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Disclosery

TLT ISHARES TR

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20 YR TR BD ETF (fund)

1,094 managers (1,109 13F filers) reported a position in TLT shares at 2025-06-30, 405,622,352 shares in all. 110 filers opened a position and 194 filers sold out during the quarter.

Managers
1,094
13F filers
1,109
New
110
Added
406
Reduced
455
Sold out
194
Shares held by filers
405,622,352

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
ALERUS FINANCIAL NA106,205$9.37M0.67%+4,82613F-HRTimeline
High Note Wealth, LLC106,133$9.37M2.14%-71,21713F-HRTimeline
Wealthfront Advisers LLC105,965$9.35M0.02%+13,79413F-HRTimeline
Sovran Advisors, LLC108,628$9.35M0.98%-2,27713F-HRTimeline
Compound Planning, Inc.104,742$9.24M0.35%+7,01613F-HRTimeline
Braun-Bostich & Associates Inc.104,442$9.22M6.29%+22,08913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC104,184$9.19M0.22%+21,99913F-HRTimeline
Perigon Wealth Management, LLC103,910$9.17M0.21%-10,01113F-HRTimeline
Heartwood Wealth Advisors LLC103,444$9.13M0.95%+73613F-HRTimeline
Klaas Financial Asset Advisors, LLC102,919$9.08M1.44%+2,62613F-HRTimeline
Encompass More Asset Management102,279$9.03M2.11%-39,10913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding101,474$8.96M+14,920Timeline
Paloma Partners Management Coin group Paloma Partners Management Co100,000$8.82M2%-55,93613F-HRTimelineGroup
Gladstone Institutional Advisory LLC99,452$8.78M0.36%-28,57513F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV96,221$8.49M1.71%-66,16013F-HRTimeline
BASSWOOD CAPITAL MANAGEMENT, L.L.C.96,154$8.49M0.42%013F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…95,438$8.42M0.06%-159,34613F-HR/ATimelineGroup
Timelo Investment Management Inc.in group Timelo Investment Management …95,000$8.38M28.96%+5,00013F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding94,805$8.37M-195,748Timeline
Mutual Advisors, LLC96,551$8.34M0.21%-5,81513F-HRTimeline
CASTLEARK MANAGEMENT LLC94,540$8.34M0.25%-247,12013F-HRTimeline
Orion Porfolio Solutions, LLC94,139$8.31M0.07%-33,06913F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…93,633$8.26M0.11%-7,36713F-HRTimelineGroup
Full Sail Capital, LLC93,501$8.25M0.48%+4,32713F-HRTimeline
Atria Wealth Solutions, Inc.93,588$8.23M0.19%-628,62213F-HRTimeline
Cassaday & Co Wealth Management LLC91,079$8.04M0.2%-313,55113F-HRTimeline
Freedom Investment Management, Inc.90,316$7.97M0.64%+17,32313F-HRTimeline
Christopher J. Hasenberg, Inc90,123$7.95M2.96%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…88,782$7.84M0.13%-12,74613F-HRTimelineGroup
Archer Investment Management, LLC87,589$7.73M5.61%+9,52113F-HRTimeline
COMERICA BANK87,324$7.71M0.03%-26,35413F-HRTimeline
Checchi Capital Advisers, LLC86,418$7.63M0.53%-65,48413F-HRTimeline
ARVEST INVESTMENTS, INC.85,211$7.52M1.13%-55513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management84,208$7.43M0.27%-40,56513F-HRTimelineGroup
Northeast Financial Group, Inc.in group Northeast Financial Group, In…84,190$7.43M2.35%+6,50113F-HRTimelineGroup
Creative Planningin group Creative Planning83,320$7.35M0.01%-17,86413F-HRTimelineGroup
Heck Capital Advisors, LLC82,764$7.3M0.63%+2,89713F-HRTimeline
DAVENPORT & Co LLC81,161$7.16M0.04%-3,97713F-HRTimeline
U S WEALTH GROUP, LLC.80,993$7.15M5.57%-8,08013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…80,955$7.14M0.66%-1,76413F-HRTimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC80,200$7.08M0.69%+69,27113F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.80,185$7.08M3.45%+8,23713F-HRTimeline
Bay Rivers Group79,944$7.06M3.23%-53113F-HRTimeline
SIERRA OCEAN, LLC79,868$7.05M5.08%+2,99413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC78,726$6.95M0.15%-284,20513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP78,265$6.91M0.01%-50013F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…77,583$6.84M0.06%+10,79413F-HRTimelineGroup
Commonwealth Financial Services, LLC77,116$6.81M1.31%new13F-HRTimeline
BIRCHBROOK, INC.77,083$6.8M3.65%+51713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC76,957$6.79M0.06%new13F-HRTimelineGroup
Waverly Advisors, LLC76,135$6.72M0.07%-1,83713F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC76,105$6.72M0.01%-88,70013F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding74,896$6.61M-98,257Timeline
Betterment LLC74,564$6.58M0.01%+3,18913F-HRTimeline
Sowell Financial Services LLC74,449$6.57M0.27%+23,43413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS74,152$6.54M0.01%-14,78813F-HRTimeline
RIK SAYLOR FINANCIAL, INC.73,895$6.52M5.02%-64813F-HRTimeline
SIG BROKERAGE, LP73,695$6.5M1.79%+28,72113F-HRTimeline
FOSTER & MOTLEY INC73,462$6.48M0.37%-3,56513F-HRTimeline
NATIXISin group Natixis Investment Managers73,318$6.47M0.03%-13,45813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.73,185$6.46M0.01%-77,19213F-HRTimelineGroup
Fermata Advisors, LLC72,817$6.43M1.72%+3,68113F-HRTimeline
Signal Advisors Wealth, LLC72,764$6.42M0.5%-58,34913F-HRTimeline
V2 Financial group LLC72,660$6.41M3.87%-99713F-HRTimeline
Smith Salley Wealth Management70,948$6.26M0.36%+76113F-HRTimeline
Bulltick Wealth Management, LLC70,889$6.26M1.54%+23,19213F-HRTimeline
Pallas Capital Advisors LLC69,683$6.15M0.23%+3,66113F-HRTimeline
Measured Wealth Private Client Group, L…69,290$6.11M1.83%+1,23013F-HRTimeline
Leo Wealth, LLC68,657$6.06M0.47%+38,94113F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…68,150$6.01M3.87%-11513F-HRTimeline
Foguth Wealth Management, LLC.67,890$5.99M1.28%-50,83113F-HRTimeline
Global Wealth Strategies & Associates67,719$5.98M1.71%+1,75813F-HRTimeline
GREENBERG FINANCIAL GROUP69,024$5.97M2.24%+49613F-HRTimeline
Centerline Wealth Advisors, LLC67,159$5.93M2.91%+12,39913F-HRTimeline
ROTHSCHILD INVESTMENT LLC66,471$5.87M0.37%+62,36113F-HRTimeline
TD Waterhouse Canada Inc.66,158$5.83M0.04%-60,22813F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…65,500$5.78M0.01%-303,70513F-HRTimelineGroup
NAVELLIER & ASSOCIATES INC65,443$5.78M0.72%-11,40413F-HRTimeline
LifeWealth Investments, LLC65,200$5.75M2.09%+14,31413F-HR/ATimeline
Kiker Wealth Management, LLC65,084$5.74M3.24%+5,44913F-HRTimeline
PSI Advisors, LLC65,059$5.74M2.82%+1,48913F-HRTimeline
ODonnell Financial Services, LLC64,836$5.72M2.2%+1,02113F-HRTimeline
Atlas Private Wealth Advisors64,093$5.66M0.73%-42313F-HRTimeline
CWC Advisors, LLC.64,003$5.65M2.92%+1,27813F-HRTimeline
Berkeley Capital Partners, LLC63,593$5.61M1.42%+3,79013F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…63,469$5.6M3.36%new13F-HRTimelineGroup
Amitell Capital Pte Ltd63,000$5.56M3.12%013F-HRTimeline
Savoie Capital LLC63,000$5.56M0.69%-123,50013F-HRTimeline
Brookwood Investment Group LLC62,483$5.51M0.89%-15,00913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.62,329$5.5M0.38%+1,67113F-HRTimelineGroup
Alternative Investment Advisors, LLC.61,856$5.46M2.71%-3,36413F-HRTimeline
Kaydan Wealth Management, Inc.60,959$5.38M1.76%-228,38913F-HRTimeline
TD Asset Management Inc60,367$5.33M<0.01%-65,23113F-HRTimeline
Tiller Private Wealth, Inc.60,303$5.32M2.02%-4,31513F-HRTimeline
University of Illinois Foundation60,161$5.31M2.12%-669,66213F-HRTimeline
Pinnacle Financial Partners Inc59,415$5.24M0.11%-52,78213F-HRTimeline
Summit X, LLC59,367$5.24M0.98%+13,41413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC58,656$5.18M0.14%+2,49713F-HRTimelineGroup
Fortis Group Advisors, LLC59,440$5.17M0.94%-23,99313F-HRTimeline
Csenge Advisory Group59,572$5.14M0.27%+15513F-HRTimeline
GLOBALT Investments LLC / GA58,225$5.14M0.2%-7,85013F-HRTimeline
Navigation Wealth Management, Inc.58,131$5.13M7.55%new13F-HRTimeline
SUN LIFE FINANCIAL INCin group SUN LIFE FINANCIAL INC57,700$5.09M0.28%new13F-HRTimelineGroup
Private Wealth Advisors, LLC57,295$5.06M1.98%+4,09613F-HRTimeline
Refined Wealth Management57,026$5.03M3.46%+9613F-HRTimeline
Arkadios Wealth Advisors56,952$5.03M0.15%+10,37813F-HRTimeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…56,581$4.99M2.4%new13F-HRTimelineGroup
LYNX CAPITAL GROUP LTD /ADV56,409$4.98M2.4%+113F-HRTimeline
Joule Financial, LLC55,383$4.89M1.59%+23,71313F-HRTimeline
Hixon Zuercher, LLC54,914$4.85M1.57%+2,55113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources54,502$4.81M<0.01%+3,86913F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding55,153$4.8M+17,470Timeline
Modern Wealth Management, LLC53,733$4.74M0.12%+1,77413F-HR/ATimeline
Milestones Private Investment Advisors …53,729$4.74M3.51%13F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA53,633$4.73M0.01%+48,87313F-HRTimelineGroup
SHARPEPOINT LLC53,600$4.73M4.87%-4,00013F-HRTimeline
LMR Partners LLPin group LMR Partners LLP53,446$4.72M0.07%new13F-HRTimelineGroup
INVESTMENT HOUSE LLC52,670$4.65M0.24%+27,73113F-HRTimeline
HARBOUR INVESTMENTS, INC.52,457$4.63M0.12%-7,76313F-HRTimeline
Americana Partners, LLC52,349$4.62M0.16%+18,30913F-HRTimeline
Eley Financial Management, Inc52,307$4.62M1.77%-86513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.52,264$4.61M0.3%-4,96913F-HRTimelineGroup
NORTHEAST PLANNING ASSOCIATES, INC. / N…51,941$4.58M4.22%-1,79713F-HRTimeline
Aspect Partners, LLC51,297$4.53M2.23%+7,33813F-HRTimeline
WEDBUSH SECURITIES INC51,192$4.52M0.16%+2,36913F-HRTimeline
Counterweight Ventures, LLC50,775$4.48M2.93%+1,00513F-HRTimeline
Mechanics Bank Trust Department50,681$4.47M0.64%-13,41213F-HRTimeline
Valtinson Bruner Financial Planning LLC50,603$4.47M1.4%-5,91813F-HRTimeline
Financial Engines Advisors L.L.C.50,210$4.43M0.01%+32,80713F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC49,927$4.41M2.22%+11,42513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV48,168$4.25M0.31%+8,70513F-HRTimeline
Luminist Capital LLC48,030$4.23M4.19%+6,94013F-HRTimeline
Boomfish Wealth Group, LLC47,803$4.22M2.44%+55213F-HRTimeline
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.in group DYMON ASIA CAPITAL (SINGAPORE…46,891$4.14M2.93%+44,51913F-HRTimelineGroup
Financial Advocates Investment Manageme…46,412$4.1M0.33%+2,95813F-HRTimeline
Tortoise Investment Management, LLC46,248$4.08M0.39%+9,31913F-HRTimeline
Meridian Wealth Management, LLC46,145$4.07M0.17%+98713F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC46,097$4.07M0.06%+18,43013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC45,945$4.05M0.35%+18,67213F-HRTimeline
Watts Gwilliam & Co., LLC45,350$4.04M0.66%-7,38713F-HRTimeline
Compass Wealth Management, LLC/GA45,719$4.03M2.16%13F-HRTimeline
Sigma Planning Corp44,882$3.96M0.12%-5,67013F-HRTimeline
Blue Investment Partners LLC44,507$3.93M1.38%+1,39213F-HRTimeline
Triumph Capital Management44,180$3.9M1.17%+14,72913F-HR/ATimeline
Tactive Advisors, LLC43,822$3.87M1.25%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC43,797$3.87M0.18%+38,79713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC43,400$3.83M1.49%-3,23613F-HRTimeline
CoreCap Advisors, LLC43,284$3.82M0.15%-15,82413F-HRTimeline
Robinson Value Management, Ltd.42,227$3.73M2.34%+76813F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.42,142$3.72M0.01%-23,13813F-HRTimelineGroup
SCOTIA CAPITAL INC.42,127$3.72M0.02%+9,08113F-HRTimeline
Beirne Wealth Consulting Services, LLC41,598$3.67M1.19%-18413F-HRTimeline
WOLVERINE TRADING, LLC41,718$3.65M0.09%-91,78013F-HRTimeline
Ballew Advisors, Inc41,718$3.63M2.15%+13,69013F-HRTimeline
Latitude Advisors, LLC40,887$3.61M1.81%+2,10613F-HRTimeline
Camarda Financial Advisors, LLC40,830$3.6M1.42%+26,74513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …40,759$3.6M0.05%-36,90413F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC40,432$3.57M0.07%+20,50513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC40,266$3.55M0.1%-13,19313F-HRTimeline
Wilmington Savings Fund Society, FSB40,196$3.55M0.06%+1513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.40,116$3.54M0.42%-2,75013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.40,000$3.53M0.13%+30,00013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,905$3.52M<0.01%new13F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC39,793$3.51M0.12%+33,17113F-HRTimeline
IPG Investment Advisors LLC39,455$3.48M0.68%+36,38513F-HRTimeline
Midwest Heritage Bank, FSB38,971$3.44M1.29%+3,08813F-HRTimeline
GeoWealth Management, LLC38,513$3.4M0.13%-5,05313F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.38,427$3.39M1.33%+4,63213F-HR/ATimelineGroup
DKM Wealth Management, Inc.37,855$3.34M2.88%+20,77613F-HRTimeline
Schonfeld Strategic Advisors LLC37,785$3.33M0.03%+3,59613F-HRTimeline
Clay Northam Wealth Management, LLC37,736$3.33M2.13%-78413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC36,989$3.26M0.29%+8,86313F-HR/ATimeline
Graypoint LLC36,921$3.26M0.18%-5,76613F-HRTimeline
WealthShield Partners, LLC36,911$3.26M0.39%+3,96913F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC36,660$3.24M0.75%-3,42513F-HRTimeline
EQ LLC36,645$3.23M1.26%-7,46113F-HRTimeline
Intergy Private Wealth, LLC36,342$3.21M1.09%+45413F-HRTimeline
Integrated Wealth Concepts LLC36,035$3.18M0.03%-3,86613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd35,958$3.17M0.13%+2,69913F-HRTimelineGroup
MA Private Wealth35,523$3.13M0.56%+22913F-HRTimeline
HighMark Wealth Management LLC35,426$3.13M1.53%new13F-HRTimeline
WESPAC Advisors SoCal, LLC35,333$3.12M0.7%-1,20713F-HRTimeline
Geneos Wealth Management Inc.34,821$3.07M0.08%-32,40213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…34,700$3.06M0.12%-4,73813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…34,648$3.06M0.02%+10,44713F-HRTimelineGroup
Hikari Tsushin, Inc.34,607$3.05M0.22%013F-HRTimeline
Independent Advisor Alliance34,412$3.04M0.09%+1,83913F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC33,713$2.95M1.05%-3,87313F-HRTimeline
Allworth Financial LP32,409$2.86M0.01%-18,07913F-HRTimeline
FDx Advisors, Inc.32,310$2.85M0.87%+53713F-HRTimeline
Timber Creek Capital Management LLC32,170$2.84M0.72%new13F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK32,023$2.83M0.01%-149,10913F-HRTimelineGroup
Smith & Howard Wealth Management, LLC32,000$2.82M0.72%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC31,858$2.81M0.39%-1,82313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV33,349$2.81M0.01%-7,79113F-HRTimeline
Aurora Private Wealth, Inc.31,726$2.8M2.07%+7413F-HRTimeline
Argyle Capital Partners, LLC31,658$2.79M2.3%+1,96113F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC31,467$2.78M1.28%+2,49313F-HRTimeline
Midwest Financial Group LLC31,448$2.78M1.46%+35813F-HRTimeline
Heritage Wealth Management, Inc. /CA/30,551$2.7M2.04%+98613F-HRTimeline