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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
Icon Wealth Advisors, LLC9,394$829K0.06%+8,14213F-HRTimeline
Keebeck Wealth Management9,383$828K0.11%+2,39513F-HRTimeline
Summit Global Investmentsin group Summit Global Investments9,294$820K0.05%-6,98913F-HRTimelineGroup
Carlson Capital, L.P.9,200$812K0.46%new13F-HRTimeline
PETRA FINANCIAL ADVISORS INC9,172$809K0.51%-9213F-HRTimeline
SeaCrest Wealth Management, LLC9,170$809K0.09%+2,82113F-HRTimeline
Shared Vision Wealth Group LLC9,245$804K0.4%-3,26413F-HRTimeline
Lantern Wealth Advisors, LLC8,974$792K0.47%13F-HRTimeline
Advisors Asset Management, Inc.8,971$792K0.01%+57013F-HR/ATimeline
Security Financial Services, INC.8,971$792K0.14%+1,27413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,936$789K0.04%+6,26213F-HRTimelineGroup
J. W. Coons Advisors, LLC8,902$786K0.18%-30013F-HRTimeline
Able Wealth Management LLC8,784$775K0.39%+5,09313F-HRTimeline
Arkos Global Advisors8,702$768K0.11%013F-HRTimeline
Global Retirement Partners, LLC8,662$764K0.02%13F-HRTimeline
OLD NATIONAL BANCORP /IN/8,634$762K0.01%-6213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,612$760K<0.01%-4,20713F-HRTimelineGroup
Integrated Investment Consultants, LLC8,604$759K0.15%013F-HRTimeline
Detalus Advisors, LLC8,504$750K0.22%-2,39113F-HRTimeline
Annex Advisory Services, LLC8,468$747K0.02%-7,71213F-HRTimeline
Maridea Wealth Management LLC8,461$747K0.19%-25,12413F-HRTimeline
LCNB CORP8,400$741K0.26%-50013F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)8,370$739K0.32%013F-HRTimeline
Summit Wealth Group, LLC8,328$735K0.19%-31,76413F-HRTimeline
BOKF, NAin group BOKF, NA8,325$735K0.01%-12413F-HRTimelineGroup
Dentgroup LLC8,311$733K0.51%-1,50613F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.8,218$725K0.7%-6,11213F-HRTimeline
E Fund Management Co., Ltd.8,218$725K0.03%-6,11213F-HRTimeline
Castleview Partners, LLC8,156$720K0.46%-57913F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.8,149$719K0.26%+98013F-HRTimeline
Empowered Funds, LLC8,150$717K0.01%-59,40413F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC8,097$715K0.46%+7,17613F-HRTimeline
Rooted Wealth Advisors, Inc.8,240$707K0.24%+98913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC7,993$704K<0.01%-87,91913F-HRTimelineGroup
Austin Private Wealth, LLC7,924$699K0.06%-18,63913F-HRTimeline
Avid Wealth Partners LLC7,924$699K0.4%+4,86513F-HRTimeline
B. Riley Wealth Advisors, Inc.7,904$698K0.03%-13,14913F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC7,849$693K0.05%+2,50513F-HRTimeline
ORG Partners LLC7,847$693K0.15%-7,27013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.7,823$690K0.03%-1,87513F-HRTimelineGroup
One Wealth Advisors, LLC7,818$690K0.1%-10,25713F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …7,785$687K0.01%new13F-HR/ATimelineGroup
Legacy Edge Advisors, LLC7,723$682K0.09%new13F-HRTimeline
First Interstate Bank7,634$674K0.04%-13,47013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,558$667K0.03%+3,77013F-HRTimelineGroup
Keystone Financial Group7,547$666K0.06%+62513F-HRTimeline
Alamea Verwaltungs GmbH7,500$662K0.5%013F-HRTimeline
BayBridge Capital Group, LLC7,441$657K0.42%+43513F-HRTimeline
Slagle Financial, LLC7,425$655K0.26%-35413F-HRTimeline
Elequin Capital, LP7,345$648K0.09%+6,39713F-HRTimeline
MATAURO, LLC7,344$648K0.12%+1,07213F-HRTimeline
Capital Advisors Wealth Management, LLC7,309$645K0.1%+3813F-HRTimeline
Aurelius Family Office LLC7,301$644K0.3%-17313F-HRTimeline
Midwest Trust Co7,282$643K0.01%13F-HRTimeline
Briaud Financial Planning Inc7,312$641K0.25%-20613F-HRTimeline
CX Institutional7,261$641K0.02%-521,22613F-HR/ATimeline
Dunhill Financial, LLC7,246$640K0.19%new13F-HRTimeline
Herold Advisors, Inc.7,245$639K0.13%+1,91613F-HRTimeline
RWA WEALTH PARTNERS, LLC7,095$626K0.01%-115,72313F-HRTimeline
Strategic Investment Solutions, Inc. /IL7,069$624K0.19%-11,69013F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC7,046$622K0.34%+42713F-HRTimeline
Consolidated Portfolio Review Corp7,028$620K0.09%+84713F-HRTimeline
NWAM LLC7,073$616K0.04%new13F-HR/ATimeline
MY Wealth Management Inc.6,883$607K0.58%-164,83813F-HRTimeline
D.B. Root & Company, LLC6,877$607K0.18%+60013F-HRTimeline
Maia Wealth LLC6,813$601K0.11%-42813F-HRTimeline
GROUP ONE TRADING LLC6,789$599K0.02%new13F-HRTimeline
EP Wealth Advisors, LLC6,789$599K<0.01%+80713F-HRTimeline
Belpointe Asset Management LLC6,740$595K0.02%-10,32413F-HRTimeline
Lansing Street Advisors6,684$590K0.18%+1,74013F-HRTimeline
Stonebridge Financial Group, LLC6,684$590K0.06%+66013F-HRTimeline
Westside Investment Management, Inc.6,676$589K0.11%+19713F-HRTimeline
Keystone Financial Services6,671$589K0.2%-2,35913F-HRTimeline
Lewis Asset Management, LLC6,632$585K0.28%-1,30813F-HRTimeline
Biltmore Family Office, LLC6,593$582K0.1%013F-HRTimeline
Westfuller Advisors, LLC6,534$577K0.33%+3913F-HRTimeline
Elevated Capital Advisors, LLC6,323$576K0.16%013F-HRTimeline
Buck Wealth Strategies, LLC6,500$574K0.09%-1,08313F-HRTimeline
J.W. COLE ADVISORS, INC.6,471$571K0.01%+20013F-HRTimeline
VEGA INVESTMENT SOLUTIONS6,449$569K0.13%013F-HRTimeline
Estate Counselors, LLC6,440$568K0.06%new13F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC6,410$566K0.02%-13,79013F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC6,400$565K0.44%+3,60013F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…6,444$562K0.38%+3,01913F-HRTimeline
Accretive Wealth Partners, LLC6,363$562K0.18%+1413F-HRTimeline
WNY Asset Management, LLC6,319$558K0.06%-64,73413F-HRTimeline
North Forty Two & Co.6,292$555K0.59%-35013F-HRTimeline
Venturi Wealth Management, LLC6,262$553K0.03%+2,21013F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC6,197$547K0.18%+15713F-HRTimeline
Bryn Mawr Trust Advisors, LLC6,113$539K0.03%-1,34113F-HRTimeline
Fort Point Capital Partners LLC6,094$538K0.05%-2613F-HRTimeline
MMBG INVESTMENT ADVISORS CO.6,086$537K0.05%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC6,032$532K0.01%+2,03213F-HRTimelineGroup
Fonville Wealth Management LLC6,016$531K0.13%+713F-HRTimeline
NKCFO LLC6,000$530K0.22%-15,00013F-HRTimeline
Gilman Hill Asset Management, LLC6,000$530K0.09%-2,87513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC5,960$526K0.04%-17,97113F-HRTimeline
Guardian Partners Inc.6,000$522K0.05%new13F-HRTimeline
Core Wealth Partners LLC5,836$515K0.26%+1,29713F-HRTimeline
GWN SECURITIES INC.5,825$514K0.1%-164,16113F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…5,819$514K0.02%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC5,794$511K0.03%new13F-HR/ATimeline
Empirical Asset Management, LLC5,737$506K0.16%+11713F-HRTimeline
IFG Advisory, LLC5,707$504K0.03%-66213F-HRTimeline
NFSG Corp5,667$500K0.08%+3,53713F-HRTimeline
Alta Wealth Advisors LLC5,663$500K0.24%new13F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC5,592$493K0.47%+3413F-HRTimeline
Impact Investors, Inc5,564$491K0.35%new13F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP5,461$482K0.08%new13F-HRTimeline
Berger Financial Group, Inc5,377$474K0.03%-2,51613F-HRTimeline
DLD Asset Management, LP5,359$473K0.06%new13F-HR/ATimeline
ONE Advisory Partners, LLC5,496$473K0.16%new13F-HRTimeline
Causey Wealth LLC5,353$472K0.24%+2,76713F-HRTimeline
OPTIMA CAPITAL LLC5,349$472K0.25%-1,04513F-HRTimeline
Navis Wealth Advisors, LLC5,346$472K0.4%013F-HRTimeline
SAXON INTERESTS, INC.5,101$464K0.22%013F-HRTimeline
Sloy Dahl & Holst, LLC5,250$463K0.06%+2,58013F-HRTimeline
Bison Wealth, LLC5,245$463K0.04%-25713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC5,243$462K0.08%new13F-HRTimeline
BCGM Wealth Management, LLC5,235$462K0.13%-12113F-HRTimeline
Summit Financial Wealth Advisors, LLC5,230$462K0.08%+1,73013F-HRTimeline
Weaver Consulting Group5,203$459K0.13%+84513F-HRTimeline
Fort Sheridan Advisors LLC5,200$459K0.07%-11713F-HRTimeline
FFG RETIREMENT ADVISORS LLC5,108$451K0.28%-1,00013F-HRTimeline
Second Half Financial Partners, LLC5,087$449K0.21%+76713F-HRTimeline
Spectrum Planning & Advisory Services I…5,061$447K0.29%-8,00613F-HRTimeline
Barry Investment Advisors, LLC5,012$442K0.11%+113F-HRTimeline
Wilkins Miller Wealth Management, LLC5,005$442K0.3%new13F-HRTimeline
Warren Street Wealth Advisors, LLC5,000$441K0.15%new13F-HRTimeline
Fragasso Financial Advisors Inc4,984$440K0.03%+21413F-HRTimeline
HOWARD BAILEY SECURITIES, LLC4,973$439K0.14%-213F-HR/ATimeline
FLORIDA FINANCIAL ADVISORS, LLC4,956$437K0.15%+2,31013F-HR/ATimeline
HB Wealth Management, LLC4,869$430K<0.01%+1,29513F-HRTimeline
5T Wealth, LLC4,853$428K0.22%-7,59213F-HRTimeline
Tranquilli Financial Advisor LLC4,815$425K0.26%-4,24713F-HRTimeline
HCR Wealth Advisors4,804$424K0.05%+5013F-HRTimeline
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC4,800$424K<0.01%new13F-HRTimeline
Meridian Wealth Advisors, LLC4,793$423K0.07%+2,57913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,792$423K0.06%-36,71013F-HRTimeline
Professional Financial Advisors, LLC4,785$422K0.1%-8,52313F-HRTimeline
Visionary Wealth Advisors4,776$421K0.02%new13F-HRTimeline
Apeiron RIA LLC4,752$419K0.11%-6,28113F-HRTimeline
Fiduciary Alliance LLC4,751$419K0.03%-26313F-HRTimeline
VICTORY FINANCIAL GROUP, LLC4,744$419K0.07%new13F-HRTimeline
Global View Capital Management LLC4,729$417K0.13%+73313F-HRTimeline
RAM Investment Partners, LLC4,718$416K0.09%013F-HRTimeline
WMG Financial Advisors, LLC4,701$415K0.15%-19313F-HRTimeline
Advisory Alpha, LLC4,699$415K0.01%-23513F-HRTimeline
Coastwise Capital Group, LLC4,698$415K0.33%+54013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,643$410K<0.01%-17313F-HRTimelineGroup
WEDGEWOOD INVESTORS INC /PA/4,613$407K0.47%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,611$407K0.2%-5,72013F-HRTimeline
BEACON FINANCIAL GROUP4,600$406K0.04%+1,90213F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.4,561$403K0.37%+1,22613F-HRTimeline
Pinnacle Investment Management Ltd4,500$397K2.29%-55,50013F-HRTimeline
GRIES FINANCIAL LLC4,489$396K0.07%-1,91913F-HRTimeline
Meridian Financial Partners LLC4,455$393K0.18%-2,63613F-HRTimeline
Mayflower Financial Advisors, LLC4,437$392K0.05%-8,17913F-HRTimeline
CW Advisors, LLC4,421$390K<0.01%+28313F-HRTimeline
Triad Wealth Partners, LLC4,422$390K0.08%+2,11013F-HRTimeline
PATTEN & PATTEN INC/TN4,418$390K0.03%-36413F-HRTimeline
National Wealth Management Group, LLC4,411$389K0.22%-99713F-HRTimeline
TruWealth Advisors, LLC4,410$389K0.02%+1,62913F-HRTimeline
Core Wealth Advisors, Inc.4,393$388K0.11%new13F-HRTimeline
Kelly Financial Services LLC4,326$382K0.11%+61213F-HRTimeline
Pinnacle Bancorp, Inc.4,322$381K0.12%013F-HRTimeline
Running Point Capital Advisors, LLC4,306$380K0.1%+35013F-HRTimeline
Mascagni Wealth Management, Inc.4,303$380K0.32%+1,03013F-HRTimeline
BCS Private Wealth Management, Inc.4,275$377K0.14%13F-HRTimeline
Golden State Wealth Management, LLC4,251$375K0.05%-2,10813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,204$371K0.05%+16913F-HRTimeline
SYNOVUS FINANCIAL CORP4,094$361K<0.01%-6513F-HRTimeline
United Advisor Group, LLC4,093$361K0.06%-4,51613F-HRTimeline
Ethos Financial Group, LLC4,044$357K0.03%-4,64613F-HRTimeline
EAGLE GLOBAL ADVISORS LLC4,043$357K0.01%013F-HRTimeline
Intellectus Partners, LLC4,038$356K0.08%+55213F-HRTimeline
Avidian Wealth Enterprises, LLC4,025$355K0.01%-1,15713F-HRTimeline
PRIVATE TRUST CO NA4,001$353K0.03%-2,60613F-HRTimeline
HOWE & RUSLING INC3,973$351K0.03%+6313F-HRTimeline
Traction Financial Partners, LLC3,964$350K0.24%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,917$346K0.05%-3,54213F-HRTimeline
TSA Wealth Managment LLC3,892$343K0.13%-4,98513F-HRTimeline
Cyndeo Wealth Partners, LLC3,810$336K0.02%-11,33213F-HRTimeline
Chicago Capital, LLC3,800$335K0.01%new13F-HRTimeline
UMB Bank, n.a.3,799$335K0.01%-51513F-HR/ATimeline
WATERSHED PRIVATE WEALTH LLC3,761$332K0.12%-1,43713F-HRTimeline
Stokes Family Office, LLC3,742$330K0.03%-2,91113F-HRTimeline
Ranch Capital Advisors Inc.3,733$329K0.14%+3013F-HRTimeline
Realta Investment Advisors3,714$328K0.13%-4,46313F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC3,700$327K0.05%new13F-HRTimeline
Coordinated Financial Services, Inc.3,643$322K0.22%13F-HRTimeline
Friedenthal Financial3,634$321K0.18%+3,37313F-HRTimeline
Modera Wealth Management, LLC3,624$320K<0.01%+90113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC3,600$318K<0.01%-89,68613F-HRTimeline
Magnus Financial Group LLC3,594$317K0.03%-59613F-HRTimeline
SteelPeak Wealth, LLC3,587$317K0.01%-29913F-HRTimeline
Kovack Advisors, Inc.3,584$316K0.03%-11613F-HRTimeline
Valmark Advisers, Inc.3,545$313K<0.01%-1,14713F-HRTimeline
Kaizen Financial Strategies3,531$312K0.16%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,512$310K0.02%new13F-HRTimeline