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Security record · archived quarter

TLT

iShares 20+ Year Treasury Bond ETF · Financial Services · Asset Management - Bonds

83.09 -0.5% mkt cap $42.00B quote delayed (FMP) · as of Aug 26 16:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
9Tracked holders
+2Δ holders
1.80MShares held
$157.29MReported value
+2New positions
−0Exits
Strongly Rising Conviction score 74/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +28.6% · share flow +30.0% · net new positions +20.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 97 +2 286.09M $24.67B +8 −6
Q1 2026 96 -2 285.98M $24.80B +5 −7
Q4 2025 96 0 338.41M $29.50B +1 −1
Q3 2025 12 -2 51.19M $4.57B −2
Q2 2025 11 -1 26.45M $2.33B +1 −2
Q1 2025 10 +1 1.41M $128.40M +2 −1
Q4 2024 9 +2 1.80M $157.29M +2
Q3 2024 7 +2 1.23M $120.35M +2
Q2 2024 5 1.05M $96.17M
Holder count
Who holds it · Q4 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 Renaissance Technologies 1.20M +751.1% $104.79M 0.2% ▲ Add 2 SEC ↗
2 Fisher Asset Management 164.31K -12.0% $14.35M 0.0% ▼ Trim 3 SEC ↗
3 Point72 Asset Management 150.00K New $13.10M 0.0% New 1 SEC ↗
4 Soros Fund Management 100.00K New $8.73M 0.2% New 1 SEC ↗
5 Marshall Wace 84.24K +152.7% $7.36M 0.0% ▲ Add 3 SEC ↗
6 Marshall Wace 84.24K +152.7% $7.36M 0.0% ▲ Add 3 SEC ↗
7 Citadel Advisors 36.99K -92.6% $3.23M 0.0% ▼ Trim 3 SEC ↗
8 Millennium Management 29.27K -91.2% $2.56M 0.0% ▼ Trim 3 SEC ↗
9 Gotham Asset Management 28.80K +4.0% $2.52M 0.0% ▲ Add 3 SEC ↗
10 AQR Capital Management 7.54K +10.0% $658,119 0.0% ▲ Add 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Point72 Asset Management $13.10M 0.0%
Soros Fund Management $8.73M 0.2%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,072 holders, 365.52M shares, $31.19B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2024 · Methodology · Get this via the API