ISHARES 20+ YEAR TREASURY BD (TLT) Institutional Ownership

TLT is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $892,837 based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $892,837 in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's TLT position is now estimated to be worth approximately $889,112.67, representing an estimated loss of -0.42% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks asset manager ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ISHARES 20+ YEAR TREASURY BD (TLT).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20261$892,83710,299
Q4 20251$307,8793,532
Q3 20251$317,1753,549
Q2 20252$527,1185,973
Q1 20252$8,728,77795,889
Q4 20241$104,794,7771,199,986
Q3 20241$13,830,727140,986
Q2 20241$174,5171,902
Q1 20241$247,1412,612
Q4 20231$236,4992,392
Q3 20231$12,869145,100
Q2 20231$4,74646,100