ISHARES 20+ BOND BUYWRITE (TLTW) Institutional Shareholders
ISHARES 20+ BOND BUYWRITE (TLTW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $496.92M in TLTW holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of TLTW tracked by InsiderSet, reporting ownership valued at approximately $51.76M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $48.92M, representing an estimated loss of -5.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed TLTW value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Envestnet Asset Management Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARES 20+ BOND BUYWRITE (TLTW).
This page ranks the largest institutional TLTW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
139
Total Reported Value
$496.92M
Largest Holder
Bank Of America Corp
Largest Position
$51.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
153
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 2,288,145 | $51,757,847 | $48,920,540 | -$2,837,307 | -5.48% | |
| Envestnet Asset Management Inc | 0.01% | 1,962,094 | $44,382,571 | $41,949,570 | -$2,433,001 | -5.48% | |
| Morgan Stanley | 0.00% | 1,935,635 | $43,784,104 | $41,383,876 | -$2,400,228 | -5.48% | |
| Foguth Wealth Management, Llc. | 3.72% | 1,506,792 | $32,682,309 | $32,215,213 | -$467,096 | -1.43% | |
| Cetera Investment Advisers | 0.03% | 1,383,323 | $31,290,776 | $29,575,446 | -$1,715,330 | -5.48% | |
| Lpl Financial Llc | 0.01% | 1,318,188 | $29,817,409 | $28,182,859 | -$1,634,550 | -5.48% | |
| Ubs Group Ag | 0.00% | 833,469 | $18,853,069 | $17,819,567 | -$1,033,502 | -5.48% | |
| Blackrock, Inc. | 0.00% | 758,897 | $17,166,249 | $16,225,218 | -$941,031 | -5.48% | |
| Franklin Resources Inc | 0.00% | 739,101 | $16,718,465 | $15,801,979 | -$916,486 | -5.48% | |
| Columbus Macro, Llc | 1.55% | 715,323 | $15,980,306 | $15,293,606 | -$686,700 | -4.30% | |
| Pinebridge Investments Llc | 0.09% | 463,942 | $10,494,368 | $9,919,080 | -$575,288 | -5.48% | |
| Assetmark, Inc | 0.02% | 414,923 | $9,269,380 | $8,871,054 | -$398,326 | -4.30% | |
| Wealthshield Partners, Llc | 0.95% | 375,807 | $8,500,763 | $8,034,754 | -$466,009 | -5.48% | |
| Hamilton Wealth, Llc | 0.59% | 362,200 | $8,192,969 | $7,743,836 | -$449,133 | -5.48% | |
| Traphagen Investment Advisors Llc | 0.55% | 345,355 | $7,715,231 | $7,383,690 | -$331,541 | -4.30% | |
| Vanweelden Wealth Management, Llc | 5.64% | 312,558 | $7,070,062 | $6,682,490 | -$387,572 | -5.48% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 301,496 | $6,578,650 | $6,445,984 | -$132,666 | -2.02% | |
| Iht Wealth Management, Llc | 0.15% | 289,245 | $6,542,740 | $6,184,058 | -$358,682 | -5.48% | |
| Bank Of New York Mellon Corp | 0.00% | 269,932 | $6,105,855 | $5,771,146 | -$334,709 | -5.48% | |
| Royal Bank Of Canada | 0.00% | 259,079 | $5,860,000 | $5,539,109 | -$320,891 | -5.48% | |
| Ascentis Independent Advisors | 0.42% | 245,150 | $5,545,293 | $5,241,307 | -$303,986 | -5.48% | |
| Principal Financial Group Inc | 0.00% | 211,925 | $4,793,743 | $4,530,957 | -$262,787 | -5.48% | |
| Raymond James Financial Inc | 0.00% | 210,848 | $4,769,380 | $4,507,930 | -$261,450 | -5.48% | |
| Kestra Private Wealth Services, Llc | 0.05% | 206,900 | $4,622,136 | $4,423,522 | -$198,614 | -4.30% | |
| Fifth Third Bancorp | 0.01% | 190,536 | $4,309,925 | $4,073,660 | -$236,265 | -5.48% | |
| Oppenheimer & Co Inc | 0.05% | 171,218 | $3,872,951 | $3,660,641 | -$212,310 | -5.48% | |
| Ifp Advisors, Inc | 0.06% | 149,948 | $3,349,838 | $3,205,888 | -$143,950 | -4.30% | |
| Osaic Holdings, Inc. | 0.00% | 147,210 | $3,330,207 | $3,147,350 | -$182,857 | -5.49% | |
| Prevail Innovative Wealth Advisors, Llc | 0.49% | 147,659 | $3,298,697 | $3,156,949 | -$141,748 | -4.30% | |
| Farther Finance Advisors, Llc | 0.03% | 146,099 | $3,263,861 | $3,123,597 | -$140,264 | -4.30% | |
| Armstrong Advisory Group, Inc | 0.18% | 135,889 | $3,035,761 | $2,905,307 | -$130,454 | -4.30% | |
| Sentinel Advisory Group, Llc | 1.21% | 132,639 | $2,963,156 | $2,835,822 | -$127,334 | -4.30% | |
| Mgo One Seven Llc | 0.05% | 131,033 | $2,927,277 | $2,801,486 | -$125,791 | -4.30% | |
| Mml Investors Services, Llc | 0.01% | 125,762 | $2,844,747 | $2,688,792 | -$155,955 | -5.48% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 116,141 | $2,627,101 | $2,483,095 | -$144,006 | -5.48% | |
| Secure Asset Management, Llc | 0.36% | 113,843 | $2,543,247 | $2,433,963 | -$109,284 | -4.30% | |
| Kingswood Wealth Advisors, Llc | 0.10% | 112,393 | $2,510,865 | $2,402,962 | -$107,903 | -4.30% | |
| Triumph Capital Management | 0.45% | 111,429 | $2,489,324 | $2,382,352 | -$106,972 | -4.30% | |
| Transcend Capital Advisors, Llc | 0.19% | 103,300 | $2,336,646 | $2,208,554 | -$128,092 | -5.48% | |
| Pasadena Private Wealth, Llc | 0.32% | 101,004 | $2,284,710 | $2,159,466 | -$125,244 | -5.48% | |
| Apella Capital, Llc | 0.03% | 102,632 | $2,242,509 | $2,194,272 | -$48,237 | -2.15% | |
| Integrated Wealth Concepts Llc | 0.02% | 92,483 | $2,091,974 | $1,977,287 | -$114,687 | -5.48% | |
| Ae Wealth Management Llc | 0.01% | 85,809 | $1,941,000 | $1,834,596 | -$106,404 | -5.48% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 82,850 | $1,850,869 | $1,771,333 | -$79,536 | -4.30% | |
| Fwg Holdings, Llc | 0.70% | 81,750 | $1,839,366 | $1,747,815 | -$91,551 | -4.98% | |
| Sovran Advisors, Llc | 0.13% | 82,121 | $1,787,779 | $1,755,747 | -$32,032 | -1.79% | |
| Caitlin John, Llc | 0.98% | 71,580 | $1,619,140 | $1,530,380 | -$88,760 | -5.48% | |
| Pfg Investments, Llc | 0.06% | 70,970 | $1,585,477 | $1,517,339 | -$68,138 | -4.30% | |
| Mutual Advisors, Llc | 0.03% | 69,445 | $1,570,846 | $1,484,734 | -$86,112 | -5.48% | |
| Mather Group, Llc. | 0.01% | 67,367 | $1,504,979 | $1,440,306 | -$64,673 | -4.30% |
Frequently asked questions about TLTW
Who owns the most TLTW stock?
The largest holders of TLTW are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES 20+ BOND BUYWRITE (TLTW).
Is TLTW widely held by superinvestors?
Many widely followed stocks like TLTW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TLTW is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.