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Disclosery

TLT ISHARES TR

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20 YR TR BD ETF (fund)

1,213 managers (1,227 13F filers) reported a position in TLT shares at 2024-12-31, 414,930,033 shares in all. 142 filers opened a position and 183 filers sold out during the quarter.

Managers
1,213
13F filers
1,227
New
142
Added
441
Reduced
454
Sold out
183
Shares held by filers
414,930,033

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
Corient Private Wealth LPin group Corient Private Wealth LP123,501$10.8M0.02%+15,91813F-HRTimelineGroup
Cynosure Group, LLC123,413$10.8M1.61%new13F-HRTimeline
CULTIVAR CAPITAL, INC.123,177$10.8M9.42%+3,11113F-HRTimeline
SFMG, LLC121,937$10.6M0.84%new13F-HRTimeline
Mutual Advisors, LLC121,534$10.6M0.31%+6,14613F-HRTimeline
Trek Financial, LLC120,454$10.5M0.79%-52,88513F-HRTimeline
Venture Visionary Partners LLC119,913$10.5M0.44%+92213F-HR/ATimeline
West Family Investments, Inc.118,272$10.3M3.6%+21,85313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.116,766$10.2M0.1%-17,35213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.116,061$10.1M0.02%-5,07913F-HRTimelineGroup
Pinnacle Financial Partners Inc114,729$10M0.2%-128,19813F-HRTimeline
Arete Wealth Advisors, LLC114,057$9.97M0.72%-6,99113F-HRTimeline
Richard W. Paul & Associates, LLC112,997$9.87M3.59%+1,84213F-HRTimeline
Clark Capital Management Group, Inc.112,798$9.85M0.07%+92,09013F-HRTimeline
Granite Bay Wealth Management, LLC112,311$9.81M3.63%new13F-HRTimeline
Sovran Advisors, LLC114,939$9.8M1.4%13F-HRTimeline
Arlington Capital Management, Inc.111,719$9.76M6.75%+7,68913F-HRTimeline
D.A. DAVIDSON & CO.111,451$9.73M0.08%+93,23313F-HRTimeline
Quinn Opportunity Partners LLC110,000$9.61M0.69%new13F-HRTimeline
Lingotto Investment Management LLP110,000$9.61M0.26%new13F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…107,973$9.43M0.06%new13F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…106,988$9.34M3.53%+16,03813F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC106,893$9.33M0.95%+91,93713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding105,525$9.22M+43,138Timeline
Integrated Wealth Concepts LLC105,140$9.18M0.11%+35,72213F-HRTimeline
Timelo Investment Management Inc.in group Timelo Investment Management …105,000$9.17M20.61%new13F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…104,228$9.1M0.09%+48,34413F-HRTimelineGroup
Ground Swell Capital, LLC103,259$9.02M19.64%-92,31013F-HRTimeline
NorthCoast Asset Management LLC101,453$8.89M0.04%-139,29213F-HR/ATimeline
Creative Planningin group Creative Planning100,496$8.78M0.01%+6,94913F-HRTimelineGroup
COMERICA BANK100,460$8.77M0.04%-65,44613F-HR/ATimeline
Rezny Wealth Management, Inc.100,004$8.73M2.14%+39,54813F-HRTimeline
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC100,000$8.73M0.15%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC99,787$8.71M0.17%-47,20713F-HRTimeline
Invst, LLC98,890$8.64M1.05%+6,48113F-HRTimeline
Janney Capital Management LLC98,407$8.59M0.57%-6,45413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS97,464$8.51M0.02%-53,66213F-HRTimeline
ALERUS FINANCIAL NA97,459$8.51M0.65%+5,11713F-HRTimeline
BASSWOOD CAPITAL MANAGEMENT, L.L.C.96,154$8.4M0.49%013F-HRTimeline
Braun-Bostich & Associates Inc.95,855$8.37M6.03%-7,39713F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV95,635$8.35M1.89%-23,53313F-HRTimeline
Dynamic Advisor Solutions LLC95,544$8.34M0.36%-38,55213F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK95,426$8.33M0.02%+28,10213F-HR/ATimelineGroup
Waverly Advisors, LLC95,017$8.3M0.13%+14,66613F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…94,438$8.25M1.37%+78,21213F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC94,164$8.22M1.45%+3,09313F-HRTimeline
Farther Finance Advisors, LLC94,083$8.22M0.3%-8,30313F-HRTimeline
TWO SIGMA SECURITIES, LLC93,890$8.2M1.49%+71,40213F-HRTimeline
CFS Investment Advisory Services, LLC93,802$8.19M0.73%+4,45813F-HRTimeline
FPC INVESTMENT ADVISORY, INC.92,427$8.11M5.93%-11,73013F-HRTimeline
Persium Advisors, LLC92,518$8.08M7.96%13F-HRTimeline
Summit Financial, LLC92,488$8.08M0.28%-37,02013F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC92,466$8.07M4.35%-63613F-HRTimeline
Schonfeld Strategic Advisors LLC91,378$7.98M0.05%+70,97513F-HRTimeline
U S WEALTH GROUP, LLC.90,696$7.92M5.99%13F-HRTimeline
TD Waterhouse Canada Inc.90,536$7.91M0.06%-79,17813F-HRTimeline
SECURITY BENEFIT LIFE INSURANCE CO /KS/in group SECURITY BENEFIT LIFE INSURAN…90,000$7.86M2.56%+15,80013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…89,832$7.85M0.11%-49,33913F-HRTimelineGroup
FFT WEALTH MANAGEMENT LLC89,751$7.84M0.59%new13F-HRTimeline
High Note Wealth, LLC89,140$7.78M2.03%+75,14913F-HRTimeline
Avitas Wealth Management LLC88,639$7.74M1.07%+1,61813F-HRTimeline
Heartwood Wealth Advisors LLC88,387$7.72M0.87%-6713F-HRTimeline
One Day In July LLC88,351$7.72M0.81%+2,00513F-HRTimeline
Checchi Capital Advisers, LLC86,536$7.56M0.56%+16,82013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…86,476$7.55M0.74%-28,18213F-HRTimelineGroup
ODonnell Financial Services, LLC81,133$7.5M3.14%-29,55613F-HRTimeline
Refined Wealth Management85,837$7.5M5.71%-25113F-HRTimeline
Full Sail Capital, LLC84,631$7.39M0.47%+16,40913F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP84,236$7.36M0.01%+50,90013F-HRTimelineGroup
DAVENPORT & Co LLC83,919$7.33M0.04%-17,77213F-HRTimeline
Sharkey, Howes & Javer83,819$7.32M1.03%-6,15413F-HRTimeline
ARVEST INVESTMENTS, INC.83,791$7.32M1.17%-99413F-HRTimeline
WNY Asset Management, LLC82,889$7.24M0.9%-30,79613F-HRTimeline
ShoreHaven Wealth Partners, LLC82,573$7.21M3.41%-10,38613F-HRTimeline
Compound Planning, Inc.82,506$7.21M0.36%+27,37913F-HRTimeline
TOWNSQUARE CAPITAL LLC82,323$7.19M0.08%-150,07613F-HRTimeline
SG Americas Securities, LLC81,228$7.09M0.03%-36,59913F-HRTimeline
Synergy Investment Management, LLC80,793$7.06M3.03%13F-HRTimeline
ADAPT WEALTH ADVISORS, LLC80,634$7.04M3.47%-6,08213F-HRTimeline
Custos Family Office, LLC80,620$7.04M2.46%+6,51913F-HRTimeline
V2 Financial group LLC80,095$6.99M4.25%+59413F-HRTimeline
Bay Rivers Group79,359$6.93M3.36%+1,54713F-HRTimeline
Strategic Blueprint, LLC78,368$6.84M0.41%-57013F-HRTimeline
High Falls Advisors, Inc78,020$6.81M1.58%+8,46313F-HRTimeline
CoreCap Advisors, LLC77,473$6.77M0.31%+21,85813F-HRTimeline
4Thought Financial Group Inc.76,850$6.71M4.16%+50,51513F-HRTimeline
LPF Advisors LLC76,324$6.67M5.58%+4,44113F-HRTimeline
Anthracite Investment Company, Inc.76,000$6.64M3.33%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …75,878$6.63M0.01%-317,76913F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A75,788$6.62M0.02%+73,24413F-HRTimelineGroup
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.75,677$6.61M1.44%+9,36713F-HRTimeline
FOSTER & MOTLEY INC75,316$6.58M0.43%+37413F-HRTimeline
One Wealth Advisors, LLC74,998$6.55M0.97%+15,19813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC74,615$6.52M0.16%-27,17813F-HRTimeline
Kelly Financial Services LLC74,462$6.51M2.35%+6,98813F-HR/ATimeline
GLOBALT Investments LLC / GA74,435$6.5M0.25%-3,46513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …74,258$6.48M0.1%+14,76913F-HRTimelineGroup
Cadent Capital Advisors, LLC74,207$6.48M2.26%-41,33813F-HRTimeline
Hollow Brook Wealth Management LLC74,044$6.47M1.99%+4,15513F-HRTimeline
Modern Wealth Management, LLC73,417$6.41M0.24%+34,92013F-HR/ATimeline
BIRCHBROOK, INC.72,968$6.37M3.62%-2,53813F-HRTimeline
SteelPeak Wealth, LLC72,749$6.35M0.26%+14,46413F-HRTimeline
Mechanics Bank Trust Department72,212$6.31M0.84%-24,46313F-HRTimeline
Summit X, LLC72,204$6.31M1.4%-10,88013F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…71,843$6.27M2.4%+17,42213F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP71,827$6.27M0.01%-2,97313F-HRTimelineGroup
Quadrant Private Wealth Management, LLC71,822$6.27M1.54%-7,83813F-HRTimeline
Greenland Capital Management LP71,705$6.26M1.25%new13F-HRTimeline
SIERRA OCEAN, LLC71,440$6.24M5.09%13F-HRTimeline
Csenge Advisory Group71,291$6.23M0.34%-6113F-HRTimeline
Valtinson Bruner Financial Planning LLC71,005$6.2M2.17%+58,43913F-HRTimeline
Tiller Private Wealth, Inc.69,400$6.06M2.57%+24013F-HRTimeline
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC69,012$6.03M0.12%-46,73913F-HRTimelineGroup
Alternative Investment Advisors, LLC.68,951$6.02M3.14%-9,42213F-HRTimeline
MARINER INVESTMENT GROUP LLC68,000$5.94M1.18%new13F-HRTimeline
Fermata Advisors, LLC67,939$5.93M1.11%-7,58713F-HRTimeline
Van Hulzen Asset Management, LLC67,322$5.88M0.43%+1,46213F-HRTimeline
Archer Investment Management, LLC66,844$5.84M3.59%13F-HRTimeline
Avos Capital Management, LLC65,783$5.79M4.7%13F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.65,308$5.7M2.99%-6,95213F-HRTimeline
Pallas Capital Advisors LLC64,599$5.64M0.24%+42813F-HRTimeline
WOLVERINE TRADING, LLC64,080$5.63M0.13%-58,34613F-HRTimeline
PSI Advisors, LLC64,129$5.6M1.66%+63,47513F-HRTimeline
NVWM, LLC63,379$5.53M1.4%-3,90913F-HRTimeline
Measured Wealth Private Client Group, L…63,223$5.52M1.78%+4,36913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…63,063$5.52M0.31%+78713F-HRTimeline
SMI Advisory Services, LLC64,294$5.49M1.27%-64,16213F-HRTimeline
Icon Wealth Advisors, LLC62,737$5.48M0.45%+5,83013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding62,171$5.43M-38,169Timeline
Allworth Financial LP61,571$5.39M0.03%+55,37113F-HRTimeline
Ramiah Investment Group61,536$5.37M4.89%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP59,395$5.19M0.38%new13F-HRTimeline
Empowered Funds, LLC59,341$5.18M0.08%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.59,277$5.18M0.15%-13,90213F-HRTimeline
Global Wealth Strategies & Associates59,126$5.16M1.62%+5,69413F-HRTimeline
Freedom Investment Management, Inc.58,024$5.07M0.42%-24,35813F-HRTimeline
Emergent Wealth Advisors, LLC57,994$5.06M3.67%+75713F-HRTimeline
Heck Capital Advisors, LLC57,736$5.04M0.58%+2,14013F-HR/ATimeline
RS CRUM INC.57,289$5M1.24%-174,98513F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding56,808$4.96M+41,453Timeline
Betterment LLC56,810$4.96M0.01%+51,22113F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC56,723$4.94M0.82%-12,77013F-HRTimeline
Blue Trust, Inc.56,614$4.94M0.06%-12,76913F-HR/ATimeline
Pilgrim Partners Asia Pte Ltd56,490$4.93M4.29%13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …56,430$4.93M0.4%+11,43613F-HR/ATimeline
NBT BANK, N.A.in group NBT BANK, N.A.56,351$4.92M0.34%+7,34313F-HRTimelineGroup
ONE Advisory Partners, LLC56,316$4.92M2.18%+6,79213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC55,659$4.86M0.11%-4,36313F-HRTimelineGroup
Berkeley Capital Partners, LLC55,402$4.84M1.34%+2,82213F-HRTimeline
USAdvisors Wealth Management, LLC55,035$4.81M1.56%+11,14213F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC55,007$4.8M1.7%+29,91713F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC54,826$4.8M0.77%-216,80513F-HRTimelineGroup
NewEdge Wealth, LLC53,650$4.69M0.08%+1,32813F-HRTimeline
Eley Financial Management, Inc53,603$4.68M1.82%+1,27113F-HRTimeline
Wayfinding Financial, LLC53,423$4.67M2.49%new13F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…53,163$4.64M4.81%13F-HRTimeline
Watts Gwilliam & Co., LLC53,919$4.63M0.98%-4,02113F-HRTimeline
Sowell Financial Services LLC52,916$4.62M0.24%-79,48513F-HRTimeline
Centerline Wealth Advisors, LLC51,894$4.53M2.66%13F-HRTimeline
Geneos Wealth Management Inc.50,891$4.44M0.16%+34,94813F-HRTimeline
MONECO ADVISORS, LLC50,602$4.42M0.47%-4,35213F-HR/ATimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.50,502$4.41M0.02%-21,76113F-HRTimelineGroup
Cooper Financial Group50,298$4.39M0.53%+2,85113F-HRTimeline
WEDBUSH SECURITIES INC50,195$4.38M0.16%+1,78313F-HRTimeline
Bramshill Investments, LLC50,189$4.38M0.69%-1,014,58013F-HRTimeline
Private Wealth Advisors, LLC50,072$4.37M1.91%+1,89313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…49,805$4.35M0.24%+46,95213F-HRTimelineGroup
Cavalier Investments, LLC49,186$4.3M1.44%+1,67113F-HRTimeline
Counterweight Ventures, LLC48,845$4.27M3.02%+1,42913F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.48,639$4.25M0.05%+36,66413F-HRTimelineGroup
Arkadios Wealth Advisors48,459$4.23M0.23%+4,08613F-HRTimeline
Kiker Wealth Management, LLC47,939$4.19M3.39%13F-HRTimeline
Stone House Investment Management, LLC47,826$4.18M1.06%-8,91913F-HRTimeline
Sigma Planning Corp47,492$4.15M0.13%-21,42313F-HRTimeline
Boomfish Wealth Group, LLC46,954$4.1M2.49%+10,36913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC46,779$4.09M0.14%-89,05013F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.46,737$4.08M3.26%-5,90413F-HRTimeline
E Fund Management Co., Ltd.46,737$4.08M0.2%-5,90413F-HRTimeline
TSA Wealth Managment LLC46,605$4.07M1.66%-90013F-HRTimeline
Summit Wealth Group, LLC46,493$4.06M1.18%+2,60613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources46,219$4.04M<0.01%+1,13013F-HRTimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …46,948$4M0.21%new13F-HRTimelineGroup
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC45,665$3.99M3.33%new13F-HRTimelineGroup
RFG Advisory, LLC44,964$3.93M0.11%+3,21713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC44,271$3.87M2.08%+1,65113F-HRTimeline
Pettinga Financial Advisors LLC44,077$3.85M0.87%+2,37313F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…44,198$3.83M2.73%-154,11813F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.43,878$3.83M0.46%-18,29313F-HRTimeline
Merit Financial Group, LLC43,814$3.83M0.07%+22,04813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC43,812$3.83M0.29%-17,43113F-HRTimelineGroup
Aspect Partners, LLC43,285$3.78M2.18%-5,34313F-HRTimeline
Meridian Wealth Management, LLC42,805$3.74M0.18%+16,00913F-HRTimeline
Smith Salley Wealth Management42,622$3.72M0.24%+48613F-HRTimeline
Hixon Zuercher, LLC42,555$3.72M1.43%+64713F-HRTimeline
PFG Advisors42,486$3.71M0.23%-17413F-HRTimeline
Fortis Capital Advisors, LLC38,411$3.71M1.27%+2,60013F-HRTimeline
RIA Advisory Group LLC42,378$3.7M1.26%-82,11913F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC42,218$3.69M0.92%+6,42613F-HRTimeline
LifeWealth Investments, LLC41,630$3.64M2.41%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV41,427$3.62M0.29%-65,74413F-HRTimeline