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Disclosery

TLH ISHARES TR

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10-20 YR TRS ETF (fund)

629 managers (635 13F filers) reported a position in TLH shares at 2026-03-31, 115,446,675 shares in all. 67 filers opened a position and 83 filers sold out during the quarter.

Managers
629
13F filers
635
New
67
Added
269
Reduced
225
Sold out
83
Shares held by filers
115,446,675

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WBH ADVISORY INC28,954$2.9M0.22%+1,67813F-HRTimeline
Rothschild Wealth LLC28,443$2.86M0.26%+4,90013F-HRTimeline
Richmond Investment Services, LLC28,006$2.82M0.46%+12,47713F-HRTimeline
Heck Capital Advisors, LLC27,216$2.74M0.2%+2,15013F-HRTimeline
Clarus Wealth Advisors26,660$2.68M1.14%+34713F-HRTimeline
Cyndeo Wealth Partners, LLC26,595$2.68M0.14%+8,45113F-HRTimeline
Saxony Capital Management, LLC26,200$2.64M1.53%+2,16613F-HRTimeline
ANDERSON HOAGLAND & CO25,800$2.6M0.22%+33113F-HRTimeline
Vestmark Advisory Solutions, Inc.25,791$2.6M0.03%-22,28013F-HRTimeline
FINANCIAL LIFE ADVISORS25,501$2.57M0.8%+65313F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT24,948$2.51M0.16%-7313F-HRTimeline
Mosley Wealth Management24,395$2.51M1.14%+13413F-HRTimeline
Davis Wealth Advisors, LLC24,659$2.48M2.06%+72513F-HRTimeline
Independent Advisor Alliance24,535$2.47M0.03%new13F-HRTimeline
Horst & Graben Wealth Management LLC24,274$2.44M0.33%+93413F-HRTimeline
Arax Advisory Partners24,175$2.43M0.07%-27,72013F-HRTimeline
Robbins Farley24,026$2.42M1.07%+3,74113F-HRTimeline
EQ LLC23,974$2.41M0.68%+3,77413F-HRTimeline
Checchi Capital Advisers, LLC23,800$2.4M0.16%+4,67513F-HRTimeline
Portfolio Resources Advisor Group, Inc.23,652$2.38M2.37%+1,38813F-HRTimeline
May Hill Capital, LLC23,648$2.38M0.6%-88513F-HRTimeline
FORTE ASSET MANAGEMENT LLC23,397$2.36M1.03%-1,20513F-HRTimeline
Veridan Wealth LLC23,345$2.35M0.89%+4113F-HRTimeline
Venturi Wealth Management, LLC23,110$2.33M0.1%+8,74713F-HRTimeline
Focus Financial Network, Inc.22,788$2.3M0.08%+15,68713F-HRTimeline
Center For Asset Management LLC22,727$2.29M1.14%+30013F-HRTimeline
Midwest Capital Advisors, LLC22,707$2.29M1.07%-6,30713F-HRTimeline
Echo45 Advisors LLC22,351$2.25M1.27%+83713F-HRTimeline
HAZLETT, BURT & WATSON, INC.22,023$2.22M0.69%+95213F-HRTimeline
Braun-Bostich & Associates Inc.21,537$2.17M1.36%+62113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC21,078$2.12M0.05%+1,53413F-HR/ATimeline
COLLECTIVE FAMILY OFFICE LLC20,995$2.11M0.48%+1,05113F-HRTimeline
J.M. Arbour, LLC20,848$2.1M2.02%+92913F-HRTimeline
Etesian Wealth Advisors, Inc.20,745$2.09M0.67%-1,57213F-HRTimeline
Pinion Investment Advisors, LLC20,085$2.02M0.47%-1,50413F-HRTimeline
Beacon Bridge Wealth Partners, LLC20,080$2.02M0.68%+5,20013F-HRTimeline
Snowden Capital Advisors LLC19,959$2.01M0.05%+1,12913F-HRTimeline
Able Wealth Management LLC19,931$2.01M0.54%+14,10413F-HRTimeline
Scarborough Advisors, LLC19,795$1.99M0.22%new13F-HRTimeline
BCU Wealth Advisors, LLC19,634$1.98M0.74%+34113F-HRTimeline
Composition Wealth, LLC19,555$1.97M0.03%-43,05713F-HRTimeline
B. Riley Wealth Advisors, Inc.19,454$1.96M0.13%-1,66313F-HRTimeline
Veltria Advisors Corp.19,603$1.95M6.5%+6,93613F-HRTimeline
Values First Advisors, Inc.19,346$1.95M1.02%+68113F-HRTimeline
TUDOR INVESTMENT CORP ET AL19,316$1.95M0.01%+11,98313F-HRTimeline
Ashton Thomas Private Wealth, LLC19,236$1.94M0.05%-6,98113F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.18,856$1.9M0.05%+13,16413F-HR/ATimelineGroup
LifePlan Investment Advisors, Inc.18,267$1.84M0.72%-3,73213F-HRTimeline
Avid Wealth Partners LLC18,178$1.83M0.87%-4,63113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.18,165$1.83M0.08%+1,61813F-HRTimeline
Carr Financial Group Corp17,990$1.81M0.48%-68513F-HRTimeline
Contango Wealth Management LLC17,772$1.79M2.09%new13F-HRTimeline
ShoreHaven Wealth Partners, LLC17,547$1.77M0.63%-7013F-HRTimeline
JT Stratford LLC17,465$1.76M0.22%+61713F-HRTimeline
Integrated Advisors Network LLC17,463$1.76M0.09%+8,38113F-HRTimeline
Spectrum Planning & Advisory Services I…17,452$1.76M0.87%-1,34413F-HRTimeline
Prime Capital Investment Advisors, LLC17,158$1.73M0.02%+1,85213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…17,149$1.73M0.04%-19,26813F-HRTimelineGroup
Integrity Advisory Solutions, LLC17,037$1.72M0.23%+2,27913F-HRTimeline
Sigma Planning Corp16,986$1.71M0.05%-29413F-HRTimeline
JFS WEALTH ADVISORS, LLC16,577$1.67M0.09%-84513F-HRTimeline
Fermata Advisors, LLC16,540$1.67M0.38%+55613F-HRTimeline
Traveka Wealth, LLC16,506$1.66M0.63%+7,45613F-HRTimeline
CoreCap Advisors, LLC16,120$1.62M0.06%+1,99013F-HRTimeline
PFG Investments, LLC16,116$1.62M0.08%-49213F-HRTimeline
First Heartland Consultants, Inc.16,092$1.62M0.12%+85713F-HRTimeline
Capital Investment Management, Inc.16,080$1.62M0.56%+1,66413F-HRTimeline
SEEDS INVESTOR LLC15,639$1.59M0.22%new13F-HRTimeline
Atlatl Advisers LLC15,554$1.57M1.16%-20,59013F-HRTimeline
Quadrant Private Wealth Management, LLC15,544$1.57M0.24%-1,96213F-HRTimeline
NorthRock Partners, LLC15,371$1.55M0.02%-4,12113F-HRTimeline
PFG Advisors15,304$1.54M0.08%+1,41613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management15,210$1.53M0.05%+4,28213F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC15,014$1.51M0.01%-38513F-HRTimelineGroup
Barnes Wealth Management Group, Inc14,995$1.51M0.77%+21213F-HRTimeline
Mendel Capital Management LLC14,966$1.51M0.76%13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC14,860$1.5M1.13%+2,66213F-HRTimeline
Visionary Wealth Advisors14,841$1.49M0.07%+27113F-HRTimeline
LANARK FINANCIAL, INC.14,771$1.49M0.11%-98213F-HRTimeline
Two West Capital Advisors LLC14,689$1.47M0.78%+2,81313F-HRTimeline
Strategic Investment Advisors / MI14,410$1.45M0.1%+1,79013F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC14,253$1.44M0.53%+3,93313F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL13,703$1.38M0.33%-70613F-HRTimeline
Legacy Private Trust Co.13,466$1.36M0.08%013F-HRTimeline
Retirement Wealth Solutions LLC13,144$1.32M0.83%-2,30913F-HRTimeline
Advyzon Investment Management, LLC13,109$1.32M0.12%-4,38013F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…13,033$1.31M0.39%+3,08613F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC12,978$1.31M1.04%-15113F-HRTimeline
REGIMEN WEALTH, LLC12,912$1.3M0.38%-1,10713F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC12,855$1.29M0.43%+3,61613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC12,848$1.29M0.09%-4,53013F-HRTimeline
CMC Financial Group12,149$1.22M2.48%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC12,055$1.21M0.04%+2,64613F-HRTimelineGroup
LexAurum Advisors, LLC12,042$1.21M0.16%13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.11,964$1.21M0.03%013F-HRTimelineGroup
Cumberland Partners Ltdin group Cumberland Partners Ltd11,945$1.2M0.09%+1,11013F-HRTimelineGroup
WealthPoint Financial, LLC11,502$1.16M0.97%+1,08213F-HR/ATimeline
Sovereign Financial Group, Inc.11,426$1.15M0.2%+43613F-HRTimeline
DAVENPORT & Co LLC11,421$1.15M0.01%+91713F-HRTimeline
Unify Financial Advisors11,320$1.14M1.18%-1,80813F-HRTimeline
HRT FINANCIAL LP11,242$1.13M<0.01%new13F-HRTimeline
CCG WEALTH MANAGEMENT, LLC11,045$1.11M0.3%+7,62513F-HRTimeline
BOS Asset Management, LLC11,009$1.11M0.28%+34613F-HRTimeline
HARBOUR INVESTMENTS, INC.10,952$1.1M0.02%+3,37013F-HRTimeline
Arete Wealth Advisors, LLC10,847$1.09M0.08%new13F-HR/ATimeline
Kingsview Wealth Management, LLC10,745$1.08M0.01%-52413F-HRTimeline
Embree Financial Group10,541$1.06M0.13%+3,86413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding10,380$1.05M-2,540Timeline
Arkadios Wealth Advisors10,273$1.03M0.02%-1,44313F-HRTimeline
W ADVISORS, LLC10,242$1.03M0.53%+14413F-HRTimeline
Sequoia Financial Advisors, LLC10,239$1.03M0.01%-12713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…10,186$1.03M0.09%+64713F-HRTimelineGroup
Waverly Advisors, LLC9,920$999K0.01%+3,62913F-HRTimeline
Atlanta Consulting Group Advisors, LLC9,863$993K0.21%+1,01613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…9,850$992K0.08%new13F-HRTimelineGroup
DecisionMap Wealth Management, LLC9,760$983K0.64%+21213F-HRTimeline
Aspire Private Capital, LLC9,695$976K0.22%-5,63413F-HRTimeline
Avior Wealth Management, LLC9,659$973K0.03%new13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC9,636$971K0.56%-8,21913F-HRTimeline
AE Wealth Management LLC9,571$964K0.01%-5,80013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC9,349$942K0.35%-2,27713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,345$941K0.01%+3,84413F-HRTimelineGroup
Ballast Rock Private Wealth LLC9,323$939K0.52%+3,40313F-HRTimeline
Patriot Financial Group Insurance Agenc…9,306$937K0.05%+4,69913F-HRTimeline
Financial Partners Group, Inc9,164$923K0.11%+1,81813F-HRTimeline
STRATEGY ASSET MANAGERS LLC9,139$920K0.15%+23513F-HRTimeline
PRIVATE TRUST CO NA9,042$911K0.08%-3913F-HRTimeline
NerdWallet Wealth Partners, LLC8,828$889K0.39%+5,18113F-HRTimeline
Golden State Wealth Management, LLC8,799$886K0.1%+7,30313F-HRTimeline
Capital Asset Managemnet, LLC8,766$883K0.99%-68113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC8,748$881K0.01%-1,82713F-HRTimeline
Mayflower Financial Advisors, LLC8,692$875K0.11%-5,06913F-HRTimeline
Vision Retirement, LLC8,673$874K0.25%-94313F-HRTimeline
Pettinga Financial Advisors LLC8,418$848K0.16%-6,44713F-HRTimeline
EHRLICH FINANCIAL GROUP8,409$847K0.49%-14,02613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,207$827K0.03%-1,31813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,170$823K0.02%+2,85313F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC8,112$817K0.14%-4,02513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,985$804K<0.01%+54513F-HRTimelineGroup
Retirement Management Systems Inc.7,980$804K0.19%-16213F-HRTimeline
Perigon Wealth Management, LLC7,921$798K0.01%-44313F-HRTimeline
WEALTHGARDEN F.S. LLC7,858$791K0.54%+9513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC7,814$787K0.06%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…7,776$783K<0.01%+94613F-HR/ATimelineGroup
Columbus Macro, LLC7,703$776K0.08%+18913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,429$748K0.01%+54813F-HRTimelineGroup
Madson Wealth Advisors Inc7,298$735K0.61%13F-HRTimeline
TSA Wealth Managment LLC7,246$730K0.24%-1,28113F-HRTimeline
BLALOCK WILLIAMS, LLC7,201$725K0.56%+1,17013F-HRTimeline
REGATTA CAPITAL GROUP, LLC7,191$724K0.11%-1,30613F-HRTimeline
TFB Advisors LLC7,067$712K0.37%-3,04313F-HRTimeline
LiftPoint Family Wealth Advisors LLC6,969$702K0.58%-13,79513F-HRTimeline
Argyle Capital Partners, LLC6,934$698K0.5%+47413F-HRTimeline
Concorde Asset Management, LLC6,843$689K0.34%-1,17913F-HRTimeline
ASL Financial, LLC6,830$688K0.55%+59513F-HRTimeline
Chatterton & Associates Inc.6,631$669K0.47%+3,30613F-HRTimeline
Argent Trust Co6,639$669K0.02%+3,07113F-HRTimeline
Avidian Wealth Enterprises, LLC6,587$663K0.02%+37213F-HRTimeline
FMR LLCin group FMR LLC6,581$663K<0.01%+3,38713F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,447$649K<0.01%-16913F-HRTimelineGroup
Avantra Family Wealth, Inc.6,423$647K0.48%+3213F-HRTimeline
Western Wealth Management, LLC6,403$645K0.02%+2,01013F-HR/ATimeline
WAYSTONE ADVISORS LLC6,248$629K0.56%-1,51613F-HRTimeline
Yukon Wealth Management, Inc.6,196$624K0.37%+52613F-HRTimeline
ARWA LLC6,173$623K0.31%-33313F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,116$616K0.01%new13F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC6,068$611K<0.01%+17213F-HRTimelineGroup
Prosperity Bancshares Inc5,984$603K0.48%new13F-HRTimeline
VestGen Advisors, LLC6,067$602K0.02%new13F-HRTimeline
Camarda Financial Advisors, LLC5,929$597K0.31%+1713F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co5,868$591K0.13%+2,09813F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC5,816$586K<0.01%-85213F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC5,807$585K0.55%-3,85113F-HRTimeline
Alteri Wealth LLC5,794$584K0.19%new13F-HRTimeline
Kovack Advisors, Inc.5,715$574K0.03%+1,56913F-HRTimeline
Parallel Advisors, LLC5,702$574K0.01%-2,17013F-HR/ATimeline
MSH Capital Advisors LLC5,698$574K0.12%+16913F-HRTimeline
GLOBALT Investments LLC / GA5,663$570K0.02%+4013F-HRTimeline
EFG International AGin group EFG International AG5,644$568K0.01%new13F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC5,609$565K0.01%-90413F-HRTimeline
Sanchez Gaunt Capital Management, LLC5,467$551K0.34%13F-HRTimeline
EASTERN BANK5,456$550K0.01%-70813F-HRTimeline
Legacy Edge Advisors, LLC5,419$546K0.06%+60913F-HRTimeline
Signal Advisors Wealth, LLC5,395$543K0.04%+42913F-HRTimeline
Core Wealth Partners LLC5,324$536K0.25%-313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC5,286$532K0.04%new13F-HRTimelineGroup
WORLD EQUITY GROUP, INC.5,279$532K0.14%+29513F-HRTimeline
VestGen Investment Management5,277$532K0.29%-13113F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC5,216$525K0.23%+46913F-HR/ATimeline
Alta Wealth Advisors LLC5,170$521K0.17%+3,14713F-HRTimeline
Betterment LLC5,155$519K<0.01%+24213F-HRTimeline
RHS Financial, LLC5,079$512K0.24%-3,02013F-HRTimeline
Legacy Wealth Partners, LLC5,062$510K0.13%-63313F-HRTimeline
Beacon Pointe Advisors, LLC5,012$505K<0.01%+1,32413F-HRTimeline
WEDBUSH SECURITIES INC4,997$503K0.01%-5,17613F-HRTimeline
Valtinson Bruner Financial Planning LLC4,983$502K0.14%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,966$500K0.02%-6,11513F-HRTimeline
City Center Advisors, LLC4,953$499K0.46%+1,39713F-HRTimeline
Summit Financial, LLC4,952$499K0.01%+1,79413F-HRTimeline
LongView Wealth Management4,879$495K0.12%+36713F-HRTimeline