Who owns TLTW?
iShares 20+ Year Treasury Bond Buywrite Strategy ETF · iShares
140 institutions reported holding TLTW, worth $575.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TLTW
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $57.3M | 2,563,322 | +275,177 shares |
| Morgan Stanley | New York, NY | $55.6M | 2,490,239 | +554,604 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $38.4M | 1,718,299 | −243,795 shares |
| Foguth Wealth Management, LLC. | Brighton, MI | $32.7M | 1,506,792 | New position |
| LPL Financial LLC | Fort Mill, SC | $31.8M | 1,423,267 | +105,079 shares |
| BlackRock, Inc. | New York, NY | $27.3M | 1,223,562 | +464,665 shares |
| Cetera Investment Advisers | Schaumburg, IL | $26.7M | 1,194,002 | −189,321 shares |
| UBS Group AG | Zurich, Switzerland | $23.2M | 1,039,230 | +205,761 shares |
| Quantinno Capital Management LP | New York, NY | $18.8M | 842,600 | New position |
| Franklin Resources Inc. | San Mateo, CA | $16.8M | 750,457 | +11,356 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns TLTW?
140 institutional managers reported holding TLTW in Form 13F filings for June 30, 2026, worth $575.3M in total. The largest reported position was held by Bank of America Corp., at $57.3M.
Did institutions buy or sell TLTW last quarter?
Reported 13F value rose 16.8% from March 31, 2026, which includes price moves as well as buying and selling. 27 firms reported a new position and 15 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is TLTW ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.