# ISHARES TR (TLT)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/TLT/

- Reporting holders: 44
- Reported value: $148.9M
- Held through calls: 0.1%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $25.7M | 330,227 | 2.5% | 16 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $16.3M | 208,633 | 0.4% | 12 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $15.4M | 197,502 | 3.6% | 13 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $13.1M | 170,442 | 1.5% | 2 |
| [Deane Retirement Strategies, Inc.](https://holderbook.com/funds/1659346-deane-retirement-strategies-inc/) | $12.4M | 159,113 | 5.1% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $12.2M | 157,182 | 0.1% | 16 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $9.2M | 117,855 | 0.7% | 12 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $7.7M | 99,639 | 0.4% | 5 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $7.1M | 91,707 | 1.0% | 1 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $5.5M | 70,820 | 2.7% | 32 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $5.0M | 64,789 | 0.4% | 8 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $4.5M | 57,683 | 0.1% | 9 |
| [DKM Wealth Management, Inc.](https://holderbook.com/funds/2055833-dkm-wealth-management-inc/) | $3.8M | 48,509 | 2.4% | 8 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $1.9M | 24,911 | 0.1% | 11 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $1.8M | 23,396 | 0.4% | 4 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $1.4M | 17,709 | 0.3% | 25 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $868.6K | 11,167 | 0.2% | 4 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $863.4K | 11,101 | 0.1% | 14 |
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $622.1K | 7,998 | 0.2% | 3 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $603.1K | 7,654 | 0.0% | 16 |
| [Global Wealth Strategies & Associates](https://holderbook.com/funds/1912297-global-wealth-strategies-associates/) | $378.8K | 4,870 | 0.1% | 11 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $346.7K | 4,458 | 0.1% | 3 |
| [Williams & Novak Wealth Management, LLC](https://holderbook.com/funds/1998419-williams-novak-wealth-management-llc/) | $322.2K | 4,143 | 0.2% | 1 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $311.7K | 4,008 | 0.0% | 2 |
| [Cox Capital Mgt LLC](https://holderbook.com/funds/1748728-cox-capital-mgt-llc/) | $294.5K | 3,786 | 0.2% | 9 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 44 | $148.9M |
| Q2 2026 | 1,099 | $94.9B |
| Q1 2026 | 1,133 | $66.0B |
| Q4 2025 | 1,193 | $66.7B |
| Q3 2025 | 1,145 | $66.3B |
| Q2 2025 | 1,156 | $64.0B |
| Q1 2025 | 1,217 | $69.6B |
| Q4 2024 | 1,255 | $68.0B |
| Q3 2024 | 1,224 | $77.5B |
| Q2 2024 | 1,140 | $58.8B |
| Q1 2024 | 1,158 | $63.2B |
| Q4 2023 | 1,136 | $64.0B |