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Disclosery

TLH ISHARES TR

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10-20 YR TRS ETF (fund)

476 managers (482 13F filers) reported a position in TLH shares at 2024-12-31, 66,375,613 shares in all. 49 filers opened a position and 61 filers sold out during the quarter.

Managers
476
13F filers
482
New
49
Added
185
Reduced
170
Sold out
61
Shares held by filers
66,375,613

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
KICKSTAND VENTURES, LLC.11,198$1.11M0.28%-22213F-HRTimeline
Kingsview Wealth Management, LLC11,056$1.1M0.02%-2,07313F-HRTimeline
Kelly Financial Services LLC11,042$1.1M0.4%+17413F-HR/ATimeline
Carr Financial Group Corp10,907$1.09M0.34%-111,63013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,868$1.08M0.02%+81313F-HRTimelineGroup
Financial Advocates Investment Manageme…11,282$1.07M0.06%-21813F-HRTimeline
PFG Investments, LLC10,796$1.07M0.07%-78913F-HRTimeline
Cyndeo Wealth Partners, LLC10,663$1.06M0.07%+2,36813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth10,647$1.06M<0.01%+34013F-HR/ATimelineGroup
DOHJ, LLC10,635$1.06M0.24%+1,94413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,490$1.04M0.02%-52,56713F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL10,262$1.04M0.35%-38,61113F-HRTimeline
TSA Wealth Managment LLC10,274$1.02M0.42%+613F-HRTimeline
Focus Financial Network, Inc.10,127$1.01M0.04%-57,17113F-HRTimeline
PFG Advisors10,037$999K0.06%-44713F-HRTimeline
Peninsula Wealth, LLC10,005$996K0.17%-2,63713F-HRTimeline
GeoWealth Management, LLC9,941$990K0.03%+38813F-HRTimeline
MGO ONE SEVEN LLC9,824$978K0.04%+3,30013F-HRTimeline
Mayflower Financial Advisors, LLC9,715$967K0.14%+91313F-HRTimeline
WATERSHED PRIVATE WEALTH LLC9,602$956K0.37%-1,10213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.9,549$951K0.02%013F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC9,500$946K0.07%+6313F-HRTimelineGroup
Keebeck Wealth Management9,496$945K0.14%-1,99913F-HRTimeline
Global Retirement Partners, LLC9,391$935K0.03%+42513F-HRTimeline
Silverleafe Capital Partners, LLC9,254$921K0.29%-7,35313F-HRTimeline
Perigon Wealth Management, LLC9,244$916K0.02%-4,15813F-HRTimeline
World Investment Advisors9,133$909K0.02%+29413F-HRTimeline
Wayfinding Financial, LLC8,879$883K0.47%new13F-HRTimeline
WBH ADVISORY INC8,837$880K0.08%-57713F-HRTimeline
Shared Vision Wealth Group LLC8,750$871K0.46%-14413F-HRTimeline
First Horizon Advisors, Inc.8,708$867K0.02%+63613F-HRTimeline
Atlanta Consulting Group Advisors, LLC8,655$862K0.32%+2413F-HR/ATimeline
IFP Advisors, Inc8,622$858K0.03%+7813F-HRTimeline
ONE Advisory Partners, LLC8,620$858K0.38%-3,70713F-HRTimeline
Braun-Bostich & Associates Inc.8,427$839K0.6%+82013F-HRTimeline
Cypress Wealth Services, LLC8,424$839K0.17%-17413F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC8,300$826K<0.01%-1,18013F-HRTimelineGroup
Veltria Advisors Corp.8,193$816K0.34%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,121$808K<0.01%-3,21413F-HRTimeline
Robertson Stephens Wealth Management, L…7,821$778K0.03%+1813F-HRTimeline
GLOBALT Investments LLC / GA7,705$767K0.03%-5513F-HRTimeline
Klaas Financial Asset Advisors, LLC7,555$752K0.13%-17113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,550$752K<0.01%-1,25113F-HRTimelineGroup
True Vision MN LLC7,338$730K0.43%+52413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC7,247$721K0.02%-73513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,153$712K0.01%+3,35713F-HRTimelineGroup
LOCKERMAN FINANCIAL GROUP, INC.7,096$706K1.2%+93413F-HRTimeline
Anchor Pointe Wealth Management, LLC7,001$699K0.91%13F-HRTimeline
D L CARLSON INVESTMENT GROUP INC6,875$684K0.12%013F-HRTimeline
VICUS CAPITAL6,873$684K0.06%-3,45713F-HRTimeline
Checchi Capital Advisers, LLC6,834$680K0.05%-3,21413F-HRTimeline
WEALTH ALLIANCE, LLC6,805$677K0.08%-72613F-HRTimeline
TrinityPoint Wealth, LLC6,791$676K0.09%-65713F-HRTimeline
Gateway Wealth Partners, LLC6,734$670K0.17%+83913F-HRTimeline
Sovran Advisors, LLC6,846$666K0.09%13F-HRTimeline
My Legacy Advisors, LLC6,631$655K0.25%-63913F-HRTimeline
Summit X, LLC6,397$637K0.14%-25613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,315$629K<0.01%-1,20513F-HRTimelineGroup
RHS Financial, LLC6,088$606K0.31%+68513F-HRTimeline
B. Riley Wealth Advisors, Inc.5,901$587K0.02%-35,60813F-HRTimeline
SWMG, LLC5,893$587K0.23%+28713F-HRTimeline
NWAM LLC5,801$577K0.04%+2,69713F-HRTimeline
Camarda Financial Advisors, LLC5,733$571K0.21%+15213F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC5,695$567K0.62%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,512$549K<0.01%+4,18113F-HRTimelineGroup
THEORY FINANCIAL LLC5,472$545K0.23%+13313F-HRTimeline
JFS WEALTH ADVISORS, LLC5,409$538K0.04%+1,32813F-HRTimeline
Mosley Wealth Management5,289$530K0.33%+69913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC5,255$523K0.26%+23713F-HRTimeline
Arax Advisory Partners5,129$511K0.03%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,082$506K0.02%+67813F-HRTimeline
GenWealth Group, Inc.5,057$503K0.11%-4,46313F-HRTimeline
Venturi Wealth Management, LLC4,913$489K0.02%-25913F-HRTimeline
Merit Financial Group, LLC4,890$487K0.01%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,875$485K0.05%+49213F-HR/ATimeline
HARBOR INVESTMENT ADVISORY, LLC4,865$484K0.05%-5013F-HRTimeline
Headlands Technologies LLC4,804$478K0.05%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,702$468K0.01%-16613F-HRTimeline
BEACON FINANCIAL GROUP4,681$466K0.05%+56513F-HRTimeline
Ashton Thomas Private Wealth, LLC4,548$453K0.02%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,407$439K0.04%new13F-HRTimelineGroup
Apeiron RIA LLC4,372$435K0.12%+11913F-HRTimeline
WNY Asset Management, LLC4,363$434K0.05%-21513F-HRTimeline
BCGM Wealth Management, LLC4,335$431K0.14%-70813F-HRTimeline
IFG Advisory, LLC4,264$424K0.02%new13F-HRTimeline
ARRIEN INVESTMENTS, INC.4,182$421K0.3%+32913F-HRTimeline
Vermillion & White Wealth Management Gr…4,217$420K0.31%+1513F-HRTimeline
Claro Advisors Inc.4,189$417K0.06%-43413F-HRTimeline
Koshinski Asset Management, Inc.4,106$409K0.04%-4013F-HRTimeline
GGM Financial LLC4,074$405K0.43%-86,57413F-HRTimeline
Betterment LLC4,071$405K<0.01%-20713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,050$403K0.03%+11413F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …4,027$393K0.02%+80013F-HRTimelineGroup
Transce3nd, LLC3,942$393K0.13%13F-HRTimeline
Greenwich Wealth Management LLC3,937$392K0.03%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,919$390K0.15%-91013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,894$388K0.01%-16413F-HRTimeline
One Day In July LLC3,888$387K0.04%-72513F-HRTimeline
WHITTIER TRUST CO3,884$387K0.01%013F-HRTimeline
Hoxton Planning & Management, LLC3,848$383K0.15%+21213F-HRTimeline
J. W. Coons Advisors, LLC3,810$379K0.1%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,799$378K0.03%-90413F-HRTimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…3,725$371K0.06%-1,32113F-HRTimeline
FAS Wealth Partners, Inc.3,663$365K0.03%-698,50013F-HRTimeline
EWG Elevate Inc.3,663$365K0.11%new13F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC3,522$351K0.29%013F-HRTimeline
SigFig Wealth Management, LLC3,489$348K0.01%+12013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.3,488$347K0.04%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…3,434$343K<0.01%+1,56813F-HRTimelineGroup
Compound Planning, Inc.3,420$340K0.02%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,368$335K<0.01%-19,64213F-HRTimelineGroup
American Trust3,299$328K0.02%new13F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC3,262$325K0.15%new13F-HRTimeline
CHANNEL WEALTH LLC3,211$320K0.1%+8713F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd3,170$316K0.02%+55013F-HRTimelineGroup
Moment Partners, LLC3,141$313K0.06%13F-HRTimeline
Lane & Associates LLC3,113$312K0.16%-1,89213F-HRTimeline
PRIVATE TRUST CO NA3,085$307K0.03%+42713F-HRTimeline
CW Advisors, LLC3,044$303K<0.01%+34413F-HRTimeline
Omega Financial Group, LLC3,008$299K0.11%+8713F-HRTimeline
Spectrum Wealth Counsel, LLC3,006$299K0.04%+12013F-HRTimeline
Patriot Financial Group Insurance Agenc…2,995$298K0.04%+14613F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co2,930$292K0.07%013F-HRTimelineGroup
Beacon Financial Advisory LLC2,895$288K0.09%+82813F-HRTimeline
Magnus Financial Group LLC2,880$287K0.03%+1,00413F-HRTimeline
Retirement Wealth Solutions LLC2,933$286K0.24%13F-HRTimeline
Avidian Wealth Enterprises, LLC2,875$286K0.01%-2313F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…2,837$282K0.03%+24313F-HR/ATimelineGroup
Invst, LLC2,673$266K0.03%+34313F-HRTimeline
Core Wealth Partners LLC2,657$264K0.15%new13F-HRTimeline
Aspire Private Capital, LLC2,607$259K0.06%-18413F-HRTimeline
WEALTHGARDEN F.S. LLC2,599$259K0.24%-813F-HRTimeline
MCF Advisors LLC2,567$256K0.02%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,550$254K<0.01%+1313F-HRTimelineGroup
GRIES FINANCIAL LLC2,535$252K0.04%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,529$252K0.1%-12913F-HRTimeline
Csenge Advisory Group2,510$250K0.01%+48513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,507$250K0.02%-30,53713F-HRTimeline
Members Advisory Group LLC2,469$247K0.1%-168,05313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,484$247K<0.01%-3913F-HRTimelineGroup
LGT Financial Advisors LLC2,478$247K0.55%+76313F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,464$245K0.04%new13F-HRTimeline
FUTURE YOU WEALTH LLC2,462$245K0.17%13F-HRTimeline
W ADVISORS, LLC2,451$244K0.15%-1713F-HRTimeline
DAVENPORT & Co LLC2,448$244K<0.01%-1213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,438$243K<0.01%new13F-HRTimelineGroup
Avior Wealth Management, LLC2,430$242K0.01%-11,98413F-HRTimeline
Fermata Advisors, LLC2,418$241K0.04%-14613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,403$239K<0.01%new13F-HRTimelineGroup
Gen-Wealth Partners Inc2,361$235K0.1%+17413F-HRTimeline
UNIQUE WEALTH, LLC2,316$231K0.05%new13F-HRTimeline
BOSTON FAMILY OFFICE LLC2,298$229K0.02%+39413F-HRTimeline
Aptus Capital Advisors, LLC2,300$229K<0.01%+2,25413F-HRTimeline
LEUTHOLD GROUP, LLC2,292$228K0.03%-11613F-HRTimeline
LifePlan Investment Advisors, Inc.2,270$226K0.14%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,258$225K0.06%+4313F-HRTimelineGroup
Trinity Wealth Management, LLC2,255$224K0.1%+16413F-HRTimeline
RCS Financial Planning, LLC2,241$223K0.12%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC2,221$221K0.14%new13F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co2,214$220K<0.01%-33713F-HRTimelineGroup
Walkner Condon Financial Advisors LLC2,166$216K0.04%new13F-HRTimeline
Trivium Point Advisory, LLC2,128$212K0.03%-16213F-HRTimeline
WEDBUSH SECURITIES INC2,124$211K0.01%+17013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,105$210K<0.01%-2813F-HRTimelineGroup
Blue Trust, Inc.2,099$209K<0.01%-2,27813F-HR/ATimeline
Certus Wealth Management, LLC2,028$205K0.14%new13F-HRTimeline
Rossby Financial, LCC2,056$205K0.13%13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC2,037$203K0.17%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,993$198K<0.01%+1,49913F-HRTimelineGroup
AE Wealth Management LLC1,903$189K<0.01%-7513F-HRTimeline
Federation des caisses Desjardins du Qu…1,856$185K<0.01%-68,19613F-HRTimeline
BLAIR WILLIAM & CO/IL1,851$184K<0.01%+43113F-HRTimeline
CoreCap Advisors, LLC1,821$181K0.01%+42413F-HRTimeline
Pflug Koory, LLC1,820$181K0.09%013F-HRTimeline
ORG Partners LLC1,720$171K0.02%+61113F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…1,582$157K<0.01%-3513F-HRTimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.1,400$139K<0.01%013F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC1,397$139K<0.01%013F-HRTimelineGroup
Householder Group Estate & Retirement S…1,389$138K0.1%-1,01113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,213$121K0.09%+10213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,180$117K0.01%+1,13513F-HRTimeline
Clean Yield Group1,140$113K0.04%-96013F-HRTimeline
Ravenstone Capital Management Inc.1,000$99.5K0.06%new13F-HRTimeline
FMR LLCin group FMR LLC900$89.6K<0.01%-1,65113F-HRTimelineGroup
Park Place Capital Corp890$88.6K0.02%-1,12113F-HRTimeline
Bristlecone Advisors, LLC811$80.8K0.01%+1113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.799$79.5K0.01%-9513F-HRTimelineGroup
Biltmore Family Office, LLC785$78.1K0.01%013F-HRTimeline
Capital Investment Counsel, Inc768$76.4K0.01%new13F-HRTimeline
Asset Planning,Inc754$75K0.06%13F-HRTimeline
Demars Financial Group, LLC7,045,441$70.8K10.22%+6,979,13613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED691$69K0.01%+613F-HRTimeline
Global Trust Asset Management, LLC650$64.7K0.02%-2,20013F-HRTimeline
FLP Wealth Management, LLC621$61.8K0.16%13F-HRTimeline
Independence Bank of Kentucky598$59.5K0.01%+39813F-HRTimeline
Creative Planningin group Creative Planning597$59.4K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.536$53.8K0.02%13F-HRTimeline
AdvisorNet Financial, Inc516$51.4K<0.01%+42113F-HRTimeline
COUNTRY TRUST BANK451$44.9K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.450$44.8K<0.01%013F-HRTimeline