Who owns iShares 20+ Year Treasury Bond BuyWrite Strategy ETF?
Institutional ownership of TLTW from SEC Form 13F filings across 105 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.
105
13F holders
$476.2M
value, 2026 filers
25.9%
of shares outstanding (22.3M sh)
21
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 | RAYMOND JAMES FINANCIAL INC | 464,149 | $10.4M | 0.0% | 0.5% | +120.1% |
| 12 | ASSETMARK, INC | 414,923 | $9.3M | 0.0% | 0.5% | +16.8% |
| 13 | Cambridge Investment Research Advisors, Inc. | 404,058 | $9,026 | 0.0% | 0.5% | +108.7% |
| 14 | Janney Montgomery Scott LLC | 403,324 | $9,010 | 0.0% | 0.5% | +68.5% |
| 15 | ROYAL BANK OF CANADA | 343,490 | $7.7M | 0.0% | 0.4% | +32.6% |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 301,496 | $6.6M | 0.0% | 0.3% | +2.0% |
| 17 | IHT Wealth Management, LLC | 297,695 | $6.7M | 0.1% | 0.3% | +2.9% |
| 18 | MML INVESTORS SERVICES, LLC | 296,611 | $6.6M | 0.0% | 0.3% | +135.9% |
| 19 | PRINCIPAL FINANCIAL GROUP INC | 296,050 | $6.6M | 0.0% | 0.3% | +39.7% |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 288,766 | $6.5M | 0.0% | 0.3% | +1191.0% |
| 21 | Bank of New York Mellon Corp | 233,591 | $5.2M | 0.0% | 0.3% | -13.5% |
| 22 | Integrated Wealth Concepts LLC | 229,237 | $5.1M | 0.0% | 0.3% | +147.9% |
| 23 | KESTRA PRIVATE WEALTH SERVICES, LLC | 206,900 | $4.6M | 0.1% | 0.2% | +13.9% |
| 24 | Ascentis Independent Advisors | 168,640 | $3.8M | 0.2% | 0.2% | -31.2% |
| 25 | FIFTH THIRD BANCORP | 160,408 | $3.6M | 0.0% | 0.2% | -15.8% |
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.