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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
Soltis Investment Advisors LLC39,399$3.59M0.32%new13F-HRTimeline
Verition Fund Management LLC39,294$3.58M0.02%-191,06513F-HRTimeline
Latitude Advisors, LLC38,781$3.53M2.05%+3,02213F-HRTimeline
Clay Northam Wealth Management, LLC38,520$3.51M2.45%+10013F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC38,502$3.5M2%+32,17013F-HRTimeline
KM Capital Management Ltd.38,017$3.46M1.86%+15,50013F-HRTimeline
Invst, LLC37,974$3.46M0.47%-60,91613F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC37,586$3.42M1.43%+6,51513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding37,683$3.4M-4,053Timeline
KINGSWOOD WEALTH ADVISORS, LLC37,235$3.39M0.31%+25,31313F-HR/ATimeline
Tortoise Investment Management, LLC36,929$3.36M0.35%+17,35413F-HR/ATimeline
Spahn Wealth & Retirement LLC36,739$3.34M2.45%-14213F-HRTimeline
WESPAC Advisors SoCal, LLC36,540$3.33M0.87%+4,62213F-HRTimeline
Intergy Private Wealth, LLC35,888$3.27M1.24%+4313F-HRTimeline
Midwest Heritage Bank, FSB35,883$3.27M1.34%+16,33513F-HRTimeline
MA Private Wealth35,294$3.21M0.6%+27,25613F-HRTimeline
Cahill Wealth Management, LLC35,148$3.2M1.63%+4,57213F-HRTimeline
Alliance Wealth Advisors, LLC /UT35,123$3.2M0.83%new13F-HRTimeline
Hikari Tsushin, Inc.34,607$3.15M0.21%013F-HRTimeline
Schonfeld Strategic Advisors LLC34,189$3.11M0.02%-57,18913F-HRTimeline
Americana Partners, LLC34,040$3.1M0.12%+31,58313F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.33,795$3.08M1.55%-4,33213F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC33,681$3.07M0.48%013F-HRTimeline
Royal Fund Management, LLC33,588$3.06M0.36%-159,59813F-HRTimeline
Maridea Wealth Management LLC33,585$3.06M1%+11,58813F-HRTimeline
BEAM WEALTH ADVISORS, INC.33,260$3.03M1.02%-84813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd33,259$3.03M0.15%+7,85913F-HRTimelineGroup
SCOTIA CAPITAL INC.33,046$3.01M0.02%-1,10213F-HRTimeline
WealthShield Partners, LLC32,942$3M0.39%-4,94913F-HRTimeline
Smart Money Group LLC32,697$2.98M1.01%-3,94713F-HR/ATimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…32,634$2.97M0.9%+15,27513F-HRTimelineGroup
Independent Advisor Alliance32,573$2.97M0.1%-111,66113F-HRTimeline
Yoder Wealth Management, Inc.32,443$2.95M1.66%+5013F-HRTimeline
Smith & Howard Wealth Management, LLC32,000$2.91M0.8%+2,00013F-HRTimeline
FDx Advisors, Inc.31,773$2.89M0.94%-2,09113F-HRTimeline
Joule Financial, LLC31,670$2.88M1.01%+61013F-HRTimeline
Aurora Private Wealth, Inc.31,652$2.88M2.3%-82713F-HR/ATimeline
Midwest Financial Group LLC31,090$2.83M1.64%-3,53613F-HRTimeline
Roberts Financial Services LLC30,583$2.78M0.54%+21413F-HRTimeline
Erickson Financial Group, LLC30,307$2.76M2.06%-17613F-HRTimeline
J. Goldman & Co LP30,000$2.73M0.1%new13F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC29,887$2.72M0.94%-25,12013F-HRTimeline
Leo Wealth, LLC29,716$2.71M0.39%new13F-HRTimeline
Argyle Capital Partners, LLC29,697$2.7M2.32%+4,47913F-HRTimeline
McAdam, LLC29,675$2.7M0.17%+7,08013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…29,639$2.7M0.11%-28613F-HRTimelineGroup
Coastal Bridge Advisors, LLC29,584$2.69M0.24%new13F-HR/ATimeline
Heritage Wealth Management, Inc. /CA/29,565$2.69M2.3%-1,84713F-HRTimeline
Triumph Capital Management29,451$2.68M0.89%+19,13613F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…29,300$2.67M0.91%new13F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC28,974$2.64M1.31%+3,09613F-HRTimeline
Unique Wealth Strategies, LLC28,957$2.64M1.2%-22913F-HRTimeline
Sheridan Capital Management, LLC28,826$2.62M1.91%-2,70913F-HRTimeline
Prime Capital Investment Advisors, LLC28,209$2.57M0.03%+1,22113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC28,126$2.56M0.26%-9,82713F-HR/ATimeline
Signature Wealth Management Group28,112$2.56M1%+64513F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC27,850$2.54M2.68%+11,25713F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC27,667$2.52M0.04%new13F-HRTimeline
MONECO ADVISORS, LLC27,657$2.52M0.26%-22,94513F-HR/ATimeline
Blue Door Asset Management, LLC27,500$2.5M1.9%new13F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC27,462$2.5M2.43%13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC27,273$2.48M0.26%+3,54913F-HRTimeline
Ausdal Financial Partners, Inc.27,161$2.47M0.19%-235,19613F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC27,036$2.46M1.84%+19,64913F-HRTimeline
Clear Creek Financial Management, LLC26,764$2.44M0.25%-9,42413F-HRTimeline
Ballew Advisors, Inc28,028$2.44M1.63%+1,96213F-HRTimeline
Gotham Asset Management, LLC26,703$2.43M0.02%-2,09713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC26,612$2.42M0.17%-3,84013F-HRTimeline
Austin Private Wealth, LLC26,563$2.42M0.22%-112,37113F-HRTimeline
Cardinal Strategic Wealth Guidance26,470$2.41M0.77%-3,27813F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC26,196$2.38M0.25%-80,69713F-HRTimeline
VISION FINANCIAL MARKETS LLC26,100$2.38M2.59%new13F-HRTimeline
Integrated Advisors Network LLC25,730$2.34M0.12%-2,02713F-HRTimeline
K.J. Harrison & Partners Inc25,470$2.32M0.45%new13F-HRTimeline
GC Wealth Management RIA, LLC25,437$2.32M0.43%new13F-HRTimeline
Crabel Capital Management, LLC25,126$2.29M2.47%+18,82713F-HRTimeline
Moser Wealth Advisors, LLC25,095$2.28M1.2%-5513F-HRTimeline
INVESTMENT HOUSE LLC24,939$2.27M0.13%+8,42713F-HRTimeline
Virtue Capital Management, LLC24,947$2.27M0.27%+59113F-HRTimeline
Advus Financial Partners, LLC24,764$2.25M0.97%-5,57613F-HR/ATimeline
Illumine Investment Management, LLC24,721$2.25M1.84%+3,78013F-HRTimeline
Safe Harbor Fiduciary, LLC24,459$2.23M2.3%new13F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC24,362$2.22M0.13%-587,72313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…24,201$2.2M0.02%-286,49513F-HRTimelineGroup
Yukon Wealth Management, Inc.23,914$2.18M0.9%13F-HRTimeline
M Holdings Securities, Inc.23,758$2.16M0.36%-8,39413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC23,931$2.14M0.18%+14,20213F-HRTimeline
Providence Capital Advisors, LLC23,324$2.12M0.44%+17913F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC23,247$2.12M1.43%+1,27913F-HRTimeline
ALETHEA CAPITAL MANAGEMENT, LLC23,123$2.1M1.57%013F-HRTimeline
OLD MISSION CAPITAL LLC23,096$2.1M0.04%-199,43213F-HRTimeline
Keel Point, LLC22,663$2.06M0.16%-11813F-HRTimeline
Formidable Asset Management, LLC22,549$2.05M0.34%-2,34413F-HRTimeline
PFG Advisors22,422$2.04M0.11%-20,06413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC22,364$2.04M0.24%+7,94813F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…22,354$2.03M0.02%+14813F-HRTimelineGroup
Garden State Investment Advisory Servic…22,297$2.03M0.65%+14,16613F-HRTimeline
MBA Advisors LLC22,329$2.03M1.01%+3,64813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC21,853$1.99M0.02%+89113F-HRTimeline
RPg Family Wealth Advisory, LLC21,449$1.95M0.56%-3,83313F-HRTimeline
First Interstate Bank21,104$1.92M0.11%-2,42513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…21,930$1.92M0.08%-4,20113F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.21,053$1.92M0.06%-2,96613F-HRTimeline
NKCFO LLC21,000$1.91M0.89%new13F-HRTimeline
Blackhawk Capital Partners, LLC20,906$1.9M0.98%new13F-HRTimeline
WealthPlan Investment Management, LLC20,874$1.9M0.19%-3,21813F-HRTimeline
Snowden Capital Advisors LLC20,846$1.9M0.06%-4,56413F-HRTimeline
Values First Advisors, Inc.20,774$1.89M1.1%+1,86213F-HRTimeline
4WEALTH ADVISORS, INC.20,697$1.88M2.09%+6,48613F-HRTimeline
Joseph P. Lucia & Associates, LLC20,641$1.88M0.86%-20113F-HRTimeline
Affinity Capital Advisors, LLC21,577$1.87M0.37%+7,54013F-HRTimeline
Miller Financial Services LLC20,452$1.86M2.68%-13,18013F-HRTimeline
WESBANCO BANK INC20,434$1.86M0.06%013F-HRTimeline
Capital Wealth Planning, LLC20,415$1.86M0.02%new13F-HRTimeline
Pacifica Partners Inc.20,158$1.85M0.85%-37213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,303$1.85M0.04%-18,51213F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.20,817$1.84M<0.01%+22013F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC20,200$1.84M0.06%+14,49013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC20,164$1.84M0.3%+2,63913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.20,000$1.82M0.03%new13F-HRTimelineGroup
Intellus Advisors LLC20,000$1.82M0.32%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC19,927$1.81M0.04%-35,73213F-HRTimelineGroup
Omega Financial Group, LLC19,837$1.81M0.69%+10313F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding19,680$1.79M+4,119Timeline
Capasso Planning Partners LLC19,526$1.78M0.74%new13F-HRTimeline
Merit Financial Group, LLC19,523$1.78M0.03%-24,29113F-HRTimeline
Saxony Capital Management, LLC19,317$1.76M1.54%+16,96413F-HRTimeline
Robertson Stephens Wealth Management, L…19,198$1.75M0.07%+10,53713F-HRTimeline
Etesian Wealth Advisors, Inc.19,166$1.74M0.75%+2,00613F-HRTimeline
GDS Wealth Management19,083$1.74M0.15%-10,83213F-HRTimeline
UNIQUE WEALTH, LLC19,010$1.73M0.33%+4,17413F-HRTimeline
Robbins Farley18,902$1.72M0.91%-3313F-HRTimeline
Westshore Wealth, LLC18,745$1.71M0.72%-1,47913F-HRTimeline
Christensen, King & Associates Investme…18,987$1.7M0.81%-3613F-HRTimeline
VestGen Investment Management18,600$1.69M1.28%+15,71713F-HRTimeline
MAI Capital Management18,577$1.69M0.01%+32913F-HRTimeline
Strategic Investment Solutions, Inc. /IL18,759$1.69M0.49%+4,09713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP18,306$1.67M<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.18,217$1.66M0.15%+5,69613F-HRTimeline
Ground Swell Capital, LLC18,136$1.65M3.76%-85,12313F-HRTimeline
Shay Capital LLC18,103$1.65M0.48%-1,00013F-HRTimeline
WESPAC Advisors, LLC18,088$1.65M1.34%new13F-HRTimeline
One Wealth Advisors, LLC18,075$1.65M0.25%-56,92313F-HRTimeline
Boltwood Capital Management17,835$1.62M0.49%+68413F-HRTimeline
MMA ASSET MANAGEMENT LLC17,811$1.62M0.68%+1,19513F-HRTimeline
WealthTrust Asset Management, LLC17,573$1.6M1.19%new13F-HRTimeline
PMV Capital Advisers, LLC17,565$1.6M3.88%-7,08513F-HRTimeline
Eschler Asset Management LLPin group Eschler Asset Management LLP17,433$1.59M3.93%new13F-HRTimelineGroup
Financial Engines Advisors L.L.C.17,403$1.58M<0.01%-1,21313F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…17,569$1.58M0.71%-9,89713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC17,342$1.58M0.01%-13,18713F-HRTimelineGroup
Spectrum Strategic Capital Management, …17,300$1.57M0.99%+48313F-HRTimeline
DKM Wealth Management, Inc.17,079$1.55M1.51%-5,43013F-HRTimeline
Belpointe Asset Management LLC17,064$1.55M0.08%-146,01413F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC17,050$1.55M0.1%+3413F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC16,786$1.53M0.44%+4613F-HRTimeline
Cresset Asset Management, LLC16,733$1.52M0.01%+1,67413F-HRTimeline
Hoxton Planning & Management, LLC16,656$1.52M0.58%-4,69213F-HRTimeline
Intrua Financial, LLC16,509$1.5M0.24%+6,36413F-HRTimeline
CFS Investment Advisory Services, LLC16,497$1.5M0.13%-77,30513F-HRTimeline
Patton Albertson Miller Group, LLC16,467$1.5M0.22%+9,70713F-HR/ATimeline
PURSUE WEALTH PARTNERS LLC16,425$1.5M0.91%+12,63513F-HRTimeline
International Private Wealth Advisors L…16,382$1.49M1.43%+1,97613F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS16,308$1.48M0.03%+1,63413F-HRTimeline
Summit Global Investmentsin group Summit Global Investments16,283$1.48M0.11%-134,78913F-HRTimelineGroup
Savvy Advisors, Inc.16,226$1.48M0.15%+6,84113F-HRTimeline
Annex Advisory Services, LLC16,180$1.47M0.04%-13,14613F-HRTimeline
OPTIMUM INVESTMENT ADVISORS16,145$1.47M0.69%013F-HRTimeline
Tradewinds, LLC.16,135$1.47M0.41%new13F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV16,081$1.46M1.32%-44613F-HRTimeline
Aptus Capital Advisors, LLC16,002$1.46M0.02%-22,45913F-HRTimeline
Grant/GrossMendelsohn, LLC16,181$1.45M0.8%-2,41013F-HRTimeline
CATALYST PRIVATE WEALTH, LLC15,781$1.44M0.7%-2,57513F-HRTimeline
Biondo Investment Advisors, LLC15,726$1.43M0.2%+4,17613F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC15,603$1.42M0.55%-88513F-HRTimeline
Goelzer Investment Management, Inc.15,504$1.41M0.08%+10313F-HR/ATimeline
KICKSTAND VENTURES, LLC.15,389$1.4M0.36%+45213F-HRTimeline
Western Financial Corp/CA15,263$1.39M0.81%-3,11313F-HRTimeline
NewEdge Wealth, LLC15,250$1.39M0.03%-38,40013F-HRTimeline
ORG Partners LLC15,117$1.38M0.34%-73613F-HRTimeline
Cyndeo Wealth Partners, LLC15,142$1.38M0.09%+1,44113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,108$1.38M0.04%+8,02813F-HRTimelineGroup
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC15,244$1.37M0.15%-5,01913F-HRTimelineGroup
Ravenstone Capital Management Inc.15,056$1.37M0.8%+13,93613F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…15,000$1.37M0.01%013F-HRTimelineGroup
Van Hulzen Asset Management, LLC14,986$1.36M0.12%-52,33613F-HRTimeline
BLAIR WILLIAM & CO/IL14,853$1.35M<0.01%-59513F-HRTimeline
Everstar Asset Management, LLC14,831$1.35M0.89%-4,52913F-HR/ATimeline
BECKER CAPITAL MANAGEMENT INC14,830$1.35M0.04%new13F-HRTimeline
Global Financial Private Client, LLC14,716$1.34M0.51%-78513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC14,688$1.34M0.17%-5,90213F-HRTimeline
Continuum Advisory, LLC14,623$1.33M0.17%-157,36013F-HRTimeline
Family Firm, Inc.14,565$1.33M0.3%+6313F-HRTimeline
Black Maple Capital Management LP14,500$1.32M1.04%-14,50013F-HRTimeline
Matrix Trust Co14,419$1.31M0.22%new13F-HRTimeline
Capital Square, LLC14,353$1.31M0.77%+10,33413F-HRTimeline
E Fund Management Co., Ltd.14,330$1.3M0.06%-32,40713F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.14,330$1.3M1.17%-32,40713F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.14,200$1.29M0.01%013F-HRTimelineGroup
Arrow Investment Advisors, LLC14,152$1.29M1.36%-17,86213F-HRTimeline