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Disclosery

TLT ISHARES TR

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20 YR TR BD ETF (fund)

1,176 managers (1,188 13F filers) reported a position in TLT shares at 2025-03-31, 460,080,397 shares in all. 157 filers opened a position and 182 filers sold out during the quarter.

Managers
1,176
13F filers
1,188
New
157
Added
435
Reduced
459
Sold out
182
Shares held by filers
460,080,397

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
CULTIVAR CAPITAL, INC.127,552$11.6M9.34%+4,37513F-HRTimeline
Orion Porfolio Solutions, LLC127,208$11.6M0.11%-33,69213F-HRTimeline
Orion Portfolio Solutions, LLC127,208$11.6M0.11%-33,69213F-HR/ATimeline
TD Waterhouse Canada Inc.126,386$11.5M0.09%+35,85013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC125,441$11.5M1.54%+70,61513F-HRTimelineGroup
TD Asset Management Inc125,598$11.4M0.01%-5,07113F-HRTimeline
Polymer Capital Management (HK) LTD125,594$11.4M1.98%-2,00013F-HRTimeline
Legacy Advisory Services, LLC125,436$11.4M9.64%-9,28013F-HRTimeline
Advisory Services Network, LLC124,901$11.4M0.22%-5,35313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management124,773$11.4M0.36%+91,53413F-HRTimelineGroup
Fund Evaluation Group, LLC124,022$11.3M0.49%-1,14013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP124,388$11.2M0.01%-8,90913F-HR/ATimelineGroup
RWA WEALTH PARTNERS, LLC122,818$11.2M0.14%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.120,786$11M0.1%+4,02013F-HRTimelineGroup
SFMG, LLC120,064$10.9M0.86%-1,87313F-HRTimeline
ADAPT WEALTH ADVISORS, LLC119,216$10.9M5.29%+38,58213F-HRTimeline
Foguth Wealth Management, LLC.118,721$10.8M2.62%+109,52613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC116,510$10.6M0.15%+87,74513F-HRTimelineGroup
First Horizon Advisors, Inc.115,322$10.5M0.3%-16,35713F-HRTimeline
Richard W. Paul & Associates, LLC115,052$10.5M4.11%+2,05513F-HRTimeline
SONA ASSET MANAGEMENT (US) LLCin group SONA ASSET MANAGEMENT (US) LLC115,000$10.5M0.4%new13F-HRTimelineGroup
Horst & Graben Wealth Management LLC114,943$10.5M1.88%-71,56313F-HRTimeline
Perigon Wealth Management, LLC113,921$10.4M0.27%-12,60813F-HRTimeline
COMERICA BANK113,678$10.3M0.04%+13,21813F-HRTimeline
Pinnacle Financial Partners Inc112,197$10.2M0.21%-2,53213F-HRTimeline
Steward Partners Investment Advisory, L…111,265$10.1M0.09%-29,10413F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC111,195$10.1M3.94%+18,72913F-HR/ATimeline
Revere Asset Management, Inc109,557$9.97M10.75%new13F-HRTimeline
Kingsview Wealth Management, LLC107,162$9.75M0.18%+7,37513F-HRTimeline
Sovran Advisors, LLC110,905$9.71M1.26%-4,03413F-HRTimeline
Persium Advisors, LLC105,181$9.57M9.08%+12,66313F-HRTimeline
One Day In July LLC104,130$9.48M0.95%+15,77913F-HRTimeline
FPC INVESTMENT ADVISORY, INC.107,530$9.38M6.44%+15,10313F-HRTimeline
Heartwood Wealth Advisors LLC102,708$9.35M1.07%+14,32113F-HRTimeline
Proficio Capital Partners LLC102,310$9.32M0.72%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…101,528$9.24M0.18%new13F-HRTimelineGroup
ALERUS FINANCIAL NA101,379$9.23M0.74%+3,92013F-HRTimeline
Creative Planningin group Creative Planning101,184$9.21M0.01%+68813F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…101,000$9.19M0.13%+11,16813F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …100,620$9.16M0.02%+24,74213F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC100,293$9.13M1.57%+6,12913F-HRTimeline
FORM Wealth Advisors, LLC100,197$9.12M1.24%13F-HRTimeline
TOWNSQUARE CAPITAL LLC100,007$9.1M0.1%+17,68413F-HRTimeline
SCOGGIN MANAGEMENT LPin group SCOGGIN MANAGEMENT LP100,000$9.1M4.51%new13F-HRTimelineGroup
Centiva Capital, LP100,000$9.1M0.52%new13F-HRTimeline
Mutual Advisors, LLC102,366$9.1M0.26%-19,16813F-HRTimeline
Avos Capital Management, LLC97,751$8.9M5.87%+31,96813F-HRTimeline
Compound Planning, Inc.97,726$8.9M0.41%+15,22013F-HRTimeline
Dakota Wealth Management97,345$8.86M0.21%new13F-HRTimeline
Synergy Investment Management, LLC96,682$8.8M3.67%+15,88913F-HRTimeline
BASSWOOD CAPITAL MANAGEMENT, L.L.C.96,154$8.75M0.49%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC95,912$8.73M0.07%+92,34913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC94,397$8.59M0.05%+90,35113F-HRTimelineGroup
Peregrine Asset Advisers, Inc.93,320$8.49M3.18%+69,51213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC93,286$8.49M0.01%-1,106,70013F-HRTimeline
Farther Finance Advisors, LLC91,799$8.4M0.21%-2,28413F-HRTimeline
Wealthfront Advisers LLC92,171$8.39M0.02%-44,78813F-HRTimeline
SECURITY BENEFIT LIFE INSURANCE CO /KS/in group SECURITY BENEFIT LIFE INSURAN…90,000$8.19M3.07%013F-HRTimelineGroup
Timelo Investment Management Inc.in group Timelo Investment Management …90,000$8.19M35.92%-15,00013F-HRTimelineGroup
SG Americas Securities, LLC89,937$8.19M0.03%+8,70913F-HRTimeline
Full Sail Capital, LLC89,174$8.12M0.53%+4,54313F-HRTimeline
U S WEALTH GROUP, LLC.89,073$8.11M6.43%-1,62313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS88,940$8.1M0.02%-8,52413F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.88,230$8.03M1.64%+12,55313F-HRTimeline
Quadrant Private Wealth Management, LLC87,482$7.96M1.98%+15,66013F-HRTimeline
ExodusPoint Capital Management, LP86,829$7.9M0.1%+74,49713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding86,554$7.88M+24,383Timeline
Natixis Investment Managersgroup of 2 filers holding86,776$7.88M+29,968Timeline
ARVEST INVESTMENTS, INC.85,766$7.81M1.23%+1,97513F-HRTimeline
ShoreHaven Wealth Partners, LLC85,172$7.75M3.71%+2,59913F-HRTimeline
DAVENPORT & Co LLC85,138$7.75M0.05%+1,21913F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A83,962$7.64M0.03%+8,17413F-HRTimelineGroup
Fortis Group Advisors, LLC83,433$7.59M1.47%+80,32613F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…82,719$7.53M0.75%-3,75713F-HRTimelineGroup
Braun-Bostich & Associates Inc.82,353$7.5M5.55%-13,50213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC82,185$7.48M0.2%+7,57013F-HRTimeline
Custos Family Office, LLC80,733$7.35M2.61%+11313F-HRTimeline
Bay Rivers Group80,475$7.33M3.84%+1,11613F-HRTimeline
Heck Capital Advisors, LLC79,867$7.27M0.82%+22,13113F-HRTimeline
Perennial Investment Advisors, LLC78,972$7.19M0.81%+73,46913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP78,765$7.17M0.01%+6,93813F-HRTimelineGroup
Archer Investment Management, LLC78,068$7.11M4.92%+11,22413F-HRTimeline
Waverly Advisors, LLC77,972$7.1M0.09%-17,04513F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…77,689$7.07M2.64%+5,84613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …77,663$7.07M0.11%+3,40513F-HRTimelineGroup
Brookwood Investment Group LLC77,492$7.05M1.21%13F-HRTimeline
LPF Advisors LLC77,310$7.04M5.76%+98613F-HRTimeline
FOSTER & MOTLEY INC77,027$7.01M0.44%+1,71113F-HRTimeline
SIERRA OCEAN, LLC76,874$7M5.52%+5,43413F-HRTimeline
BIRCHBROOK, INC.76,566$6.97M3.92%+3,59813F-HRTimeline
NVWM, LLC75,108$6.84M1.82%+11,72913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.74,543$6.79M5.98%+45,87513F-HRTimeline
Concentric Capital Strategies, LP74,389$6.77M0.68%new13F-HRTimeline
V2 Financial group LLC73,657$6.7M4.32%-6,43813F-HRTimeline
NAVELLIER & ASSOCIATES INC76,847$6.7M0.93%new13F-HRTimeline
Ball & Co Wealth Management Inc.73,022$6.65M7.12%new13F-HRTimeline
Freedom Investment Management, Inc.72,993$6.64M0.56%+14,96913F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.71,948$6.55M3.46%+6,64013F-HRTimeline
Betterment LLC71,375$6.5M0.02%+14,56513F-HRTimeline
WNY Asset Management, LLC71,053$6.47M0.77%-11,83613F-HRTimeline
Smith Salley Wealth Management70,187$6.39M0.42%+27,56513F-HRTimeline
Fermata Advisors, LLC69,136$6.29M1.14%+1,19713F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.68,524$6.24M0.07%+19,88513F-HRTimelineGroup
Militia Capital Partners, LPin group Militia Capital Management LLC68,100$6.2M5.03%new13F-HR/ATimelineGroup
Measured Wealth Private Client Group, L…68,060$6.2M1.99%+4,83713F-HRTimeline
Empowered Funds, LLC67,554$6.15M0.09%+8,21313F-HRTimeline
Geneos Wealth Management Inc.67,223$6.12M0.09%+16,33213F-HRTimeline
Ridgepath Capital Management LLC66,801$6.08M2.93%new13F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…66,789$6.08M0.06%-37,43913F-HRTimelineGroup
AFG FIDUCIARY SERVICES LIMITED PARTNERS…68,265$6.07M4.46%+24,06713F-HRTimeline
GLOBALT Investments LLC / GA66,075$6.01M0.25%-8,36013F-HRTimeline
Pallas Capital Advisors LLC66,022$6.01M0.25%+1,42313F-HRTimeline
Global Wealth Strategies & Associates65,961$6M1.82%+6,83513F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.65,280$5.94M0.02%+14,77813F-HRTimelineGroup
GREENBERG FINANCIAL GROUP68,528$5.94M2.48%13F-HRTimeline
Alternative Investment Advisors, LLC.65,220$5.94M3.14%-3,73113F-HRTimeline
Amplify Investments, LLC66,281$5.9M100%13F-HRTimeline
Tiller Private Wealth, Inc.64,618$5.88M2.45%-4,78213F-HRTimeline
Atlas Private Wealth Advisors64,516$5.87M0.82%+27,01913F-HRTimeline
Mechanics Bank Trust Department64,093$5.83M0.8%-8,11913F-HRTimeline
ODonnell Financial Services, LLC63,815$5.81M2.4%-17,31813F-HRTimeline
PSI Advisors, LLC63,570$5.79M1.88%-55913F-HRTimeline
Amitell Capital Pte Ltd63,000$5.73M4.43%+31,50013F-HRTimeline
CWC Advisors, LLC.62,725$5.71M3.25%+48,34113F-HRTimeline
ROVIN CAPITAL /UT/ /ADV60,933$5.55M1.79%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.60,658$5.52M0.4%+4,30713F-HRTimelineGroup
4Thought Financial Group Inc.60,627$5.52M3.41%-16,22313F-HRTimeline
HARBOUR INVESTMENTS, INC.60,220$5.48M0.16%+94313F-HRTimeline
Pinnacle Investment Management Ltd60,000$5.46M58.62%+30,00013F-HRTimeline
Berkeley Capital Partners, LLC59,803$5.44M1.5%+4,40113F-HRTimeline
Kiker Wealth Management, LLC59,635$5.43M3.7%+11,69613F-HRTimeline
CoreCap Advisors, LLC59,108$5.38M0.24%-18,36513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/58,310$5.3M0.01%-281,44213F-HRTimelineGroup
CPR Investments Inc.57,979$5.28M4.68%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.57,233$5.21M0.33%+16,08513F-HRTimelineGroup
Trek Financial, LLC57,205$5.21M0.38%-63,24913F-HRTimeline
Csenge Advisory Group59,417$5.2M0.29%-11,87413F-HRTimeline
SHARPEPOINT LLC57,600$5.2M4.55%-84,37713F-HRTimeline
Refined Wealth Management56,930$5.18M4.24%-28,90713F-HRTimeline
Sharkey, Howes & Javer56,542$5.15M0.74%-27,27713F-HRTimeline
Valtinson Bruner Financial Planning LLC56,521$5.15M1.74%-14,48413F-HRTimeline
Glaxis Capital Management, LLC56,500$5.14M19.87%+53,50013F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV56,408$5.13M2.64%+16,89513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC56,159$5.11M0.15%-140,00313F-HRTimelineGroup
Pilgrim Partners Asia Pte Ltd55,900$5.09M4.82%-59013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management55,731$5.07M0.01%-696,68513F-HRTimelineGroup
Genus Capital Management Inc.55,082$5.01M0.73%new13F-HRTimeline
Centerline Wealth Advisors, LLC54,760$4.98M2.97%+2,86613F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…53,738$4.89M4.06%+57513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC53,459$4.87M0.17%+6,68013F-HRTimeline
Eley Financial Management, Inc53,172$4.86M1.95%-43113F-HRTimeline
Private Wealth Advisors, LLC53,199$4.84M2.03%+3,12713F-HRTimeline
Watts Gwilliam & Co., LLC52,737$4.8M1.04%-1,18213F-HRTimeline
Strategic Blueprint, LLC52,392$4.77M0.26%-25,97613F-HRTimeline
Hixon Zuercher, LLC52,363$4.77M1.68%+9,80813F-HRTimeline
Modern Wealth Management, LLC51,959$4.73M0.15%-21,45813F-HR/ATimeline
Sowell Financial Services LLC51,015$4.64M0.21%-1,90113F-HRTimeline
LifeWealth Investments, LLC50,886$4.63M2.23%+9,25613F-HR/ATimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC50,847$4.63M2.64%+40,86313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources50,633$4.61M<0.01%+4,41413F-HRTimelineGroup
Sigma Planning Corp50,552$4.6M0.15%+3,06013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES50,381$4.59M1.79%new13F-HRTimeline
Counterweight Ventures, LLC49,770$4.53M3.25%+92513F-HRTimeline
Cavalier Investments, LLC49,526$4.51M1.53%+34013F-HRTimeline
Sollinda Capital Management LLC49,181$4.48M1.25%new13F-HRTimeline
Allworth Financial LP50,488$4.46M0.03%-11,08313F-HRTimeline
WEDBUSH SECURITIES INC48,823$4.44M0.16%-1,37213F-HRTimeline
IFP Advisors, Inc48,126$4.38M0.14%+10,32913F-HRTimeline
Bulltick Wealth Management, LLC47,697$4.34M1.15%+12,02313F-HRTimeline
Boomfish Wealth Group, LLC47,251$4.3M2.79%+29713F-HRTimeline
Silverleafe Capital Partners, LLC46,747$4.26M1.46%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC46,636$4.25M2.1%+2,36513F-HRTimeline
Arkadios Wealth Advisors46,574$4.24M0.16%-1,88513F-HRTimeline
Summit X, LLC45,953$4.18M0.88%-26,25113F-HRTimeline
Dynamic Advisor Solutions LLC45,858$4.17M0.14%-49,68613F-HRTimeline
RFG Advisory, LLC45,480$4.14M0.11%+51613F-HRTimeline
Meridian Wealth Management, LLC45,158$4.11M0.2%+2,35313F-HRTimeline
SIG BROKERAGE, LP44,974$4.09M1.19%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC44,281$4.03M0.17%+46913F-HRTimelineGroup
EQ LLC44,106$4.01M1.87%new13F-HRTimeline
Aspect Partners, LLC43,959$4M2.29%+67413F-HRTimeline
GeoWealth Management, LLC43,566$3.97M0.16%+33,98413F-HRTimeline
Financial Advocates Investment Manageme…43,454$3.96M0.28%+2,18013F-HRTimeline
Blue Investment Partners LLC43,115$3.92M1.48%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.42,866$3.9M0.5%-1,01213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…42,690$3.89M0.4%+41,76013F-HRTimelineGroup
Graypoint LLC42,687$3.89M0.24%+3,08313F-HRTimeline
Beirne Wealth Consulting Services, LLC41,782$3.8M1.36%+51813F-HRTimeline
Robinson Value Management, Ltd.41,459$3.77M2.44%+41,45813F-HRTimeline
Luminist Capital LLC41,090$3.76M4.05%+2,39013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…41,502$3.74M0.57%+37,80713F-HRTimeline
MARINER INVESTMENT GROUP LLC41,000$3.73M1.47%-27,00013F-HRTimeline
Oxinas Partners, LLC40,483$3.69M2.18%new13F-HRTimeline
Wilmington Savings Fund Society, FSB40,181$3.66M0.07%-70613F-HRTimeline
Summit Wealth Group, LLC40,092$3.65M1.07%-6,40113F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC40,085$3.65M0.97%-2,13313F-HRTimeline
Integrated Wealth Concepts LLC39,901$3.63M0.04%-65,23913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV41,140$3.61M0.01%-133,73013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV39,463$3.59M0.29%-1,96413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…39,438$3.59M0.16%-91913F-HRTimeline