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Disclosery

TLH ISHARES TR

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10-20 YR TRS ETF (fund)

524 managers (528 13F filers) reported a position in TLH shares at 2025-03-31, 91,058,005 shares in all. 105 filers opened a position and 52 filers sold out during the quarter.

Managers
524
13F filers
528
New
105
Added
246
Reduced
132
Sold out
52
Shares held by filers
91,058,005

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Financial Advocates Investment Manageme…22,881$2.37M0.17%+11,59913F-HRTimeline
Financial & Tax Architects, LLC22,496$2.33M0.59%-1,50813F-HRTimeline
Merit Financial Group, LLC21,840$2.27M0.03%+16,95013F-HRTimeline
EHRLICH FINANCIAL GROUP21,663$2.25M1.64%-70813F-HRTimeline
Claro Advisors Inc.21,400$2.22M0.3%+17,21113F-HRTimeline
Braun-Bostich & Associates Inc.21,343$2.21M1.64%+12,91613F-HRTimeline
Clear Creek Financial Management, LLC21,321$2.21M0.23%-1,30113F-HRTimeline
Clarus Wealth Advisors21,533$2.18M1.17%+8,64313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding20,810$2.16M-25,024Timeline
Alternative Investment Advisors, LLC.20,681$2.15M1.13%-94313F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.20,666$2.14M1.16%+20,66513F-HRTimeline
Defined Financial Planning LLC20,465$2.13M2.16%+66813F-HRTimeline
Cypress Wealth Services, LLC19,886$2.06M0.42%+11,46213F-HRTimeline
bLong Financial, LLC19,631$2.04M1.81%new13F-HRTimeline
Sigma Planning Corp19,401$2.01M0.06%+5,20113F-HRTimeline
DOHJ, LLC19,242$2M0.46%+8,60713F-HRTimeline
Prime Capital Investment Advisors, LLC19,148$1.99M0.02%+26813F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding18,652$1.9M-187,167Timeline
Certus Wealth Management, LLC18,963$1.88M1.28%+16,93513F-HRTimeline
Values First Advisors, Inc.18,157$1.88M1.1%+99013F-HRTimeline
Gateway Wealth Partners, LLC18,019$1.87M0.42%+11,28513F-HRTimeline
Csenge Advisory Group18,423$1.85M0.11%+15,91313F-HRTimeline
SFG Wealth Management, LLC.17,755$1.84M0.9%new13F-HRTimeline
IFP Advisors, Inc17,635$1.83M0.06%+9,01313F-HRTimeline
Hoxton Planning & Management, LLC16,903$1.75M0.67%+13,05513F-HRTimeline
HAZLETT, BURT & WATSON, INC.16,538$1.72M0.77%+3,63913F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC16,414$1.7M0.46%-53613F-HRTimeline
Vertex Planning Partners, LLC16,346$1.7M0.37%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,342$1.7M0.04%+14,23713F-HRTimelineGroup
Robertson Stephens Wealth Management, L…16,264$1.69M0.06%+8,44313F-HRTimeline
ODonnell Financial Services, LLC16,236$1.68M0.7%new13F-HRTimeline
Heck Capital Advisors, LLC16,216$1.68M0.19%-28,39413F-HRTimeline
West Wealth Group, LLC16,019$1.67M0.49%-1,29313F-HRTimeline
Columbia Bank15,534$1.61M0.56%-7,89613F-HRTimeline
Legacy PCG, LLC15,165$1.57M1.11%+1,54113F-HRTimeline
Quadrant Private Wealth Management, LLC15,145$1.57M0.39%-6,46613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC14,970$1.55M0.16%+10,09513F-HR/ATimeline
Kilter Group LLC14,885$1.54M1.01%new13F-HRTimeline
GeoWealth Management, LLC14,606$1.52M0.06%+4,66513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,541$1.51M0.05%+51113F-HRTimelineGroup
Legacy Private Trust Co.14,377$1.49M0.1%-18,98513F-HRTimeline
ShoreHaven Wealth Partners, LLC14,171$1.47M0.7%-4,76413F-HRTimeline
CHOREO, LLC13,952$1.45M0.02%-5,20513F-HRTimeline
MassMutual Private Wealth & Trust, FSB13,943$1.45M0.04%-3,31413F-HRTimeline
Kingsview Wealth Management, LLC13,920$1.44M0.03%+2,86413F-HRTimeline
Rothschild Wealth LLC13,828$1.43M0.4%new13F-HRTimeline
JT Stratford LLC13,815$1.43M0.25%+1,71013F-HRTimeline
Beacon Pointe Advisors, LLC13,715$1.42M0.02%-10,36913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,631$1.41M0.03%new13F-HRTimelineGroup
EASTERN BANK13,412$1.39M0.03%-149,64013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC13,695$1.38M0.63%new13F-HRTimeline
Visionary Wealth Advisors13,199$1.37M0.08%new13F-HRTimeline
Strategic Investment Advisors / MI13,185$1.37M0.14%+46913F-HRTimeline
Sheridan Capital Management, LLC13,008$1.35M0.98%-1,61513F-HRTimeline
JFS WEALTH ADVISORS, LLC13,001$1.35M0.09%+7,59213F-HRTimeline
LexAurum Advisors, LLC12,789$1.33M0.25%+1713F-HRTimeline
Mendel Capital Management LLC12,783$1.33M0.8%+80913F-HRTimeline
My Legacy Advisors, LLC12,743$1.32M0.51%+6,11213F-HRTimeline
Checchi Capital Advisers, LLC12,594$1.31M0.09%+5,76013F-HRTimeline
Venturi Wealth Management, LLC12,591$1.31M0.07%+7,67813F-HRTimeline
Parallel Advisors, LLC12,574$1.3M0.03%-4,69013F-HRTimeline
Barnes Wealth Management Group, Inc12,346$1.28M0.82%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC12,291$1.28M0.05%+2,79113F-HRTimelineGroup
LANARK FINANCIAL, INC.12,224$1.27M0.11%+12,21713F-HRTimeline
PATRON PARTNERS, LLC12,130$1.26M0.68%-1,30613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.11,964$1.24M0.03%+2,41513F-HRTimelineGroup
TFB Advisors LLC11,855$1.23M0.35%+113F-HRTimeline
Royal Fund Management, LLC11,824$1.23M0.15%-17,07913F-HRTimeline
Davis Wealth Advisors, LLC11,770$1.22M1.38%new13F-HRTimeline
Echo45 Advisors LLC11,766$1.22M0.82%-13613F-HRTimeline
Ashton Thomas Private Wealth, LLC11,675$1.21M0.05%+7,12713F-HRTimeline
UNIQUE WEALTH, LLC11,450$1.19M0.22%+9,13413F-HRTimeline
REGATTA CAPITAL GROUP, LLC11,288$1.17M0.23%-1,90013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.11,264$1.17M0.15%-46713F-HRTimeline
Ballew Advisors, Inc11,680$1.16M0.78%+9513F-HRTimeline
PFG Advisors11,123$1.15M0.06%+1,08613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,935$1.13M0.01%+3,78213F-HR/ATimelineGroup
Copperleaf Capital, LLC10,919$1.13M0.68%new13F-HRTimeline
LifePlan Investment Advisors, Inc.10,894$1.13M0.65%+8,62413F-HRTimeline
Cyndeo Wealth Partners, LLC10,891$1.13M0.07%+22813F-HRTimeline
PFG Investments, LLC10,744$1.11M0.07%-5213F-HRTimeline
Peak Financial Management, Inc.10,709$1.11M0.33%-58613F-HRTimeline
Sequoia Financial Advisors, LLC10,408$1.08M0.01%-1,06013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …10,319$1.06M0.07%+6,29213F-HRTimelineGroup
Atlanta Consulting Group Advisors, LLC10,234$1.06M0.31%+1,57913F-HRTimeline
Aspire Private Capital, LLC10,194$1.06M0.26%+7,58713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,490$1.04M0.02%013F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL9,927$1.03M0.01%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding9,911$1.03M-5,704Timeline
RCS Financial Planning, LLC9,891$1.03M0.54%+7,65013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth9,887$1.03M<0.01%-76013F-HR/ATimelineGroup
Annex Advisory Services, LLC9,819$1.02M0.03%-6,48813F-HRTimeline
GTS SECURITIES LLC9,731$1.01M0.04%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC9,711$1.01M0.09%new13F-HR/ATimeline
FIRETHORN WEALTH PARTNERS, LLC9,628$999K0.48%+4,37313F-HRTimeline
Integrated Advisors Network LLC9,497$985K0.05%new13F-HRTimeline
TSA Wealth Managment LLC9,380$973K0.39%-89413F-HRTimeline
Silverleafe Capital Partners, LLC9,131$947K0.33%-12313F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION9,098$944K0.09%-6,13413F-HRTimeline
Snowden Capital Advisors LLC9,091$943K0.03%new13F-HRTimeline
Mayflower Financial Advisors, LLC8,808$914K0.14%-90713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC8,509$883K0.02%+1,26213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,424$874K0.02%-2,44413F-HRTimelineGroup
Retirement Wealth Solutions LLC8,424$874K0.71%+5,49113F-HRTimeline
AlphaQ Advisors LLC8,403$872K2.09%new13F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC8,200$851K<0.01%-10013F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC7,940$824K0.14%+38513F-HRTimeline
IFG Advisory, LLC7,879$817K0.05%+3,61513F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.7,757$805K1.22%+66113F-HRTimeline
Wayfinding Financial, LLC7,602$788K0.35%-1,27713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,594$788K<0.01%-52713F-HRTimeline
Focus Financial Network, Inc.7,523$781K0.03%-2,60413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,485$777K<0.01%+4,11713F-HRTimelineGroup
VICUS CAPITAL7,460$774K0.07%+58713F-HRTimeline
W ADVISORS, LLC7,317$759K0.48%+4,86613F-HRTimeline
DAVENPORT & Co LLC7,282$755K<0.01%+4,83413F-HRTimeline
BOS Asset Management, LLC7,268$754K0.26%new13F-HRTimeline
Lane & Associates LLC7,168$744K0.4%+4,05513F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC7,120$739K0.01%new13F-HR/ATimelineGroup
Valmark Advisers, Inc.7,112$738K0.01%new13F-HRTimeline
Sovereign Financial Group, Inc.7,086$735K0.17%new13F-HRTimeline
GLOBALT Investments LLC / GA6,955$722K0.03%-75013F-HRTimeline
CoreCap Advisors, LLC6,932$719K0.03%+5,11113F-HRTimeline
D L CARLSON INVESTMENT GROUP INC6,875$713K0.14%013F-HRTimeline
Advus Financial Partners, LLC6,821$708K0.3%new13F-HR/ATimeline
Coastal Bridge Advisors, LLC6,762$702K0.06%new13F-HR/ATimeline
ALTERNA WEALTH MANAGEMENT, INC6,532$678K0.51%+4,49513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,315$655K<0.01%013F-HRTimelineGroup
NWAM LLC6,241$647K0.06%+44013F-HRTimeline
Valtinson Bruner Financial Planning LLC6,114$634K0.21%-15,61913F-HRTimeline
Perigon Wealth Management, LLC6,041$627K0.02%-3,20313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,847$607K0.02%+76513F-HRTimeline
PRIVATE TRUST CO NA5,836$605K0.06%+2,75113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,743$596K0.02%+1,84913F-HRTimeline
WEDBUSH SECURITIES INC5,669$588K0.02%+3,54513F-HRTimeline
Creative Planningin group Creative Planning5,608$582K<0.01%+5,01113F-HRTimelineGroup
Camarda Financial Advisors, LLC5,607$582K0.26%-12613F-HRTimeline
Pinion Investment Advisors, LLC5,457$566K0.12%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC5,381$558K0.32%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,305$550K0.03%+1,25513F-HRTimelineGroup
Arax Advisory Partners5,243$544K0.03%+11413F-HRTimeline
Concorde Asset Management, LLC5,356$544K0.29%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,991$518K0.05%-6,64813F-HR/ATimeline
Arete Wealth Advisors, LLC4,956$514K0.04%new13F-HRTimeline
KICKSTAND VENTURES, LLC.4,850$503K0.13%-6,34813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…26,630$498K<0.01%+23,19613F-HRTimelineGroup
GenWealth Group, Inc.4,787$497K0.11%-27013F-HRTimeline
Koshinski Asset Management, Inc.4,722$490K0.04%+61613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4,696$487K0.05%-16913F-HRTimeline
Avidian Wealth Enterprises, LLC4,684$486K0.02%+1,80913F-HRTimeline
HARBOUR INVESTMENTS, INC.4,627$480K0.01%-7513F-HRTimeline
WNY Asset Management, LLC4,615$479K0.06%+25213F-HRTimeline
RHS Financial, LLC4,594$477K0.27%-1,49413F-HRTimeline
THEORY FINANCIAL LLC4,562$473K0.2%-91013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,277$444K<0.01%+1,79313F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC4,224$438K0.09%new13F-HRTimeline
Betterment LLC4,193$435K<0.01%+12213F-HRTimeline
Brookwood Investment Group LLC4,190$435K0.07%13F-HRTimeline
Etesian Wealth Advisors, Inc.4,024$417K0.18%new13F-HRTimeline
Transce3nd, LLC4,025$417K0.19%+8313F-HRTimeline
Yukon Wealth Management, Inc.4,004$415K0.17%13F-HRTimeline
AE Wealth Management LLC3,979$413K<0.01%+2,07613F-HRTimeline
WHITTIER TRUST CO3,884$403K0.01%013F-HRTimeline
VestGen Investment Management3,879$402K0.3%new13F-HRTimeline
Apeiron RIA LLC3,874$402K0.12%-49813F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,866$401K0.16%-5313F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd3,825$397K0.03%+65513F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,820$396K0.03%+2113F-HRTimelineGroup
J.W. COLE ADVISORS, INC.3,767$391K0.01%new13F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC3,690$383K0.18%+42813F-HRTimeline
J. W. Coons Advisors, LLC3,675$381K0.1%-13513F-HRTimeline
Core Wealth Partners LLC3,674$381K0.22%+1,01713F-HRTimeline
One Day In July LLC3,609$374K0.04%-27913F-HRTimeline
FAS Wealth Partners, Inc.3,593$373K0.03%-7013F-HRTimeline
Fermata Advisors, LLC3,586$372K0.07%+1,16813F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.3,583$372K0.33%new13F-HRTimeline
E Fund Management Co., Ltd.3,583$372K0.02%new13F-HRTimeline
ARRIEN INVESTMENTS, INC.3,496$363K0.26%-68613F-HRTimeline
MMBG INVESTMENT ADVISORS CO.3,488$362K0.04%013F-HRTimeline
EQ LLC3,446$357K0.17%new13F-HRTimeline
CHANNEL WEALTH LLC3,421$355K0.11%+21013F-HRTimeline
FULLCIRCLE WEALTH LLC3,371$345K0.14%new13F-HRTimeline
Beacon Financial Advisory LLC3,253$338K0.1%+35813F-HRTimeline
Omega Financial Group, LLC3,218$334K0.13%+21013F-HRTimeline
Vantage Point Financial LLC3,135$325K0.16%new13F-HRTimeline
May Hill Capital, LLC3,103$322K0.12%new13F-HRTimeline
Moment Partners, LLC3,006$312K0.06%-13513F-HRTimeline
CW Advisors, LLC3,000$311K<0.01%-4413F-HRTimeline
Freedom Investment Management, Inc.2,999$311K0.03%new13F-HRTimeline
Arkadios Wealth Advisors2,997$311K0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.2,996$311K0.13%+2,46013F-HRTimeline
WORLD EQUITY GROUP, INC.2,992$310K0.09%new13F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co2,930$304K0.07%013F-HRTimelineGroup
Astoria Portfolio Advisors LLC.2,953$296K0.1%new13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,855$296K0.05%-87013F-HRTimeline
Two West Capital Advisors LLC2,936$292K0.24%new13F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…2,780$288K0.03%-5713F-HR/ATimelineGroup
Lifeworks Advisors, LLC2,762$287K0.05%new13F-HRTimeline
Summit Financial, LLC2,761$286K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,742$284K0.02%+2,63613F-HRTimeline