Vault-13

ISHARES TR TLTW

20+ YEAR TR BD · ETP · CUSIP 46436E338

140 institutional holders +8 vs Q1 2026
25,759,37825.8m shares reported held*
$574.0mreported value*
25 new 61 added 46 reduced 16 sold out net bought ≈ $46.0m (+2.1m shares)

* 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 ($1.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $22.28.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 8Q4 22: 8Q1 23: 12Q2 23: 24Q3 23: 34Q4 23: 67Q1 24: 70Q2 24: 65Q3 24: 78Q4 24: 90Q1 25: 88Q2 25: 92Q3 25: 100Q4 25: 123Q1 26: 132Q2 26: 140140Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20228
Q4 20228
Q1 202312
Q2 202324
Q3 202334
Q4 202367
Q1 202470
Q2 202465
Q3 202478
Q4 202490
Q1 202588
Q2 202592
Q3 2025100
Q4 2025123
Q1 2026132
Q2 2026140

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 51 bought or addedQ3 24: 24 cut or sold outQ4 24: 50 bought or addedQ4 24: 37 cut or sold outQ4 24Q1 25: 59 bought or addedQ1 25: 30 cut or sold outQ2 25: 54 bought or addedQ2 25: 42 cut or sold outQ2 25Q3 25: 66 bought or addedQ3 25: 31 cut or sold outQ4 25: 83 bought or addedQ4 25: 39 cut or sold outQ4 25Q1 26: 101 bought or addedQ1 26: 37 cut or sold outQ2 26: 86 bought or addedQ2 26: 62 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245124
Q4 20245037
Q1 20255930
Q2 20255442
Q3 20256631
Q4 20258339
Q1 202610137
Q2 20268662

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500$1k$1.5k$2kQ3 25 calls: $0Q3 25 puts: $1.9kQ3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$0$1.9k—
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$0$0—

Biggest buyers

Quantinno Capital Management LP New +842,600+842.6k
MORGAN STANLEY Added +554,604+554.6k
BlackRock, Inc. Added +464,665+464.7k
TRAPHAGEN INVESTMENT ADVISORS LLC Added +275,495+275.5k
BANK OF AMERICA CORP /DE/ Added +275,177+275.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +266,398+266.4k
RAYMOND JAMES FINANCIAL INC Added +253,301+253.3k
Quadrature Capital Ltd New +249,482+249.5k
FWG Holdings, LLC Added +232,045+232.0k
Cambridge Investment Research Advisors, Inc. Added +210,476+210.5k

Biggest sellers

Foguth Wealth Management, LLC. Reduced -714,247-714.2k
WealthShield Partners, LLC Reduced -373,855-373.9k
PFG Advisors Reduced -333,001-333.0k
AlphaStar Capital Management, LLC Sold out -330,756-330.8k
VanWeelden Wealth Management, LLC Sold out -312,558-312.6k
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC Reduced -267,959-268.0k
ENVESTNET ASSET MANAGEMENT INC Reduced -243,795-243.8k
Cetera Investment Advisers Reduced -189,321-189.3k
Ascentis Independent Advisors Reduced -160,830-160.8k
Sentinel Advisory Group, LLC Reduced -134,259-134.3k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,563,3222.6m $57.3m $57.3m 0.00% Added +275.2k +275,177
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,490,2392.5m $55.6m $55.6m 0.00% Added +554.6k +554,604
3 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,718,2991.7m $38.4m $38.4m 0.01% Reduced -243.8k -243,795
4 Foguth Wealth Management, LLC. 3.72% of their portfolio BRIGHTON, MI 1,506,7921.5m $32.7m $32.7m 3.72% Reduced -714.2k -714,247
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,423,2671.4m $31.8m $31.8m 0.01% Added +105.1k +105,079
6 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,223,5621.2m $27.3m $27.3m 0.00% Added +464.7k +464,665
7 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 1,194,0021.2m $26.7m $26.7m 0.02% Reduced -189.3k -189,321
8 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,039,2301.0m $23.2m $23.2m 0.00% Added +205.8k +205,761
9 Quantinno Capital Management LP 0.02% of their portfolio NEW YORK, NY 842,600842.6k $18.8m $18.8m 0.02% New
10 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 750,457750.5k $16.8m $16.8m 0.00% Added +11.4k +11,356
11 Columbus Macro, LLC 1.55% of their portfolio NEW CASTLE, PA 715,323715.3k $16.0m $16.0m 1.55% Added +39.5k +39,544
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 464,149464.1k $10.4m $10.4m 0.00% Added +253.3k +253,301
13 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 414,923414.9k $9.3m $9.3m 0.02% Added +59.7k +59,749
14 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 404,058404.1k $9.0m $9.0m 0.01% Added +210.5k +210,476
15 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 403,324403.3k $9.0m $9.0m 0.02% Added +163.9k +163,929
16 PINEBRIDGE INVESTMENTS LLC 0.07% of their portfolio NEW YORK, NY 401,168401.2k $9.0m $9.0m 0.07% Reduced -62.8k -62,774
17 TRAPHAGEN INVESTMENT ADVISORS LLC 0.55% of their portfolio ORADELL, NJ 345,355345.4k $7.7m $7.7m 0.55% Added +275.5k +275,495
18 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 343,490343.5k $7.7m $7.7m 0.00% Added +84.4k +84,411
19 Hamilton Wealth, LLC 1.29% of their portfolio LOS ANGELES, CA 313,977314.0k $7.0m $7.0m 1.29% Reduced -48.2k -48,223
20 FWG Holdings, LLC 2.35% of their portfolio WINTER PARK, FL 313,795313.8k $6.8m $6.8m 2.35% Added +232.0k +232,045
21 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 301,496301.5k $6.6m $6.6m 0.01% Added +6.0k +6,014
22 IHT Wealth Management, LLC 0.14% of their portfolio Chicago, IL 297,695297.7k $6.7m $6.7m 0.14% Added +8.4k +8,450
23 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 296,611296.6k $6.6m $6.6m 0.01% Added +170.8k +170,849
24 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 296,050296.1k $6.6m $6.6m 0.00% Added +84.1k +84,125
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 288,766288.8k $6.5m $6.5m 0.01% Added +266.4k +266,398
26 Quadrature Capital Ltd 0.05% of their portfolio LONDON, X0 249,482249.5k $5.6m $5.6m 0.05% New
27 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 233,591233.6k $5.2m $5.2m 0.00% Reduced -36.3k -36,341
28 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 229,237229.2k $5.1m $5.1m 0.02% Added +136.8k +136,754
29 KESTRA PRIVATE WEALTH SERVICES, LLC 0.05% of their portfolio AUSTIN, TX 206,900206.9k $4.6m $4.6m 0.05% Added +25.3k +25,275
30 FIFTH THIRD BANCORP 0.01% of their portfolio CINCINNATI, OH 160,408160.4k $3.6m $3.6m 0.01% Reduced -30.1k -30,128
31 IFP Advisors, Inc 0.06% of their portfolio TAMPA, FL 149,948149.9k $3.3m $3.3m 0.06% Added +5.2k +5,170
32 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.49% of their portfolio LEAWOOD, KS 147,659147.7k $3.3m $3.3m 0.49% Reduced -268.0k -267,959
33 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 146,099146.1k $3.3m $3.3m 0.03% Added +135.3k +135,281
34 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 135,930135.9k $3.0m $3.0m 0.00% Reduced -11.3k -11,280
35 ARMSTRONG ADVISORY GROUP, INC 0.18% of their portfolio NEEDHAM, MA 135,889135.9k $3.0m $3.0m 0.18% Added +17.0k +17,043
36 Sentinel Advisory Group, LLC 1.21% of their portfolio MIDDLETON, WI 132,639132.6k $3.0m $3.0m 1.21% Reduced -134.3k -134,259
37 MGO ONE SEVEN LLC 0.05% of their portfolio Beachwood, OH 131,033131.0k $2.9m $2.9m 0.05% Added +18.1k +18,090
38 OPPENHEIMER & CO INC 0.03% of their portfolio NEW YORK, NY 125,611125.6k $2.8m $2.8m 0.03% Reduced -45.6k -45,607
39 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 123,005123.0k $2.7m $2.7m 0.00% Added +67.6k +67,563
40 Mutual Advisors, LLC 0.05% of their portfolio OMAHA, NE 117,880117.9k $2.6m $2.6m 0.05% Added +48.4k +48,435
41 Secure Asset Management, LLC 0.36% of their portfolio Troy, MI 113,843113.8k $2.5m $2.5m 0.36% Added +26.1k +26,090
42 KINGSWOOD WEALTH ADVISORS, LLC 0.10% of their portfolio SAN DIEGO, CA 112,393112.4k $2.5m $2.5m 0.10% Added +20.0k +19,989
43 Triumph Capital Management 0.45% of their portfolio DENVER, CO 111,429111.4k $2.5m $2.5m 0.45% Added +21.1k +21,116
44 TRANSCEND CAPITAL ADVISORS, LLC 0.16% of their portfolio MADISON, NJ 104,859104.9k $2.3m $2.3m 0.16% Added +1.6k +1,559
45 Apella Capital, LLC 0.03% of their portfolio WEST HARTFORD, CT 102,632102.6k $2.2m $2.2m 0.03% Reduced -400 -400
46 Caitlin John, LLC 1.16% of their portfolio BRIGHTON, MI 94,75094.8k $2.1m $2.1m 1.16% Added +23.2k +23,170
47 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 91,26991.3k $2.0m $2.0m 0.01% Added +5.5k +5,460
48 Aspen Investment Management Inc 0.53% of their portfolio GRAND RAPIDS, MI 87,71587.7k $2.0m $2.0m 0.53% Added +4.2k +4,200
49 Ascentis Independent Advisors 5.07% of their portfolio DALLAS, TX 84,32084.3k $1.9m $1.9m 5.07% Reduced -160.8k -160,830
50 Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio CHIYODA-KU, TOKYO, M0 82,85082.8k $1.9m $1.9m 0.00% New
51 Sovran Advisors, LLC 0.13% of their portfolio SAN DIEGO, CA 82,12182.1k $1.8m $1.8m 0.13% Reduced -1.8k -1,750
52 Pasadena Private Wealth, LLC 0.23% of their portfolio PASADENA, CA 81,18781.2k $1.8m $1.8m 0.23% Reduced -19.8k -19,817
53 Alpine Bank Wealth Management 0.22% of their portfolio GRAND JUNCTION, CO 75,49775.5k $1.7m $1.7m 0.22% Added +15.5k +15,465
54 PFG Investments, LLC 0.06% of their portfolio WOODBURY, NY 70,97071.0k $1.6m $1.6m 0.06% Reduced -3.2k -3,163
55 MATHER GROUP, LLC. 0.01% of their portfolio CHICAGO, IL 67,36767.4k $1.5m $1.5m 0.01% Reduced -73.2k -73,157
56 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 65,28365.3k $1.5m $1.5m 0.00% New
57 WEALTH ALLIANCE, LLC 0.11% of their portfolio MELLVILLE, NY 60,58960.6k $1.4m $1.4m 0.11% Reduced -4.5k -4,483
58 Dynamic Advisor Solutions LLC 0.04% of their portfolio PHOENIX, AZ 60,27960.3k $1.3m $1.3m 0.04% Added +8.7k +8,735
59 WEDBUSH SECURITIES INC 0.03% of their portfolio PASADENA, CA 57,83257.8k $1.3m $1.3m 0.03% Added +6.9k +6,877
60 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 54,35254.4k $1.2m $1.2m 0.01% Added +5.7k +5,725
61 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 49,40449.4k $1.1m $1.1m 0.03% Added +17.9k +17,931
62 Capital Analysts, LLC 0.03% of their portfolio FORT WASHINGTON, PA 48,62448.6k $1.1m $1.1m 0.03% Added +48.5k +48,532
63 Regal Investment Advisors LLC 0.06% of their portfolio KENTWOOD, MI 48,12248.1k $1.1m $1.1m 0.06% New
64 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 47,79647.8k $1.1m $1.1m 0.00% Reduced -4.7k -4,700
65 PFG Advisors 0.05% of their portfolio Phoenix, AZ 44,97645.0k $1.0m $1.0m 0.05% Reduced -333.0k -333,001
66 Frontier Asset Management, LLC 0.17% of their portfolio SHERIDAN, WY 41,78741.8k $933.5k $933.5k 0.17% Added +10.5k +10,537
67 LANARK FINANCIAL, INC. 0.06% of their portfolio BIRMINGHAM, AL 38,81438.8k $867.1k $867.1k 0.06% Added +7.5k +7,522
68 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 37,55937.6k $839.0k $839.0k 0.01% Added +7.0k +7,001
69 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 36,71336.7k $820.2k $820.2k 0.00% Added +9.4k +9,439
70 IMA Advisory Services, Inc. 0.05% of their portfolio DENVER, CO 35,21735.2k $786.7k $786.7k 0.05% New
71 Blueprint Investment Partners LLC 0.06% of their portfolio GREENSBORO, NC 34,56934.6k $772.3k $772.3k 0.06% Added +511 +511
72 Blueprint Financial Advisors LLC 0.09% of their portfolio GREENSBOTO, NC 34,56934.6k $772.3k $772.3k 0.09% Added +511 +511
73 Belpointe Asset Management LLC 0.03% of their portfolio RENO, NV 34,26434.3k $765.5k $765.5k 0.03% New
74 Fortis Capital Advisors, LLC 0.09% of their portfolio PRAIRIE VILLAGE, KS 34,26434.3k $765.5k $765.5k 0.09% New
75 Core Wealth Advisors, Inc. 0.15% of their portfolio LAKELAND, FL 33,98234.0k $759.2k $759.2k 0.15% Added +15.3k +15,261
76 NCM Capital Management, LLC 0.22% of their portfolio RAMSEY, NJ 31,96932.0k $714.2k $714.2k 0.22% Reduced -169 -169
77 DOVER ADVISORS, LLC 0.29% of their portfolio RICHMOND, VA 30,76130.8k $697.4k $697.4k 0.29% Reduced -7.7k -7,725
78 Avidian Wealth Enterprises, LLC 0.02% of their portfolio Houston, TX 28,83828.8k $644.2k $644.2k 0.02% Reduced -2.3k -2,325
79 One Capital Management, LLC 0.02% of their portfolio WESTLAKE VILLAGE, CA 28,50228.5k $644.7k $644.7k 0.02% New
80 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 26,61526.6k $594.6k $594.6k 0.01% Added +6.6k +6,577
81 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 25,52425.5k $570.2k $570.2k 0.00% Reduced -11.4k -11,418
82 Advyzon Investment Management, LLC 0.04% of their portfolio LISLE, IL 24,26824.3k $542.1k $542.1k 0.04% Reduced -198 -198
83 Vestmark Advisory Solutions, Inc. 0.00% of their portfolio Wakefield, MA 22,83522.8k $510.1k $510.1k 0.00% Reduced -1.3k -1,261
84 ELEVATION POINT WEALTH PARTNERS, LLC 0.01% of their portfolio DENVER, CO 22,83322.8k $510.1k $510.1k 0.01% Reduced -1.4k -1,407
85 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 22,62322.6k $505.4k $505.4k 0.00% Added +18.6k +18,638
86 Lloyd Advisory Services, LLC. 0.19% of their portfolio SUWANEE, GA 21,87321.9k $488.7k $488.7k 0.19% New
87 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 21,87121.9k $488.6k $488.6k 0.02% New
88 Perennial Investment Advisors, LLC 0.03% of their portfolio Los Angeles, CA 21,18121.2k $473.2k $473.2k 0.03% Reduced -11.1k -11,111
89 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 20,96921.0k $468.5k $468.5k 0.00% Unchanged
90 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 20,88620.9k $466.6k $466.6k 0.01% First filing
91 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 19,73719.7k $440.9k $440.9k 0.00% New
92 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 18,90018.9k $426.9k $426.9k 0.01% Reduced -95 -95
93 Patten Group, Inc. 0.07% of their portfolio CHATTANOOGA, TN 18,76718.8k $419.3k $419.3k 0.07% New
94 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% of their portfolio Westlake, OH 17,67717.7k $394.9k $394.9k 0.02% New
95 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 16,12316.1k $360.2k $360.2k 0.00% Reduced -5.8k -5,825
96 Walser Wealth Management Company, A Ltd Liability Co 0.15% of their portfolio TAMPA, FL 16,12316.1k $360.2k $360.2k 0.15% Reduced -5.8k -5,825
97 SEARLE & CO. 0.08% of their portfolio GREENWICH, CT 16,00016.0k $357.4k $357.4k 0.08% Unchanged
98 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 14,47314.5k $323.3k $323.3k 0.00% New
99 First Bank & Trust 0.05% of their portfolio BROOKINGS, SD 14,40814.4k $321.9k $321.9k 0.05% Added +3.1k +3,086
100 Diversify Advisory Services, LLC 0.01% of their portfolio SANDY, UT 14,00014.0k $303.2k $303.2k 0.01% New