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Disclosery

TLH ISHARES TR

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10-20 YR TRS ETF (fund)

568 managers (572 13F filers) reported a position in TLH shares at 2025-09-30, 116,089,713 shares in all. 64 filers opened a position and 40 filers sold out during the quarter.

Managers
568
13F filers
572
New
64
Added
314
Reduced
141
Sold out
40
Shares held by filers
116,089,713

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
TRUSTMARK BANK TRUST DEPARTMENT26,567$2.74M0.18%-6,90913F-HRTimeline
GeoWealth Management, LLC26,106$2.69M0.1%+10,85513F-HRTimeline
EQ LLC26,019$2.68M0.91%+2,36813F-HRTimeline
Kilter Group LLC25,963$2.67M1.26%+3,95113F-HRTimeline
World Investment Advisors25,816$2.66M0.05%+4,37613F-HRTimeline
Visionary Wealth Advisors25,421$2.62M0.12%-4,20313F-HRTimeline
Clarus Wealth Advisors25,411$2.62M1.16%+1,29513F-HRTimeline
Spectrum Planning & Advisory Services I…24,997$2.57M1.45%-1,86413F-HRTimeline
Apeiron RIA LLC24,465$2.54M0.57%+1,27613F-HRTimeline
FORTE ASSET MANAGEMENT LLC24,600$2.53M1.22%-82013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …24,249$2.5M0.08%+7,53613F-HRTimelineGroup
Horst & Graben Wealth Management LLC23,710$2.44M0.37%+59313F-HRTimeline
Ashton Thomas Private Wealth, LLC23,046$2.37M0.06%+3,51813F-HRTimeline
Heck Capital Advisors, LLC22,952$2.36M0.18%+6,09213F-HRTimeline
Veridan Wealth LLC22,867$2.36M0.81%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC22,642$2.33M0.06%-29,28313F-HRTimeline
ANDERSON HOAGLAND & CO22,575$2.32M0.21%-1,02413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC22,552$2.31M0.01%new13F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.22,250$2.29M0.11%+2,21013F-HRTimeline
Sigma Planning Corp21,736$2.24M0.06%+61513F-HRTimeline
Strategic Investment Solutions, Inc. /IL21,703$2.24M0.59%-3,94013F-HRTimeline
Etesian Wealth Advisors, Inc.21,509$2.22M0.73%+8,36613F-HRTimeline
West Wealth Group, LLC21,117$2.2M0.5%+2,62013F-HRTimeline
LifePlan Investment Advisors, Inc.21,098$2.17M0.91%+4,47313F-HRTimeline
Rothschild Wealth LLC20,760$2.14M0.47%+1,02313F-HRTimeline
Braun-Bostich & Associates Inc.20,685$2.13M1.34%-81513F-HRTimeline
Quotient Wealth Partners, LLC20,632$2.12M0.06%-1,06013F-HRTimeline
Davis Wealth Advisors, LLC20,447$2.11M1.89%+4,26713F-HRTimeline
HAZLETT, BURT & WATSON, INC.20,425$2.1M0.74%+1,35713F-HRTimeline
FINANCIAL LIFE ADVISORS19,907$2.05M0.66%-79813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC19,868$2.05M0.14%+2,40413F-HRTimeline
RCS Financial Planning, LLC19,728$2.03M0.9%+7,01313F-HRTimeline
EHRLICH FINANCIAL GROUP19,642$2.02M1.2%-2,84613F-HRTimeline
Legacy PCG, LLC19,514$2.01M1.21%+96413F-HRTimeline
BCU Wealth Advisors, LLC19,435$2M0.81%+3,56913F-HRTimeline
Values First Advisors, Inc.18,295$1.88M1.01%+41813F-HRTimeline
Lansing Street Advisors18,190$1.87M0.5%new13F-HRTimeline
Integrated Advisors Network LLC18,075$1.86M0.08%+6,12213F-HRTimeline
TBH Global Asset Management, LLC18,039$1.86M0.36%new13F-HRTimeline
WBH ADVISORY INC17,970$1.85M0.14%+12,36713F-HRTimeline
Copperleaf Capital, LLC17,962$1.85M0.89%+4,96213F-HRTimeline
Retirement Wealth Solutions LLC17,917$1.85M1.21%+6,06113F-HRTimeline
Cyndeo Wealth Partners, LLC17,913$1.84M0.1%+1,50213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.17,911$1.84M0.2%+74513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC17,876$1.84M0.44%+1,09613F-HRTimeline
MN Wealth Advisors, LLC17,590$1.81M0.97%-4,33913F-HRTimeline
JFS WEALTH ADVISORS, LLC17,568$1.81M0.11%+4,55313F-HRTimeline
Barnes Wealth Management Group, Inc17,391$1.79M0.99%+11913F-HRTimeline
ShoreHaven Wealth Partners, LLC17,382$1.79M0.66%-2,96813F-HRTimeline
SVB WEALTH LLC17,348$1.79M0.1%-16,39313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,902$1.74M0.01%-1,43813F-HRTimelineGroup
Pinnacle Financial Partners Inc16,671$1.72M0.04%+5,43513F-HRTimeline
Quadrant Private Wealth Management, LLC16,395$1.69M0.31%-5,28413F-HRTimeline
Pinion Investment Advisors, LLC16,036$1.68M0.46%+6,78913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC15,968$1.64M0.13%+5,59113F-HR/ATimeline
WealthPlan Investment Management, LLC15,928$1.64M0.11%+9,45113F-HRTimeline
Snowden Capital Advisors LLC15,675$1.61M0.04%+2,78513F-HRTimeline
Prime Capital Investment Advisors, LLC15,505$1.6M0.02%-39013F-HRTimeline
Aspire Private Capital, LLC15,494$1.6M0.35%+3,08513F-HR/ATimeline
FIRST CITIZENS BANK & TRUST CO15,077$1.55M0.03%-621,42413F-HRTimeline
ODonnell Financial Services, LLC14,980$1.54M0.55%-76413F-HRTimeline
Mayflower Financial Advisors, LLC14,452$1.49M0.19%+2,20313F-HRTimeline
Legacy Private Trust Co.14,377$1.48M0.09%013F-HRTimeline
LANARK FINANCIAL, INC.14,103$1.45M0.11%+45413F-HRTimeline
Mendel Capital Management LLC14,082$1.45M0.76%+1,46513F-HRTimeline
AE Wealth Management LLC14,068$1.45M0.01%+8,84713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13,963$1.44M0.05%-23513F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.13,838$1.43M0.05%-649,62213F-HRTimelineGroup
REGIMEN WEALTH, LLC13,714$1.41M0.42%+31313F-HRTimeline
Venturi Wealth Management, LLC13,608$1.4M0.07%+93513F-HRTimeline
PFG Investments, LLC13,523$1.39M0.07%+2,25713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.13,487$1.39M0.06%+2,63413F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC12,977$1.34M1.1%+3,66613F-HRTimeline
Wells Financial Advisors INC12,781$1.32M1.76%+11,94613F-HRTimeline
Echo45 Advisors LLC12,703$1.31M0.77%+66113F-HRTimeline
LexAurum Advisors, LLC12,690$1.31M0.19%-10113F-HRTimeline
Strategic Investment Advisors / MI437$1.3M0.15%-12,03813F-HR/ATimeline
FIRETHORN WEALTH PARTNERS, LLC12,193$1.26M0.49%+1,94713F-HRTimeline
Davies Financial Advisors, Inc.12,028$1.24M1.01%-38213F-HRTimeline
IFG Advisory, LLC11,966$1.23M0.06%+4,52913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.11,964$1.23M0.03%013F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding11,771$1.21M+2,065Timeline
Mach-1 Financial Group, LLC11,573$1.19M0.19%new13F-HRTimeline
Integrity Advisory Solutions, LLC11,573$1.19M0.19%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,524$1.19M0.07%+6,42813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,284$1.16M<0.01%-5,11413F-HRTimelineGroup
Sovereign Financial Group, Inc.11,234$1.16M0.22%+4,27513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC11,033$1.14M0.04%-55413F-HRTimelineGroup
PFG Advisors10,898$1.12M0.05%new13F-HRTimeline
W ADVISORS, LLC10,780$1.11M0.58%+1,17413F-HRTimeline
TFB Advisors LLC10,460$1.09M0.32%-1,25313F-HRTimeline
DAVENPORT & Co LLC10,587$1.09M0.01%+1,35613F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…10,526$1.08M0.62%+94613F-HRTimelineGroup
CoreCap Advisors, LLC10,502$1.08M0.04%+3,50113F-HRTimeline
Kingsview Wealth Management, LLC10,433$1.07M0.02%+2,65513F-HRTimeline
PRIVATE TRUST CO NA10,404$1.07M0.09%+1,22313F-HRTimeline
J.W. COLE ADVISORS, INC.10,305$1.06M0.02%+6,11313F-HRTimeline
THEORY FINANCIAL LLC10,059$1.05M0.37%+3,97913F-HRTimeline
BOS Asset Management, LLC10,217$1.05M0.3%+47013F-HRTimeline
NWAM LLC10,014$1.05M0.06%+1,72913F-HR/ATimeline
Two West Capital Advisors LLC9,864$1.03M0.62%+1,37813F-HRTimeline
WEDBUSH SECURITIES INC10,042$1.03M0.03%+3,30913F-HRTimeline
Atlanta Consulting Group Advisors, LLC9,946$1.02M0.25%+1413F-HRTimeline
Clear Creek Financial Management, LLC9,940$1.02M0.09%-11,08013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC9,746$1M0.07%+2,84113F-HRTimeline
FIRST MANHATTAN CO. LLC.9,678$997K<0.01%-2,57713F-HRTimeline
Sequoia Financial Advisors, LLC9,610$990K0.01%+113F-HRTimeline
FULLCIRCLE WEALTH LLC9,329$966K0.34%+4,54813F-HRTimeline
Brookwood Investment Group LLC9,339$962K0.12%+2,13013F-HRTimeline
REGATTA CAPITAL GROUP, LLC9,329$961K0.15%-1,48813F-HRTimeline
Sunbelt Securities, Inc.9,272$955K0.07%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC9,214$949K0.41%+1,99113F-HRTimeline
Arete Wealth Advisors, LLC8,870$913K0.06%+28013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,604$886K0.05%+23913F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC8,476$873K0.01%-1,57713F-HR/ATimelineGroup
NorthRock Partners, LLC8,392$864K0.02%new13F-HRTimeline
Richmond Investment Services, LLC8,350$860K0.16%+3,60613F-HRTimeline
Silverleafe Capital Partners, LLC8,273$852K0.26%-82913F-HRTimeline
TSA Wealth Managment LLC8,160$840K0.29%+34713F-HRTimeline
Parallel Advisors, LLC8,074$832K0.02%-1,88713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC8,055$830K0.01%new13F-HRTimeline
ORG Partners LLC7,724$823K0.15%+1,70313F-HRTimeline
Klaas Financial Asset Advisors, LLC7,929$817K0.12%-11813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,800$803K0.1%new13F-HRTimeline
Perigon Wealth Management, LLC7,663$789K0.02%+52013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,658$789K<0.01%-12513F-HRTimelineGroup
Royal Fund Management, LLC7,582$781K0.09%-36,06813F-HRTimeline
WEALTHGARDEN F.S. LLC7,325$768K0.55%+3,58813F-HRTimeline
RHS Financial, LLC7,453$768K0.4%+2,57813F-HRTimeline
Argent Trust Co7,349$757K0.03%new13F-HRTimeline
Concorde Asset Management, LLC7,231$747K0.31%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB7,034$724K0.02%-2,95713F-HRTimeline
EASTERN BANK6,970$718K0.01%-93313F-HRTimeline
Focus Financial Network, Inc.6,954$716K0.03%-19513F-HRTimeline
Checchi Capital Advisers, LLC6,833$704K0.05%-35413F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.6,664$686K0.87%-24313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC6,515$671K0.02%-4113F-HRTimeline
Avidian Wealth Enterprises, LLC6,496$669K0.03%+15513F-HRTimeline
Avantra Family Wealth, Inc.6,396$659K0.49%+1,86613F-HRTimeline
Lifeworks Advisors, LLC6,384$657K0.09%+1,92113F-HRTimeline
VestGen Investment Management6,366$656K0.39%+1,15613F-HRTimeline
HARBOUR INVESTMENTS, INC.6,333$652K0.01%+1,16013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,290$648K0.04%+6913F-HRTimeline
Arkadios Wealth Advisors6,096$628K0.02%+1,29613F-HRTimeline
Camarda Financial Advisors, LLC6,078$626K0.23%+13313F-HRTimeline
GLOBALT Investments LLC / GA5,823$600K0.02%-37313F-HRTimeline
CHOREO, LLC5,638$581K0.01%-1,84013F-HRTimeline
Signal Advisors Wealth, LLC5,609$578K0.05%+52413F-HRTimeline
WORLD EQUITY GROUP, INC.5,486$565K0.13%+2,08213F-HRTimeline
Core Wealth Partners LLC5,350$551K0.25%-2,37313F-HRTimeline
PATRON PARTNERS, LLC5,295$545K0.25%-2,07413F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd5,230$539K0.04%+51513F-HRTimelineGroup
BLALOCK WILLIAMS, LLC5,209$536K0.47%+1,77613F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC5,205$536K0.27%+14713F-HRTimeline
Ausdal Financial Partners, Inc.5,183$534K0.03%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…5,167$532K<0.01%+27113F-HRTimelineGroup
Apex Wealth Management, LLC5,071$522K0.37%new13F-HRTimeline
STRATEGY ASSET MANAGERS LLC5,043$519K0.09%new13F-HRTimeline
Fermata Advisors, LLC5,032$518K0.13%+95613F-HRTimeline
Valtinson Bruner Financial Planning LLC4,983$513K0.15%-24613F-HRTimeline
Embree Financial Group4,936$508K0.07%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,928$508K<0.01%+35413F-HRTimelineGroup
Argyle Capital Partners, LLC4,921$507K0.36%+2,36313F-HRTimeline
LGT Financial Advisors LLC4,891$504K1.09%+2,01613F-HRTimeline
D L CARLSON INVESTMENT GROUP INC4,835$498K0.08%-1,00013F-HRTimeline
Traveka Wealth, LLC4,793$494K0.22%new13F-HRTimeline
Yukon Wealth Management, Inc.4,767$491K0.16%+11413F-HRTimeline
Advyzon Investment Management, LLC4,713$485K0.08%+2,60513F-HRTimeline
Creative Planningin group Creative Planning4,631$477K<0.01%-90413F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4,572$471K0.04%+4,56613F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…4,563$470K0.06%+97913F-HRTimeline
Legacy Edge Advisors, LLC4,485$462K0.05%+1,13313F-HRTimeline
Vantage Point Financial LLC4,464$460K0.18%+21713F-HRTimeline
Annex Advisory Services, LLC4,440$457K0.01%-1,07613F-HRTimeline
Koshinski Asset Management, Inc.4,410$454K0.03%-26613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…4,371$450K<0.01%-3,89713F-HRTimelineGroup
Gen-Wealth Partners Inc4,350$448K0.15%+1,32813F-HRTimeline
SAX WEALTH ADVISORS, LLC4,338$447K0.02%-21613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,310$444K<0.01%+48513F-HRTimelineGroup
Waverly Advisors, LLC4,308$444K<0.01%+2,13213F-HRTimeline
von Borstel & Associates, Inc.4,296$442K0.07%new13F-HRTimeline
Betterment LLC4,292$442K<0.01%+1913F-HRTimeline
PUREfi Wealth, LLC4,284$441K0.34%+1,60813F-HRTimeline
Wayfinding Financial, LLC4,287$441K0.19%-86413F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION4,233$436K0.04%-2,02113F-HRTimeline
Magnus Financial Group LLC4,231$436K0.03%+1,99613F-HRTimeline
GenWealth Group, Inc.4,229$436K0.08%-15913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,207$433K0.02%-6,66913F-HRTimelineGroup
Beacon Pointe Advisors, LLC4,146$427K<0.01%-8,32913F-HRTimeline
Exit Wealth Advisors, LLC.4,114$424K0.28%13F-HRTimeline
Resurgent Financial Advisors LLC4,094$422K0.21%+1,22813F-HRTimeline
Blue Capital, Inc.4,089$421K0.31%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,050$417K0.1%+1,69113F-HRTimeline
Hutchens & Kramer Investment Management…4,012$413K0.16%+1,15013F-HRTimeline
WHITTIER TRUST CO3,939$406K<0.01%+5513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,920$404K0.03%-86713F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…3,911$403K0.18%new13F-HRTimeline
SIMPLEX TRADING, LLC3,895$401K0.01%+1,97313F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,881$400K<0.01%-95113F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,793$391K0.01%+82013F-HRTimelineGroup