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Disclosery

TLH ISHARES TR

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10-20 YR TRS ETF (fund)

542 managers (548 13F filers) reported a position in TLH shares at 2025-06-30, 107,807,265 shares in all. 69 filers opened a position and 51 filers sold out during the quarter.

Managers
542
13F filers
548
New
69
Added
283
Reduced
147
Sold out
51
Shares held by filers
107,807,265

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Horst & Graben Wealth Management LLC23,117$2.35M0.39%+6813F-HRTimeline
UNIQUE WEALTH, LLC22,928$2.33M0.38%+11,47813F-HRTimeline
Gateway Wealth Partners, LLC22,763$2.31M0.44%+4,74413F-HRTimeline
EHRLICH FINANCIAL GROUP22,488$2.28M1.48%+82513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC22,475$2.28M0.06%+16,62813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC22,363$2.27M0.04%+6,02113F-HRTimelineGroup
Kilter Group LLC22,012$2.24M1.02%+7,12713F-HRTimeline
MN Wealth Advisors, LLC21,929$2.23M1.3%-9,27713F-HRTimeline
Quotient Wealth Partners, LLC21,692$2.2M0.06%-27,03013F-HRTimeline
Quadrant Private Wealth Management, LLC21,679$2.2M0.46%+6,53413F-HRTimeline
Braun-Bostich & Associates Inc.21,500$2.18M1.49%+15713F-HRTimeline
World Investment Advisors21,440$2.18M0.05%-7,56913F-HRTimeline
Sigma Planning Corp21,121$2.15M0.06%+1,72013F-HRTimeline
Clear Creek Financial Management, LLC21,020$2.14M0.2%-30113F-HRTimeline
FINANCIAL LIFE ADVISORS20,705$2.1M0.72%-20,05213F-HRTimeline
Robertson Stephens Wealth Management, L…20,581$2.09M0.07%+4,31713F-HRTimeline
Hoxton Planning & Management, LLC20,497$2.08M0.72%+3,59413F-HRTimeline
ShoreHaven Wealth Partners, LLC20,350$2.07M0.85%+6,17913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…20,333$2.07M0.04%+6,70213F-HRTimelineGroup
Center For Asset Management LLC20,575$2.05M1.27%-5,04713F-HRTimeline
B. Riley Wealth Advisors, Inc.20,040$2.04M0.1%-28,93613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC19,983$2.01M0.65%+6,28813F-HRTimeline
Rothschild Wealth LLC19,737$2.01M0.49%+5,90913F-HRTimeline
Ashton Thomas Private Wealth, LLC19,528$1.98M0.07%+7,85313F-HRTimeline
Alternative Investment Advisors, LLC.19,512$1.98M0.98%-1,16913F-HRTimeline
Keebeck Wealth Management19,170$1.95M0.26%-14,20713F-HRTimeline
HAZLETT, BURT & WATSON, INC.19,068$1.94M0.79%+2,53013F-HRTimeline
EP Wealth Advisors, LLC18,871$1.92M0.01%new13F-HRTimeline
Legacy PCG, LLC18,550$1.88M1.21%+3,38513F-HRTimeline
West Wealth Group, LLC18,497$1.88M0.47%+2,47813F-HRTimeline
My Legacy Advisors, LLC18,438$1.85M0.66%+5,69513F-HRTimeline
Values First Advisors, Inc.17,877$1.82M0.99%-28013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC18,340$1.8M0.01%-5,57313F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC17,464$1.77M0.14%+7,75313F-HR/ATimeline
Barnes Wealth Management Group, Inc17,272$1.75M1.04%+4,92613F-HRTimeline
Financial Advocates Investment Manageme…17,623$1.75M0.14%-5,25813F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.17,166$1.74M0.21%+5,90213F-HRTimeline
Vise Technologies, Inc.17,079$1.74M0.07%13F-HRTimeline
May Hill Capital, LLC17,018$1.73M0.57%+13,91513F-HRTimeline
Heck Capital Advisors, LLC16,860$1.71M0.15%+64413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC16,780$1.7M0.44%+36613F-HRTimeline
LifePlan Investment Advisors, Inc.16,625$1.69M0.84%+5,73113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …16,713$1.68M0.06%+6,39413F-HRTimelineGroup
Cyndeo Wealth Partners, LLC16,411$1.67M0.1%+5,52013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP16,398$1.67M<0.01%-8,10313F-HR/ATimelineGroup
Davis Wealth Advisors, LLC16,180$1.64M1.74%+4,41013F-HRTimeline
Prime Capital Investment Advisors, LLC15,895$1.61M0.02%-3,25313F-HRTimeline
BCU Wealth Advisors, LLC15,866$1.61M0.72%new13F-HRTimeline
ODonnell Financial Services, LLC15,744$1.6M0.61%-49213F-HRTimeline
JT Stratford LLC15,257$1.55M0.23%+1,44213F-HRTimeline
GeoWealth Management, LLC15,251$1.55M0.06%+64513F-HRTimeline
Legacy Private Trust Co.14,377$1.46M0.09%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,198$1.44M0.05%-34313F-HRTimelineGroup
LANARK FINANCIAL, INC.13,649$1.39M0.11%+1,42513F-HRTimeline
REGIMEN WEALTH, LLC13,401$1.36M0.42%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,355$1.36M<0.01%new13F-HRTimelineGroup
Sheridan Capital Management, LLC13,156$1.34M0.92%+14813F-HRTimeline
Etesian Wealth Advisors, Inc.13,143$1.34M0.5%+9,11913F-HRTimeline
JFS WEALTH ADVISORS, LLC13,015$1.32M0.08%+1413F-HRTimeline
Copperleaf Capital, LLC13,000$1.32M0.67%+2,08113F-HRTimeline
Snowden Capital Advisors LLC12,890$1.31M0.04%+3,79913F-HRTimeline
LexAurum Advisors, LLC12,791$1.3M0.21%+213F-HRTimeline
RCS Financial Planning, LLC12,715$1.29M0.64%+2,82413F-HRTimeline
Venturi Wealth Management, LLC12,673$1.29M0.06%+8213F-HRTimeline
Mendel Capital Management LLC12,617$1.28M0.73%-16613F-HRTimeline
Beacon Pointe Advisors, LLC12,475$1.27M0.01%-1,24013F-HRTimeline
Strategic Investment Advisors / MI12,475$1.27M0.12%-71013F-HRTimeline
Davies Financial Advisors, Inc.12,410$1.26M0.98%new13F-HRTimeline
Aspire Private Capital, LLC12,409$1.26M0.29%+2,21513F-HRTimeline
FIRST MANHATTAN CO. LLC.12,255$1.25M<0.01%new13F-HRTimeline
Mayflower Financial Advisors, LLC12,249$1.24M0.17%+3,44113F-HRTimeline
DOHJ, LLC12,271$1.23M0.36%-6,97113F-HRTimeline
Echo45 Advisors LLC12,042$1.22M0.77%+27613F-HRTimeline
Walkner Condon Financial Advisors LLC12,015$1.22M0.22%new13F-HRTimeline
Integrated Advisors Network LLC11,953$1.21M0.05%+2,45613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.11,964$1.21M0.03%013F-HRTimelineGroup
Retirement Wealth Solutions LLC11,856$1.2M0.88%+3,43213F-HRTimeline
TFB Advisors LLC11,713$1.19M0.31%-14213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC11,587$1.18M0.05%-70413F-HRTimelineGroup
PFG Investments, LLC11,266$1.14M0.07%+52213F-HRTimeline
Pinnacle Financial Partners Inc11,236$1.14M0.02%-17,96813F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC11,175$1.14M0.24%new13F-HRTimeline
Composition Wealth, LLC11,165$1.13M0.02%new13F-HRTimeline
Ballew Advisors, Inc11,060$1.11M0.66%-62013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,876$1.11M0.05%new13F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.10,853$1.1M0.05%new13F-HRTimeline
REGATTA CAPITAL GROUP, LLC10,817$1.1M0.19%-47113F-HRTimeline
Tyche Wealth Partners LLC10,573$1.07M0.22%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC10,377$1.05M0.09%-4,59313F-HR/ATimeline
FIRETHORN WEALTH PARTNERS, LLC10,246$1.04M0.45%+61813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,053$1.02M0.01%-88213F-HR/ATimelineGroup
MassMutual Private Wealth & Trust, FSB9,991$1.02M0.03%-3,95213F-HRTimeline
Parallel Advisors, LLC9,961$1.01M0.02%-2,61313F-HRTimeline
Atlanta Consulting Group Advisors, LLC9,932$1.01M0.28%-30213F-HRTimeline
BOS Asset Management, LLC9,747$990K0.32%+2,47913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding9,706$986K-205Timeline
Sequoia Financial Advisors, LLC9,609$976K0.01%-79913F-HRTimeline
W ADVISORS, LLC9,606$976K0.56%+2,28913F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…9,580$973K0.57%13F-HRTimelineGroup
ALTERNA WEALTH MANAGEMENT, INC9,311$946K0.76%+2,77913F-HRTimeline
Pinion Investment Advisors, LLC9,247$939K0.32%+3,79013F-HRTimeline
DAVENPORT & Co LLC9,231$938K0.01%+1,94913F-HRTimeline
PRIVATE TRUST CO NA9,181$933K0.09%+3,34513F-HRTimeline
TOWNSQUARE CAPITAL LLC9,142$929K0.09%-34,67713F-HRTimeline
Silverleafe Capital Partners, LLC9,102$925K0.32%-2913F-HRTimeline
Arete Wealth Advisors, LLC8,590$873K0.06%+3,63413F-HRTimeline
VICUS CAPITAL8,514$865K0.07%+1,05413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,365$850K0.05%+3,06013F-HRTimelineGroup
Two West Capital Advisors LLC8,486$849K0.56%+5,55013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…8,268$840K<0.01%-18,36213F-HRTimelineGroup
NWAM LLC8,285$833K0.05%+2,04413F-HR/ATimeline
Klaas Financial Asset Advisors, LLC8,047$818K0.13%+10713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,011$814K<0.01%-19,42313F-HRTimelineGroup
EASTERN BANK7,903$803K0.02%-5,50913F-HRTimeline
TSA Wealth Managment LLC7,813$794K0.29%-1,56713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,783$791K<0.01%+29813F-HRTimelineGroup
Kingsview Wealth Management, LLC7,778$790K0.01%-6,14213F-HRTimeline
Core Wealth Partners LLC7,723$785K0.4%+4,04913F-HRTimeline
CHOREO, LLC7,478$760K0.01%-6,47413F-HRTimeline
IFG Advisory, LLC7,437$756K0.04%-44213F-HRTimeline
PATRON PARTNERS, LLC7,369$749K0.37%-4,76113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,284$740K<0.01%-31013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC7,223$734K0.37%+1,84213F-HRTimeline
Brookwood Investment Group LLC7,209$732K0.12%+3,01913F-HRTimeline
Checchi Capital Advisers, LLC7,187$730K0.05%-5,40713F-HRTimeline
Focus Financial Network, Inc.7,149$726K0.03%-37413F-HRTimeline
Perigon Wealth Management, LLC7,143$726K0.02%+1,10213F-HRTimeline
Valmark Advisers, Inc.7,133$725K0.01%+2113F-HRTimeline
CoreCap Advisors, LLC7,001$711K0.03%+6913F-HRTimeline
Sovereign Financial Group, Inc.6,959$707K0.15%-12713F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.6,907$702K0.94%-85013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,905$702K0.05%-29,97513F-HRTimeline
Arax Advisory Partners6,842$695K0.03%+1,59913F-HRTimeline
Peak Financial Management, Inc.6,836$695K0.2%-3,87313F-HRTimeline
WEDBUSH SECURITIES INC6,733$684K0.02%+1,06413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC6,556$666K0.02%-1,95313F-HRTimeline
WealthPlan Investment Management, LLC6,477$658K0.05%new13F-HRTimeline
CW Advisors, LLC6,352$645K0.01%+3,35213F-HRTimeline
Avidian Wealth Enterprises, LLC6,341$644K0.03%+1,65713F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION6,254$635K0.06%-2,84413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,221$632K0.04%new13F-HRTimeline
GLOBALT Investments LLC / GA6,196$630K0.02%-75913F-HRTimeline
THEORY FINANCIAL LLC6,080$611K0.23%+1,51813F-HRTimeline
ORG Partners LLC6,021$610K0.13%+4,51013F-HRTimeline
Camarda Financial Advisors, LLC5,945$604K0.24%+33813F-HRTimeline
D L CARLSON INVESTMENT GROUP INC5,835$593K0.11%-1,04013F-HRTimeline
Freedom Investment Management, Inc.5,715$581K0.05%+2,71613F-HRTimeline
WBH ADVISORY INC5,603$569K0.05%new13F-HRTimeline
OPTIMA CAPITAL LLC5,575$566K0.3%new13F-HRTimeline
Creative Planningin group Creative Planning5,535$562K<0.01%-7313F-HRTimelineGroup
Annex Advisory Services, LLC5,516$560K0.01%-4,30313F-HRTimeline
Valtinson Bruner Financial Planning LLC5,229$531K0.17%-88513F-HRTimeline
AE Wealth Management LLC5,221$530K<0.01%+1,24213F-HRTimeline
VestGen Investment Management5,210$529K0.38%+1,33113F-HRTimeline
United Advisor Group, LLC5,194$528K0.09%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.5,173$526K0.01%+54613F-HRTimeline
Wayfinding Financial, LLC5,151$523K0.23%-2,45113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,096$518K0.04%+10513F-HRTimeline
Signal Advisors Wealth, LLC5,085$517K0.04%new13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC5,058$513K0.26%new13F-HRTimeline
HRT FINANCIAL LP4,964$504K<0.01%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,896$497K<0.01%-1,41913F-HRTimelineGroup
RHS Financial, LLC4,875$495K0.28%+28113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,832$491K<0.01%-23,50513F-HRTimelineGroup
Arkadios Wealth Advisors4,800$488K0.01%+1,80313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4,787$486K0.04%+9113F-HRTimeline
FULLCIRCLE WEALTH LLC4,781$486K0.18%+1,41013F-HRTimeline
Richmond Investment Services, LLC4,744$482K0.1%new13F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd4,715$479K0.03%+89013F-HRTimelineGroup
Koshinski Asset Management, Inc.4,676$475K0.04%-4613F-HRTimeline
Yukon Wealth Management, Inc.4,653$473K0.17%+64913F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding4,612$469K-14,040Timeline
Lion Street Advisors, LLC4,595$467K0.14%+2,62213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,574$465K<0.01%+29713F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC4,554$463K0.03%new13F-HRTimeline
Avantra Family Wealth, Inc.4,530$460K0.38%new13F-HRTimeline
Lifeworks Advisors, LLC4,463$453K0.07%+1,70113F-HRTimeline
Veltria Advisors Corp.4,431$450K0.3%new13F-HRTimeline
GenWealth Group, Inc.4,388$446K0.09%-39913F-HRTimeline
Columbia Bank4,416$439K0.13%-11,11813F-HRTimeline
Betterment LLC4,273$434K<0.01%+8013F-HRTimeline
Vantage Point Financial LLC4,247$432K0.19%+1,11213F-HRTimeline
J.W. COLE ADVISORS, INC.4,192$426K0.01%+42513F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,134$420K0.13%+4,12013F-HRTimeline
FAS Wealth Partners, Inc.4,131$420K0.03%+53813F-HRTimeline
Coastal Bridge Advisors, LLC4,085$415K0.03%-2,67713F-HRTimeline
Fermata Advisors, LLC4,076$414K0.11%+49013F-HRTimeline
Sound Income Strategies, LLC4,060$413K0.02%+3,86413F-HRTimeline
KICKSTAND VENTURES, LLC.4,050$411K0.1%-80013F-HRTimeline
WHITTIER TRUST CO3,884$395K<0.01%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,825$389K<0.01%new13F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding3,801$386K+1,810Timeline
DRW Securities, LLC3,800$386K0.03%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,706$377K0.02%-11413F-HRTimelineGroup
WEALTHGARDEN F.S. LLC3,737$375K0.31%+1,66513F-HRTimeline
J. W. Coons Advisors, LLC3,675$373K0.08%013F-HRTimeline
Patriot Financial Group Insurance Agenc…3,584$364K0.04%+95213F-HRTimeline
ARRIEN INVESTMENTS, INC.3,578$364K0.23%+8213F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC3,563$362K0.03%-221,61913F-HRTimeline
Dentgroup LLC3,522$358K0.25%new13F-HRTimeline