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Ishares 20+ Bond Buywrite (TLTW)

CUSIP: 46436E338 | NYSE | 255 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Adventist Health System Sunbelt Healthcare Corp2,116,300
1.0% of portfolio›$42.9M
Traphagen Investment Advisors LLC631,853
0.9% of portfolio›$12.8M
Assetmark, Inc449,918
0.0% of portfolio›$9.1M
Farther Finance Advisors, LLC394,309
0.1% of portfolio›$8.0M
Principal Financial Group Inc374,399
0.0% of portfolio›$7.6M
Wealth Enhancement Trust Services, Inc.361,229
0.8% of portfolio›$7.3M
Bank of New York Mellon Corp316,569
0.0% of portfolio›$6.4M
Wealth Enhancement Advisory Services, LLC265,742
0.0% of portfolio›$5.3M
Triumph Capital Management256,063
0.9% of portfolio›$5.2M
Ascentis Independent Advisors242,395
0.3% of portfolio›$4.9M
Kestra Advisory Services, LLC238,784
0.0% of portfolio›$4.8M
Kestra Private Wealth Services, LLC215,422
0.0% of portfolio›$4.4M
Cambridge Investment Research Advisors, Inc.179,565
0.0% of portfolio›$3.6K
Fifth Third Bancorp159,686
0.0% of portfolio›$3.2M
IFP Advisors, Inc158,063
0.1% of portfolio›$3.2M
Armstrong Advisory Group, Inc143,406
0.2% of portfolio›$2.9M
Oppenheimer & Co Inc140,443
0.0% of portfolio›$2.8M
MGO One Seven LLC130,085
0.0% of portfolio›$2.6M
Secure Asset Management, LLC114,954
0.3% of portfolio›$2.3M
Kingswood Wealth Advisors, LLC113,011
0.1% of portfolio›$2.3M
Apollon Wealth Management, LLC112,665
0.0% of portfolio›$2.3M
Apella Capital, LLC89,223
0.0% of portfolio›$1.8M
Sovran Advisors, LLC79,276
0.1% of portfolio›$1.7M
Alpine Bank Wealth Management76,116
0.2% of portfolio›$1.5M
Dynamic Advisor Solutions LLC68,328
0.0% of portfolio›$1.4M
Mather Group, Llc.63,526
0.0% of portfolio›$1.3M
Wedbush Securities Inc57,612
0.0% of portfolio›$1.2K
Truist Financial Corp44,106
0.0% of portfolio›$894.0K
Lanark Financial, Inc.42,568
0.1% of portfolio›$862.9K
Park Avenue Securities LLC42,295
0.0% of portfolio›$857
Cullen T Bankers, Inc.28,996
0.0% of portfolio›$587.8K
Citigroup Inc27,938
0.0% of portfolio›$566.3K
Center For Asset Management LLC27,504
0.3% of portfolio›$557.5K
Kaizen Financial Strategies25,800
0.2% of portfolio›$523.0K
Foguth Wealth Management, Llc.25,666
0.1% of portfolio›$529.4K
PFS Partners, LLC23,738
0.2% of portfolio›$481.2K
Lloyd Advisory Services, Llc.23,078
0.2% of portfolio›$467.8K
Elevation Point Wealth Partners, LLC20,050
0.0% of portfolio›$406.4K
Patten Group, Inc.18,230
0.1% of portfolio›$369.5K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors17,402
0.0% of portfolio›$352.7K
First Bank & Trust16,888
0.0% of portfolio›$342.3K
Nations Financial Group Inc,16,435
0.0% of portfolio›$333.1K
Partners Wealth Management, LLC15,266
0.0% of portfolio›$309.4K
Frontier Asset Management, LLC14,983
0.1% of portfolio›$303.7K
Latitude Advisors, LLC13,224
0.1% of portfolio›$268.0K
Joseph P. Lucia & Associates, LLC13,204
0.1% of portfolio›$267.6K
Global Wealth Strategies & Associates12,619
0.0% of portfolio›$255.8K
Sentinel Pension Advisors, LLC10,710
0.0% of portfolio›$217.1K
Integrity Alliance, Llc.10,280
0.0% of portfolio›$208.4K
Apollon Financial, LLC10,000
0.0% of portfolio›$202.7K
Mirae Asset Global Investments Co., Ltd.8,396
0.0% of portfolio›$170.2K
Eastern Bank5,484
0.0% of portfolio›$111.2K
Cape Investment Advisory, Inc.1,425
0.0% of portfolio›$28.9K
Activest Wealth Management1,115
0.0% of portfolio›$22.6K
Simplex Trading, LLC334
0.0% of portfolio›$6.8K
Polaris Financial Partners187
0.0% of portfolio›$15
North Star Investment Management Corp.154
0.0% of portfolio›$3.1K
StyleTurnoverLocationFiled
Adventist Health System Sunbelt Healthcare Corp
2,116,300$42.9M1.0%ETFLowAltamonte Springs, FL2026-11-02
Traphagen Investment Advisors LLC
631,853$12.8M0.9%ETFLowOradell, NJ2026-10-14
Assetmark, Inc
449,918$9.1M0.0%ETFLowConcord, CA2026-10-21
Farther Finance Advisors, LLC
394,309$8.0M0.1%IndexLowSan Francisco, CA2026-10-08
Principal Financial Group Inc
374,399$7.6M0.0%CoreLowDes Moines, IA2026-11-02
Wealth Enhancement Trust Services, Inc.
361,229$7.3M0.8%GrowthMediumSioux Falls, SD2026-10-07
Bank of New York Mellon Corp
316,569$6.4M0.0%CoreLowNew York, NY2026-11-05
Wealth Enhancement Advisory Services, LLC
265,742$5.3M0.0%CoreLowPlymouth, MN2026-10-13
Triumph Capital Management
256,063$5.2M0.9%ETFMediumDenver, CO2026-10-14
Ascentis Independent Advisors
242,395$4.9M0.3%ETFLowDallas, TX2026-11-03
Kestra Advisory Services, LLC
238,784$4.8M0.0%CoreLowAustin, TX2026-11-02
Kestra Private Wealth Services, LLC
215,422$4.4M0.0%GrowthLowAustin, TX2026-10-30
Cambridge Investment Research Advisors, Inc.
179,565$3.6K0.0%ETFLowFairfield, IA2026-11-02
Fifth Third Bancorp
159,686$3.2M0.0%IndexVery LowCincinnati, OH2026-11-05
IFP Advisors, Inc
158,063$3.2M0.1%GrowthLowTampa, FL2026-10-16
Armstrong Advisory Group, Inc
143,406$2.9M0.2%ETFHighNeedham, MA2026-10-09
Oppenheimer & Co Inc
140,443$2.8M0.0%CoreLowNew York, NY2026-10-26
MGO One Seven LLC
130,085$2.6M0.0%GrowthLowBeachwood, OH2026-10-28
Secure Asset Management, LLC
114,954$2.3M0.3%GrowthMediumTroy, MI2026-10-19
Kingswood Wealth Advisors, LLC
113,011$2.3M0.1%GrowthLowSan Diego, CA2026-10-23
Apollon Wealth Management, LLC
112,665$2.3M0.0%GrowthLowMount Pleasant, SC2026-10-23
Apella Capital, LLC
89,223$1.8M0.0%ETFVery LowWest Hartford, CT2026-10-08
Sovran Advisors, LLC
79,276$1.7M0.1%ETFMediumSan Diego, CA2026-11-02
Alpine Bank Wealth Management
76,116$1.5M0.2%ETFHighGrand Junction, CO2026-10-16
Dynamic Advisor Solutions LLC
68,328$1.4M0.0%ETFLowPhoenix, AZ2026-10-13
Mather Group, Llc.
63,526$1.3M0.0%ETFMediumChicago, IL2026-10-14
Wedbush Securities Inc
57,612$1.2K0.0%CoreLowPasadena, CA2026-10-22
Truist Financial Corp
44,106$894.0K0.0%CoreLowCharlotte, NC2026-10-30
Lanark Financial, Inc.
42,568$862.9K0.1%CoreMediumBirmingham, AL2026-10-26
Park Avenue Securities LLC
42,295$8570.0%ETFMediumNew York, NY2026-10-26
Cullen T Bankers, Inc.
28,996$587.8K0.0%GrowthLowSan Antonio, TX2026-10-28
Citigroup Inc
27,938$566.3K0.0%CoreMediumNew York, NY2026-11-04
Center For Asset Management LLC
27,504$557.5K0.3%ETFMediumPalm Beach Gardens, FL2026-10-16
Kaizen Financial Strategies
25,800$523.0K0.2%ETFMediumCampbell, CA2026-10-09
Foguth Wealth Management, Llc.
25,666$529.4K0.1%ETFHighBrighton, MI2026-10-19
PFS Partners, LLC
23,738$481.2K0.2%ETFVery LowMine Hill, NJ2026-10-21
Lloyd Advisory Services, Llc.
23,078$467.8K0.2%ETFVery HighSuwanee, GA2026-11-02
Elevation Point Wealth Partners, LLC
20,050$406.4K0.0%CoreHighDenver, CO2026-11-05
Patten Group, Inc.
18,230$369.5K0.1%CoreLowChattanooga, TN2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
17,402$352.7K0.0%ETFMediumWestlake, OH2026-10-14
First Bank & Trust
16,888$342.3K0.0%CoreLowBrookings, SD2026-10-19
Nations Financial Group Inc,
16,435$333.1K0.0%CoreLowCedar Rapids, IA2026-11-05
Partners Wealth Management, LLC
15,266$309.4K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Frontier Asset Management, LLC
14,983$303.7K0.1%ETFLowSheridan, WY2026-10-28
Latitude Advisors, LLC
13,224$268.0K0.1%ETFLowYorkville, IL2026-10-27
Joseph P. Lucia & Associates, LLC
13,204$267.6K0.1%ETFVery LowYorktown Heights, NY2026-10-30
Global Wealth Strategies & Associates
12,619$255.8K0.0%ETFLowDenver, CO2026-10-02
Sentinel Pension Advisors, LLC
10,710$217.1K0.0%ETFLowWakefield, MA2026-11-02
Integrity Alliance, Llc.
10,280$208.4K0.0%ETFMediumUrbandale, IA2026-10-29
Apollon Financial, LLC
10,000$202.7K0.0%ETFVery LowMount Pleasant, SC2026-10-23
Mirae Asset Global Investments Co., Ltd.
8,396$170.2K0.0%GrowthLowSeoul, Malaysia2026-11-03
Eastern Bank
5,484$111.2K0.0%GrowthMediumBoston, MA2026-10-05
Cape Investment Advisory, Inc.
1,425$28.9K0.0%ETFLowMcdonough, GA2026-10-13
Activest Wealth Management
1,115$22.6K0.0%ETFLowAventura, FL2026-10-15
Simplex Trading, LLC
334$6.8K0.0%CoreVery HighChicago, IL2026-11-04
Polaris Financial Partners
187$150.0%GrowthN/AWesterville, OH2026-10-02
North Star Investment Management Corp.
154$3.1K0.0%CoreLowChicago, IL2026-10-27