Skip to content
Disclosery

TLH ISHARES TR

Follow

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
Fairvoy Private Wealth, LLC4,885$492K0.12%+2,42013F-HRTimeline
Steelhead Wealth Management LLC4,886$492K0.25%13F-HRTimeline
PUREfi Wealth, LLC4,862$490K0.32%+97813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,848$488K0.1%-61513F-HRTimeline
Caliber Wealth Management, LLC / KS4,826$486K0.05%+1,06513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,800$483K0.04%-2,84313F-HRTimelineGroup
Cape Investment Advisory, Inc.4,753$479K0.16%-11213F-HRTimeline
Gilliland Jeter Wealth Management LLC4,668$470K0.14%+28513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,443$447K0.04%-1,05413F-HRTimeline
Blue Capital, Inc.4,433$446K0.29%+1513F-HRTimeline
Koshinski Asset Management, Inc.4,427$446K0.03%+2013F-HRTimeline
Fiscal Wisdom Wealth Management, LLC4,402$443K0.43%+22313F-HRTimeline
Lifeworks Advisors, LLC4,334$437K0.06%-2,23213F-HRTimeline
SAX WEALTH ADVISORS, LLC4,238$431K0.02%013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC4,258$429K0.01%new13F-HRTimelineGroup
Resurgent Financial Advisors LLC4,238$427K0.16%-8713F-HRTimeline
Apeiron RIA LLC4,235$427K0.1%-21,23013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,146$418K0.02%-82313F-HRTimelineGroup
PATRON PARTNERS, LLC4,136$417K0.18%-7413F-HRTimeline
NWAM LLC4,127$416K0.02%-42313F-HRTimeline
FAS Wealth Partners, Inc.4,110$414K0.03%+56213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,108$414K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC4,062$409K0.04%-12213F-HRTimeline
SVB WEALTH LLC4,057$409K0.03%-6,55713F-HRTimeline
BridgePort Financial Solutions, LLC4,005$403K0.11%+57313F-HRTimeline
Advisors Capital Management, LLC3,989$402K<0.01%-21113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,916$394K0.01%+53013F-HR/ATimelineGroup
Sound Income Strategies, LLC3,899$391K0.02%-20513F-HRTimeline
WHITTIER TRUST CO3,884$390K<0.01%013F-HRTimeline
Exit Wealth Advisors, LLC.3,844$387K0.2%+1,47813F-HRTimeline
GeoWealth Management, LLC3,787$381K0.01%-78713F-HRTimeline
Hutchens & Kramer Investment Management…3,774$380K0.12%+21913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,759$379K<0.01%-19,79613F-HRTimeline
Perennial Investment Advisors, LLC3,701$373K0.03%+42113F-HRTimeline
TIAAgroup of 2 filers holding3,698$372K-82Timeline
Tyche Wealth Partners LLC3,643$367K0.06%-35,76613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,636$366K<0.01%-2813F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC3,595$362K0.01%-11,14013F-HRTimeline
Strathmore Capital Advisors, Inc.3,543$358K0.1%+71613F-HRTimeline
PINNACLE ASSOCIATES LTD3,525$355K<0.01%013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.3,488$351K0.03%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,472$350K0.02%013F-HRTimeline
Balefire, LLC3,408$343K0.06%new13F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.3,400$342K0.62%+1,24913F-HRTimeline
Raleigh Capital Management Inc.3,358$338K0.12%-7913F-HRTimeline
KICKSTAND VENTURES, LLC.3,349$337K0.07%+8213F-HRTimeline
Semus Wealth Partners LLC3,321$334K0.19%+39213F-HRTimeline
Empirical Asset Management, LLC3,355$332K0.09%+80613F-HRTimeline
Ausdal Financial Partners, Inc.3,287$331K0.01%-1,49313F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co3,227$325K0.02%013F-HRTimelineGroup
RCS Financial Planning, LLC3,220$324K0.17%-17,81813F-HRTimeline
Vantage Point Financial LLC3,205$323K0.11%-2,38813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,193$322K0.01%+75113F-HRTimeline
Montecito Bank & Trust3,165$319K0.05%+97513F-HRTimeline
GWN SECURITIES INC.3,151$317K0.06%+33313F-HRTimeline
Cooper Financial Group3,138$316K0.03%new13F-HRTimeline
LOWE BROCKENBROUGH & CO INC3,130$315K0.02%013F-HRTimeline
Kane Co Wealth Management, Inc.3,120$314K0.26%new13F-HRTimeline
Quartz Partners, LLC3,055$308K0.12%new13F-HRTimeline
Phillip James Consulting Co.2,150$306K0.23%new13F-HRTimeline
EP Wealth Advisors, LLC3,032$305K<0.01%+2013F-HRTimeline
Wells Financial Advisors INC3,026$305K1.39%-6,24513F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC2,982$300K0.09%-3713F-HRTimeline
BARINGS LLCin group BARINGS LLC2,963$298K<0.01%-5,02213F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,951$297K<0.01%+2,20613F-HRTimeline
Coastal Bridge Advisors, LLC2,943$296K0.02%-48513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,928$295K0.02%-23613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,924$295K0.02%+6913F-HRTimelineGroup
Cassilly Financial Group LLC2,884$290K0.25%+50313F-HRTimeline
ADE, LLC2,792$281K0.13%+3713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,788$281K<0.01%+12313F-HRTimelineGroup
One Day In July LLC2,782$280K0.02%-23113F-HRTimeline
Aegis Wealth Management, Inc.2,778$280K0.22%-1,36113F-HRTimeline
RDA Financial Network2,763$278K0.07%-1,91313F-HRTimeline
Midwest Professional Planners, LTD.2,742$276K0.07%+12513F-HRTimeline
Archer Investment Management, LLC2,662$268K0.11%-4,50113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …2,648$267K0.01%+41113F-HRTimelineGroup
Keystone Financial Group2,638$266K0.02%new13F-HRTimeline
Aptus Capital Advisors, LLC2,633$265K<0.01%+70313F-HRTimeline
Stablepoint Partners, LLC2,628$265K0.04%new13F-HRTimeline
TBH Global Asset Management, LLC2,606$262K0.05%-8,50013F-HRTimeline
Pacific Excel Wealth Advisors, Inc.2,588$261K0.27%new13F-HRTimeline
WNY Asset Management, LLC2,576$259K0.03%13F-HRTimeline
MCF Advisors LLC2,567$259K0.01%013F-HRTimeline
XY Planning Network, Inc.2,576$258K0.04%-9913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,524$254K0.01%-31313F-HRTimeline
Annex Advisory Services, LLC2,523$254K<0.01%-85713F-HRTimeline
Robertson Stephens Wealth Management, L…2,512$253K0.01%+45113F-HRTimeline
GenTrust, LLC2,507$253K0.01%-6313F-HRTimeline
Axim Planning & Wealth2,481$250K0.3%-1,13113F-HRTimeline
Asempa Wealth Advisors2,489$249K0.22%-15713F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.2,453$247K0.03%013F-HRTimeline
Brookwood Investment Group LLC2,451$247K0.03%-40513F-HRTimeline
Rossby Financial, LCC2,447$245K0.05%+14913F-HRTimeline
CALTON & ASSOCIATES, INC.2,432$245K0.04%new13F-HRTimeline
Moment Partners, LLC2,432$245K0.04%new13F-HRTimeline
Paladin Partners, LLC2,409$243K0.17%013F-HRTimeline
ARRIEN INVESTMENTS, INC.2,396$241K0.13%-45113F-HRTimeline
BDFS Capital LLC2,371$239K0.11%+27813F-HRTimeline
Frisch Financial Group, Inc.2,337$235K0.05%new13F-HRTimeline
Town Capital LLC2,336$235K0.19%-2,58313F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC2,273$229K0.02%-3513F-HRTimeline
Sowell Financial Services LLC2,257$227K0.01%-52713F-HRTimeline
Maia Wealth LLC2,248$226K0.04%-21813F-HRTimeline
Demars Financial Group, LLC2,237$225K0.07%new13F-HRTimeline
KELLY FINANCIAL GROUP LLC2,218$223K0.06%+6613F-HRTimeline
John W. Brooker & Co., CPAs2,217$223K0.35%new13F-HRTimeline
D L CARLSON INVESTMENT GROUP INC2,215$223K0.04%-1,64513F-HRTimeline
Moors & Cabot, Inc.2,183$220K0.01%new13F-HRTimeline
Entelevest, LLC2,157$217K0.22%-1,28613F-HRTimeline
EJMK Ventures LLC2,125$214K0.12%-36713F-HRTimeline
Glenview Trust Co2,118$213K<0.01%new13F-HRTimeline
Stirlingshire Investments, Inc.2,081$210K0.18%-1,54313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,080$209K0.02%new13F-HRTimeline
Signet Private Wealth LLC2,066$208K0.2%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…2,064$207K0.06%-5,51713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,053$207K<0.01%013F-HRTimeline
Prosperity Consulting Group, LLC2,046$206K0.01%new13F-HRTimeline
Beverly Hills Private Wealth, LLC1,991$201K0.03%+713F-HRTimeline
AdvisorNet Financial, Inc1,915$193K0.01%-3813F-HRTimeline
Pflug Koory, LLC1,820$183K0.08%013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…1,770$178K<0.01%+1,01013F-HRTimelineGroup
Capital Investment Counsel, Inc1,766$178K0.02%013F-HRTimeline
UMB Bank, n.a.1,630$164K<0.01%-24713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
New Republic Capital, LLC1,630$164K0.06%+8113F-HRTimeline
Capital Advisor Network LLC1,610$162K0.23%13F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,461$147K<0.01%-5713F-HRTimelineGroup
Richard Bernstein Advisors LLC1,401$141K<0.01%-1,049,31013F-HRTimeline
Parkside Financial Bank & Trust1,376$139K0.01%013F-HRTimeline
FIRST HORIZON CORP1,275$128K0.01%-50613F-HRTimeline
CENTAURUS FINANCIAL, INC.1,204$121K0.01%-1113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,163$117K0.01%+14513F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,150$116K0.01%013F-HRTimelineGroup
Park Place Capital Corp1,089$110K0.02%+8413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,055$106K0.01%-62313F-HRTimeline
Opal Wealth Advisors, LLC993$100K0.02%new13F-HRTimeline
Keating Financial Advisory Services, In…950$95.7K0.02%-13,34913F-HRTimeline
Tidemark, LLC920$92.6K0.02%-1,07713F-HRTimeline
TSFG, LLC915$92K0.01%-1013F-HRTimeline
Wellington Grp LLC869$87.5K0.03%new13F-HRTimeline
JPL Wealth Management, LLC815$82.1K0.02%new13F-HR/ATimeline
Asset Planning,Inc791$79.7K0.06%+513F-HRTimeline
Biltmore Family Office, LLC785$79.1K0.01%013F-HRTimeline
Allworth Financial LP777$78.2K<0.01%-6513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\706$71.1K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.666$67.1K0.03%013F-HRTimeline
OAKWORTH CAPITAL, INC.636$64.1K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC629$63.4K<0.01%+15113F-HRTimeline
Signature Equity Partners, LLC598$60.2K0.03%-11513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…559$56.3K0.01%-11813F-HRTimeline
Capital Investment Advisory Services, L…531$53.5K<0.01%+8713F-HRTimeline
Clean Yield Group530$53.4K0.02%013F-HRTimeline
RMG Wealth Management LLC517$51.6K0.01%new13F-HRTimeline
Investors Portfolio Services LLC495$49.9K0.05%013F-HRTimeline
First Command Advisory Services, Inc.450$45.3K<0.01%013F-HRTimeline
MATHER GROUP, LLC.409$41.2K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC382$38.5K0.01%+21713F-HRTimeline
Merkkuri Wealth Advisors LLC369$37.2K0.02%new13F-HRTimeline
Gen-Wealth Partners Inc366$36.9K0.01%-6,02913F-HRTimeline
KERR FINANCIAL PLANNING Corp344$34.5K0.02%-1813F-HR/ATimeline
Larson Financial Group LLC339$34.1K<0.01%013F-HRTimeline
Independence Bank of Kentucky336$33.8K<0.01%013F-HRTimeline
Global Assets Advisory, LLC325$32.7K0.01%new13F-HRTimeline
Destiny Wealth Partners, LLC295$29.7K<0.01%new13F-HRTimeline
Magnolia Wealth Management, LLC290$29.2K0.02%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.279$28.1K0.01%+1313F-HRTimeline
Covestor Ltd282$28K0.02%+3813F-HRTimeline
Qube Research & Technologies Ltd278$28K<0.01%+23013F-HRTimeline
Strategic Wealth Partners, Ltd.276$27.8K<0.01%-2313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.251$25.3K<0.01%+14913F-HRTimelineGroup
FINANCIAL CONSULATE, INC246$24.8K<0.01%new13F-HRTimeline
Root Financial Partners, LLC228$23K<0.01%+7813F-HRTimeline
Key Capital Management, INC213$21.5K0.01%-2913F-HRTimeline
POM Investment Strategies, LLC192$19.3K0.02%new13F-HRTimeline
Nemes Rush Group LLC187$18.8K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC186$18.7K<0.01%-18913F-HRTimeline
REAP Financial Group, LLC178$17.9K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.160$16.1K<0.01%new13F-HRTimeline
ESL Trust Services, LLC160$16.1K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC160$16.1K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.144$15K<0.01%-8213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…144$14.5K0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB137$13.8K<0.01%-30913F-HRTimeline
Financial Freedom, LLC137$13.8K0.01%new13F-HRTimeline
Virginia Estate & Retirement Planning A…55$13.7K0.02%13F-HRTimeline
Sunbelt Securities, Inc.134$13.5K<0.01%-10,76813F-HRTimeline
Advocate Investing Services LLC120$12.1K0.01%new13F-HRTimeline
Horizon Investments, LLC120$12K<0.01%+6013F-HRTimeline
Axiom Investment Management LLC117$11.8K0.01%13F-HRTimeline
Investors Research Corp117$11.8K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/106$10.7K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC101$10.2K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC100$10.1K<0.01%013F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC97$9.77K0.01%013F-HRTimeline
Piscataqua Savings Bank94$9.47K0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC91$9.13K<0.01%13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.89$8.96K<0.01%new13F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.80$8.06K<0.01%013F-HRTimeline
NFSG Corp68$6.85K<0.01%013F-HRTimeline
Bravera Wealth65$6.55K<0.01%013F-HRTimeline