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Disclosery

TLH ISHARES TR

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10-20 YR TRS ETF (fund)

603 managers (611 13F filers) reported a position in TLH shares at 2026-06-30, 108,464,535 shares in all. 48 filers opened a position and 71 filers sold out during the quarter.

Managers
603
13F filers
611
New
48
Added
190
Reduced
309
Sold out
71
Shares held by filers
108,464,535

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FORTE ASSET MANAGEMENT LLC23,621$2.37M0.97%+22413F-HRTimeline
Able Wealth Management LLC23,503$2.36M0.54%+3,57213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC23,353$2.34M1.34%+8,49313F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT23,145$2.32M0.14%-1,80313F-HRTimeline
Venturi Wealth Management, LLC23,078$2.32M0.09%-3213F-HRTimeline
Horst & Graben Wealth Management LLC22,947$2.29M0.3%-1,32713F-HRTimeline
May Hill Capital, LLC22,705$2.28M0.48%-94313F-HRTimeline
Braun-Bostich & Associates Inc.22,488$2.26M1.26%+95113F-HRTimeline
Snowden Capital Advisors LLC22,434$2.25M0.05%+2,47513F-HRTimeline
Pinion Investment Advisors, LLC22,193$2.23M0.42%+2,10813F-HRTimeline
HAZLETT, BURT & WATSON, INC.21,842$2.19M0.58%-18113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC21,645$2.17M0.44%+65013F-HRTimeline
Values First Advisors, Inc.21,566$2.16M0.99%+2,22013F-HR/ATimeline
Etesian Wealth Advisors, Inc.19,768$1.98M0.59%-97713F-HRTimeline
Saxony Capital Management, LLC19,667$1.97M0.9%-6,53313F-HRTimeline
Beacon Bridge Wealth Partners, LLC19,618$1.97M0.56%-46213F-HRTimeline
Veltria Advisors Corp.19,603$1.97M6.04%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.19,566$1.96M1.66%-4,08613F-HRTimeline
Avid Wealth Partners LLC19,421$1.95M0.94%+1,24313F-HRTimeline
Fermata Advisors, LLC19,353$1.94M0.39%+2,81313F-HRTimeline
Traveka Wealth, LLC19,299$1.94M0.64%+2,79313F-HRTimeline
Scarborough Advisors, LLC19,310$1.92M0.22%-48513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.19,052$1.91M0.07%+88713F-HRTimeline
Checchi Capital Advisers, LLC18,593$1.87M0.12%-5,20713F-HRTimeline
Keebeck Wealth Management18,590$1.87M0.18%-14,97813F-HRTimeline
Composition Wealth, LLC18,556$1.86M0.02%-99913F-HRTimeline
Private Advisor Group, LLC17,796$1.79M0.01%-64,09513F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC17,735$1.78M0.22%13F-HRTimeline
Spectrum Planning & Advisory Services I…17,295$1.74M0.78%-15713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC17,153$1.72M0.01%+2,13913F-HRTimelineGroup
EQ LLC17,039$1.71M0.42%-6,93513F-HRTimeline
AE Wealth Management LLC16,990$1.7M0.01%+7,41913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,929$1.7M0.03%-4,14913F-HRTimeline
LifePlan Investment Advisors, Inc.16,866$1.69M0.58%-1,40113F-HRTimeline
Integrity Advisory Solutions, LLC16,788$1.68M0.17%-24913F-HRTimeline
Carr Financial Group Corp16,634$1.67M0.38%-1,35613F-HRTimeline
B. Riley Wealth Advisors, Inc.16,446$1.67M0.09%-3,00813F-HRTimeline
Legacy Private Trust Co.16,531$1.66M0.09%+3,06513F-HRTimeline
SUCCESSION FINANCIAL, INC.16,522$1.66M1.61%13F-HRTimeline
BCU Wealth Advisors, LLC16,338$1.64M0.54%-3,29613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV15,790$1.58M<0.01%+12,03113F-HR/ATimeline
Kilter Group LLC15,727$1.58M0.57%-14,50913F-HRTimeline
Atlatl Advisers LLC15,637$1.57M0.37%+8313F-HRTimeline
PFG Investments, LLC15,483$1.55M0.06%-63313F-HRTimeline
SEEDS INVESTOR LLC15,232$1.53M0.16%-40713F-HRTimeline
Barnes Wealth Management Group, Inc15,172$1.52M0.7%+17713F-HRTimeline
Davis Wealth Advisors, LLC15,084$1.51M1.17%-9,57513F-HRTimeline
LANARK FINANCIAL, INC.14,958$1.5M0.1%+18713F-HRTimeline
JT Stratford LLC14,919$1.5M0.16%-2,54613F-HRTimeline
Mendel Capital Management LLC14,871$1.49M0.67%-9513F-HRTimeline
J.M. Arbour, LLC14,763$1.48M1.28%-6,08513F-HRTimeline
Visionary Wealth Advisors14,718$1.48M0.06%-12313F-HRTimeline
Embree Financial Group14,188$1.42M0.14%+3,64713F-HRTimeline
ANDERSON HOAGLAND & CO14,044$1.41M0.11%-11,75613F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…13,919$1.4M0.38%+88613F-HRTimelineGroup
Strategic Investment Advisors / MI13,880$1.39M0.08%-53013F-HRTimeline
CoreCap Advisors, LLC13,441$1.35M0.04%-2,67913F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd13,180$1.32M0.09%+1,23513F-HRTimelineGroup
First Heartland Consultants, Inc.12,889$1.29M0.08%-3,20313F-HRTimeline
REGIMEN WEALTH, LLC12,813$1.29M0.35%-9913F-HRTimeline
Capital Investment Management, Inc.12,766$1.28M0.39%-3,31413F-HRTimeline
OneDigital Investment Advisors LLC12,637$1.27M0.01%-46,30513F-HRTimeline
WBH ADVISORY INC12,406$1.24M0.08%-16,54813F-HRTimeline
Two West Capital Advisors LLC12,582$1.23M0.61%-2,10713F-HRTimeline
WealthPoint Financial, LLC12,300$1.23M0.9%+79813F-HRTimeline
LexAurum Advisors, LLC12,042$1.21M0.14%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.11,964$1.2M0.02%013F-HRTimelineGroup
NerdWallet Wealth Partners, LLC11,961$1.2M0.41%+3,13313F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC11,942$1.2M0.83%-1,03613F-HRTimeline
Strategic Financial Concepts, LLC11,882$1.19M0.35%-56,29013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,872$1.19M<0.01%+3,88713F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC11,753$1.18M0.06%-4,82413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC11,694$1.17M0.04%-36113F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC11,476$1.15M0.29%-1,37913F-HRTimeline
Retirement Wealth Solutions LLC11,453$1.15M0.63%-1,69113F-HRTimeline
Kingsview Wealth Management, LLC11,428$1.15M0.01%+68313F-HRTimeline
Prosperity Bancshares Inc11,370$1.14M0.75%+5,38613F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC11,182$1.12M0.09%-3,07113F-HRTimelineGroup
Atlanta Consulting Group Advisors, LLC11,178$1.12M0.18%+1,31513F-HRTimeline
HARBOUR INVESTMENTS, INC.11,175$1.12M0.02%+22313F-HRTimeline
DecisionMap Wealth Management, LLC11,171$1.12M0.63%+1,41113F-HRTimeline
TUDOR INVESTMENT CORP ET AL10,984$1.1M<0.01%-8,33213F-HRTimeline
Sigma Planning Corp10,626$1.07M0.03%-6,36013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC10,569$1.06M0.25%-47613F-HRTimeline
MSH Capital Advisors LLC10,545$1.06M0.18%+4,84713F-HRTimeline
Strategic Investment Solutions, Inc. /IL10,341$1.04M0.24%-3,36213F-HRTimeline
Ballast Rock Private Wealth LLC10,310$1.03M0.48%+98713F-HRTimeline
IFG Advisory, LLC10,115$1.01M0.04%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,046$1.01M<0.01%+9,41713F-HRTimeline
PFG Advisors9,949$998K0.05%-5,35513F-HRTimeline
DAVENPORT & Co LLC9,762$980K<0.01%-1,65913F-HRTimeline
Sovereign Financial Group, Inc.9,718$975K0.15%-1,70813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,685$972K0.01%+34013F-HRTimelineGroup
Financial Partners Group, Inc9,677$971K0.1%+51313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…9,627$966K0.08%-55913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,618$965K0.02%-7,53113F-HRTimelineGroup
Vision Retirement, LLC9,542$958K0.23%+86913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.9,359$939K0.01%+1,93013F-HRTimeline
Advyzon Investment Management, LLC9,320$935K0.07%-3,78913F-HRTimeline
TIAAgroup of 2 filers holding9,248$928K+5,550Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding9,101$913K-1,279Timeline
Unify Financial Advisors8,997$903K0.83%-2,32313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC8,860$889K0.06%+1,04613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…8,621$865K<0.01%+84513F-HRTimelineGroup
Prime Capital Investment Advisors, LLC8,538$857K0.01%-8,62013F-HRTimeline
Arkadios Wealth Advisors8,524$855K0.01%-1,74913F-HRTimeline
Pettinga Financial Advisors LLC8,450$848K0.14%+3213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC8,424$845K0.05%-4,42413F-HRTimeline
Ashton Thomas Private Wealth, LLC8,401$843K0.02%-10,83513F-HRTimeline
Columbus Macro, LLC7,971$800K0.08%+26813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,961$799K0.02%-7,24913F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC7,940$797K0.12%-1,19913F-HRTimeline
Retirement Management Systems Inc.7,854$788K0.16%-12613F-HRTimeline
Conrad Siegel Investment Advisors, Inc.7,765$779K0.13%-30,10513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,642$767K0.01%-52813F-HRTimelineGroup
MCF Advisors LLC7,545$757K0.03%+4,97813F-HRTimeline
TFB Advisors LLC7,516$754K0.33%+44913F-HRTimeline
Yukon Wealth Management, Inc.7,445$747K0.21%+1,24913F-HRTimeline
Aspire Private Capital, LLC7,271$730K0.15%-2,42413F-HRTimeline
W ADVISORS, LLC7,267$729K0.33%-2,97513F-HRTimeline
Balefire, LLC7,174$720K0.12%+3,76613F-HRTimeline
Chatterton & Associates Inc.7,174$707K0.42%+54313F-HRTimeline
Kovack Advisors, Inc.6,966$696K0.03%+1,25113F-HRTimeline
J.W. COLE ADVISORS, INC.6,915$694K0.01%new13F-HRTimeline
Sequoia Financial Advisors, LLC6,897$692K<0.01%-3,34213F-HRTimeline
Fairvoy Private Wealth, LLC6,794$682K0.14%+1,90913F-HRTimeline
TWO SIGMA SECURITIES, LLC6,788$681K0.06%new13F-HRTimeline
ASL Financial, LLC6,681$670K0.47%-14913F-HRTimeline
REGATTA CAPITAL GROUP, LLC6,676$670K0.09%-51513F-HRTimeline
JPL Wealth Management, LLC6,656$668K0.13%+5,84113F-HRTimeline
Western Wealth Management, LLC6,621$664K0.02%+21813F-HRTimeline
WAYSTONE ADVISORS LLC6,544$657K0.49%+29613F-HRTimeline
BOS Asset Management, LLC6,507$653K0.15%-4,50213F-HRTimeline
Richmond Investment Services, LLC6,495$652K0.21%-21,51113F-HRTimeline
RHS Financial, LLC6,340$636K0.26%+1,26113F-HRTimeline
Camarda Financial Advisors, LLC6,331$635K0.19%+40213F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC6,303$632K0.09%-1,80913F-HRTimeline
Triad Wealth Partners, LLC6,488$626K0.04%-141,96513F-HRTimeline
Avidian Wealth Enterprises, LLC6,131$615K0.02%-45613F-HRTimeline
Alteri Wealth LLC6,067$609K0.17%+27313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,055$608K<0.01%-39213F-HRTimelineGroup
PRIVATE TRUST CO NA6,027$605K0.05%-3,01513F-HRTimeline
Avantra Family Wealth, Inc.5,990$601K0.38%-43313F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC5,990$601K0.19%-3,35913F-HRTimeline
Perigon Wealth Management, LLC5,946$597K0.01%-1,97513F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co5,868$589K0.12%013F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC5,804$582K0.01%-2,40313F-HRTimeline
BLALOCK WILLIAMS, LLC5,791$581K0.38%-1,41013F-HRTimeline
Gilliland Jeter Wealth Management LLC5,724$574K0.15%+1,05613F-HRTimeline
Argent Trust Co5,709$573K0.02%-93013F-HRTimeline
Sanchez Gaunt Capital Management, LLC5,677$570K0.32%+21013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,611$563K0.01%+213F-HRTimeline
City Center Advisors, LLC5,564$558K0.45%+61113F-HRTimeline
Plancorp, LLC5,659$555K0.01%new13F-HRTimeline
Alta Wealth Advisors LLC5,487$551K0.15%+31713F-HRTimeline
Core Wealth Partners LLC5,422$544K0.23%+9813F-HRTimeline
GLOBALT Investments LLC / GA5,387$541K0.02%-27613F-HRTimeline
ARWA LLC5,445$536K0.22%-72813F-HRTimeline
Betterment LLC5,345$536K<0.01%+19013F-HRTimeline
GTS SECURITIES LLC5,318$534K0.01%new13F-HRTimeline
Keystone Financial Group5,257$528K0.03%+2,61913F-HRTimeline
EASTERN BANK5,131$515K0.01%-32513F-HRTimeline
Madson Wealth Advisors Inc5,094$511K0.35%-2,20413F-HRTimeline
Parallel Advisors, LLC5,050$507K0.01%-65213F-HRTimeline
EFG International AGin group EFG International AG5,042$506K0.01%-60213F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC4,949$496K0.03%-33713F-HRTimelineGroup
Mosley Wealth Management4,760$478K0.15%-19,63513F-HRTimeline
Blue Capital, Inc.4,726$474K0.3%+29313F-HRTimeline
Exit Wealth Advisors, LLC.4,691$471K0.21%+84713F-HRTimeline
W.H. Cornerstone Investments Inc.4,616$463K0.26%new13F-HRTimeline
Beacon Pointe Advisors, LLC4,549$456K<0.01%-46313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,540$456K0.04%-26013F-HRTimelineGroup
Legacy Wealth Partners, LLC4,526$454K0.1%-53613F-HRTimeline
Waverly Advisors, LLC4,495$451K<0.01%-5,42513F-HRTimeline
Kane Co Wealth Management, Inc.4,465$448K0.34%+1,34513F-HRTimeline
Confluence Wealth Services, Inc.4,461$448K0.01%new13F-HRTimeline
Koshinski Asset Management, Inc.4,427$444K0.02%013F-HRTimeline
LiftPoint Family Wealth Advisors LLC4,412$443K0.3%-2,55713F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.4,410$443K0.04%+1,95713F-HRTimeline
FINANCIAL LIFE ADVISORS4,395$441K0.13%-21,10613F-HRTimeline
NWAM LLC4,386$440K0.02%+25913F-HRTimeline
Continuum Advisory, LLC4,379$439K0.04%+31713F-HRTimeline
Signal Advisors Wealth, LLC4,364$438K0.02%-1,03113F-HRTimeline
Fiscal Wisdom Wealth Management, LLC4,308$432K0.37%-9413F-HRTimeline
Cape Investment Advisory, Inc.4,308$432K0.12%-44513F-HRTimeline
WORLD EQUITY GROUP, INC.4,298$431K0.1%-98113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,284$430K<0.01%+1,49613F-HRTimelineGroup
WEDBUSH SECURITIES INC4,276$429K0.01%-72113F-HRTimeline
FMR LLCin group FMR LLC4,251$427K<0.01%-2,33013F-HRTimelineGroup
ZENITH SOLUTIONS, INC.4,243$426K0.39%13F-HRTimeline
Valtinson Bruner Financial Planning LLC4,241$426K0.11%-74213F-HRTimeline
Montecito Bank & Trust4,199$421K0.06%+1,03413F-HRTimeline
FAS Wealth Partners, Inc.4,110$412K0.02%013F-HRTimeline
VestGen Investment Management4,109$412K0.22%-1,16813F-HRTimeline
NorthRock Partners, LLC4,103$412K0.01%-11,26813F-HRTimeline
Advisors Capital Management, LLC4,099$411K<0.01%+11013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,080$409K0.15%-1,13613F-HRTimeline
Mayflower Financial Advisors, LLC3,982$400K0.03%-4,71013F-HRTimeline
NORTHLAND SECURITIES, INC.3,927$394K0.23%new13F-HRTimeline
One Wealth Advisors, LLC3,917$393K0.04%-29,26413F-HRTimeline