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Public ownership evidence

iShares TLT Premium Income+ ETF (TLTW) Ownership Disclosures

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

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

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

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

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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Corient Private Wealth LP2026-06-302026-08-2820,969$468,456None
Caitlin John, LLC2026-06-302026-08-1894,750$2,116,715None
Corient Private Wealth LP2026-06-302026-08-1820,970$468,456None
Blueprint Financial Advisors LLC2026-06-302026-08-1534,569$772,282None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15100$2,234None
Mutual Advisors, LLC2026-06-302026-08-15117,880$2,633,439None
Advyzon Investment Management, LLC2026-06-302026-08-1523,910$534,149None
Advyzon Investment Management, LLC2026-06-302026-08-15358$7,998None
Perennial Investment Advisors, LLC2026-06-302026-08-1521,181$473,183None
NCM Capital Management, LLC2026-06-302026-08-1531,969$714,194None
FWG Holdings, LLC2026-06-302026-08-15313,795$6,763,843None
Foundations Investment Advisors, LLC2026-06-302026-08-1516,123$360,181None
OSAIC HOLDINGS, INC.2026-06-302026-08-1522,994$513,678None
OSAIC HOLDINGS, INC.2026-06-302026-08-15112,936$2,523,230None
PINEBRIDGE INVESTMENTS LLC2026-06-302026-08-15401,168$8,962,093None
Regal Investment Advisors LLC2026-06-302026-08-1548,122$1,075,047None
OLD MISSION CAPITAL LLC2026-06-302026-08-1549,404$1,103,685None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15288,766$6,451,032None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15395$8,824None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1522,835$510,140None
ROYAL BANK OF CANADA2026-06-302026-08-153,445$77,000None
ROYAL BANK OF CANADA2026-06-302026-08-153,352$75,000None
ROYAL BANK OF CANADA2026-06-302026-08-15336,693$7,522,000None
IHT Wealth Management, LLC2026-06-302026-08-15297,695$6,650,515None
World Investment Advisors2026-06-302026-08-1518,900$426,920None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15185,655$4,147,543None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15278,494$6,221,554None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$20None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15100$2,234None
BANK OF AMERICA CORP /DE/2026-06-302026-08-151,084,011$24,216,806None
BANK OF AMERICA CORP /DE/2026-06-302026-08-151,479,311$33,047,814None
Sanctuary Advisors, LLC2026-06-302026-08-1454,352$1,214,224None
Quantinno Capital Management LP2026-06-302026-08-14842,600$18,823,684None
Rockefeller Capital Management L.P.2026-06-302026-08-144,547$101,588None
Steward Partners Investment Advisory, LLC2026-06-302026-08-142,279$50,913None
UBS Group AG2026-06-302026-08-145,001$111,722None
UBS Group AG2026-06-302026-08-141,034,229$23,104,676None
One Capital Management, LLC2026-06-302026-08-1428,502$644,715None
MORGAN STANLEY2026-06-302026-08-146,778$151,421None
MORGAN STANLEY2026-06-302026-08-1454$1,226None
MORGAN STANLEY2026-06-302026-08-142,483,407$55,479,332None
FMR LLC2026-06-302026-08-140$1None
FRANKLIN RESOURCES INC2026-06-302026-08-14750,457$16,765,209None
Corient Private Wealth LP2026-06-302026-08-1320,969$468,456None
ELEVATION POINT WEALTH PARTNERS, LLC2026-06-302026-08-1322,833$510,095None
Integrated Wealth Concepts LLC2026-06-302026-08-13229,237$5,121,160None
Cetera Investment Advisers2026-06-302026-08-131,194,002$26,674,004None
WealthShield Partners, LLC2026-06-302026-08-131,952$43,609None
NewEdge Advisors, LLC2026-06-302026-08-1365,283$1,458,424None
Summit Financial, LLC2026-06-302026-08-1311,300$252,442None

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

Corient Private Wealth LP ↗Caitlin John, LLC ↗Corient Private Wealth LP ↗Blueprint Financial Advisors LLC ↗Federation des caisses Desjardins du Quebec ↗Mutual Advisors, LLC ↗Advyzon Investment Management, LLC ↗Advyzon Investment Management, LLC ↗Perennial Investment Advisors, LLC ↗NCM Capital Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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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.