Who Owns iShares 20+ Year Treasury Bond ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares 20+ Year Treasury Bond ETF.
Who crossed 5% of TLT →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Insight Wealth Strategies, LLC20 YR TR BD ETF330.2K shadded | $25.7M |
| Venture Visionary Partners LLC20 YR TR BD ETF208.6K shadded | $16.2M |
| BOS Asset Management, LLC20 YR TR BD ETF197.5K shtrimmed | $15.4M |
| Financial Enhancement Group LLC20 YR TR BD ETF170.4K shadded | $13.1M |
| Deane Retirement Strategies, Inc.ETF159.1K sh— | $12.4M |
| Farther Finance Advisors, LLCETF157.2K shtrimmed | $12.2M |
| Heartwood Wealth Advisors LLCETF117.9K shadded | $9.2M |
| Legacy Private Trust Co.20 YR TR BD ETF99.6K shadded | $7.7M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC20 YR TR BD ETF91.7K sh— | $7.1M |
| Ballew Advisors, Inc20 YR TR BD ETF70.8K shadded | $5.5M |
| CANANDAIGUA NATIONAL BANK & TRUST COCom64.8K shtrimmed | $5M |
| CoreCap Advisors, LLCETF57.7K shtrimmed | $4.5M |
| DKM Wealth Management, Inc.20 YR TR BD ETF48.5K shadded | $3.8M |
| TITLEIST ASSET MANAGEMENT, LLC20 YR TR BD ETF24.9K shtrimmed | $1.9M |
| Apeiron RIA LLC20 YR TR BD ETF23.4K shadded | $1.8M |
| Matrix Trust Co20 YR TR BD ETF14.4K shheld | $1.1M |
| JUNCTURE WEALTH STRATEGIES, LLC20 YR TR BD ETF11.2K shadded | $868.6K |
| Cooper Financial Group20 YR TR BD ETF11.1K shtrimmed | $863.4K |
| Gerald Baker Financial Group LLC20 YR TR BD ETF8K shadded | $622.1K |
| Avidian Wealth Enterprises, LLC20 YR TR BD ETF7.7K shadded | $595.4K |
| Tactive Advisors, LLC20 YR TR BD ETF4.5K shtrimmed | $346.7K |
| Williams & Novak Wealth Management, LLC20 YR TR BD ETF4.1K sh— | $322.2K |
| SAPIENT CAPITAL LLC20 YR TR BD ETF4K shadded | $311.7K |
| Cox Capital Mgt LLCETF3.8K shadded | $294.5K |
| Weaver Consulting Group20 YR TR BD ETF2.9K shtrimmed | $224.3K |
| GILPIN WEALTH MANAGEMENT, LLC20 YR TR BD ETF2.9K shadded | $223.1K |
| Cadent Capital Advisors, LLC20 YR TR BD ETF2.8K shadded | $218.6K |
| Canandaigua National Trust Co of FloridaCom2.6K shheld | $202.2K |
| GK Wealth Management LLC20 YR TR BD ETF1.4K shtrimmed | $108.2K |
| Venture Visionary Partners LLC20 YR TR BD ETF1K shtrimmed | $77.8K |
| EASTERN BANK20 YR TR BD ETF420 shheld | $32.7K |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund336 shheld | $26.1K |
| Pacifica Partners Inc.20 YR TR BD ETF307 shheld | $23.9K |
| Investors Research Corp20 YR TR BD ETF217 shheld | $16.9K |
| ARMSTRONG ADVISORY GROUP, INC20 YR TR BD ETF177 shtrimmed | $13.8K |
| TOTH FINANCIAL ADVISORY CORP20 YR TR BD ETF133 shtrimmed | $10.3K |
| Avidian Wealth Enterprises, LLC20 YR TR BD ETF100 shtrimmed | $7.8K |
| Rosenberg Matthew HamiltonETF99 shheld | $7.7K |
| TOMPKINS FINANCIAL CORP20 YR TR BD ETF85 shheld | $6.6K |
| Paladin Partners, LLCETF70 shheld | $5.4K |
| Retirement Wealth Solutions LLC20 YR TR BD ETF3 shheld | $259 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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