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Disclosery

TLH ISHARES TR

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10-20 YR TRS ETF (fund)

524 managers (528 13F filers) reported a position in TLH shares at 2025-03-31, 91,058,005 shares in all. 105 filers opened a position and 52 filers sold out during the quarter.

Managers
524
13F filers
528
New
105
Added
246
Reduced
132
Sold out
52
Shares held by filers
91,058,005

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding16,435,878$1.71B+12,167,762Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,653,477$1B0.09%+540,66513F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP7,653,072$794M13.14%+134,74313F-HRTimelineGroup
LPL Financial LLC5,362,198$556M0.22%+3,151,86313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,292,036$342M0.08%-748,15213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,012,097$313M0.08%+60,64513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,804,118$291M0.02%+728,54813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,793,649$290M0.01%+2,719,85713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,385,873$248M0.02%+646,95013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,812,094$188M0.52%+104,09813F-HRTimelineGroup
Richard Bernstein Advisors LLC1,767,220$183M4.44%+105,00513F-HRTimeline
CWM, LLCin group CWM, LLC1,382,695$143M0.57%+1,172,86613F-HRTimelineGroup
Cetera Investment Advisers1,318,898$137M0.27%+653,72513F-HRTimeline
RiverFront Investment Group, LLC1,265,215$131M2.92%+838,08313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,218,817$126M0.2%+100,72313F-HRTimelineGroup
Janney Montgomery Scott LLC1,175,847$122M0.35%+704,61613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,153,734$120M0.13%+698,76713F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.1,092,068$113M4.38%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,059,355$110M1.35%+854,64513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC968,860$101M0.33%+590,61413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC888,734$92.2M0.03%+245,23613F-HRTimelineGroup
Destination Wealth Management779,335$80.9M2.55%+54,52213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO728,979$75.6M1.92%+19,01213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp666,200$69.1M0.01%+477,14113F-HRTimelineGroup
UBS Group AGin group UBS Group AG628,931$65.3M0.01%-68,90413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\601,616$62.4M0.08%+113,38513F-HRTimelineGroup
Sanctuary Advisors, LLC564,223$58.5M0.41%+318,89413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA455,684$47.3M0.01%+147,64113F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…410,414$42.6M0.03%+9,63213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC407,854$42.3M0.01%+39,72213F-HR/ATimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…372,257$38.6M0.33%+369,85413F-HRTimelineGroup
Foundations Investment Advisors, LLC354,097$36.7M0.68%+303,40513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC344,612$35.8M0.5%+342,06213F-HRTimelineGroup
NewEdge Advisors, LLC324,680$33.7M0.2%+204,74813F-HRTimeline
FIL Ltdin group FIL Ltd323,986$33.6M0.03%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC322,557$33.5M0.05%+65,38713F-HRTimeline
MAI Capital Management312,180$32.4M0.25%+8,17013F-HRTimeline
Vestmark Advisory Solutions, Inc.308,914$32M0.83%+13,29613F-HRTimeline
Smith Anglin Financial, LLC305,103$31.7M3.35%-307,31813F-HRTimeline
Cambridge Investment Research Advisors,…295,077$30.6M0.1%+62,07613F-HRTimeline
Dynasty Wealth Management, LLC268,736$27.9M0.46%-1,98613F-HRTimeline
Steward Partners Investment Advisory, L…249,321$25.9M0.23%+41,98813F-HRTimeline
GenTrust, LLC241,232$25M1.2%+14,70513F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC240,590$25M0.36%+163,68413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC225,182$23.4M2.22%+34,53313F-HRTimeline
JB Capital LLC223,502$23.2M1.28%new13F-HRTimeline
CASTLEARK MANAGEMENT LLC215,592$22.4M0.78%013F-HRTimeline
Johnson Bixby & Associates, LLC214,782$22.3M3.33%-4,54213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC212,428$22M0.66%+192,89213F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC198,462$20.6M0.52%-12,22413F-HRTimeline
Atria Wealth Solutions, Inc.195,019$20.2M0.24%+109,37313F-HRTimeline
IHT Wealth Management, LLC179,931$18.7M0.58%+116,42813F-HRTimeline
TD Waterhouse Canada Inc.176,854$18.3M0.15%+14,79913F-HRTimeline
NorthCoast Asset Management LLC175,479$18.2M0.09%+73,75213F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…174,422$18.1M0.03%-149,82113F-HRTimeline
Harvest Portfolios Group Inc.165,336$17.2M0.51%+27,91213F-HRTimeline
Atria Investments, Inc160,630$16.7M0.21%+106,37813F-HRTimeline
Goelzer Investment Management, Inc.157,196$16.3M0.94%+5,38713F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.154,286$16M0.04%-133,75613F-HRTimelineGroup
SYON CAPITAL LLC150,274$15.6M1.27%+133,44713F-HRTimeline
Financial Engines Advisors L.L.C.150,115$15.6M0.03%-19,94713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…150,023$15.5M0.03%-3,74713F-HR/ATimelineGroup
Keel Point, LLC142,177$14.8M1.15%+1313F-HRTimeline
Trek Financial, LLC131,849$13.7M0.99%+59,34613F-HRTimeline
Icon Wealth Advisors, LLC128,061$13.3M1.09%+87,30313F-HRTimeline
HighTower Advisors, LLC123,834$12.8M0.02%-53,43213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…123,275$12.8M0.03%-57,92113F-HRTimelineGroup
FLOW TRADERS U.S. LLC121,010$12.6M0.53%new13F-HRTimeline
Kelly Financial Services LLC114,775$11.9M4.14%+103,73313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC113,768$11.8M0.51%-12,83713F-HR/ATimeline
Mariner, LLCin group Mariner, LLC110,250$11.4M0.02%+16,30013F-HRTimelineGroup
SteelPeak Wealth, LLC105,107$10.9M0.46%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.103,847$10.8M0.07%+86,68213F-HRTimeline
High Falls Advisors, Inc101,156$10.5M2.46%+87,76013F-HRTimeline
Sharkey, Howes & Javer98,529$10.2M1.46%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS96,473$10M0.03%-308,34713F-HRTimeline
Affinity Capital Advisors, LLC97,745$9.72M1.93%+13,53013F-HRTimeline
Farther Finance Advisors, LLC92,335$9.61M0.25%+63,47813F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC92,375$9.58M6.02%-117,82313F-HRTimeline
First Heartland Consultants, Inc.92,123$9.56M0.99%new13F-HRTimeline
ARVEST INVESTMENTS, INC.91,779$9.52M1.5%+2,05613F-HRTimeline
Stone House Investment Management, LLC88,245$9.16M1.86%+76,03213F-HRTimeline
Blue Oak Capital, LLC85,581$8.88M4.9%-2,90413F-HRTimeline
Avantax Planning Partners, Inc.84,092$8.72M0.31%+45,10313F-HRTimeline
Modern Wealth Management, LLC82,668$8.58M0.27%+23,48113F-HR/ATimeline
Net Worth Advisory Group82,641$8.57M2.7%+1,19913F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …81,467$8.45M0.12%+21,13913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.79,277$8.22M0.08%+65,84413F-HRTimelineGroup
Octavia Wealth Advisors, LLC78,532$8.15M0.99%new13F-HRTimeline
Prasad Wealth Partners, LLC77,703$8.06M2.63%new13F-HRTimeline
Systelligence, LLC76,787$7.97M1.91%-14,29213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …76,336$7.94M0.63%new13F-HRTimeline
Savvy Advisors, Inc.76,498$7.94M0.8%+58,46913F-HRTimeline
Private Advisor Group, LLC76,188$7.9M0.05%-63,41413F-HRTimeline
Stokes Family Office, LLC74,963$7.78M0.87%new13F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp72,073$7.48M0.84%-9,39413F-HRTimelineGroup
Blue Trust, Inc.71,778$7.45M0.1%+69,67913F-HRTimeline
Hughes Financial Services, LLC70,801$7.37M1.44%+2,34913F-HRTimeline
Strategic Blueprint, LLC70,450$7.31M0.4%+47,87213F-HRTimeline
Evergreen Private Wealth LLC70,399$7.3M3.41%+1,44813F-HRTimeline
ONE Advisory Partners, LLC68,183$7.07M3.02%+59,56313F-HRTimeline
SCOTIA CAPITAL INC.67,911$7.05M0.04%+3,05213F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC67,039$6.94M1.33%+52,34013F-HR/ATimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…64,200$6.66M0.06%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC64,029$6.64M0.07%+44,50413F-HRTimeline
Orion Portfolio Solutions, LLC64,029$6.64M0.07%+44,50413F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…63,455$6.58M0.01%+21,23013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC63,261$6.56M0.01%-30,57713F-HRTimelineGroup
OneDigital Investment Advisors LLC63,249$6.56M0.08%-9,71813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC61,701$6.4M0.14%-17,49713F-HRTimeline
RETIREMENT CAPITAL STRATEGIES61,475$6.38M2.49%new13F-HRTimeline
Triad Wealth Partners, LLC60,629$6.29M1.96%new13F-HRTimeline
Premier Path Wealth Partners, LLC58,562$6.08M0.95%+6,25913F-HRTimeline
Regal Investment Advisors LLC57,214$5.94M0.48%+21,90713F-HRTimeline
Wealthstar Advisors, LLC55,201$5.73M2.62%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP55,165$5.69M0.01%+14,13113F-HR/ATimelineGroup
Nan Shan Life Insurance Co., Ltd.54,700$5.68M0.13%013F-HRTimeline
BEACON FINANCIAL GROUP53,678$5.57M0.61%+48,99713F-HRTimeline
Tidemark, LLC52,043$5.4M1.98%+51,97113F-HRTimeline
BCGM Wealth Management, LLC51,103$5.3M1.63%+46,76813F-HRTimeline
Integrated Wealth Concepts LLC50,867$5.28M0.06%-19,59813F-HRTimeline
SPC Financial, Inc.50,712$5.26M0.46%+2,23713F-HRTimeline
Geneos Wealth Management Inc.49,710$5.16M0.08%+32,12513F-HRTimeline
AllGen Financial Advisors, Inc.49,660$5.15M1.53%-57313F-HRTimeline
Midwest Capital Advisors, LLC49,455$5.13M3.15%+49,18913F-HRTimeline
B. Riley Wealth Advisors, Inc.48,976$5.08M0.15%+43,07513F-HRTimeline
Quotient Wealth Partners, LLC48,722$5.05M0.16%-1,22413F-HRTimeline
Prospera Financial Services Inc48,595$5.04M0.12%-1,70213F-HRTimeline
WEALTH ALLIANCE, LLC48,316$5.01M0.61%+41,51113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC48,263$5.01M0.42%+3,56513F-HRTimelineGroup
COMERICA BANK47,561$4.93M0.02%+11,36413F-HRTimeline
Van Hulzen Asset Management, LLC47,265$4.9M0.45%new13F-HRTimeline
PAX Financial Group, LLC46,318$4.81M0.85%new13F-HRTimeline
Krilogy Financial LLC45,623$4.73M0.31%+1,39913F-HRTimeline
One Wealth Advisors, LLC45,403$4.71M0.7%+1,66613F-HRTimeline
Ranch Capital Advisors Inc.45,390$4.71M2.23%+54513F-HRTimeline
Invst, LLC44,884$4.66M0.64%+42,21113F-HRTimeline
&PARTNERS44,572$4.62M0.05%+5,48313F-HRTimeline
Keystone Financial Services43,981$4.56M1.74%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC43,819$4.55M0.05%+1,82413F-HRTimeline
Summit X, LLC43,305$4.49M0.94%+36,90813F-HRTimeline
Cresta Advisors, Ltd.42,454$4.4M2.28%-10,46613F-HRTimeline
ABLE Financial Group, LLC42,334$4.39M1.23%+2,20713F-HRTimeline
Bay Harbor Wealth Management, LLC42,034$4.36M1.38%new13F-HRTimeline
LFA - Lugano Financial Advisors SA41,667$4.32M2.94%+7713F-HRTimeline
SWMG, LLC42,354$4.32M1.71%+36,46113F-HRTimeline
Strategic Investment Solutions, Inc. /IL41,523$4.3M1.25%+31,26113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management41,359$4.29M0.06%new13F-HRTimelineGroup
EWA, LLC41,251$4.28M1.59%+6,93313F-HRTimeline
5T Wealth, LLC40,778$4.23M2.41%+11,51613F-HRTimeline
FINANCIAL LIFE ADVISORS40,757$4.23M1.58%-67,42313F-HRTimeline
Cobblestone Asset Management LLC39,503$4.1M2.39%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding39,321$4.08M+8,886Timeline
MGO ONE SEVEN LLC38,837$4.03M0.16%+29,01313F-HRTimeline
Smartleaf Asset Management LLC38,508$3.97M0.38%+5,71013F-HRTimeline
Carr Financial Group Corp37,606$3.9M1.28%+26,69913F-HRTimeline
Conrad Siegel Investment Advisors, Inc.36,968$3.84M0.98%-11913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC36,880$3.83M0.28%+1,59913F-HRTimeline
Legacy Financial Group LLC36,544$3.79M0.58%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC36,221$3.76M0.12%+13,17713F-HRTimeline
SigFig Wealth Management, LLC36,343$3.75M0.14%+32,85413F-HRTimeline
True Vision MN LLC35,970$3.73M2.23%+28,63213F-HRTimeline
Spectrum Wealth Counsel, LLC35,828$3.72M0.45%+32,82213F-HRTimeline
Pettinga Financial Advisors LLC35,657$3.7M0.87%new13F-HRTimeline
SWP FINANCIAL LLC35,203$3.65M2.23%new13F-HRTimeline
Shared Vision Wealth Group LLC34,583$3.59M1.96%+25,83313F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT34,298$3.56M0.26%-2513F-HRTimeline
RFG Advisory, LLC34,109$3.54M0.1%+22,08313F-HRTimeline
Keebeck Wealth Management33,377$3.46M0.51%+23,88113F-HRTimeline
Simplicity Wealth,LLC33,260$3.45M0.27%new13F-HRTimeline
WealthShield Partners, LLC32,563$3.38M0.44%+18,16813F-HRTimeline
WCG Wealth Advisors LLC32,232$3.34M0.25%new13F-HR/ATimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS32,131$3.33M<0.01%-28,06813F-HRTimelineGroup
Modus Advisors, LLC32,123$3.33M1.09%-1,43013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC31,859$3.31M1.32%+22,25713F-HRTimeline
First Citizens Asset Management, Inc.31,654$3.28M1.28%+57013F-HR/ATimeline
MN Wealth Advisors, LLC31,206$3.24M1.9%-6,19113F-HRTimeline
Sovran Advisors, LLC31,173$3.14M0.41%+24,32713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC30,131$3.13M0.12%+30,09113F-HRTimelineGroup
Pinnacle Financial Partners Inc29,204$3.03M0.06%-63,73613F-HRTimeline
World Investment Advisors29,009$3.01M0.08%+19,87613F-HRTimeline
First Horizon Advisors, Inc.28,437$2.95M0.08%+19,72913F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA28,337$2.94M0.01%+1,03913F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC28,336$2.94M1.58%+15,27413F-HRTimeline
McNaughton Wealth Management, LLC27,873$2.89M1.4%new13F-HRTimeline
FORTE ASSET MANAGEMENT LLC27,837$2.89M1.45%-1,49813F-HRTimeline
Scarborough Advisors, LLC27,564$2.86M0.41%new13F-HRTimeline
Atlatl Advisers LLC27,559$2.86M1.86%+16,12313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,434$2.85M<0.01%-82,14413F-HRTimelineGroup
Avid Wealth Partners LLC26,756$2.78M1.88%+5,35513F-HRTimeline
Advisory Services Network, LLC26,125$2.71M0.05%+7,91313F-HRTimeline
Insight Advisors, LLC/ PA25,957$2.69M0.47%+4,18713F-HRTimeline
TSFG, LLC25,919$2.69M0.55%new13F-HRTimeline
Center For Asset Management LLC25,622$2.66M1.63%+4,78113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.24,998$2.59M<0.01%+19,48613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP24,501$2.54M<0.01%+2,84613F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC24,555$2.54M0.02%new13F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC23,913$2.48M0.01%-18,64413F-HRTimelineGroup
FIDELITY D & D BANCORP INC23,389$2.43M1.6%+28813F-HRTimeline
Horst & Graben Wealth Management LLC23,049$2.39M0.43%-2,05713F-HRTimeline