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 $536.37M 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 $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 $54.29M, representing an estimated loss of -5.19% 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, Envestnet Asset Management Inc, 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
$536.37M
Largest Holder
Bank Of America Corp
Largest Position
$57.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
92
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 | $54,291,160 | -$2,973,460 | -5.19% | |
| Morgan Stanley | 0.00% | 2,490,239 | $55,631,979 | $52,743,262 | -$2,888,717 | -5.19% | |
| Envestnet Asset Management Inc | 0.01% | 1,718,299 | $38,386,804 | $36,393,573 | -$1,993,231 | -5.19% | |
| Foguth Wealth Management, Llc. | 3.72% | 1,506,792 | $32,682,309 | $31,913,855 | -$768,454 | -2.35% | |
| Lpl Financial Llc | 0.01% | 1,423,267 | $31,795,773 | $30,144,795 | -$1,650,978 | -5.19% | |
| Blackrock, Inc. | 0.00% | 1,223,562 | $27,334,375 | $25,915,043 | -$1,419,332 | -5.19% | |
| Cetera Investment Advisers | 0.02% | 1,194,002 | $26,674,004 | $25,288,962 | -$1,385,042 | -5.19% | |
| Ubs Group Ag | 0.00% | 1,039,230 | $23,216,398 | $22,010,891 | -$1,205,507 | -5.19% | |
| Quantinno Capital Management Lp | 0.02% | 842,600 | $18,823,684 | $17,846,268 | -$977,416 | -5.19% | |
| Columbus Macro, Llc | 1.55% | 715,323 | $15,980,306 | $15,150,541 | -$829,765 | -5.19% | |
| Raymond James Financial Inc | 0.00% | 464,149 | $10,369,097 | $9,830,676 | -$538,421 | -5.19% | |
| Assetmark, Inc | 0.02% | 414,923 | $9,269,380 | $8,788,069 | -$481,311 | -5.19% | |
| Pinebridge Investments Llc | 0.07% | 401,168 | $8,962,093 | $8,496,738 | -$465,355 | -5.19% | |
| Traphagen Investment Advisors Llc | 0.55% | 345,355 | $7,715,231 | $7,314,619 | -$400,612 | -5.19% | |
| Royal Bank Of Canada | 0.00% | 343,490 | $7,674,000 | $7,275,118 | -$398,882 | -5.20% | |
| Hamilton Wealth, Llc | 1.29% | 313,977 | $7,014,246 | $6,650,033 | -$364,213 | -5.19% | |
| Fwg Holdings, Llc | 2.35% | 313,795 | $6,763,843 | $6,646,178 | -$117,665 | -1.74% | |
| Iht Wealth Management, Llc | 0.14% | 297,695 | $6,650,515 | $6,305,180 | -$345,335 | -5.19% | |
| Mml Investors Services, Llc | 0.01% | 296,611 | $6,626,293 | $6,282,221 | -$344,072 | -5.19% | |
| Principal Financial Group Inc | 0.00% | 296,050 | $6,613,757 | $6,270,339 | -$343,418 | -5.19% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 301,496 | $6,578,650 | $6,385,685 | -$192,965 | -2.93% | |
| Susquehanna International Group, Llp | 0.01% | 288,766 | $6,451,032 | $6,116,064 | -$334,968 | -5.19% | |
| Quadrature Capital Ltd | 0.05% | 249,482 | $5,573,428 | $5,284,029 | -$289,399 | -5.19% | |
| Ascentis Independent Advisors | 0.42% | 245,150 | $5,545,293 | $5,192,277 | -$353,016 | -6.37% | |
| Bank Of New York Mellon Corp | 0.00% | 233,591 | $5,218,405 | $4,947,457 | -$270,948 | -5.19% | |
| Integrated Wealth Concepts Llc | 0.02% | 229,237 | $5,121,160 | $4,855,240 | -$265,920 | -5.19% | |
| Kestra Private Wealth Services, Llc | 0.05% | 206,900 | $4,622,136 | $4,382,142 | -$239,994 | -5.19% | |
| Fifth Third Bancorp | 0.01% | 160,408 | $3,583,515 | $3,397,441 | -$186,074 | -5.19% | |
| Ifp Advisors, Inc | 0.06% | 149,948 | $3,349,838 | $3,175,899 | -$173,939 | -5.19% | |
| Prevail Innovative Wealth Advisors, Llc | 0.49% | 147,659 | $3,298,697 | $3,127,418 | -$171,279 | -5.19% | |
| Farther Finance Advisors, Llc | 0.03% | 146,099 | $3,263,861 | $3,094,377 | -$169,484 | -5.19% | |
| Osaic Holdings, Inc. | 0.00% | 135,930 | $3,036,908 | $2,878,997 | -$157,911 | -5.20% | |
| Armstrong Advisory Group, Inc | 0.18% | 135,889 | $3,035,761 | $2,878,129 | -$157,632 | -5.19% | |
| Sentinel Advisory Group, Llc | 1.21% | 132,639 | $2,963,156 | $2,809,294 | -$153,862 | -5.19% | |
| Mgo One Seven Llc | 0.05% | 131,033 | $2,927,277 | $2,775,279 | -$151,998 | -5.19% | |
| Oppenheimer & Co Inc | 0.03% | 125,611 | $2,806,150 | $2,660,441 | -$145,709 | -5.19% | |
| Stifel Financial Corp | 0.00% | 123,005 | $2,747,936 | $2,605,246 | -$142,690 | -5.19% | |
| Mutual Advisors, Llc | 0.05% | 117,880 | $2,633,439 | $2,496,698 | -$136,741 | -5.19% | |
| Secure Asset Management, Llc | 0.36% | 113,843 | $2,543,247 | $2,411,195 | -$132,052 | -5.19% | |
| Kingswood Wealth Advisors, Llc | 0.10% | 112,393 | $2,510,865 | $2,380,484 | -$130,381 | -5.19% | |
| Triumph Capital Management | 0.45% | 111,429 | $2,489,324 | $2,360,066 | -$129,258 | -5.19% | |
| Transcend Capital Advisors, Llc | 0.16% | 104,859 | $2,342,547 | $2,220,914 | -$121,633 | -5.19% | |
| Apella Capital, Llc | 0.03% | 102,632 | $2,242,509 | $2,173,746 | -$68,763 | -3.07% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 82,850 | $1,850,869 | $1,754,763 | -$96,106 | -5.19% | |
| Pasadena Private Wealth, Llc | 0.23% | 81,187 | $1,813,718 | $1,719,541 | -$94,177 | -5.19% | |
| Sovran Advisors, Llc | 0.13% | 82,121 | $1,787,779 | $1,739,323 | -$48,456 | -2.71% | |
| Alpine Bank Wealth Management | 0.22% | 75,497 | $1,686,603 | $1,599,026 | -$87,577 | -5.19% | |
| Caitlin John, Llc | 0.98% | 71,580 | $1,619,140 | $1,516,064 | -$103,076 | -6.37% | |
| Pfg Investments, Llc | 0.06% | 70,970 | $1,585,477 | $1,503,145 | -$82,332 | -5.19% | |
| Mather Group, Llc. | 0.01% | 67,367 | $1,504,979 | $1,426,833 | -$78,146 | -5.19% |
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.