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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
Redwood Investment Management, LLCin group Redwood Investment Management…3,513$357K0.04%+73313F-HR/ATimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC3,495$355K0.13%-37113F-HRTimeline
MMBG INVESTMENT ADVISORS CO.3,488$354K0.04%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,462$352K0.01%-2,28113F-HRTimeline
BLALOCK WILLIAMS, LLC3,433$349K0.35%+1,15113F-HRTimeline
CHANNEL WEALTH LLC3,421$348K0.1%013F-HRTimeline
WORLD EQUITY GROUP, INC.3,404$346K0.09%+41213F-HRTimeline
One Day In July LLC3,356$341K0.03%-25313F-HRTimeline
Legacy Edge Advisors, LLC3,352$341K0.05%+94413F-HRTimeline
WNY Asset Management, LLC3,306$336K0.04%-1,30913F-HRTimeline
Omega Financial Group, LLC3,218$327K0.12%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,266$327K0.1%new13F-HRTimeline
Summit Financial, LLC3,198$325K0.01%+43713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,178$323K0.09%+65413F-HRTimelineGroup
AMERIFLEX GROUP, INC.3,080$312K0.16%+8413F-HRTimeline
Gen-Wealth Partners Inc3,022$307K0.12%+48413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,973$302K0.01%+26513F-HRTimelineGroup
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co2,950$300K0.07%+2013F-HRTimelineGroup
Semus Wealth Partners LLC2,917$296K0.19%+30613F-HRTimeline
LGT Financial Advisors LLC2,875$292K0.74%+1,50513F-HRTimeline
Resurgent Financial Advisors LLC2,866$291K0.16%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,859$290K<0.01%-404,99513F-HRTimelineGroup
Hutchens & Kramer Investment Management…2,862$290K0.13%+50713F-HRTimeline
Laird Norton Wetherby Wealth Management…2,809$285K0.01%13F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC2,796$284K0.13%-89413F-HRTimeline
Strathmore Capital Advisors, Inc.2,827$284K0.13%13F-HRTimeline
Moment Partners, LLC2,778$282K0.05%-22813F-HRTimeline
Perennial Investment Advisors, LLC2,684$273K0.03%+46913F-HRTimeline
PUREfi Wealth, LLC2,676$272K0.22%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,675$272K0.02%-6713F-HRTimeline
Fairvoy Private Wealth, LLC2,642$268K0.07%new13F-HRTimeline
Western Wealth Management, LLC2,637$268K0.02%+44613F-HRTimeline
Sowell Financial Services LLC2,621$266K0.01%+30813F-HRTimeline
Caliber Wealth Management, LLC / KS2,588$263K0.03%new13F-HRTimeline
MCF Advisors LLC2,567$261K0.02%013F-HRTimeline
Argyle Capital Partners, LLC2,558$260K0.21%-17513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,540$258K0.01%+21713F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP2,340$243K0.1%13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,359$240K0.07%new13F-HRTimeline
Able Wealth Management LLC2,359$240K0.12%new13F-HRTimeline
Empirical Asset Management, LLC2,415$239K0.07%+38213F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,348$239K0.04%-50713F-HRTimeline
American Trust2,340$238K0.02%new13F-HRTimeline
Cape Investment Advisory, Inc.2,332$237K0.09%+95713F-HRTimeline
Beacon Financial Advisory LLC2,251$229K0.06%-1,00213F-HRTimeline
Magnus Financial Group LLC2,235$227K0.02%+27113F-HRTimeline
Midwest Professional Planners, LTD.2,194$223K0.06%+8513F-HRTimeline
AdvisorNet Financial, Inc2,185$222K0.01%+37713F-HRTimeline
Waverly Advisors, LLC2,176$221K<0.01%new13F-HRTimeline
Consolidated Portfolio Review Corp2,149$218K0.03%new13F-HRTimeline
Rossby Financial, LCC2,127$216K0.08%-613F-HRTimeline
Continuum Advisory, LLC2,110$214K0.03%+55813F-HRTimeline
Advyzon Investment Management, LLC2,108$214K0.05%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,098$213K<0.01%-6613F-HRTimelineGroup
Evolution Wealth Advisors, LLC2,093$213K0.03%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,036$207K0.03%new13F-HRTimeline
Raleigh Capital Management Inc.2,009$204K0.09%+44413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC2,001$203K0.03%new13F-HRTimeline
Trinity Wealth Management, LLC1,990$202K0.08%+2613F-HRTimeline
SIMPLEX TRADING, LLC1,922$195K0.01%new13F-HRTimeline
Pflug Koory, LLC1,820$185K0.09%013F-HRTimeline
Capital Investment Counsel, Inc1,766$179K0.02%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,687$171K0.03%new13F-HRTimeline
UMB Bank, n.a.1,460$148K<0.01%+1,20613F-HR/ATimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,397$142K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust1,376$140K0.02%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,313$133K0.01%new13F-HRTimeline
New Republic Capital, LLC1,245$127K0.04%-25513F-HRTimeline
Aptus Capital Advisors, LLC1,229$125K<0.01%-48313F-HRTimeline
Clean Yield Group1,140$116K0.03%013F-HRTimeline
Park Place Capital Corp1,065$108K0.02%+3513F-HRTimeline
Vermillion & White Wealth Management Gr…1,040$106K0.07%013F-HRTimeline
FMR LLCin group FMR LLC1,031$105K<0.01%-813F-HRTimelineGroup
TSFG, LLC959$97K0.02%-24,96013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/942$95.7K<0.01%-30513F-HR/ATimelineGroup
Wells Financial Advisors INC835$84.8K0.12%013F-HRTimeline
Biltmore Family Office, LLC785$79.8K0.01%013F-HRTimeline
Asset Planning,Inc766$77.8K0.06%-513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.752$76.4K0.01%-1213F-HRTimelineGroup
BLAIR WILLIAM & CO/IL737$74.9K<0.01%-1,47213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC710$72.1K0.01%-61213F-HRTimeline
Cornerstone Planning Group LLC623$63.4K0.01%-4613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC605$61.5K<0.01%+32613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.550$55.7K0.04%-52113F-HRTimeline
Golden State Wealth Management, LLC534$54.3K0.01%+36513F-HRTimeline
Independence Bank of Kentucky534$54.3K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.467$47.4K<0.01%-49013F-HRTimelineGroup
First Command Advisory Services, Inc.450$45.7K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC389$39.5K<0.01%+32213F-HRTimeline
Capital Investment Advisory Services, L…369$37.5K<0.01%-40913F-HRTimeline
Larson Financial Group LLC339$34.4K<0.01%+32713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC325$33K<0.01%-613F-HRTimelineGroup
Strategic Wealth Partners, Ltd.291$29.6K<0.01%13F-HRTimeline
Transce3nd, LLC270$27.5K0.01%-3,75513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…269$27.3K<0.01%new13F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …251$25.5K0.01%13F-HRTimelineGroup
Covestor Ltd216$22K0.01%+3113F-HRTimeline
Providence Capital Advisors, LLC212$21.5K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT162$16.5K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources161$16.4K<0.01%+10913F-HRTimelineGroup
Allworth Financial LP156$15.8K<0.01%-813F-HRTimeline
Beacon Capital Management, Inc.132$13.4K<0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/106$10.8K<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…105$10.7K<0.01%new13F-HRTimeline
Global Trust Asset Management, LLC100$10.2K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB97$9.86K<0.01%-25913F-HRTimeline
Gould Capital, LLC95$9.65K0.01%-1213F-HRTimeline
Piscataqua Savings Bank94$9.55K0.01%013F-HRTimeline
Rise Advisors, LLC86$8.71K<0.01%+413F-HRTimeline
Crewe Advisors LLC81$8.23K<0.01%new13F-HRTimeline
REAP Financial Group, LLC74$7.52K<0.01%013F-HRTimeline
Clearstead Advisors, LLC73$7.46K<0.01%-25213F-HRTimeline
Qube Research & Technologies Ltd68$6.91K<0.01%-1013F-HRTimeline
NFSG Corp68$6.91K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.66$6.71K<0.01%+513F-HRTimeline
SIGNATUREFD, LLC49$5.02K<0.01%-213F-HRTimeline
AlphaCore Capital LLC49$4.98K<0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC47$4.78K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC44$4.47K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…43$4.37K<0.01%013F-HRTimelineGroup
Indiana Trust & Investment Management Co41$4.17K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.40$4K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Investors Research Corp38$3.86K<0.01%013F-HRTimeline
Archer Investment Corp25$2.54K<0.01%new13F-HRTimeline
North Capital, Inc.23$2.38K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC23$2.34K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC23$2.34K<0.01%+1813F-HRTimeline
Asset Dedication, LLC22$2.24K<0.01%new13F-HRTimeline
CGC Financial Services, LLC19$1.93K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC16$1.63K<0.01%013F-HRTimelineGroup
Family Legacy Financial Solutions, LLC14$1.42K<0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC14$1.42K<0.01%013F-HRTimeline
Clark Wealth Partners13$1.32K<0.01%-15813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12$1.22K<0.01%-4413F-HRTimelineGroup
GAMMA Investing LLC7$711<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…6$563<0.01%013F-HRTimelineGroup
Clearstead Trust, LLC5$508<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC5$508<0.01%013F-HR/ATimeline
AllSquare Wealth Management LLC3$305<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…3$304<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1$102<0.01%-113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.