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Disclosery

TLT ISHARES TR

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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
Ascentis Wealth Management, LLCgroup of 2 filers holding15,561$1.36M-9,775Timeline
Global Financial Private Client, LLC15,501$1.35M0.51%+76013F-HRTimeline
BLAIR WILLIAM & CO/IL15,448$1.35M<0.01%+1,85213F-HRTimeline
Goelzer Investment Management, Inc.15,401$1.34M0.08%+21513F-HRTimeline
Altura Wealth Advisors Inc.15,272$1.33M0.98%-2,92213F-HRTimeline
Cresset Asset Management, LLC15,059$1.32M0.01%-21,80613F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…15,000$1.31M0.01%-10,00013F-HRTimelineGroup
KICKSTAND VENTURES, LLC.14,937$1.3M0.33%-53213F-HRTimeline
Tradition Wealth Management, LLC14,848$1.3M0.11%-12813F-HRTimeline
Wealthspire Retirement, LLC14,845$1.3M0.1%-2,26213F-HRTimeline
UNIQUE WEALTH, LLC14,836$1.3M0.27%+9,07913F-HRTimeline
Camarda Financial Advisors, LLC14,774$1.29M0.48%-19,65513F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS14,674$1.28M0.03%013F-HRTimeline
Transce3nd, LLC14,590$1.27M0.43%13F-HRTimeline
Family Firm, Inc.14,502$1.27M0.28%+89613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT14,419$1.26M0.05%+12213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC14,416$1.26M0.14%+2,14113F-HRTimeline
International Private Wealth Advisors L…14,406$1.26M1.25%new13F-HRTimeline
CWC Advisors, LLC.14,384$1.26M1.25%-10,08913F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.14,375$1.26M0.87%13F-HRTimeline
First Heartland Consultants, Inc.14,265$1.25M0.13%-3,41313F-HRTimeline
4WEALTH ADVISORS, INC.14,211$1.24M1.27%13F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.14,200$1.24M0.01%013F-HRTimelineGroup
Northwest & Ethical Investments L.P.14,087$1.23M0.03%new13F-HRTimeline
National Philanthropic Trust14,076$1.23M0.02%+1,17713F-HRTimeline
WEALTHGARDEN F.S. LLC13,922$1.22M1.14%-3,29013F-HRTimeline
Affinity Capital Advisors, LLC14,037$1.21M0.23%+2,34713F-HRTimeline
Spectrum Planning & Advisory Services I…13,755$1.2M1.04%-2,55713F-HRTimeline
THEORY FINANCIAL LLC13,743$1.2M0.5%+1,77313F-HRTimeline
Cyndeo Wealth Partners, LLC13,701$1.2M0.08%-86613F-HRTimeline
R. W. Roge & Company, Inc.13,503$1.18M0.64%new13F-HRTimeline
Rothschild Wealth LLC13,468$1.18M0.34%+6,06113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding13,295$1.16M+1,743Timeline
Vermillion & White Wealth Management Gr…13,227$1.16M0.85%+2,66613F-HRTimeline
Atlatl Advisers LLC13,168$1.15M0.67%13F-HRTimeline
Constant Guidance Financial LLC12,935$1.13M0.97%new13F-HRTimeline
Centurion Wealth Management LLC12,916$1.13M0.35%-4,23813F-HRTimeline
Davis Wealth Advisors, LLC12,821$1.12M1.23%13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC12,772$1.12M0.66%-14,01813F-HRTimeline
Sunbelt Securities, Inc.12,521$1.1M0.1%-46,74313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,443$1.09M<0.01%+97013F-HRTimelineGroup
Lane & Associates LLC12,358$1.08M0.56%-1,57613F-HRTimeline
ExodusPoint Capital Management, LP12,332$1.08M0.01%new13F-HRTimeline
Estate Counselors, LLC12,120$1.06M0.11%-145,16413F-HRTimeline
Valtrion Capital Management, LLC12,113$1.06M1.39%13F-HRTimeline
SFG Wealth Management, LLC.11,972$1.05M0.55%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,922$1.04M0.08%-24,74913F-HRTimeline
MFG WEALTH MANAGEMENT, INC.11,820$1.03M0.95%13F-HRTimeline
CHOREO, LLC11,715$1.03M0.01%+3,72013F-HRTimeline
American Alpha Advisors, LLC11,718$1.02M0.93%new13F-HRTimeline
NWAM LLC11,712$1.02M0.06%+1,25213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK11,662$1.02M0.01%+1,82213F-HRTimelineGroup
Biondo Investment Advisors, LLC11,550$1.01M0.14%+49513F-HRTimeline
Sage Advisory Services, Ltd.Co.11,476$1M0.59%-8,42413F-HRTimeline
IBEX WEALTH ADVISORS11,331$990K0.12%new13F-HRTimeline
Avidian Wealth Enterprises, LLC11,202$978K0.04%+1,34313F-HRTimeline
Southeast Asset Advisors, LLC11,094$969K0.12%+11913F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC11,010$962K1.24%+1,04913F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC11,005$961K0.05%+70513F-HRTimelineGroup
ONE PLUS ONE WEALTH MANAGEMENT, LLC10,968$958K0.56%new13F-HRTimeline
Narus Financial Partners, LLC10,948$956K0.32%+6,30613F-HRTimeline
Maven Securities LTDin group Maven Securities LTD10,933$955K0.15%new13F-HRTimelineGroup
Kilter Group LLC10,895$951K0.62%13F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC10,866$949K0.74%-30313F-HRTimeline
Koshinski Asset Management, Inc.10,788$942K0.08%-5,79013F-HRTimeline
SpringVest Wealth Management LLC10,787$942K0.81%13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC10,780$941K0.09%-65513F-HRTimelineGroup
Lewis Asset Management, LLC10,716$936K0.71%+2,36513F-HRTimeline
LOWERY THOMAS, LLC10,703$935K0.61%-5,63213F-HRTimeline
EP Wealth Advisors, LLC10,690$934K0.01%-49013F-HRTimeline
Good Life Advisors, LLC10,672$932K0.07%-19,50213F-HRTimeline
SignalPoint Asset Management, LLC10,654$930K0.23%-3,91813F-HRTimeline
HEADINVEST, LLC10,607$926K0.17%+33013F-HRTimeline
World Investment Advisors10,590$925K0.03%-9,44313F-HRTimeline
E&G Advisors, LLC10,409$910K0.25%-1,26013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.10,384$907K0.86%13F-HRTimeline
Triumph Capital Management10,315$901K0.31%new13F-HRTimeline
Fort Point Capital Partners LLC10,307$900K0.1%+1,61313F-HRTimeline
Moors & Cabot, Inc.10,286$898K0.04%+1,11113F-HRTimeline
Arrowroot Family Office, LLC10,278$898K0.47%+1,78613F-HRTimeline
PFG Investments, LLC10,243$895K0.06%-73313F-HRTimeline
IFG Advisory, LLC10,201$891K0.05%new13F-HRTimeline
SYNOVUS FINANCIAL CORP10,199$891K0.01%+5,12313F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC10,154$887K0.38%+1,26613F-HRTimeline
Intrua Financial, LLC10,145$886K0.14%-41713F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT10,000$873K0.03%013F-HR/ATimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC9,984$872K0.47%-46,62713F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC9,957$870K0.44%13F-HRTimeline
J. W. Coons Advisors, LLC9,827$858K0.22%-89513F-HRTimeline
Ethos Financial Group, LLC9,813$857K0.11%-82,18813F-HRTimeline
M1 Capital Management LLC9,808$857K0.46%13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC9,769$853K0.42%-14713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC9,729$850K0.08%-1,31013F-HRTimeline
Lifelong Wealth Advisors, Inc.9,707$848K0.38%13F-HRTimeline
GeoWealth Management, LLC9,582$837K0.03%-34,45713F-HRTimeline
FNY Investment Advisers, LLC9,560$834K0.43%new13F-HRTimeline
SWMG, LLC9,482$830K0.33%+15813F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.9,488$829K0.39%+1,89613F-HRTimeline
LexAurum Advisors, LLC9,424$823K0.16%+4,80413F-HRTimeline
Savvy Advisors, Inc.9,385$820K0.1%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC9,324$814K0.16%13F-HRTimeline
PETRA FINANCIAL ADVISORS INC9,285$811K0.55%-13213F-HRTimeline
Mosley Wealth Management9,118$802K0.5%+1,64313F-HRTimeline
Foguth Wealth Management, LLC.9,195$802K0.21%+3,24413F-HRTimeline
DecisionMap Wealth Management, LLC9,117$796K0.63%13F-HRTimeline
Consolidated Portfolio Review Corp9,064$792K0.13%+41813F-HRTimeline
FULLCIRCLE WEALTH LLC8,887$788K0.32%+1,53713F-HRTimeline
BayBridge Capital Group, LLC9,022$788K0.57%-6,93413F-HRTimeline
Dentgroup LLC8,953$782K0.6%+1,54813F-HRTimeline
Cubist Systematic Strategies, LLC8,938$781K0.01%-25,16713F-HRTimeline
LCNB CORP8,900$777K0.28%-48,28413F-HRTimeline
New Century Financial Group, LLC8,890$776K0.33%+1,22113F-HRTimeline
LGT Financial Advisors LLC8,881$776K1.72%+72913F-HRTimeline
Professional Financial Advisors, LLC8,793$768K0.2%-45,72013F-HRTimeline
Tranquilli Financial Advisor LLC8,760$765K0.48%+4,86013F-HRTimeline
Arkos Global Advisors8,702$760K0.11%-92013F-HRTimeline
OLD NATIONAL BANCORP /IN/8,696$759K0.02%-31913F-HRTimeline
Robertson Stephens Wealth Management, L…8,661$756K0.03%-13,14413F-HRTimeline
Commonwealth Financial Services, LLC8,558$747K0.15%+2,79613F-HRTimeline
Gilman Hill Asset Management, LLC8,500$742K0.13%-4,37513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…8,458$739K0.06%013F-HRTimeline
Alteri Wealth LLC8,439$737K0.2%13F-HRTimeline
BOKF, NAin group BOKF, NA8,618$736K0.01%-1,52813F-HRTimelineGroup
Modera Wealth Management, LLC8,433$736K0.01%+85013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.8,385$736K0.03%+2,39613F-HRTimelineGroup
Integrated Investment Consultants, LLC12,784$736K0.15%+5,44513F-HR/ATimeline
Gateway Wealth Partners, LLC8,409$734K0.19%+1,69913F-HRTimeline
Helium Advisors LLC8,388$733K0.58%13F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)8,370$731K0.33%013F-HRTimeline
Tempus Wealth Planning, LLC8,353$729K0.22%+88213F-HRTimeline
MGO ONE SEVEN LLC8,290$724K0.03%-8,20813F-HRTimeline
Copperleaf Capital, LLC8,284$723K0.46%-1,75213F-HRTimeline
CENTRAL TRUST Co8,218$718K0.02%-3,24813F-HRTimeline
Garden State Investment Advisory Servic…8,131$713K0.22%-4,87113F-HRTimeline
Clearview Wealth Advisors LLC8,131$710K0.54%-95513F-HRTimeline
Realta Investment Advisors8,105$708K0.29%+3,60513F-HRTimeline
Concorde Asset Management, LLC8,047$703K0.37%+95113F-HRTimeline
MA Private Wealth8,038$702K0.13%+1,69213F-HRTimeline
Barnes Wealth Management Group, Inc8,033$702K0.47%13F-HRTimeline
REGIMEN WEALTH, LLC8,047$701K0.23%-1,36513F-HRTimeline
RDA Financial Network8,020$700K0.2%+1,22813F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC7,992$698K0.36%-4,38513F-HRTimeline
Burford Brothers, Inc.7,890$689K0.34%+2,09713F-HRTimeline
Bestgate Wealth Advisors, LLC7,871$687K1.38%13F-HRTimeline
BCU Wealth Advisors, LLC7,729$675K0.39%+1,35313F-HRTimeline
WealthPLAN Partners, LLC7,702$673K0.1%+9613F-HRTimeline
Tidemark, LLC7,683$671K0.26%+7,65913F-HRTimeline
Visionary Wealth Advisors7,655$669K0.04%-17,08513F-HRTimeline
Slagle Financial, LLC7,646$668K0.3%-80213F-HRTimeline
Legacy Private Trust Co.7,634$667K0.04%-9513F-HRTimeline
DOHJ, LLC7,607$664K0.15%+2,46313F-HRTimeline
Advisors Asset Management, Inc.7,550$659K0.01%+2,26913F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,536$658K<0.01%+68613F-HRTimelineGroup
Wade Financial Advisory, Inc7,518$657K0.22%+86413F-HRTimeline
Briaud Financial Planning Inc7,518$656K0.27%+7013F-HRTimeline
PING CAPITAL MANAGEMENT, INC.7,500$655K0.27%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…7,407$647K0.09%+80913F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC7,387$645K0.54%+1,34913F-HRTimeline
Aurelius Family Office LLC7,308$638K0.32%13F-HRTimeline
LaSalle St. Investment Advisors, LLC7,311$638K0.2%-12,10913F-HRTimeline
FUTURE YOU WEALTH LLC7,265$634K0.45%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.7,208$629K0.09%new13F-HR/ATimeline
Rooted Wealth Advisors, Inc.7,301$627K0.25%+60213F-HRTimeline
Beacon Capital Management, LLC7,174$627K0.08%-103,95513F-HRTimeline
Fonville Wealth Management LLC7,100$620K0.2%+2,40013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,080$618K0.02%-3,49013F-HRTimelineGroup
Kovack Advisors, Inc.6,838$597K0.06%+23913F-HRTimeline
Patton Albertson Miller Group, LLC6,760$590K0.08%new13F-HRTimeline
RCS Financial Planning, LLC6,733$588K0.31%+2613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC6,712$586K0.05%-68213F-HR/ATimeline
Capital Investment Counsel, Inc6,650$581K0.09%new13F-HRTimeline
Bison Wealth, LLC6,645$580K0.07%13F-HRTimeline
MATAURO, LLC6,616$578K0.13%13F-HRTimeline
Trivium Point Advisory, LLC6,614$578K0.07%-56413F-HRTimeline
Advyzon Investment Management, LLC6,578$574K0.22%13F-HRTimeline
Empirical Asset Management, LLC6,496$567K0.19%+27613F-HRTimeline
Westfuller Advisors, LLC6,476$566K0.36%-13013F-HRTimeline
Frontier Asset Management, LLC6,470$565K0.19%-12,42313F-HRTimeline
Investor's Fiduciary Advisor Network, L…6,444$562K0.22%13F-HRTimeline
BUSH INVESTMENT GROUP, LLC6,428$561K0.44%+55513F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC6,424$561K0.47%-2,52413F-HRTimeline
RiverFront Investment Group, LLC6,414$560K0.01%+93013F-HRTimeline
Bryn Mawr Trust Advisors, LLC6,404$559K0.03%+4,26213F-HR/ATimeline
NORDEN GROUP LLC6,399$559K0.06%-28,18013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC6,356$555K0.25%+1,01113F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC6,332$553K0.3%-50,00513F-HRTimeline
Crabel Capital Management, LLC6,299$550K1.79%-29,55613F-HRTimeline
United Asset Strategies, Inc.6,285$549K0.05%-19913F-HRTimeline
SeaCrest Wealth Management, LLC6,274$548K0.06%+1,70713F-HRTimeline
BluePointe Capital Management, LLC6,220$543K0.31%-5,37213F-HRTimeline
Blue Oak Capital, LLC6,203$542K0.33%13F-HRTimeline
Fulcrum Equity Management6,199$541K0.54%-32813F-HRTimeline
W ADVISORS, LLC6,140$536K0.33%+9613F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP6,100$536K<0.01%013F-HRTimeline
D.B. Root & Company, LLC6,127$535K0.17%new13F-HRTimeline
Keystone Financial Group6,094$532K0.05%+2,30313F-HRTimeline
Lantern Wealth Advisors, LLC6,086$532K0.34%-33813F-HRTimeline
MMBG INVESTMENT ADVISORS CO.6,086$531K0.06%013F-HRTimeline
Stonebridge Financial Group, LLC6,059$529K0.06%13F-HRTimeline
Golden State Wealth Management, LLC6,052$529K0.08%13F-HRTimeline