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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
Redwood Investment Management, LLCin group Redwood Investment Management…3,778$389K0.04%+26513F-HR/ATimelineGroup
Fiscal Wisdom Wealth Management, LLC3,658$385K0.37%13F-HRTimeline
Cape Investment Advisory, Inc.3,724$384K0.38%+1,39213F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,689$380K0.02%-1713F-HRTimelineGroup
Perennial Investment Advisors, LLC3,676$379K0.03%+99213F-HRTimeline
Semus Wealth Partners LLC3,649$376K0.21%+73213F-HRTimeline
FAS Wealth Partners, Inc.3,593$370K0.03%-53813F-HRTimeline
ARRIEN INVESTMENTS, INC.3,578$368K0.22%013F-HRTimeline
Spinnaker Investment Group, LLC3,544$365K0.07%new13F-HRTimeline
CHANNEL WEALTH LLC3,505$361K0.1%+8413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,500$360K<0.01%new13F-HRTimelineGroup
MMBG INVESTMENT ADVISORS CO.3,488$359K0.03%013F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co3,440$354K0.08%+49013F-HRTimelineGroup
PINNACLE ASSOCIATES LTD3,437$354K<0.01%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,437$354K0.03%new13F-HRTimeline
KICKSTAND VENTURES, LLC.3,410$351K0.08%-64013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC3,387$349K0.03%-17613F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC3,385$349K0.06%-1,22713F-HRTimelineGroup
Pure Financial Advisors, LLC3,364$346K0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,362$346K0.01%new13F-HRTimelineGroup
Ballew Advisors, Inc3,313$346K0.19%-7,74713F-HRTimeline
Gilliland Jeter Wealth Management LLC3,335$343K0.11%new13F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co3,332$343K0.02%-46913F-HRTimelineGroup
WNY Asset Management, LLC3,306$340K0.03%013F-HRTimeline
Omega Financial Group, LLC3,302$340K0.11%+8413F-HRTimeline
Coastal Bridge Advisors, LLC3,264$336K0.03%-82113F-HRTimeline
Summit Financial, LLC3,264$336K0.01%+6613F-HRTimeline
Caliber Wealth Management, LLC / KS3,210$331K0.04%+62213F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,184$328K0.11%-31113F-HRTimeline
Western Wealth Management, LLC3,167$326K0.02%+53013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,099$319K0.01%+55913F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC3,080$317K0.13%+28413F-HRTimeline
One Day In July LLC3,013$310K0.03%-34313F-HRTimeline
Sound Income Strategies, LLC2,980$306K0.02%-1,08013F-HRTimeline
TD Waterhouse Canada Inc.2,900$300K<0.01%-50,37813F-HRTimeline
Continuum Advisory, LLC2,905$299K0.03%+79513F-HRTimeline
BridgePort Financial Solutions, LLC2,896$298K0.08%new13F-HRTimeline
RDA Financial Network2,880$297K0.07%new13F-HRTimeline
Veltria Advisors Corp.2,878$296K1.31%-1,55313F-HRTimeline
BAM Wealth Management, LLC2,877$296K0.23%13F-HRTimeline
Sowell Financial Services LLC2,839$292K0.01%+21813F-HRTimeline
Axim Planning & Wealth2,833$292K0.23%new13F-HRTimeline
Strathmore Capital Advisors, Inc.2,827$291K0.12%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,787$287K<0.01%+68913F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…2,785$287K0.01%-2413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,749$283K0.01%-71313F-HRTimeline
Raleigh Capital Management Inc.2,715$280K0.11%+70613F-HRTimeline
Empirical Asset Management, LLC2,744$276K0.08%+32913F-HRTimeline
Able Wealth Management LLC2,664$274K0.1%+30513F-HRTimeline
Financial Partners Group, Inc2,662$274K0.03%new13F-HRTimeline
NerdWallet Wealth Partners, LLC2,662$274K0.13%13F-HRTimeline
FMR LLCin group FMR LLC2,644$272K<0.01%+1,61313F-HRTimelineGroup
Dentgroup LLC2,614$269K0.17%-90813F-HRTimeline
Moment Partners, LLC2,602$268K0.05%-17613F-HRTimeline
MCF Advisors LLC2,567$264K0.02%013F-HRTimeline
Fairvoy Private Wealth, LLC2,548$262K0.06%-9413F-HRTimeline
Midwest Professional Planners, LTD.2,445$252K0.06%+25113F-HRTimeline
ADE, LLC2,441$251K0.13%new13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,348$242K0.04%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…2,343$241K0.08%new13F-HRTimeline
Financial Sense Advisors, Inc.2,319$239K0.04%new13F-HRTimeline
Rossby Financial, LCC2,295$236K0.08%+16813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,253$232K0.07%-92513F-HRTimelineGroup
Consolidated Portfolio Review Corp2,203$227K0.03%+5413F-HRTimeline
KELLY FINANCIAL GROUP LLC2,202$227K0.06%new13F-HRTimeline
GWN SECURITIES INC.2,140$223K0.05%new13F-HRTimeline
LOWE BROCKENBROUGH & CO INC2,130$219K0.01%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC2,087$215K0.02%+8613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,053$211K0.01%new13F-HRTimeline
LEUTHOLD GROUP, LLC2,048$211K0.02%new13F-HRTimeline
Beacon Financial Advisory LLC1,987$205K0.05%-26413F-HRTimeline
Trinity Wealth Management, LLC1,984$204K0.08%-613F-HRTimeline
AdvisorNet Financial, Inc1,983$204K0.01%-20213F-HRTimeline
Pflug Koory, LLC1,820$187K0.09%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,717$177K0.01%-95813F-HRTimeline
Aptus Capital Advisors, LLC1,688$174K<0.01%+45913F-HRTimeline
UMB Bank, n.a.1,460$150K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
New Republic Capital, LLC1,431$147K0.05%+18613F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,397$144K<0.01%013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.1,388$143K0.01%+7513F-HRTimeline
Parkside Financial Bank & Trust1,376$142K0.01%013F-HRTimeline
Park Place Capital Corp1,078$111K0.02%+1313F-HRTimeline
Vermillion & White Wealth Management Gr…1,040$107K0.06%013F-HRTimeline
TSFG, LLC959$99K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.925$95.3K<0.01%+45813F-HRTimelineGroup
Allworth Financial LP915$94.2K<0.01%+75913F-HRTimeline
FIRST HORIZON CORP885$91.1K<0.01%13F-HRTimeline
Golden State Wealth Management, LLC873$90K0.01%+33913F-HRTimeline
Biltmore Family Office, LLC785$80.8K0.01%013F-HRTimeline
Asset Planning,Inc775$79.8K0.06%+913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS763$78.6K<0.01%-25,31713F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.103$77.4K0.01%-64913F-HRTimelineGroup
AMERIFLEX GROUP, INC.742$76.4K0.03%-2,33813F-HRTimeline
Capital Investment Advisory Services, L…729$75.1K0.01%+36013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…692$71.3K<0.01%new13F-HRTimelineGroup
OAKWORTH CAPITAL, INC.660$68K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL541$55.7K<0.01%-19613F-HRTimeline
Clean Yield Group530$54.6K0.02%-61013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC526$54.2K<0.01%+13713F-HRTimeline
Tripletail Wealth Management, LLC492$50.5K0.06%new13F-HRTimeline
Wealth Watch Advisors, INC468$48.2K0.02%new13F-HRTimeline
Independence Bank of Kentucky466$48K0.01%-6813F-HRTimeline
First Command Advisory Services, Inc.450$46.3K<0.01%013F-HRTimeline
Rice Partnership, LLC448$46.1K0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC448$46.1K<0.01%-15713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…377$38.8K<0.01%+33413F-HRTimelineGroup
Strategic Wealth Partners, Ltd.358$36.9K<0.01%+6713F-HRTimeline
SIGNATUREFD, LLC341$35.1K<0.01%+29213F-HRTimeline
Larson Financial Group LLC339$34.9K<0.01%013F-HRTimeline
Root Financial Partners, LLC335$34.5K<0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …278$28.7K<0.01%new13F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC275$28.3K<0.01%-5013F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.262$27K0.02%-28813F-HRTimeline
Covestor Ltd239$25K0.01%+2313F-HRTimeline
Crewe Advisors LLC232$23.9K<0.01%+15113F-HRTimeline
Providence Capital Advisors, LLC212$21.8K<0.01%013F-HRTimeline
Turim 21 Investimentos Ltda.197$20.2K0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp172$17.7K0.02%13F-HR/ATimeline
TRUST CO OF VERMONT162$16.7K<0.01%013F-HRTimeline
United Financial Planning Group LLC151$15.6K0.01%13F-HRTimeline
Imprint Wealth LLC128$13.2K0.04%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.122$13K<0.01%+8213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quest 10 Wealth Builders, Inc.119$12.3K0.01%new13F-HRTimeline
Investors Research Corp117$12.1K<0.01%+7913F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.116$11.9K0.01%+5013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/106$10.9K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…105$10.8K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC97$9.99K<0.01%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC97$9.99K0.01%new13F-HRTimeline
Piscataqua Savings Bank94$9.68K0.01%013F-HRTimeline
Founders Financial Alliance, LLC88$9.06K<0.01%new13F-HRTimeline
Rise Advisors, LLC84$8.61K<0.01%-213F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …73$7.52K<0.01%13F-HRTimelineGroup
Qube Research & Technologies Ltd68$7K<0.01%013F-HRTimeline
NFSG Corp68$7K<0.01%013F-HRTimeline
Realta Investment Advisors54$5.56K<0.01%new13F-HRTimeline
Global Trust Asset Management, LLC50$5.15K<0.01%-5013F-HRTimeline
AlphaCore Capital LLC49$5.05K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC45$4.63K<0.01%new13F-HRTimeline
Horizon Investments, LLC45$4.6K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB44$4.53K<0.01%-5313F-HR/ATimeline
Kiker Wealth Management, LLC44$4.53K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co41$4.22K<0.01%013F-HRTimeline
Gould Capital, LLC38$3.91K<0.01%-5713F-HRTimeline
Archer Investment Corp25$2.58K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC23$2.37K<0.01%013F-HRTimeline
REAP Financial Group, LLC23$2.37K<0.01%-5113F-HRTimeline
MOTCO21$2.16K<0.01%new13F-HRTimeline
Viewpoint Capital Management LLC21$2.16K<0.01%new13F-HRTimeline
CGC Financial Services, LLC19$1.96K<0.01%013F-HRTimeline
Clark Wealth Partners19$1.93K<0.01%+613F-HRTimeline
Glen Eagle Advisors, LLC18$1.85K<0.01%-513F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC16$1.65K<0.01%013F-HRTimelineGroup
CHELSEA COUNSEL CO14$1.44K<0.01%new13F-HRTimeline
Family Legacy Financial Solutions, LLC14$1.44K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC14$1.44K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC12$1.24K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC9$927<0.01%-4,12513F-HRTimeline
GAMMA Investing LLC7$721<0.01%013F-HRTimeline
Kozak & Associates, Inc.7$720<0.01%new13F-HRTimeline
Clearstead Trust, LLC5$515<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC5$515<0.01%013F-HR/ATimeline
CVA Family Office, LLC5$515<0.01%new13F-HRTimeline
AllSquare Wealth Management LLC3$309<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…3$308<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$103<0.01%-1113F-HRTimelineGroup
North Capital, Inc.1$103<0.01%-2213F-HRTimeline
Avion Wealth6$00%new13F-HRTimelineValue filed as zero, left out of ratios.