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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
Northstar Financial Companies, Inc.6,020$526K0.5%13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.5,944$519K0.21%+1,72213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,833$509K0.01%-3,22513F-HRTimeline
Gen-Wealth Partners Inc5,813$508K0.22%+13713F-HRTimeline
Core Wealth Partners LLC5,790$506K0.29%+1,84013F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC5,750$502K0.18%+5413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,702$501K0.05%+3,24413F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC5,710$499K0.02%-19,90013F-HRTimeline
Advisory Alpha, LLC5,680$496K0.02%-46813F-HRTimeline
Herold Advisors, Inc.5,667$495K0.11%-36313F-HRTimeline
Beacon Pointe Advisors, LLC5,661$494K0.01%+2,53713F-HRTimeline
FINANCIAL COUNSELORS INC5,580$487K0.01%-40913F-HRTimeline
STRATEGY ASSET MANAGERS LLC5,533$483K0.09%-5,83013F-HRTimeline
SYNTAX RESEARCH, INC.5,526$483K0.35%-38,46413F-HRTimeline
Perennial Investment Advisors, LLC5,503$481K0.06%-13713F-HRTimeline
Crown Wealth Group, LLC5,500$480K0.2%new13F-HRTimeline
SUTTON PLACE INVESTORS LLC5,467$477K0.28%+24413F-HRTimeline
LifePlan Investment Advisors, Inc.5,437$475K0.29%-34813F-HRTimeline
Sovereign Financial Group, Inc.5,436$475K0.11%-1,16913F-HRTimeline
Elios Financial Group Inc.5,425$474K0.22%-9913F-HRTimeline
Strategic Wealth Partners, Ltd.5,342$474K0.04%+3813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP5,401$472K<0.01%+5013F-HRTimelineGroup
Elevated Capital Advisors, LLC5,363$468K0.13%new13F-HRTimeline
Capital Advisors Wealth Management, LLC5,284$461K0.08%-2,60513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,273$461K0.02%-77013F-HRTimeline
Fort Sheridan Advisors LLC5,200$454K0.07%new13F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC5,185$453K0.03%-2,18013F-HRTimeline
Pines Wealth Management, LLC5,275$451K0.2%13F-HRTimeline
Accurate Wealth Management, LLC5,234$447K0.09%-19313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…5,108$446K0.09%new13F-HRTimelineGroup
SAXON INTERESTS, INC.5,106$446K0.2%-93313F-HRTimeline
HOWARD BAILEY SECURITIES, LLC5,099$445K0.17%-2,56913F-HRTimeline
Westside Investment Management, Inc.5,087$444K0.09%-11,86613F-HRTimeline
Barry Investment Advisors, LLC5,011$438K0.14%new13F-HRTimeline
PRIVATE TRUST CO NA5,005$437K0.04%-2,25813F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…5,000$437K0.04%new13F-HRTimelineGroup
EWA, LLC4,979$435K0.16%+41313F-HRTimeline
Stewardship Advisors, LLC4,968$434K0.12%-1,32213F-HRTimeline
Global Assets Advisory, LLC4,928$432K0.24%+42713F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC4,938$431K0.46%13F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC4,909$429K0.12%-22,63513F-HRTimeline
PATTEN & PATTEN INC/TN4,867$425K0.03%+82713F-HRTimeline
Summa Corp.4,850$424K0.21%013F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/4,791$418K0.49%013F-HRTimeline
Marshall Financial Group, LLC4,788$418K0.1%+31813F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,772$417K0.03%-16113F-HRTimeline
Fragasso Financial Advisors Inc4,739$414K0.03%+6713F-HRTimeline
RAM Investment Partners, LLC4,718$412K0.1%-49713F-HRTimeline
Canandaigua National Trust Co of Florida4,676$408K0.32%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,661$407K0.01%-1,70213F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC4,629$404K0.01%+21513F-HRTimeline
Accretive Wealth Partners, LLC4,616$403K0.17%-9,36913F-HRTimeline
Vertex Planning Partners, LLC4,590$401K0.09%+1713F-HRTimeline
Avior Wealth Management, LLC4,589$401K0.01%+19913F-HRTimeline
AMERIFLEX GROUP, INC.4,536$398K0.18%13F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…4,523$395K0.01%new13F-HRTimelineGroup
Innova Wealth Partners4,509$394K0.25%-99,52113F-HRTimeline
TruWealth Advisors, LLC4,431$387K0.02%new13F-HRTimeline
EAGLE GLOBAL ADVISORS LLC4,383$383K0.02%-58213F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich3,967$382K<0.01%-9,15313F-HRTimeline
Caldwell Trust Co4,376$382K0.04%+24613F-HRTimeline
Weaver Consulting Group4,358$381K0.12%-9313F-HRTimeline
Hobbs Wealth Management, LLC4,351$380K0.43%13F-HRTimeline
Coordinated Financial Services, Inc.4,348$380K0.3%13F-HRTimeline
Bleakley Financial Group, LLC4,338$379K0.01%new13F-HRTimeline
Indie Asset Partners, LLC4,326$378K0.3%-1,24113F-HRTimeline
UMB Bank, n.a.4,314$377K0.01%+2,79113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Valmark Advisers, Inc.4,299$375K0.01%+51513F-HRTimeline
Second Half Financial Partners, LLC4,288$374K0.18%-14713F-HRTimeline
GenTrust, LLC4,234$370K0.02%-93413F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.4,231$369K0.02%-15113F-HRTimeline
SMITH, MOORE & CO.4,206$367K0.03%-60013F-HRTimeline
ASHFORD CAPITAL MANAGEMENT INC4,153$363K0.04%-8,45113F-HRTimeline
NFSG Corp4,129$361K0.09%new13F-HRTimeline
Aspire Private Capital, LLC4,113$359K0.09%+20413F-HRTimeline
Lansing Street Advisors4,078$356K0.12%+94713F-HRTimeline
Clarus Wealth Advisors4,160$355K0.18%-7613F-HRTimeline
Union Bancaire Privee, UBP SA4,230$355K0.01%13F-HR/ATimeline
Semmax Financial Advisors Inc.4,003$355K0.09%-33,06713F-HRTimeline
Avid Wealth Partners LLC4,063$355K0.25%-86313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,046$353K<0.01%-16913F-HRTimelineGroup
Global View Capital Management LLC4,029$353K0.12%13F-HRTimeline
Capital Square, LLC4,019$351K0.2%-5,37613F-HRTimeline
Fortitude Advisory Group L.L.C.3,983$348K0.21%-13813F-HRTimeline
POWER WEALTH MANAGEMENT LLC3,952$345K0.14%-37913F-HRTimeline
Resurgent Financial Advisors LLC3,939$344K0.2%-35913F-HRTimeline
MATHER GROUP, LLC.3,900$341K<0.01%new13F-HRTimeline
MCF Advisors LLC3,893$340K0.02%013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC3,854$338K0.19%+913F-HRTimeline
Optivise Advisory Services LLC3,855$337K0.18%-17613F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,815$337K0.11%new13F-HRTimeline
CPC Advisors, LLC3,851$336K0.05%-23713F-HRTimeline
Caitlin John, LLC3,835$335K0.23%-31813F-HRTimeline
Running Point Capital Advisors, LLC3,831$335K0.11%-28113F-HRTimeline
HOWE & RUSLING INC3,810$333K0.03%+3,74513F-HRTimeline
PURSUE WEALTH PARTNERS LLC3,790$331K0.19%new13F-HRTimeline
Cornerstone Wealth Management, LLC3,782$330K0.02%+20113F-HRTimeline
Coppell Advisory Solutions LLC3,746$329K0.05%+1,58913F-HRTimeline
Kaizen Financial Strategies3,727$325K0.18%+43513F-HRTimeline
NorthCrest Asset Manangement, LLC3,700$323K0.01%-7213F-HR/ATimeline
Retirement Wealth Solutions LLC3,776$323K0.27%13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,695$323K0.05%-17,98713F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC3,681$321K0.2%13F-HRTimeline
DOVER ADVISORS, LLC3,672$321K0.18%-3,50613F-HRTimeline
Latko Wealth Management, Ltd.3,659$320K0.19%+15013F-HRTimeline
Beacon Financial Advisory LLC3,635$317K0.1%-1,49313F-HRTimeline
Hutchens & Kramer Investment Management…3,624$316K0.17%+22013F-HRTimeline
JT Stratford LLC3,623$316K0.05%-39613F-HRTimeline
MONTAG A & ASSOCIATES INC3,567$312K0.01%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC3,563$311K<0.01%-32,18613F-HRTimelineGroup
Retirement Planning Group, LLC3,545$310K0.02%new13F-HRTimeline
Coastwise Capital Group, LLC3,537$309K0.25%+4613F-HRTimeline
Summit Financial Wealth Advisors, LLC3,500$309K0.06%013F-HRTimeline
Ranch Capital Advisors Inc.3,524$308K0.15%-4,14313F-HRTimeline
Wells Financial Advisors INC3,520$307K0.42%+1,66313F-HRTimeline
Vantage Financial Partners, LLC3,519$307K0.08%-46,75413F-HRTimeline
Cannell & Spears LLC3,510$307K0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.3,502$306K0.1%+42313F-HRTimeline
Western Wealth Management, LLC3,488$305K0.02%-20,97313F-HR/ATimeline
Intellectus Partners, LLC3,458$302K0.07%new13F-HRTimeline
GUIDANCE CAPITAL, INC3,446$301K0.09%-5,27813F-HRTimeline
Charter Oak Capital Management, LLC3,422$299K0.03%-78013F-HRTimeline
Mascagni Wealth Management, Inc.3,273$298K0.3%13F-HR/ATimeline
Encompass More Asset Management3,411$298K0.1%new13F-HRTimeline
Maxwell Wealth Strategies Inc.3,396$297K0.12%+28213F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC3,392$296K0.21%+12613F-HRTimeline
Merkkuri Wealth Advisors LLC3,385$296K0.23%+57813F-HRTimeline
OMNI 360 Wealth, Inc.3,369$294K0.2%-31113F-HR/ATimeline
IAMS WEALTH MANAGEMENT, LLC3,363$294K0.13%new13F-HRTimeline
Fiduciary Alliance LLC3,342$292K0.03%new13F-HRTimeline
CADINHA & CO LLC3,308$289K0.05%013F-HRTimeline
Mill Creek Capital Advisors, LLC3,295$288K0.01%-4,49913F-HRTimeline
Jaffetilchin Investment Partners, LLC3,271$286K0.02%+6313F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC3,251$284K0.28%13F-HRTimeline
Causey Wealth LLC3,231$282K0.16%13F-HRTimeline
Mendel Capital Management LLC3,217$281K0.17%-1,05213F-HRTimeline
Fairvoy Private Wealth, LLC3,169$277K0.07%13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC3,161$276K0.31%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,160$276K0.02%-1,03613F-HR/ATimelineGroup
Tandem Financial, LLC3,139$274K0.29%13F-HRTimeline
King Wealth Management Group3,138$274K0.04%+10213F-HRTimeline
Fortis Group Advisors, LLC3,107$271K0.05%-99,88013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC3,105$271K0.13%+87013F-HRTimeline
SPC Financial, Inc.3,098$271K0.02%+18813F-HRTimeline
SkyOak Wealth, LLC3,037$265K0.06%new13F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC3,036$265K0.26%13F-HRTimeline
Glaxis Capital Management, LLC3,000$262K0.73%new13F-HRTimeline
Warberg Asset Management LLC3,000$262K0.07%new13F-HRTimeline
COMMONS CAPITAL, LLC2,960$259K0.23%-12,44013F-HRTimeline
CSS LLC/IL2,960$258K0.02%new13F-HRTimeline
Range Financial Group LLC2,942$257K0.12%new13F-HRTimeline
WMG Financial Advisors, LLC2,930$256K0.11%-48413F-HRTimeline
Able Wealth Management LLC2,916$255K0.17%new13F-HRTimeline
VestGen Investment Management2,883$252K0.07%-52,41413F-HRTimeline
Murphy & Mullick Capital Management Corp2,878$251K0.23%13F-HRTimeline
Medallion Wealth Advisors, LLC2,872$251K0.12%13F-HRTimeline
Pinion Investment Advisors, LLC2,869$251K0.1%-42113F-HRTimeline
Maiden Cove Capital, LLC2,868$250K0.23%+19513F-HRTimeline
Prasad Wealth Partners, LLC2,868$250K0.08%13F-HRTimeline
Parallel Advisors, LLC2,844$248K0.01%-2,06613F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP2,842$248K0.06%+3713F-HRTimeline
Ridgeline Wealth, LLC2,831$247K0.2%13F-HRTimeline
Magnus Financial Group LLC2,827$247K0.02%-6,01913F-HRTimeline
Quest 10 Wealth Builders, Inc.2,825$247K0.25%13F-HRTimeline
Wealthspire Advisors, LLC2,810$245K<0.01%new13F-HRTimeline
BALLAST ADVISORS LLC2,809$245K0.08%-77913F-HRTimeline
Stokes Family Office, LLC2,803$245K0.03%-1,57313F-HRTimeline
J.W. COLE ADVISORS, INC.2,800$245K0.01%-35013F-HRTimeline
Balanced Rock Investment Advisors LLC2,778$243K0.19%new13F-HRTimeline
VICUS CAPITAL2,771$242K0.02%-9,01613F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV2,749$240K0.01%-80,69313F-HRTimeline
NAPA WEALTH MANAGEMENT2,747$240K0.1%new13F-HRTimeline
BRIGHTON JONES LLC2,747$240K0.01%+60113F-HR/ATimeline
Crew Capital Management, Ltd2,745$240K0.2%-61,78913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,722$238K<0.01%+66613F-HRTimeline
XML Financial, LLC2,690$235K0.02%+113F-HRTimeline
Ipsen Advisor Group LLC2,679$234K0.2%13F-HRTimeline
Sound Income Strategies, LLC2,663$233K0.01%+58413F-HRTimeline
Walkner Condon Financial Advisors LLC2,653$232K0.05%-3313F-HRTimeline
Kingdom Financial Group LLC.2,649$231K0.16%-39413F-HRTimeline
American Investment Services, Inc.2,643$231K0.04%+36813F-HR/ATimeline
LAKE STREET ADVISORS GROUP, LLC2,638$230K0.01%new13F-HRTimeline
Catalina Capital Group, LLC2,611$228K0.08%+26913F-HRTimeline
WHITTIER TRUST CO2,599$227K<0.01%013F-HRTimeline
Penbrook Management LLC2,595$227K0.15%-10013F-HRTimeline
Vantage Point Financial LLC2,553$223K0.12%13F-HRTimeline
Main Street Financial Solutions, LLC2,549$223K0.02%new13F-HRTimeline
Almanack Investment Partners, LLC.2,540$222K0.03%-90,77213F-HRTimeline
WealthTrak Capital Management LLC2,530$221K0.19%13F-HRTimeline
Hunting Hill Global Capital, LLC2,528$221K0.1%new13F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,525$221K0.1%-32513F-HRTimeline
Heritage Family Offices, LLP2,510$219K0.11%+16013F-HRTimeline
KPP Advisory Services LLC2,500$218K0.05%013F-HRTimeline
DEARBORN PARTNERS LLC2,500$218K0.01%-19313F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC2,494$218K0.07%-1,34613F-HRTimelineGroup
BridgePort Financial Solutions, LLC2,371$216K0.1%13F-HRTimeline
AdvisorNet Financial, Inc2,471$216K0.02%-9,48113F-HRTimeline
Cox Capital Mgt LLC2,471$216K0.14%+32913F-HRTimeline
Rede Wealth, LLC2,466$215K0.08%+2013F-HRTimeline
EASTERN BANK2,461$215K<0.01%+47313F-HRTimeline