Public ownership evidence

iShares 20+ Year Treasury Bond ETF (TLT) Ownership Disclosures

Read TLT insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares 20+ Year Treasury Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
21,053
Value (USD)
$1,916,470
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read TLT fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read TLT fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2921,053$1,916,470None
Corient Private Wealth LP2026-06-302026-08-2852,784$4,561,619None
Redwood Investment Management, LLC2024-12-312026-08-2824,766$2,163,000None
Redwood Investment Management, LLC2025-03-312026-08-289,019$821,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-283,941$340,552None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-283,028$262,468None
AFFINITY WEALTH LLC2025-12-312026-08-2790$7,844None
AFFINITY WEALTH LLC2025-09-302026-08-2790$8,043None
AFFINITY WEALTH LLC2025-06-302026-08-2712$1,059None
AFFINITY WEALTH LLC2025-03-312026-08-2712$1,092None
AFFINITY WEALTH LLC2024-12-312026-08-2712$1,048None
Principia Wealth Advisory, LLC2026-03-312026-08-27835$72,386None
Advisors Asset Management, Inc.2024-03-312026-08-271,784$168,802None
Advisors Asset Management, Inc.2025-03-312026-08-278,401$764,743None
Advisors Asset Management, Inc.2025-09-302026-08-277,656$684,217None
Advisors Asset Management, Inc.2023-12-312026-08-27703$69,513None
WILLIAM JOHN SEMPOLINSKI2026-03-312026-08-2729,460$2,553,887None
WILLIAM JOHN SEMPOLINSKI2025-12-312026-08-2730,980$2,700,217None
Dakota Wealth Management2025-09-302026-08-27145,246$12,980,653None
Dakota Wealth Management2025-12-312026-08-27208,694$18,189,746None
Dakota Wealth Management2026-03-312026-08-27236,563$20,507,650None
Redwood Investment Management, LLC2025-12-312026-08-2718,271$1,592,000None
Advus Financial Partners, LLC2026-03-312026-08-263,296$285,730None
Advus Financial Partners, LLC2025-12-312026-08-263,913$341,057None
Advus Financial Partners, LLC2025-09-302026-08-264,095$365,970None
Advus Financial Partners, LLC2025-06-302026-08-2613,497$1,191,110None
Advus Financial Partners, LLC2025-03-312026-08-2624,764$2,254,267None
Advus Financial Partners, LLC2024-12-312026-08-2630,340$2,649,592None
Advus Financial Partners, LLC2024-09-302026-08-2637,025$3,632,153None
Advus Financial Partners, LLC2024-06-302026-08-2640,071$3,677,716None
Advus Financial Partners, LLC2024-03-312026-08-2641,567$3,933,070None
Advus Financial Partners, LLC2023-12-312026-08-2639,904$3,945,708None
Advus Financial Partners, LLC2023-09-302026-08-2636,953$3,277,362None
Advus Financial Partners, LLC2022-03-312026-08-262,894$382,240None
Advus Financial Partners, LLC2021-09-302026-08-262,982$441,903None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-267,657$667,384None
Advisors Asset Management, Inc.2025-06-302026-08-258,971$791,691None
Kings Path Partners LLC2026-03-312026-08-221,182$102,468None
Advisors Asset Management, Inc.2024-09-302026-08-225,281$518,066None
Advisors Asset Management, Inc.2024-06-302026-08-223,376$309,849None
Advisors Asset Management, Inc.2024-12-312026-08-227,550$659,342None
Advisors Asset Management, Inc.2025-12-312026-08-225,633$490,972None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-225,639$487,322None
Harvest Fund Management Co., Ltd2026-06-302026-08-21429$37,000None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-2156$4,840None
Custos Family Office, LLC2026-03-312026-08-2075,381$6,534,777None
Custos Family Office, LLC2026-06-302026-08-2076,217$6,586,689None
Kingsview Wealth Management, LLC2026-06-302026-08-2022,193$1,917,930None
Kingsview Wealth Management, LLC2026-06-302026-08-20137,216$11,858,207None
Archer Investment Corp2026-06-302026-08-2079$6,827None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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