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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
4Thought Financial Group Inc.30,111$2.66M1.41%-30,51613F-HRTimeline
Erickson Financial Group, LLC30,082$2.65M1.79%-22513F-HRTimeline
Unique Wealth Strategies, LLC29,903$2.64M1.11%+94613F-HRTimeline
Yoder Wealth Management, Inc.29,758$2.63M1.37%-2,68513F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC29,676$2.62M0.81%-21113F-HRTimeline
Crabel Capital Management, LLC29,672$2.62M1.6%+4,54613F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…29,600$2.61M0.73%+30013F-HRTimeline
Signature Wealth Management Group29,002$2.56M1.01%+89013F-HRTimeline
Dynamic Advisor Solutions LLC28,988$2.56M0.08%-16,87013F-HRTimeline
AlphaQuest LLC28,813$2.54M0.25%new13F-HRTimeline
Safe Harbor Fiduciary, LLC28,809$2.54M2.38%+4,35013F-HRTimeline
Cardinal Strategic Wealth Guidance28,731$2.54M0.73%+2,26113F-HRTimeline
Coastal Bridge Advisors, LLC28,510$2.52M0.21%-1,07413F-HRTimeline
CADINHA & CO LLC28,365$2.5M0.42%+25,67213F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC28,352$2.5M1.71%+1,31613F-HRTimeline
GC Wealth Management RIA, LLC27,751$2.45M0.2%+2,31413F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC27,724$2.45M2.39%-12613F-HRTimeline
CFS Investment Advisory Services, LLC27,646$2.44M0.2%+11,14913F-HRTimeline
Trek Financial, LLC27,434$2.42M0.16%-29,77113F-HRTimeline
Smart Money Group LLC27,269$2.41M0.75%-5,42813F-HRTimeline
St. Louis Financial Planners Asset Mana…27,013$2.38M1.82%new13F-HRTimeline
Gotham Asset Management, LLC26,703$2.36M0.01%013F-HRTimeline
Lauer Wealth, LLC25,988$2.27M1.9%+23,59013F-HRTimeline
K.J. Harrison & Partners Inc25,470$2.25M0.37%013F-HRTimeline
CPR Investments Inc.25,392$2.24M1.74%-32,58713F-HRTimeline
WealthPlan Investment Management, LLC25,229$2.23M0.16%+4,35513F-HRTimeline
Joseph P. Lucia & Associates, LLC25,146$2.22M0.91%+4,50513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC25,029$2.21M0.17%-1,58313F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC24,788$2.19M0.64%new13F-HRTimeline
Moser Wealth Advisors, LLC24,765$2.19M1.05%-33013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC24,456$2.16M0.21%+2,09213F-HRTimeline
Illumine Investment Management, LLC24,433$2.16M1.72%-28813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC24,330$2.15M0.17%-12,90513F-HRTimeline
RFG Advisory, LLC24,235$2.14M0.05%-21,24513F-HRTimeline
SYNTAX RESEARCH, INC.24,232$2.14M1.52%+18,67013F-HRTimeline
Miller Financial Services LLC24,140$2.13M2.72%+3,68813F-HRTimeline
Providence Capital Advisors, LLC24,130$2.13M0.39%+80613F-HRTimeline
Integrated Advisors Network LLC23,800$2.1M0.09%-1,93013F-HRTimeline
Yukon Wealth Management, Inc.23,324$2.06M0.74%-59013F-HRTimeline
Capasso Planning Partners LLC23,297$2.06M1.16%+3,77113F-HRTimeline
Formidable Asset Management, LLC22,549$2.05M0.34%013F-HRTimeline
ALETHEA CAPITAL MANAGEMENT, LLC23,123$2.04M1.54%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC22,915$2.02M1.24%-33213F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…22,601$1.99M0.02%+24713F-HRTimelineGroup
Strategic Blueprint, LLC22,363$1.97M0.1%-30,02913F-HRTimeline
Ridgepath Capital Management LLC22,332$1.97M0.91%-44,46913F-HRTimeline
Intrua Financial, LLC22,282$1.97M0.28%+5,77313F-HRTimeline
Dynamic Wealth Strategies, LLC22,079$1.95M1.4%new13F-HRTimeline
Keel Point, LLC22,015$1.94M0.13%-64813F-HRTimeline
Garden State Investment Advisory Servic…21,875$1.94M0.52%-42213F-HRTimeline
MGO ONE SEVEN LLC21,860$1.93M0.06%+12,85213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.21,839$1.93M<0.01%+1,02213F-HRTimelineGroup
Clear Creek Financial Management, LLC21,784$1.92M0.18%-4,98013F-HRTimeline
International Private Wealth Advisors L…21,730$1.92M1.65%+5,34813F-HRTimeline
Militia Capital Partners, LPin group Militia Capital Management LLC21,700$1.92M0.9%-46,40013F-HR/ATimelineGroup
ROVIN CAPITAL /UT/ /ADV21,691$1.91M0.58%-39,24213F-HRTimeline
MBA Advisors LLC21,656$1.91M0.88%-67313F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC21,638$1.91M0.27%+1,47413F-HRTimeline
McAdam, LLC21,221$1.87M0.1%-8,45413F-HRTimeline
RPg Family Wealth Advisory, LLC21,092$1.86M0.5%-35713F-HRTimeline
Values First Advisors, Inc.20,465$1.81M0.98%-30913F-HRTimeline
WESBANCO BANK INC20,434$1.8M0.05%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,139$1.78M0.04%-16413F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP20,020$1.77M0.07%new13F-HRTimeline
Pacific Point Advisors, LLC20,000$1.76M0.96%new13F-HRTimeline
PURSUE WEALTH PARTNERS LLC19,853$1.75M1%+3,42813F-HRTimeline
Arete Wealth Advisors, LLC19,693$1.74M0.12%-124,25213F-HRTimeline
Robbins Farley19,652$1.73M0.81%+75013F-HRTimeline
KM Capital Management Ltd.19,629$1.73M0.85%-18,38813F-HRTimeline
Christensen, King & Associates Investme…19,555$1.73M0.79%+56813F-HRTimeline
Wealthspire Retirement, LLC19,508$1.72M0.11%+5,96313F-HRTimeline
Hoxton Planning & Management, LLC19,209$1.7M0.59%+2,55313F-HRTimeline
Redwood Wealth Management Group, LLC19,042$1.68M0.75%new13F-HRTimeline
FNY Investment Advisers, LLC18,994$1.68M0.71%+13,99413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …18,711$1.65M0.04%+3,60313F-HRTimelineGroup
PFG Investments, LLC18,560$1.64M0.1%+4,82013F-HRTimeline
PMV Capital Advisers, LLC18,507$1.63M3.64%+94213F-HRTimeline
Spectrum Strategic Capital Management, …18,443$1.63M1.04%+1,14313F-HRTimeline
Cavalier Investments, LLC18,188$1.61M0.49%-31,33813F-HRTimeline
Shay Capital LLC18,094$1.6M0.36%-913F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC18,055$1.59M0.09%+1,00513F-HRTimelineGroup
Etesian Wealth Advisors, Inc.17,752$1.57M0.58%-1,41413F-HRTimeline
4WEALTH ADVISORS, INC.17,535$1.55M1.61%-3,16213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED17,055$1.51M0.13%+3,06013F-HRTimeline
WEALTH ALLIANCE, LLC17,024$1.5M0.17%+6,11213F-HRTimeline
Snowden Capital Advisors LLC16,985$1.5M0.04%-3,86113F-HRTimeline
Boltwood Capital Management16,965$1.5M0.43%-87013F-HRTimeline
CATALYST PRIVATE WEALTH, LLC16,902$1.49M0.66%+1,12113F-HRTimeline
Davies Financial Advisors, Inc.16,902$1.49M1.16%new13F-HRTimeline
Prime Capital Investment Advisors, LLC16,705$1.47M0.02%-11,50413F-HRTimeline
Family Firm, Inc.18,338$1.47M0.36%+3,77313F-HRTimeline
Biondo Investment Advisors, LLC16,563$1.46M0.19%+83713F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS16,308$1.44M0.03%013F-HRTimeline
BEAM WEALTH ADVISORS, INC.16,262$1.44M0.43%-16,99813F-HRTimeline
WEALTHGARDEN F.S. LLC16,501$1.43M1.19%+6,04413F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC16,164$1.43M0.22%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC16,033$1.41M0.01%-5,82013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC15,937$1.41M1.04%-11,52513F-HRTimeline
Roberts Financial Services LLC15,908$1.4M0.48%-14,67513F-HRTimeline
Virtue Capital Management, LLC15,889$1.4M0.26%-9,05813F-HRTimeline
Westshore Wealth, LLC15,869$1.4M0.54%-2,87613F-HRTimeline
Western Financial Corp/CA15,860$1.4M0.75%+59713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC15,808$1.4M0.35%-97813F-HRTimeline
Ravenstone Capital Management Inc.15,791$1.39M0.73%+73513F-HRTimeline
Goelzer Investment Management, Inc.15,675$1.38M0.08%+17113F-HRTimeline
Van Hulzen Asset Management, LLC15,640$1.38M0.12%+65413F-HRTimeline
OPTIMUM INVESTMENT ADVISORS15,600$1.38M0.6%-54513F-HRTimeline
MFG WEALTH MANAGEMENT, INC.15,521$1.37M1.15%+3,60513F-HRTimeline
Everstar Asset Management, LLC15,508$1.37M0.83%+67713F-HRTimeline
Morse Asset Management, Inc15,476$1.37M0.3%+1,70113F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC15,580$1.36M0.14%+33613F-HRTimelineGroup
FUTURE YOU WEALTH LLC15,402$1.36M0.74%+2,45013F-HRTimeline
MMA ASSET MANAGEMENT LLC15,303$1.35M0.52%-2,50813F-HRTimeline
Patton Albertson Miller Group, LLC15,247$1.35M0.18%-1,22013F-HRTimeline
MONECO ADVISORS, LLC15,185$1.34M0.12%-12,47213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…15,029$1.33M0.05%-14,61013F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…15,000$1.32M0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC14,932$1.32M0.01%-1,07013F-HRTimeline
NVWM, LLC14,891$1.31M0.32%-60,21713F-HRTimeline
BECKER CAPITAL MANAGEMENT INC14,851$1.31M0.04%+2113F-HRTimeline
GDS Wealth Management14,829$1.31M0.1%-4,25413F-HRTimeline
E&G Advisors, LLC14,819$1.31M0.34%+1,11013F-HRTimeline
HANCOCK WHITNEY CORP14,758$1.3M0.02%+8,45613F-HRTimeline
Capital Square, LLC14,989$1.29M0.69%+63613F-HRTimeline
Volterra Technologies LP14,494$1.28M1.73%13F-HRTimeline
SG Americas Securities, LLC14,476$1.28M0.01%-75,46113F-HRTimeline
Matrix Trust Co14,419$1.27M0.2%013F-HRTimeline
Affinity Capital Advisors, LLC14,395$1.27M0.22%-7,18213F-HRTimeline
MAI Capital Management14,373$1.27M0.01%-4,20413F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…14,500$1.25M0.1%+5,00013F-HRTimelineGroup
Southeast Asset Advisors, LLC14,214$1.25M0.15%+3,04613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC14,209$1.25M0.05%-30,07213F-HRTimelineGroup
Cresset Asset Management, LLC14,199$1.25M0.01%-2,53413F-HR/ATimeline
VISION FINANCIAL MARKETS LLC14,100$1.24M1.17%-12,00013F-HRTimeline
RiverFront Investment Group, LLC14,050$1.24M0.02%+2,28613F-HRTimeline
Merit Financial Group, LLC14,047$1.24M0.01%-5,47613F-HRTimeline
Tempus Wealth Planning, LLC13,933$1.23M0.31%+5,99313F-HRTimeline
JT Stratford LLC13,913$1.23M0.19%+62813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC13,847$1.22M<0.01%-3,49513F-HRTimelineGroup
Good Life Advisors, LLC13,839$1.22M0.08%+4,05013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT13,763$1.21M0.05%-19413F-HRTimeline
Greenwich Wealth Management LLC13,675$1.21M0.06%new13F-HRTimeline
Advus Financial Partners, LLC13,497$1.19M0.47%-11,26713F-HR/ATimeline
National Philanthropic Trust13,420$1.18M0.02%-19413F-HRTimeline
Peregrine Asset Advisers, Inc.13,409$1.18M0.37%-79,91113F-HRTimeline
Vise Technologies, Inc.13,400$1.18M0.05%13F-HRTimeline
Hobbs Group Advisors, LLC13,354$1.18M0.4%-29613F-HRTimeline
Koshinski Asset Management, Inc.13,147$1.16M0.09%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC13,122$1.16M0.24%new13F-HRTimeline
Summit Financial Consulting LLC13,006$1.15M1.03%+33213F-HRTimeline
Continuum Advisory, LLC12,910$1.14M0.14%-1,71313F-HRTimeline
Regal Investment Advisors LLC12,882$1.14M0.09%+1,24613F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC12,842$1.13M0.13%-1,84613F-HRTimeline
American Alpha Advisors, LLC12,795$1.13M0.91%new13F-HRTimeline
Robertson Stephens Wealth Management, L…12,764$1.13M0.04%-6,43413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,702$1.12M<0.01%+67313F-HRTimelineGroup
Valtrion Capital Management, LLC12,544$1.11M1.33%+30213F-HRTimeline
Sunbelt Securities, Inc.12,521$1.09M0.1%-5,69613F-HRTimeline
Omega Financial Group, LLC11,924$1.05M0.38%-7,91313F-HRTimeline
EHRLICH FINANCIAL GROUP11,781$1.04M0.67%-2,22113F-HRTimeline
D.A. DAVIDSON & CO.11,678$1.03M0.01%-181,25113F-HRTimeline
Cresta Advisors, Ltd.11,585$1.02M0.5%-56013F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…11,551$1.02M0.41%-6,01813F-HRTimeline
Advyzon Investment Management, LLC11,427$1.01M0.22%+4,75813F-HRTimeline
IBEX WEALTH ADVISORS11,388$1M0.11%-1213F-HRTimeline
United Asset Strategies, Inc.11,350$1M0.09%+1,06113F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC11,345$1M0.09%+3713F-HRTimelineGroup
Sage Advisory Services, Ltd.Co.11,339$1M0.55%-13613F-HRTimeline
Promus Capital, LLC11,304$998K0.65%+11,19113F-HR/ATimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding11,216$990K+1,152Timeline
Savvy Advisors, Inc.11,152$984K0.07%-5,07413F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC11,151$984K0.75%+6213F-HRTimeline
Alteri Wealth LLC11,126$982K0.38%+47813F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC11,072$977K1.23%+38813F-HRTimeline
BLAIR WILLIAM & CO/IL11,068$977K<0.01%-3,78513F-HRTimeline
DecisionMap Wealth Management, LLC10,960$967K0.66%+88613F-HRTimeline
LGT Financial Advisors LLC10,954$967K2.45%+1,23413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…10,866$959K<0.01%-2,53613F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding10,849$957K-11,081Timeline
Arrowroot Family Office, LLC10,838$956K0.43%13F-HRTimeline
Capital Investment Counsel, Inc10,695$944K0.13%+3,36513F-HRTimeline
Moors & Cabot, Inc.10,693$944K0.04%-38413F-HRTimeline
HEADINVEST, LLC10,657$940K0.2%013F-HRTimeline
Emergent Wealth Advisors, LLC10,812$935K0.6%-61513F-HRTimeline
NewEdge Wealth, LLC10,623$931K0.01%-4,62713F-HRTimeline
Clear Harbor Asset Management, LLC10,553$931K0.07%new13F-HRTimeline
Polymer Capital Management (HK) LTD10,294$908K0.14%-115,30013F-HRTimeline
Lifeworks Advisors, LLC10,228$903K0.13%-3,48313F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding10,153$896K-9,527Timeline
PKS Advisory Services, LLC10,019$884K0.22%-8513F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT10,000$883K0.01%013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC9,974$880K0.84%-40,87313F-HRTimeline
Focus Financial Network, Inc.9,889$873K0.03%+1,06713F-HRTimeline
Narus Financial Partners, LLC9,849$869K0.27%+25313F-HRTimeline
Claro Advisors Inc.9,791$864K0.14%-79813F-HRTimeline
Burford Brothers, Inc.9,731$859K0.39%+2,03713F-HRTimeline
Helium Advisors LLC9,686$855K0.54%+85713F-HRTimeline
Leisure Capital Management9,661$853K0.32%-2,20713F-HRTimeline
Valeo Financial Advisors, LLC80,213$849K0.02%new13F-HR/ATimeline
CALDWELL SUTTER CAPITAL, INC.9,442$833K0.38%-26513F-HRTimeline