TLTW Institutional Ownership & Shareholders
ISHARES 20+ BOND BUYWRITE (TLTW) is currently held by 129 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $548.67M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of TLTW tracked by InsiderSet, reporting ownership valued at approximately $57.26M in its June 30, 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 $54.03M, representing an estimated loss of -5.64% 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, Morgan Stanley, Adventist Health System Sunbelt Healthcare Corp, 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
129
Total Reported Value
$548.67M
Largest Holder
Bank Of America Corp
Largest Position
$57.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 2,563,322 | $57,264,620 | $54,034,828 | -$3,229,792 | -5.64% | |
| Morgan Stanley | 0.00% | 2,490,239 | $55,631,979 | $52,494,238 | -$3,137,741 | -5.64% | |
| Adventist Health System Sunbelt Healthcare Corp | 1.01% | 2,116,300 | $42,897,401 | $44,611,604 | +$1,714,203 | +4.00% | |
| Envestnet Asset Management Inc | 0.01% | 1,718,299 | $38,386,804 | $36,221,743 | -$2,165,061 | -5.64% | |
| Lpl Financial Llc | 0.01% | 1,423,267 | $31,795,773 | $30,002,468 | -$1,793,305 | -5.64% | |
| Blackrock, Inc. | 0.00% | 1,223,562 | $27,334,375 | $25,792,687 | -$1,541,688 | -5.64% | |
| Cetera Investment Advisers | 0.02% | 1,194,002 | $26,674,004 | $25,169,562 | -$1,504,442 | -5.64% | |
| Ubs Group Ag | 0.00% | 1,039,230 | $23,216,398 | $21,906,968 | -$1,309,430 | -5.64% | |
| Quantinno Capital Management Lp | 0.02% | 842,600 | $18,823,684 | $17,762,008 | -$1,061,676 | -5.64% | |
| Traphagen Investment Advisors Llc | 0.88% | 631,853 | $12,807,655 | $13,319,461 | +$511,806 | +4.00% | |
| Raymond James Financial Inc | 0.00% | 464,149 | $10,369,097 | $9,784,261 | -$584,836 | -5.64% | |
| Assetmark, Inc | 0.02% | 449,918 | $9,119,838 | $9,484,271 | +$364,433 | +4.00% | |
| Janney Montgomery Scott Llc | 0.02% | 403,324 | $9,010,000 | $8,502,070 | -$507,930 | -5.64% | |
| Pinebridge Investments Llc | 0.07% | 401,168 | $8,962,093 | $8,456,621 | -$505,472 | -5.64% | |
| Farther Finance Advisors, Llc | 0.06% | 394,309 | $7,992,640 | $8,312,034 | +$319,394 | +4.00% | |
| Royal Bank Of Canada | 0.00% | 343,490 | $7,674,000 | $7,240,769 | -$433,231 | -5.65% | |
| Principal Financial Group Inc | 0.00% | 374,399 | $7,589,067 | $7,892,331 | +$303,264 | +4.00% | |
| Wealth Enhancement Trust Services, Inc. | 0.78% | 361,229 | $7,322,112 | $7,614,707 | +$292,595 | +4.00% | |
| Hamilton Wealth, Llc | 1.29% | 313,977 | $7,014,246 | $6,618,635 | -$395,611 | -5.64% | |
| Fwg Holdings, Llc | 2.35% | 313,795 | $6,763,843 | $6,614,799 | -$149,044 | -2.20% | |
| Iht Wealth Management, Llc | 0.14% | 297,695 | $6,650,515 | $6,275,411 | -$375,104 | -5.64% | |
| Mml Investors Services, Llc | 0.01% | 296,611 | $6,626,293 | $6,252,560 | -$373,733 | -5.64% | |
| Susquehanna International Group, Llp | 0.01% | 288,766 | $6,451,032 | $6,087,187 | -$363,845 | -5.64% | |
| Quadrature Capital Ltd | 0.05% | 249,482 | $5,573,428 | $5,259,081 | -$314,347 | -5.64% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 265,742 | $5,341,420 | $5,601,841 | +$260,421 | +4.88% | |
| Bank Of New York Mellon Corp | 0.00% | 233,591 | $5,218,405 | $4,924,098 | -$294,307 | -5.64% | |
| Triumph Capital Management | 0.92% | 256,063 | $5,190,391 | $5,397,808 | +$207,417 | +4.00% | |
| Kestra Advisory Services, Llc | 0.01% | 238,784 | $4,840,151 | $5,033,567 | +$193,416 | +4.00% | |
| Kestra Private Wealth Services, Llc | 0.05% | 215,422 | $4,366,599 | $4,541,096 | +$174,497 | +4.00% | |
| Fifth Third Bancorp | 0.01% | 160,408 | $3,583,515 | $3,381,401 | -$202,114 | -5.64% | |
| Ifp Advisors, Inc | 0.05% | 158,063 | $3,203,937 | $3,331,968 | +$128,031 | +4.00% | |
| Osaic Holdings, Inc. | 0.00% | 135,930 | $3,036,908 | $2,865,404 | -$171,504 | -5.65% | |
| Armstrong Advisory Group, Inc | 0.17% | 143,406 | $2,906,836 | $3,022,998 | +$116,162 | +4.00% | |
| Oppenheimer & Co Inc | 0.03% | 140,443 | $2,846,780 | $2,960,538 | +$113,758 | +4.00% | |
| Stifel Financial Corp | 0.00% | 123,005 | $2,747,936 | $2,592,945 | -$154,991 | -5.64% | |
| Integrated Wealth Concepts Llc | 0.02% | 122,993 | $2,747,664 | $2,592,692 | -$154,972 | -5.64% | |
| Mgo One Seven Llc | 0.04% | 130,085 | $2,636,830 | $2,742,192 | +$105,362 | +4.00% | |
| Mutual Advisors, Llc | 0.05% | 117,880 | $2,633,439 | $2,484,910 | -$148,529 | -5.64% | |
| Transcend Capital Advisors, Llc | 0.16% | 104,859 | $2,342,547 | $2,210,428 | -$132,119 | -5.64% | |
| Secure Asset Management, Llc | 0.31% | 114,954 | $2,330,115 | $2,423,230 | +$93,115 | +4.00% | |
| Kingswood Wealth Advisors, Llc | 0.09% | 113,011 | $2,290,739 | $2,382,272 | +$91,533 | +4.00% | |
| Apollon Wealth Management, Llc | 0.03% | 112,665 | $2,283,720 | $2,374,978 | +$91,258 | +4.00% | |
| Caitlin John, Llc | 1.16% | 94,750 | $2,116,715 | $1,997,330 | -$119,385 | -5.64% | |
| Aspen Investment Management Inc | 0.53% | 87,715 | $1,960,000 | $1,849,032 | -$110,968 | -5.66% | |
| Ascentis Independent Advisors | 5.13% | 84,320 | $1,883,708 | $1,777,466 | -$106,242 | -5.64% | |
| Pasadena Private Wealth, Llc | 0.23% | 81,187 | $1,813,718 | $1,711,422 | -$102,296 | -5.64% | |
| Apella Capital, Llc | 0.02% | 89,223 | $1,776,430 | $1,880,821 | +$104,391 | +5.88% | |
| Sovran Advisors, Llc | 0.11% | 79,276 | $1,669,559 | $1,671,138 | +$1,579 | +0.09% | |
| Pfg Investments, Llc | 0.06% | 70,970 | $1,585,477 | $1,496,048 | -$89,429 | -5.64% | |
| Alpine Bank Wealth Management | 0.20% | 76,116 | $1,542,871 | $1,604,525 | +$61,654 | +4.00% |
Frequently asked questions about TLTW
Who are the largest institutional holders of TLTW?
The largest institutional holders of TLTW reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Adventist Health System Sunbelt Healthcare Corp, Envestnet Asset Management Inc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported TLTW position.
What is TLTW institutional ownership?
This page tracks TLTW positions reported by institutional investment managers through SEC Form 13F. ISHARES 20+ BOND BUYWRITE (TLTW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TLTW?
InsiderSet currently tracks 129 institutional managers reporting TLTW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TLTW shareholders.
How much TLTW stock do institutions own?
Institutional investment managers disclosed approximately $548.67M in TLTW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TLTW institutional ownership last updated?
The latest TLTW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TLTW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TLTW position after the reporting date.
Are institutions buying or selling TLTW?
Institutional buying and selling can be analyzed by comparing TLTW positions across consecutive 13F reporting periods. InsiderSet's TLTW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TLTW ownership changes.
How has TLTW institutional ownership changed over time?
InsiderSet tracks TLTW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.