ISHARES 20+ BOND BUYWRITE TLTW
$22.09
0.0% 52w: $20.14 – $22.61
Latest 13F among current holders filed 10 days ago (Jun 25, 2026)
Price — last 12 months
research preview data20.1421.3822.61
Jun 20, 2025 Jul 2, 2026
Institutional holders
131
+8 QoQ
13F value
$534.0M
+33.8% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
puts only
— calls / $2K puts
Institutional value by quarter
Number of holders
Who owns TLTW?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.3M | $51.8M | 0.0% | +13.6% |
| Foguth Wealth Management, LLC. | Wealth advisor | 2.2M | $49.4M | 5.8% | +22026.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.0M | $44.4M | 0.0% | +29.6% |
| MORGAN STANLEY | Bank broker | 1.9M | $43.8M | 0.0% | +77.6% |
| Cetera Investment Advisers | Wealth advisor | 1.4M | $31.3M | 0.0% | +18.5% |
| LPL Financial LLC | Bank broker | 1.3M | $29.8M | 0.0% | +6.0% |
| UBS Group AG | Bank broker | 833.5K | $18.9M | 0.0% | +40.8% |
| BlackRock, Inc. | Index provider | 758.9K | $17.2M | 0.0% | +46.3% |
| FRANKLIN RESOURCES INC | Long only active | 739.1K | $16.7M | 0.0% | 0.0% |
| Columbus Macro, LLC | Other | 675.8K | $15.3M | 1.6% | +10.1% |
| PINEBRIDGE INVESTMENTS LLC | Other | 463.9K | $10.5M | 0.1% | -12.0% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | Wealth advisor | 415.6K | $9.4M | 1.6% | -36.5% |
| PFG Advisors | Wealth advisor | 378.0K | $8.5M | 0.4% | +1647.1% |
| WealthShield Partners, LLC | Wealth advisor | 375.8K | $8.5M | 0.9% | +8.2% |
| Hamilton Wealth, LLC | Wealth advisor | 362.2K | $8.2M | 1.6% | +52.7% |
| ASSETMARK, INC | Wealth advisor | 355.2K | $8.0M | 0.0% | +20.5% |
| AlphaStar Capital Management, LLC | Wealth advisor | 330.8K | $7.5M | 0.6% | +3.4% |
| VanWeelden Wealth Management, LLC | Wealth advisor | 312.6K | $7.1M | 5.6% | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 295.5K | $6.7M | 0.0% | -70.2% |
| IHT Wealth Management, LLC | Wealth advisor | 289.2K | $6.5M | 0.2% | +3.9% |
| Bank of New York Mellon Corp | Diversified mechanical | 269.9K | $6.1M | 0.0% | +144.6% |
| Sentinel Advisory Group, LLC | Wealth advisor | 266.9K | $6.0M | 2.9% | — |
| ROYAL BANK OF CANADA | Bank broker | 259.1K | $5.9M | 0.0% | +26.2% |
| Ascentis Independent Advisors | Other | 245.2K | $5.5M | 0.4% | +105.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 239.4K | $5.4M | 0.0% | +639.1% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 211.9K | $4.8M | 0.0% | +125.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 210.8K | $4.8M | 0.0% | +47.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 193.6K | $4.4M | 0.0% | +19.7% |
| FIFTH THIRD BANCORP | Diversified mechanical | 190.5K | $4.3M | 0.0% | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 181.6K | $4.1M | 0.1% | +3.3% |
| OPPENHEIMER & CO INC | Diversified mechanical | 171.2K | $3.9M | 0.0% | +231.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 147.2K | $3.3M | 0.0% | -12.0% |
| IFP Advisors, Inc | Wealth advisor | 144.8K | $3.3M | 0.1% | +2413.1% |
| MATHER GROUP, LLC. | Wealth advisor | 140.5K | $3.2M | 0.0% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 125.8K | $2.8M | 0.0% | +17.4% |
| ARMSTRONG ADVISORY GROUP, INC | Wealth advisor | 118.8K | $2.7M | 0.2% | +25.6% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 116.1K | $2.6M | 0.0% | +12.7% |
| MGO ONE SEVEN LLC | Wealth advisor | 112.9K | $2.6M | 0.1% | +127.4% |
| TRANSCEND CAPITAL ADVISORS, LLC | Other | 103.3K | $2.3M | 0.2% | New |
| Apella Capital, LLC | Wealth advisor | 103.0K | $2.3M | 0.0% | New |
| Pasadena Private Wealth, LLC | Wealth advisor | 101.0K | $2.3M | 0.3% | New |
| Integrated Wealth Concepts LLC | Wealth advisor | 92.5K | $2.1M | 0.0% | +3.5% |
| KINGSWOOD WEALTH ADVISORS, LLC | Wealth advisor | 92.4K | $2.1M | 0.1% | New |
| Triumph Capital Management | Wealth advisor | 90.3K | $2.0M | 0.4% | +80.5% |
| Secure Asset Management, LLC | Other | 87.8K | $2.0M | 0.3% | +146.4% |
| AE Wealth Management LLC | Wealth advisor | 85.8K | $1.9M | 0.0% | +1733.9% |
| Aspen Investment Management Inc | Wealth advisor | 83.5K | $1.9M | 0.6% | +28.6% |
| Sovran Advisors, LLC | Wealth advisor | 83.9K | $1.9M | 0.1% | +9.3% |
| FWG Holdings, LLC | Wealth advisor | 81.8K | $1.8M | 0.7% | -50.2% |
| PFG Investments, LLC | Diversified mechanical | 74.1K | $1.7M | 0.1% | +3.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.