENZIE FINANCIAL CORP 0.36% of their portfolio | 2.0m $209.0m | — |
| ROYAL BANK OF CANADA 0.06% of their portfolio | 1.8m $188.1m | — |
| CI INVESTMENTS INC. 0.96% of their portfolio | 1.8m $184.6m | — |
| Jordan Park Group LLC 13.67% of their portfolio | 1.7m $176.5m | — |
| WELLS FARGO & COMPANY/MN 0.06% of their portfolio | 1.6m $164.2m | — |
| ALLIANCEBERNSTEIN L.P. 0.08% of their portfolio | 1.5m $156.6m | — |
| AMERIPRISE FINANCIAL INC 0.05% of their portfolio | 1.5m $148.2m | — |
| RAYMOND JAMES & ASSOCIATES 0.15% of their portfolio | 1.5m $151.6m | — |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.10% of their portfolio | 1.5m $150.3m | — |
| MILLENNIUM MANAGEMENT LLC 0.18% of their portfolio | 1.4m $148.2m | — |
| Janney Montgomery Scott LLC 0.62% of their portfolio | 1.4m $143.6m | — |
| CITIGROUP INC 0.20% of their portfolio | 1.4m $143.1m | — |
| LPL Financial LLC 0.12% of their portfolio | 1.3m $128.7m | — |
| Municipal Employees' Retirement System of Michigan 2.25% of their portfolio | 1.2m $126.1m | — |
| Nationwide Fund Advisors 12.60% of their portfolio | 1.2m $123.4m | — |
| STATE STREET CORP 0.01% of their portfolio | 1.2m $120.1m | — |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 1.1m $116.7m | — |
| TRUIST FINANCIAL CORP 0.22% of their portfolio | 1.1m $114.1m | — |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 988.7k $101.3m | — |
| STIFEL FINANCIAL CORP 0.16% of their portfolio | 939.5k $96.3m | — |
| AE Wealth Management LLC 0.72% of their portfolio | 890.7k $91.2m | — |
| 1832 Asset Management L.P. 0.19% of their portfolio | 883.2k $90.5m | — |
| WestEnd Advisors, LLC 2.42% of their portfolio | 706.3k $72.4m | — |
| VANTAGEPOINT INVESTMENT ADVISERS LLC 13.13% of their portfolio | 703.2k $72.0m | — |
| Money Design Co.,Ltd. 2.75% of their portfolio | 698.4k $71.6m | — |
| Parallax Volatility Advisers, L.P. 1.41% of their portfolio | 686.6k $70.3m | — |
| Raymond James Financial Services Advisors, Inc. 0.16% of their portfolio | 686.3k $70.3m | — |
| Financial Sense Advisors, Inc. 29.64% of their portfolio | 682.8k $70.0m | — |
| OSAIC HOLDINGS, INC. 0.14% of their portfolio | 614.8k $63.0m | — |
| CIBC WORLD MARKET INC. 0.27% of their portfolio | 612.3k $62.7m | — |
| BNP PARIBAS FINANCIAL MARKETS 0.16% of their portfolio | 606.9k $62.2m | — |
| DOW CHEMICAL CO /DE/ 9.68% of their portfolio | 599.1k $61.4m | — |
| SIMPLEX TRADING, LLC 2.33% of their portfolio | 586.3k $60.1m | — |
| Clarity Financial LLC 12.59% of their portfolio | 524.5k $53.7m | — |
| HRT FINANCIAL LP 0.53% of their portfolio | 471.1k $48.3m | — |
| Ally Financial Inc. 7.86% of their portfolio | 465.0k $47.6m | — |
| Electron Capital Partners, LLC 2.26% of their portfolio | 460.2k $47.2m | — |
| PFS INVESTMENTS INC. 0.92% of their portfolio | 431.6k $44.2m | — |
| Fullerton Fund Management Co Ltd. 3.28% of their portfolio | 431.0k $44.2m | — |
| Deer Park Road Corp 9.42% of their portfolio | 425.0k $43.5m | — |
| Federation des caisses Desjardins du Quebec 0.51% of their portfolio | 421.8k $43.2m | — |
| CW Advisors, LLC 1.15% of their portfolio | 416.3k $42.7m | — |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.07% of their portfolio | 410.3k $42.0m | — |
| New Harbor Financial Group, LLC 25.07% of their portfolio | 391.3k $40.1m | — |
| Comprehensive Wealth Management, LLC 38.43% of their portfolio | 372.0k $38.1m | — |
| DAVENPORT & Co LLC 0.32% of their portfolio | 362.4k $37.1m | — |
| RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio | 355.9k $36.5m | — |
| MML INVESTORS SERVICES, LLC 0.28% of their portfolio | 355.1k $36.4m | — |
| TORONTO DOMINION BANK 0.06% of their portfolio | 351.0k $36.0m | — |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 338.7k $34.7m | — |
| TPB WEALTH ADVISORS 16.04% of their portfolio | 327.7k $33.6m | — |
| Bank of New York Mellon Corp 0.01% of their portfolio | 307.7k $31.5m | — |
| IMC-Chicago, LLC 2.58% of their portfolio | 282.4k $28.9m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio | 278.6k $28.5m | — |
| Madison Asset Management, LLC 0.46% of their portfolio | 267.8k $27.4m | — |
| Rockefeller Capital Management L.P. 0.13% of their portfolio | 253.0k $25.9m | — |
| BCM ADVISORS, LLC 7.17% of their portfolio | 251.7k $24.4m | — |
| AVALON CAPITAL MANAGEMENT 12.29% of their portfolio | 250.6k $25.7m | — |
| Disciplina Capital Management LLC 5.57% of their portfolio | 250.0k $25.6m | — |
| Industrial Alliance Investment Management Inc. 0.72% of their portfolio | 238.3k $24.4m | — |
| Cadence Wealth Management LLC 22.47% of their portfolio | 233.4k $23.9m | — |
| AMERICAN ASSET MANAGEMENT INC. 27.59% of their portfolio | 222.1k $22.8m | — |
| Second Half Financial Partners, LLC 27.99% of their portfolio | 219.7k $22.5m | — |
| Allspring Global Investments Holdings, LLC 0.04% of their portfolio | 213.4k $21.6m | — |
| Blue Chip Partners, LLC 2.98% of their portfolio | 212.6k $21.8m | — |
| TOWNSQUARE CAPITAL LLC 0.62% of their portfolio | 211.1k $21.6m | — |
| One Day In July LLC 5.06% of their portfolio | 210.6k $21.6m | — |
| Cambridge Investment Research Advisors, Inc. 0.12% of their portfolio | 202.9k $20.8m | — |
| Thrivent Financial for Lutherans 0.06% of their portfolio | 198.4k $20.3m | — |
| CONNING INC. 0.70% of their portfolio | 193.0k $19.8m | — |
| WOLVERINE TRADING, LLC 0.77% of their portfolio | 192.1k $19.9m | — |
| Goodman Advisory Group, LLC 10.65% of their portfolio | 190.6k $19.5m | — |
| CONFLUENCE INVESTMENT MANAGEMENT LLC 0.32% of their portfolio | 189.3k $19.4m | — |
| Cetera Investment Advisers 0.32% of their portfolio | 189.2k $19.4m | — |
| RS CRUM INC. 10.09% of their portfolio | 187.8k $19.2m | — |
| HANTZ FINANCIAL SERVICES, INC. 0.66% of their portfolio | 186.9k $19.1m | — |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.30% of their portfolio | 185.5k $18.9m | — |
| Empowered Funds, LLC 1.82% of their portfolio | 184.2k $18.8m | — |
| Brookstone Capital Management 0.42% of their portfolio | 178.8k $17.9m | — |
| Freedom Investment Management, Inc. 2.07% of their portfolio | 175.4k $18.0m | — |
| Ferguson Shapiro LLC 10.79% of their portfolio | 175.3k $18.0m | — |
| Verition Fund Management LLC 0.12% of their portfolio | 173.7k $17.8m | — |
| First Horizon Advisors, Inc. 0.71% of their portfolio | 173.5k $17.8m | — |
| OPPENHEIMER & CO INC 0.41% of their portfolio | 171.1k $17.5m | — |