Skip to content
Disclosery

TLT ISHARES TR

Follow

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
Beirne Wealth Consulting Services, LLC41,264$3.6M1.3%-18313F-HRTimeline
Financial Advocates Investment Manageme…41,274$3.6M0.21%+21,65113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.41,148$3.59M0.23%-94,28813F-HRTimelineGroup
HCR Wealth Advisors40,969$3.58M0.45%-6,20113F-HRTimeline
Wilmington Savings Fund Society, FSB40,887$3.57M0.06%+9,23613F-HRTimeline
FFG RETIREMENT ADVISORS LLC40,868$3.57M2.33%-80313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding41,736$3.57M-2,085Timeline
Gerber Kawasaki Wealth & Investment Man…40,357$3.52M0.15%-10,88213F-HRTimeline
Madrid Financial Services39,609$3.46M2.75%13F-HRTimeline
Graypoint LLC39,604$3.46M0.21%+30,67613F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV39,513$3.45M1.99%+24,18113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC39,104$3.41M0.46%+2,03713F-HRTimeline
Madrona Financial Services, LLC38,836$3.39M0.92%-5,95913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…38,815$3.39M0.08%-4,06213F-HRTimelineGroup
Luminist Capital LLC38,700$3.38M5.87%13F-HRTimeline
EHRLICH FINANCIAL GROUP38,548$3.37M2.39%+11,01913F-HRTimeline
Aptus Capital Advisors, LLC38,461$3.36M0.04%-11213F-HRTimeline
Clay Northam Wealth Management, LLC38,420$3.36M2.17%+29,78013F-HRTimeline
BCGM Wealth Management, LLC38,151$3.33M1.06%+6,78913F-HRTimeline
Rakuten Securities, Inc.38,127$3.33M1.31%+12,72913F-HRTimeline
WealthShield Partners, LLC37,891$3.31M0.47%+41113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC37,953$3.3M0.32%-1,77313F-HR/ATimeline
IFP Advisors, Inc37,797$3.3M0.11%+5,92813F-HRTimeline
Keystone Financial Services37,659$3.29M1.26%+18413F-HRTimeline
WEALTH ALLIANCE, LLC37,498$3.27M0.39%+3,69813F-HRTimeline
Atlas Private Wealth Advisors37,497$3.27M0.46%+22,44613F-HRTimeline
GRIES FINANCIAL LLC37,380$3.26M0.58%-15,65613F-HRTimeline
PAX Financial Group, LLC37,239$3.25M0.58%-2,25113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC36,995$3.23M<0.01%-461,66713F-HRTimelineGroup
Spahn Wealth & Retirement LLC36,881$3.22M2.11%13F-HRTimeline
Smart Money Group LLC36,644$3.2M1.1%+7,11713F-HRTimeline
Clear Creek Financial Management, LLC36,188$3.16M0.34%-6,05113F-HRTimeline
Arrow Investment Advisors, LLC32,014$3.14M2.92%013F-HRTimeline
Intergy Private Wealth, LLC35,845$3.13M1.17%+1,17013F-HRTimeline
Latitude Advisors, LLC35,759$3.12M1.76%+5,51113F-HRTimeline
Bulltick Wealth Management, LLC35,674$3.12M0.73%+31413F-HRTimeline
Midwest Financial Group LLC34,626$3.02M1.74%+1,73513F-HRTimeline
Hikari Tsushin, Inc.34,607$3.02M0.22%013F-HRTimeline
Palogic Value Management, L.P.34,500$3.01M1.2%new13F-HR/ATimeline
SCOTIA CAPITAL INC.34,148$2.98M0.02%-4,58013F-HRTimeline
BEAM WEALTH ADVISORS, INC.34,108$2.98M0.94%-1,86313F-HRTimeline
HANCOCK WHITNEY CORP34,085$2.98M0.09%+11,75513F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC33,930$2.96M0.25%+27,80913F-HRTimeline
FDx Advisors, Inc.33,864$2.96M0.86%+53113F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC33,681$2.94M0.43%new13F-HRTimeline
Miller Financial Services LLC33,632$2.94M2.48%13F-HRTimeline
BEACON FINANCIAL GROUP33,314$2.91M0.31%+3,70613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management33,239$2.9M0.09%-12,84013F-HRTimelineGroup
Bay Harbor Wealth Management, LLC33,080$2.89M0.94%+94113F-HRTimeline
Triad Wealth Partners, LLC32,964$2.88M1.04%+20,69613F-HRTimeline
DRW Securities, LLC32,806$2.86M0.19%-610,00313F-HRTimeline
Aurora Private Wealth, Inc.32,479$2.84M2.12%-2,37613F-HRTimeline
Yoder Wealth Management, Inc.32,393$2.83M1.56%-1,33313F-HRTimeline
Regal Investment Advisors LLC32,225$2.81M0.21%-5,23613F-HRTimeline
M Holdings Securities, Inc.32,152$2.81M0.45%new13F-HR/ATimeline
WESPAC Advisors SoCal, LLC31,918$2.79M0.63%+1,37213F-HRTimeline
Sheridan Capital Management, LLC31,535$2.75M1.93%-5,11713F-HRTimeline
Amitell Capital Pte Ltd31,500$2.75M2.49%013F-HRTimeline
Heritage Wealth Management, Inc. /CA/31,412$2.74M2.34%-8,67013F-HRTimeline
LGL PARTNERS, LLC31,383$2.74M0.4%new13F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC31,071$2.71M1.11%+1,31513F-HRTimeline
Joule Financial, LLC31,060$2.71M0.96%-54113F-HRTimeline
Cahill Wealth Management, LLC30,576$2.67M1.36%+1,08013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC30,529$2.67M0.01%-45,62813F-HRTimelineGroup
Erickson Financial Group, LLC30,483$2.66M1.89%-18713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC30,452$2.66M0.19%-9,30013F-HRTimeline
Roberts Financial Services LLC30,369$2.65M0.5%-1813F-HRTimeline
Advus Financial Partners, LLC30,340$2.65M1.13%-6,68513F-HR/ATimeline
Smith & Howard Wealth Management, LLC30,000$2.62M0.74%+6,19413F-HRTimeline
Pinnacle Investment Management Ltd30,000$2.62M1.91%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…29,925$2.61M0.11%+24,68613F-HRTimelineGroup
GDS Wealth Management29,915$2.61M0.24%-14,53613F-HRTimeline
Cardinal Strategic Wealth Guidance29,748$2.6M0.83%-1,42713F-HRTimeline
Mayflower Financial Advisors, LLC29,473$2.57M0.38%+6,96413F-HRTimeline
Annex Advisory Services, LLC29,326$2.56M0.08%-3,55813F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC29,274$2.56M<0.01%-303,29213F-HRTimelineGroup
Shared Vision Wealth Group LLC29,205$2.55M1.34%+2,52313F-HRTimeline
Unique Wealth Strategies, LLC29,186$2.55M1.12%+1,66113F-HRTimeline
TrinityPoint Wealth, LLC29,061$2.54M0.36%-7,28913F-HRTimeline
NWF Advisory Services Inc.29,030$2.54M0.37%-7,67513F-HRTimeline
Black Maple Capital Management LP29,000$2.53M1.93%013F-HRTimeline
Global Retirement Partners, LLC28,979$2.53M0.07%-2,84813F-HRTimeline
Gotham Asset Management, LLC28,800$2.52M0.02%+1,11913F-HRTimeline
WCG Wealth Advisors LLC28,761$2.51M0.17%+1,08213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC28,765$2.51M0.04%+1,95413F-HRTimelineGroup
RIK SAYLOR FINANCIAL, INC.28,668$2.5M2.32%13F-HRTimeline
Vienna Asset Management LLC28,604$2.5M1.69%+16,66213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC27,819$2.43M0.1%+9,45713F-HRTimelineGroup
Integrated Advisors Network LLC27,757$2.42M0.12%-16,30513F-HRTimeline
Signature Wealth Management Group27,467$2.4M0.96%+26913F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…27,466$2.4M1.12%-1,93913F-HRTimeline
Midwest Capital Advisors, LLC27,373$2.39M1.75%13F-HRTimeline
SigFig Wealth Management, LLC26,934$2.36M0.09%+1,46313F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P27,072$2.36M<0.01%+26,02513F-HRTimelineGroup
Prime Capital Investment Advisors, LLC26,988$2.36M0.03%+18013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…26,131$2.28M0.08%-8,75913F-HRTimelineGroup
Morse Asset Management, Inc26,115$2.28M0.52%-3,73613F-HRTimeline
Focus Financial Network, Inc.25,986$2.27M0.09%-12,30513F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …25,960$2.27M0.04%-77,88013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC25,896$2.26M0.09%+2,15913F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC25,878$2.26M1.1%new13F-HRTimeline
HAP Trading, LLC25,506$2.23M0.75%+13,02813F-HRTimeline
Ballew Advisors, Inc26,066$2.23M1.42%+11,40013F-HRTimeline
Snowden Capital Advisors LLC25,410$2.22M0.07%-1,94813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd25,400$2.22M0.19%+21,53313F-HRTimelineGroup
RPg Family Wealth Advisory, LLC25,282$2.21M0.78%-91513F-HRTimeline
Argyle Capital Partners, LLC25,218$2.2M1.89%13F-HRTimeline
Moser Wealth Advisors, LLC25,150$2.2M1.14%-32013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…24,766$2.16M0.21%-25,88713F-HR/ATimelineGroup
Cresta Advisors, Ltd.22,045$2.16M1.13%013F-HRTimeline
Cypress Capital Management LLC (WY)24,714$2.16M2.47%-3,51413F-HRTimeline
Security Financial Services, INC.24,682$2.16M0.44%+65213F-HRTimeline
PMV Capital Advisers, LLC24,650$2.15M5.8%13F-HRTimeline
Virtue Capital Management, LLC24,356$2.13M0.43%+90813F-HRTimeline
WealthPlan Investment Management, LLC24,092$2.1M0.21%+19,65713F-HRTimeline
B. Riley Wealth Advisors, Inc.24,019$2.1M0.07%-54,39513F-HRTimeline
Signal Advisors Wealth, LLC23,924$2.09M0.24%-14,56813F-HRTimeline
WATERSHED PRIVATE WEALTH LLC23,830$2.08M0.81%+3,43913F-HRTimeline
Peregrine Asset Advisers, Inc.23,808$2.08M0.77%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC23,724$2.07M0.21%-3,18613F-HRTimeline
First Interstate Bank23,529$2.05M0.12%-54513F-HRTimeline
Atlas Financial Advisors, Inc.23,398$2.04M3.19%-5,99513F-HRTimeline
Providence Capital Advisors, LLC23,145$2.02M0.41%+16213F-HRTimeline
ALETHEA CAPITAL MANAGEMENT, LLC23,123$2.02M1.73%013F-HRTimeline
True Vision MN LLC22,936$2M1.19%+2,02713F-HRTimeline
Formidable Asset Management, LLC24,893$2M0.33%-4,91213F-HRTimeline
Keel Point, LLC22,781$1.99M0.16%-31013F-HRTimeline
Cypress Wealth Services, LLC22,759$1.99M0.4%-54613F-HRTimeline
Carr Financial Group Corp22,617$1.98M0.62%-3,15613F-HRTimeline
McAdam, LLC22,595$1.97M0.11%+4,29613F-HRTimeline
KM Capital Management Ltd.22,517$1.97M1.02%+8,18313F-HRTimeline
DKM Wealth Management, Inc.22,509$1.97M1.86%13F-HRTimeline
Worth Asset Management, LLC22,397$1.96M1.04%-82,46513F-HRTimeline
SWP FINANCIAL LLC22,300$1.95M1.17%new13F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…22,206$1.94M0.02%+31013F-HRTimelineGroup
Isomer Partners LP22,000$1.93M2.6%new13F-HRTimeline
Maridea Wealth Management LLC21,997$1.92M0.62%13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC21,968$1.92M1.25%-7,51513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC21,938$1.92M0.42%+19,58813F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…21,750$1.91M0.01%+13,05013F-HRTimeline
Aveo Capital Partners, LLC21,760$1.9M0.21%-22,91113F-HRTimeline
Anchor Pointe Wealth Management, LLC21,388$1.88M2.44%13F-HRTimeline
Hoxton Planning & Management, LLC21,348$1.86M0.71%+52413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC20,962$1.83M0.02%-5,45313F-HRTimeline
Illumine Investment Management, LLC20,941$1.83M1.51%13F-HRTimeline
Joseph P. Lucia & Associates, LLC20,842$1.82M0.81%-3,14013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC20,590$1.8M0.22%-20,02713F-HRTimeline
Pacifica Partners Inc.20,530$1.8M0.78%-36813F-HRTimeline
United Advisor Group, LLC20,575$1.8M0.36%+3,78113F-HRTimeline
WESBANCO BANK INC20,434$1.78M0.06%-79513F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC20,263$1.78M0.19%+7,21113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.20,597$1.77M<0.01%-11,09713F-HRTimelineGroup
5T Wealth, LLC20,279$1.77M0.97%13F-HRTimeline
Westshore Wealth, LLC20,224$1.77M0.72%-13513F-HRTimeline
Omega Financial Group, LLC19,734$1.72M0.65%+52713F-HRTimeline
Tortoise Investment Management, LLC19,575$1.71M0.18%+11,24813F-HR/ATimeline
Midwest Heritage Bank, FSB19,548$1.71M0.79%+15,43913F-HRTimeline
Everstar Asset Management, LLC19,360$1.69M1.2%+71413F-HRTimeline
Christensen, King & Associates Investme…19,023$1.67M0.78%+87413F-HRTimeline
Lifeworks Advisors, LLC19,112$1.67M0.3%+4,51213F-HRTimeline
Shay Capital LLC19,103$1.67M0.41%+11,18313F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…19,091$1.67M0.03%-120,94013F-HRTimelineGroup
Apeiron RIA LLC19,070$1.67M0.47%-2,67713F-HRTimeline
Keebeck Wealth Management19,012$1.66M0.24%+2,72713F-HRTimeline
Clear Street Derivatives LLC18,964$1.66M0.02%-23,90413F-HR/ATimeline
Robbins Farley18,935$1.65M0.81%+74813F-HRTimeline
Values First Advisors, Inc.18,912$1.65M0.91%+6,53413F-HRTimeline
MBA Advisors LLC18,681$1.63M0.83%-3,55913F-HRTimeline
Financial Engines Advisors L.L.C.18,616$1.63M<0.01%-2,44413F-HRTimeline
Grant/GrossMendelsohn, LLC18,591$1.62M0.85%-5,97213F-HRTimeline
Meridian Financial Partners LLC18,546$1.62M0.86%-31,35513F-HRTimeline
Hobbs Group Advisors, LLC18,466$1.61M0.61%+7,16013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…18,459$1.61M0.01%-4,65913F-HRTimelineGroup
Western Financial Corp/CA18,376$1.6M0.88%+2,42113F-HRTimeline
CATALYST PRIVATE WEALTH, LLC18,356$1.6M0.71%+8,87113F-HRTimeline
MAI Capital Management18,248$1.59M0.01%new13F-HRTimeline
READYSTATE ASSET MANAGEMENT LP17,700$1.55M0.07%new13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC17,525$1.53M0.24%-3,07213F-HRTimeline
Shira Ridge Wealth Management17,467$1.53M0.75%+31613F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…17,359$1.52M0.51%-6213F-HRTimelineGroup
Etesian Wealth Advisors, Inc.17,160$1.5M0.66%+1,39413F-HRTimeline
Boltwood Capital Management17,151$1.5M0.46%+1,59513F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC17,016$1.49M0.1%-43413F-HRTimelineGroup
Executive Wealth Management, LLC16,908$1.48M0.12%-1,91413F-HRTimeline
Maia Wealth LLC16,650$1.47M0.32%-2,39913F-HRTimeline
Spectrum Strategic Capital Management, …16,817$1.47M0.93%+93013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC16,740$1.46M0.41%new13F-HRTimeline
MMA ASSET MANAGEMENT LLC16,616$1.45M0.63%-2,93713F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC16,593$1.45M1.58%13F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV16,527$1.44M1.29%13F-HRTimeline
INVESTMENT HOUSE LLC16,512$1.44M0.08%new13F-HRTimeline
Detalus Advisors, LLC16,501$1.44M0.47%+2,16013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC16,488$1.44M0.55%+2,65613F-HRTimeline
Claro Advisors Inc.16,347$1.43M0.19%+14913F-HRTimeline
OPTIMUM INVESTMENT ADVISORS16,145$1.41M0.62%013F-HRTimeline
My Legacy Advisors, LLC16,152$1.4M0.54%+1,71813F-HRTimeline
ORG Partners LLC15,853$1.38M0.19%+12,12813F-HRTimeline
Certus Wealth Management, LLC15,493$1.38M0.92%+1,35913F-HRTimeline
Leisure Capital Management15,694$1.37M0.54%-3,37713F-HRTimeline
Strategic Investment Solutions, Inc. /IL14,662$1.37M0.46%-6,37313F-HRTimeline