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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
Coppell Advisory Solutions LLC426$42.5K0.01%+14413F-HRTimeline
WR Wealth Planners, LLC417$41.5K0.01%-2,62813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…405$40.3K<0.01%-6613F-HRTimelineGroup
Clearstead Advisors, LLC385$38.3K<0.01%+12513F-HRTimeline
Gould Capital, LLC350$34.8K0.02%013F-HRTimeline
UMB Bank, n.a.335$33.3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC331$32.9K<0.01%-3513F-HRTimelineGroup
New Republic Capital, LLC330$32.8K0.02%-5213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC322$32.1K<0.01%+4313F-HRTimeline
Sugarloaf Wealth Management, LLC308$30.7K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…290$28.9K0.01%013F-HRTimeline
Midwest Capital Advisors, LLC266$26.5K0.02%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …255$25.4K0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC226$22.5K<0.01%-23,59113F-HRTimeline
Noble Wealth Management PBC203$20.2K0.01%13F-HRTimeline
Measured Risk Portfolios, Inc.200$19.9K0.02%13F-HRTimeline
LRI Investments, LLC200$19.9K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.196$19.5K0.01%013F-HRTimeline
Colony Family Offices, LLC195$19.4K0.01%new13F-HRTimeline
Allworth Financial LP194$19.3K<0.01%-79013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC186$18.5K<0.01%-4,08913F-HRTimeline
Bray Capital Advisors175$17.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC169$16.8K<0.01%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp167$16.6K<0.01%new13F-HRTimelineGroup
OARSMAN CAPITAL, INC.167$16.6K<0.01%013F-HRTimeline
Element Wealth, LLC164$16.4K0.01%013F-HRTimeline
TRUST CO OF VERMONT162$16.1K<0.01%013F-HRTimeline
Covestor Ltd127$13K0.01%+5813F-HRTimeline
Plante Moran Financial Advisors, LLC128$12.7K<0.01%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP125$12.4K<0.01%-513F-HRTimeline
BOKF, NAin group BOKF, NA126$12.3K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc115$11.4K<0.01%+11113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CREATIVE FINANCIAL DESIGNS INC /ADV106$10.6K<0.01%-1813F-HRTimeline
CENTRAL TRUST Co103$10.3K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.98$9.64K<0.01%-12013F-HRTimelineGroup
Piscataqua Savings Bank94$9.36K0.01%013F-HRTimeline
Rise Advisors, LLC81$8.1K<0.01%+113F-HRTimeline
Sandy Spring Bank78$7.76K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd78$7.76K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources77$7.67K<0.01%013F-HRTimelineGroup
REAP Financial Group, LLC74$7.37K<0.01%-213F-HRTimeline
Wilmington Savings Fund Society, FSB73$7.27K<0.01%+713F-HRTimeline
Tidemark, LLC72$7.17K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC75$7K<0.01%13F-HRTimeline
NFSG Corp68$6.77K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.61$6.07K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.61$6.07K<0.01%new13F-HR/ATimeline
SIGNATUREFD, LLC51$5.05K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC48$4.78K<0.01%-1213F-HRTimeline
NorthRock Partners, LLC48$4.78K<0.01%-3313F-HR/ATimeline
Tradewinds Capital Management, LLC45$4.48K<0.01%-6013F-HRTimeline
Principia Wealth Advisory, LLC45$4.48K<0.01%13F-HRTimeline
Kiker Wealth Management, LLC44$4.38K<0.01%13F-HRTimeline
Indiana Trust & Investment Management Co41$4.08K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC40$4K<0.01%+3513F-HRTimelineGroup
Investors Research Corp38$3.78K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.36$3.54K<0.01%-3013F-HRTimeline
Cherry Tree Wealth Management, LLC28$2.79K<0.01%new13F-HRTimeline
Continuum Advisory, LLC27$2.69K<0.01%-11513F-HRTimeline
Cornerstone Planning Group LLC24$2.42K<0.01%013F-HRTimeline
Tower View Wealth Management LLC19$1.89K<0.01%new13F-HRTimeline
CGC Financial Services, LLC19$1.89K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC18$1.79K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC16$1.59K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC14$1.39K<0.01%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…6$1K<0.01%-513F-HRTimelineGroup
Bogart Wealth, LLC10$995<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8$796<0.01%-1,14213F-HRTimelineGroup
LANARK FINANCIAL, INC.7$7910.07%-7,31613F-HRTimeline
Human Investing LLC6$598<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC5$498<0.01%013F-HR/ATimeline
Glen Eagle Advisors, LLC5$498<0.01%013F-HRTimeline
Abound Wealth Management4$401<0.01%new13F-HRTimeline
AllSquare Wealth Management LLC3$299<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC2$200<0.01%new13F-HR/ATimeline
ENDEAVOR PRIVATE WEALTH, INC.1$111<0.01%13F-HRTimeline