Who owns iShares 20+ Year Treasury Bond BuyWrite Strategy ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of TLTW from SEC Form 13F filings across 140 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 140 institutions disclosed 25.5M shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $568.4M — about 29.6% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
140
13F holders
$568.4M
value, 2026 filers
29.6%
of shares outstanding (25.5M sh)
27
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of TLTW's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2.6M | $57.3M | 0.0% | 3% | +12.0% |
| 2 | MORGAN STANLEY | 2.5M | $55.6M | 0.0% | 2.9% | +28.7% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 1.7M | $38.4M | 0.0% | 2% | -12.4% |
| 4 | Foguth Wealth Management, LLC.NEW | 1.5M | $32.7M | 3.7% | 1.7% | new |
| 5 | LPL Financial LLC | 1.4M | $31.8M | 0.0% | 1.6% | +8.0% |
| 6 | BlackRock, Inc. | 1.2M | $27.3M | 0.0% | 1.4% | +61.2% |
| 7 | Cetera Investment Advisers | 1.2M | $26.7M | 0.0% | 1.4% | -13.7% |
| 8 | UBS Group AG | 1.0M | $23.2M | 0.0% | 1.2% | +24.7% |
| 9 | Quantinno Capital Management LPNEW | 842,600 | $18.8M | 0.0% | 1% | new |
| 10 | FRANKLIN RESOURCES INC | 750,457 | $16.8M | 0.0% | 0.9% | +1.5% |
| 11 | Columbus Macro, LLC | 715,323 | $16.0M | 1.6% | 0.8% | +5.9% |
| 12 | RAYMOND JAMES FINANCIAL INC | 464,149 | $10.4M | 0.0% | 0.5% | +120.1% |
| 13 | ASSETMARK, INC | 414,923 | $9.3M | 0.0% | 0.5% | +16.8% |
| 14 | Janney Montgomery Scott LLC | 403,324 | $9.0M | 0.0% | 0.5% | +68.5% |
| 15 | PINEBRIDGE INVESTMENTS LLC | 401,168 | $9.0M | 0.1% | 0.5% | -13.5% |
| 16 | TRAPHAGEN INVESTMENT ADVISORS LLC | 345,355 | $7.7M | 0.6% | 0.4% | +394.4% |
| 17 | ROYAL BANK OF CANADA | 343,490 | $7.7M | 0.0% | 0.4% | +32.6% |
| 18 | Hamilton Wealth, LLC | 313,977 | $7.0M | 1.3% | 0.4% | -56.7% |
| 19 | FWG Holdings, LLC | 313,795 | $6.8M | 2.3% | 0.4% | +283.8% |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 301,496 | $6.6M | 0.0% | 0.3% | +2.0% |
| 21 | IHT Wealth Management, LLC | 297,695 | $6.7M | 0.1% | 0.3% | +2.9% |
| 22 | MML INVESTORS SERVICES, LLC | 296,611 | $6.6M | 0.0% | 0.3% | +135.9% |
| 23 | PRINCIPAL FINANCIAL GROUP INC | 296,050 | $6.6M | 0.0% | 0.3% | +39.7% |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 288,766 | $6.5M | 0.0% | 0.3% | +1191.0% |
| 25 | Quadrature Capital LtdNEW | 249,482 | $5.6M | 0.0% | 0.3% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.