Skip to content
Disclosery

TLT ISHARES TR

Follow

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
Northwest & Ethical Investments L.P.14,087$1.28M0.03%013F-HRTimeline
Camarda Financial Advisors, LLC14,085$1.28M0.58%-68913F-HRTimeline
EHRLICH FINANCIAL GROUP14,002$1.27M0.93%-24,54613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT13,957$1.27M0.06%-46213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,995$1.26M0.12%+8,29313F-HR/ATimeline
Morse Asset Management, Inc13,775$1.25M0.32%-12,34013F-HRTimeline
PFG Investments, LLC13,740$1.25M0.08%+3,49713F-HRTimeline
Lifeworks Advisors, LLC13,711$1.25M0.21%-5,40113F-HRTimeline
E&G Advisors, LLC13,709$1.25M0.35%+3,30013F-HRTimeline
Hobbs Group Advisors, LLC13,650$1.24M0.47%-4,81613F-HRTimeline
Transce3nd, LLC13,650$1.24M0.55%-94013F-HRTimeline
National Philanthropic Trust13,614$1.24M0.02%-46213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC13,554$1.23M0.02%new13F-HRTimeline
Wealthspire Retirement, LLC13,545$1.23M0.1%-1,30013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…13,402$1.22M<0.01%-5,05713F-HRTimelineGroup
Professional Financial Advisors, LLC13,308$1.21M0.31%+4,51513F-HRTimeline
JT Stratford LLC13,285$1.21M0.21%+9,66213F-HRTimeline
Flagship Private Wealth, LLC13,222$1.2M0.57%new13F-HRTimeline
Koshinski Asset Management, Inc.13,147$1.2M0.1%+2,35913F-HRTimeline
Spectrum Planning & Advisory Services I…13,067$1.19M0.99%-68813F-HRTimeline
FUTURE YOU WEALTH LLC12,952$1.18M0.76%+5,68713F-HRTimeline
TFB Advisors LLC12,926$1.18M0.34%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK12,819$1.17M0.01%+1,15713F-HRTimelineGroup
Simplicity Wealth,LLC12,746$1.16M0.09%new13F-HRTimeline
Summit Financial Consulting LLC12,674$1.15M1.07%13F-HRTimeline
Mayflower Financial Advisors, LLC12,616$1.15M0.17%-16,85713F-HRTimeline
Shared Vision Wealth Group LLC12,509$1.14M0.62%-16,69613F-HRTimeline
5T Wealth, LLC12,445$1.13M0.64%-7,83413F-HRTimeline
Centurion Wealth Management LLC12,916$1.13M0.35%013F-HRTimeline
Valtrion Capital Management, LLC12,242$1.11M1.5%+12913F-HRTimeline
Cresta Advisors, Ltd.12,145$1.11M0.57%-9,90013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,029$1.09M<0.01%-41413F-HRTimelineGroup
MFG WEALTH MANAGEMENT, INC.11,916$1.08M1.04%+9613F-HRTimeline
Leisure Capital Management11,868$1.08M0.44%-3,82613F-HRTimeline
BluePointe Capital Management, LLC11,792$1.07M0.41%+5,57213F-HRTimeline
RiverFront Investment Group, LLC11,764$1.07M0.02%+5,35013F-HRTimeline
Regal Investment Advisors LLC11,636$1.06M0.09%-20,58913F-HRTimeline
R. W. Roge & Company, Inc.11,588$1.05M0.58%-1,91513F-HRTimeline
CHOREO, LLC11,485$1.05M0.02%-23013F-HRTimeline
Sage Advisory Services, Ltd.Co.11,475$1.04M0.61%-113F-HRTimeline
Emergent Wealth Advisors, LLC11,427$1.04M0.75%-46,56713F-HRTimeline
IBEX WEALTH ADVISORS11,400$1.04M0.14%+6913F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC11,308$1.03M0.1%+52813F-HRTimelineGroup
Southeast Asset Advisors, LLC11,168$1.02M0.12%+7413F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC11,089$1.01M0.82%+22313F-HRTimeline
Moors & Cabot, Inc.11,077$1.01M0.05%+79113F-HRTimeline
Apeiron RIA LLC11,033$1M0.3%-8,03713F-HRTimeline
Sugar Maple Asset Management, LLC11,000$1M0.79%new13F-HRTimeline
SFG Wealth Management, LLC.10,972$999K0.49%-1,00013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC10,929$995K0.1%-23,00113F-HRTimeline
WEALTH ALLIANCE, LLC10,912$993K0.12%-26,58613F-HRTimeline
Detalus Advisors, LLC10,895$992K0.31%-5,60613F-HRTimeline
Anatole Investment Management Ltd10,802$983K0.27%new13F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…10,875$980K<0.01%-10,87513F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC10,684$973K1.3%-32613F-HRTimeline
HEADINVEST, LLC10,657$970K0.19%+5013F-HRTimeline
Alteri Wealth LLC10,648$969K0.43%+2,20913F-HRTimeline
Claro Advisors Inc.10,589$964K0.13%-5,75813F-HRTimeline
TOTH FINANCIAL ADVISORY CORP10,487$955K0.12%new13F-HRTimeline
SpringVest Wealth Management LLC10,477$954K0.79%-31013F-HRTimeline
WEALTHGARDEN F.S. LLC10,457$952K0.92%-3,46513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC10,331$940K0.54%-2,44113F-HRTimeline
United Asset Strategies, Inc.10,289$937K0.09%+4,00413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT10,213$930K0.03%+4,38013F-HRTimeline
PKS Advisory Services, LLC10,104$920K0.25%new13F-HRTimeline
DecisionMap Wealth Management, LLC10,074$917K0.7%+95713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding10,064$916K-3,231Timeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.10,000$910K0.04%new13F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT10,000$910K0.03%013F-HRTimeline
Dentgroup LLC9,817$894K0.67%+86413F-HRTimeline
Good Life Advisors, LLC9,789$891K0.06%-88313F-HRTimeline
Optivise Advisory Services LLC9,765$889K0.5%+5,91013F-HRTimeline
LGT Financial Advisors LLC9,720$885K2.7%+83913F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.9,707$884K0.42%+21913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.9,698$883K0.04%+1,31313F-HRTimelineGroup
Narus Financial Partners, LLC9,596$874K0.3%-1,35213F-HRTimeline
DRW Securities, LLC9,588$873K0.07%-23,21813F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…9,500$865K0.08%+4,50013F-HR/ATimelineGroup
Aveo Capital Partners, LLC9,745$857K0.14%-12,01513F-HRTimeline
PETRA FINANCIAL ADVISORS INC9,264$843K0.69%-2113F-HRTimeline
J. W. Coons Advisors, LLC9,202$838K0.22%-62513F-HRTimeline
Tranquilli Financial Advisor LLC9,062$825K0.52%+30213F-HRTimeline
AssuredPartners Investment Advisors, LLC9,045$823K0.16%-27913F-HRTimeline
Keystone Financial Services9,030$822K0.31%-28,62913F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…9,019$821K0.09%-15,74713F-HR/ATimelineGroup
MGO ONE SEVEN LLC9,008$820K0.03%+71813F-HRTimeline
BCU Wealth Advisors, LLC8,959$815K0.42%+1,23013F-HRTimeline
LCNB CORP8,900$810K0.3%013F-HRTimeline
TSA Wealth Managment LLC8,877$808K0.32%-37,72813F-HRTimeline
Gilman Hill Asset Management, LLC8,875$808K0.14%+37513F-HRTimeline
Stone House Investment Management, LLC8,841$805K0.16%-38,98513F-HRTimeline
Helium Advisors LLC8,829$804K0.58%+44113F-HRTimeline
Focus Financial Network, Inc.8,822$803K0.03%-17,16413F-HRTimeline
Castleview Partners, LLC8,735$795K0.54%+7,14513F-HRTimeline
Arkos Global Advisors8,702$792K0.12%013F-HRTimeline
OLD NATIONAL BANCORP /IN/8,696$792K0.02%013F-HRTimeline
United Advisor Group, LLC8,609$784K0.16%-11,96613F-HRTimeline
Integrated Investment Consultants, LLC8,604$783K0.16%-4,18013F-HR/ATimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…8,512$775K0.06%+5413F-HRTimeline
BOKF, NAin group BOKF, NA8,449$769K0.01%-16913F-HRTimelineGroup
Advisors Asset Management, Inc.8,401$765K0.01%+85113F-HR/ATimeline
Ethos Financial Group, LLC8,690$764K0.07%-1,12313F-HRTimeline
Alpha Cubed Investments, LLC8,386$763K0.03%new13F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)8,370$762K0.34%013F-HRTimeline
CENTRAL TRUST Co8,218$748K0.02%013F-HRTimeline
Realta Investment Advisors8,177$744K0.34%+7213F-HRTimeline
REGIMEN WEALTH, LLC8,030$731K0.23%-1713F-HRTimeline
Lewis Asset Management, LLC7,940$723K0.6%-2,77613F-HRTimeline
Tempus Wealth Planning, LLC7,940$723K0.22%-41313F-HRTimeline
Berger Financial Group, Inc7,893$718K0.05%-123,70713F-HRTimeline
Slagle Financial, LLC7,779$708K0.31%+13313F-HRTimeline
Tidemark, LLC7,701$701K0.26%+1813F-HRTimeline
Security Financial Services, INC.7,697$701K0.14%-16,98513F-HRTimeline
Burford Brothers, Inc.7,694$700K0.34%-19613F-HRTimeline
Main Street Financial Solutions, LLC7,646$696K0.06%+5,09713F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC7,622$694K0.32%+4,25913F-HRTimeline
Buck Wealth Strategies, LLC7,583$690K0.13%-214,95713F-HRTimeline
Wade Financial Advisory, Inc7,538$686K0.24%+2013F-HRTimeline
Alamea Verwaltungs GmbH7,500$683K0.59%13F-HRTimeline
Aurelius Family Office LLC7,474$680K0.35%+16613F-HRTimeline
Briaud Financial Planning Inc7,518$680K0.27%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.7,459$679K0.1%+25113F-HRTimeline
Bryn Mawr Trust Advisors, LLC7,454$679K0.04%+1,05013F-HRTimeline
Rooted Wealth Advisors, Inc.7,251$673K0.29%-5013F-HRTimeline
VICUS CAPITAL7,339$668K0.06%+4,56813F-HRTimeline
Capital Investment Counsel, Inc7,330$667K0.1%+68013F-HRTimeline
Capital Advisors Wealth Management, LLC7,271$662K0.12%+1,98713F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.7,169$653K0.25%+1,22513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,165$652K<0.01%-37113F-HRTimelineGroup
Meridian Financial Partners LLC7,091$645K0.33%-11,45513F-HRTimeline
BayBridge Capital Group, LLC7,006$638K0.46%-2,01613F-HRTimeline
Keebeck Wealth Management6,988$636K0.09%-12,02413F-HRTimeline
J2 Capital Management Inc6,978$635K0.58%new13F-HRTimeline
Maia Wealth LLC7,241$634K0.14%-9,40913F-HRTimeline
Keystone Financial Group6,922$630K0.06%+82813F-HRTimeline
Dorsey Wright & Associates6,893$627K0.16%new13F-HRTimeline
FINANCIAL COUNSELORS INC6,822$621K0.01%+1,24213F-HRTimeline
NORDEN GROUP LLC6,796$619K0.07%+39713F-HRTimeline
Advyzon Investment Management, LLC6,669$607K0.21%+9113F-HRTimeline
Stokes Family Office, LLC6,653$606K0.07%+3,85013F-HRTimeline
North Forty Two & Co.6,642$605K0.67%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC6,622$603K0.02%-19,27413F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC6,619$603K0.33%-4,34913F-HRTimeline
PRIVATE TRUST CO NA6,607$601K0.06%+1,60213F-HRTimeline
Arizona PSPRS Trust6,601$601K0.02%new13F-HR/ATimeline
Biltmore Family Office, LLC6,593$600K0.1%+6,39013F-HRTimeline
Verdence Capital Advisors LLC6,537$595K0.05%new13F-HRTimeline
Westfuller Advisors, LLC6,495$591K0.39%+1913F-HRTimeline
Westside Investment Management, Inc.6,479$590K0.13%+1,39213F-HRTimeline
Cooper Financial Group6,474$589K0.08%-43,82413F-HRTimeline
VEGA INVESTMENT SOLUTIONS6,449$587K0.11%new13F-HRTimeline
GRIES FINANCIAL LLC6,408$583K0.11%-30,97213F-HRTimeline
OPTIMA CAPITAL LLC6,394$582K0.37%new13F-HRTimeline
Portside Wealth Group, LLC6,382$581K0.09%new13F-HR/ATimeline
Investor's Fiduciary Advisor Network, L…6,382$580K0.27%-6213F-HRTimeline
IFG Advisory, LLC6,369$580K0.03%-3,83213F-HRTimeline
Golden State Wealth Management, LLC6,359$579K0.09%+30713F-HR/ATimeline
SeaCrest Wealth Management, LLC6,349$578K0.07%+7513F-HRTimeline
Elevated Capital Advisors, LLC6,323$576K0.16%+96013F-HRTimeline
HANCOCK WHITNEY CORP6,302$574K0.02%-27,78313F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.6,277$571K0.39%-8,09813F-HRTimeline
D.B. Root & Company, LLC6,277$571K0.18%+15013F-HRTimeline
MATAURO, LLC6,272$571K0.12%-34413F-HRTimeline
J.W. COLE ADVISORS, INC.6,271$571K0.02%+3,47113F-HRTimeline
Consolidated Portfolio Review Corp6,181$563K0.09%-2,88313F-HRTimeline
Frontier Asset Management, LLC6,156$560K0.16%-31413F-HRTimeline
Fort Point Capital Partners LLC6,120$557K0.06%-4,18713F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC6,110$556K0.11%new13F-HRTimeline
FFG RETIREMENT ADVISORS LLC6,108$556K0.38%-34,76013F-HRTimeline
Accretive Wealth Partners, LLC6,349$556K0.2%+1,73313F-HRTimeline
World Investment Advisors6,091$554K0.01%-4,49913F-HRTimeline
MMBG INVESTMENT ADVISORS CO.6,086$554K0.06%013F-HRTimeline
Prasad Wealth Partners, LLC6,058$551K0.18%+3,19013F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC6,040$550K0.2%+29013F-HRTimeline
Stonebridge Financial Group, LLC6,024$548K0.06%-3513F-HRTimeline
Man Group plcin group Man Group plc6,017$548K<0.01%new13F-HRTimelineGroup
Fonville Wealth Management LLC6,009$547K0.16%-1,09113F-HRTimeline
EP Wealth Advisors, LLC5,982$545K<0.01%-4,70813F-HRTimeline
Trivium Point Advisory, LLC5,974$544K0.07%-64013F-HRTimeline
Northstar Financial Companies, Inc.5,930$540K0.59%-9013F-HRTimeline
OAK FAMILY ADVISORS, LLC5,917$539K0.22%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC5,917$539K0.07%+4,03813F-HRTimelineGroup
Andrew Hill Investment Advisors, Inc.5,725$521K0.5%new13F-HRTimeline
Vienna Asset Management LLC5,671$516K0.41%-22,93313F-HRTimeline
Empirical Asset Management, LLC5,620$512K0.17%-87613F-HRTimeline
GK Wealth Management LLC5,575$508K0.63%new13F-HR/ATimeline
SYNTAX RESEARCH, INC.5,562$506K0.35%+3613F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC5,558$506K0.52%+62013F-HRTimeline
Bison Wealth, LLC5,502$501K0.05%-1,14313F-HRTimeline
Balance Wealth Partners LLC5,446$496K0.32%13F-HRTimeline
SWMG, LLC5,567$495K0.2%-3,91513F-HRTimeline
National Wealth Management Group, LLC5,408$492K0.32%new13F-HRTimeline
High Falls Advisors, Inc5,377$489K0.11%-72,64313F-HRTimeline
BCGM Wealth Management, LLC5,356$488K0.15%-32,79513F-HRTimeline
Madrona Financial Services, LLC5,354$487K0.13%-33,48213F-HRTimeline
Navis Wealth Advisors, LLC5,346$487K0.48%new13F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC5,344$486K0.04%+15913F-HRTimeline
Herold Advisors, Inc.5,329$485K0.11%-33813F-HRTimeline
Fort Sheridan Advisors LLC5,317$484K0.07%+11713F-HRTimeline
WATERSHED PRIVATE WEALTH LLC5,198$473K0.19%-18,63213F-HRTimeline