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
Avidian Wealth Enterprises, LLC5,182$472K0.02%-6,02013F-HRTimeline
SAXON INTERESTS, INC.5,101$464K0.22%-513F-HRTimeline
Elios Financial Group Inc.5,073$462K0.23%-35213F-HRTimeline
Pettinga Financial Advisors LLC5,043$459K0.11%-39,03413F-HRTimeline
Fiduciary Alliance LLC5,014$456K0.04%+1,67213F-HRTimeline
Barry Investment Advisors, LLC5,011$456K0.12%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,000$455K0.02%-27313F-HRTimeline
FNY Investment Advisers, LLC5,000$455K0.28%-4,56013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC4,975$453K0.15%-12413F-HR/ATimeline
Lansing Street Advisors4,944$450K0.15%+86613F-HRTimeline
Advisory Alpha, LLC4,934$449K0.02%-74613F-HR/ATimeline
Cypress Wealth Services, LLC4,904$446K0.09%-17,85513F-HRTimeline
WMG Financial Advisors, LLC4,894$446K0.19%+1,96413F-HRTimeline
Midwest Capital Advisors, LLC4,855$442K0.27%-22,51813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,816$438K<0.01%-58513F-HRTimelineGroup
RIA Advisory Group LLC4,803$437K0.14%-37,57513F-HRTimeline
PATTEN & PATTEN INC/TN4,782$435K0.03%-8513F-HRTimeline
Fragasso Financial Advisors Inc4,770$434K0.03%+3113F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA4,760$433K<0.01%-129,92513F-HR/ATimelineGroup
HCR Wealth Advisors4,754$433K0.06%-36,21513F-HRTimeline
RAM Investment Partners, LLC4,718$429K0.11%013F-HRTimeline
Valmark Advisers, Inc.4,692$427K0.01%+39313F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/4,613$420K0.5%-17813F-HRTimeline
Core Wealth Partners LLC4,539$413K0.24%-1,25113F-HRTimeline
Avior Wealth Management, LLC4,506$410K0.02%-8313F-HRTimeline
Cadence Bank4,480$408K0.03%+2,10413F-HRTimeline
Weaver Consulting Group4,358$397K0.12%013F-HRTimeline
Pinnacle Bancorp, Inc.4,322$393K0.13%+82013F-HRTimeline
Second Half Financial Partners, LLC4,320$393K0.19%+3213F-HRTimeline
UMB Bank, n.a.4,314$393K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Fulcrum Equity Management4,258$388K0.42%-1,94113F-HRTimeline
Innova Wealth Partners4,239$386K0.24%-27013F-HRTimeline
ROMAN BUTLER FULLERTON & CO4,345$382K0.15%+53013F-HRTimeline
Magnus Financial Group LLC4,190$381K0.04%+1,36313F-HRTimeline
Concorde Asset Management, LLC4,280$380K0.2%-3,76713F-HRTimeline
SYNOVUS FINANCIAL CORP4,159$379K<0.01%-6,04013F-HRTimeline
Coastwise Capital Group, LLC4,158$379K0.32%+62113F-HRTimeline
CW Advisors, LLC4,138$376K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,110$374K0.03%-66213F-HRTimeline
Venturi Wealth Management, LLC4,052$369K0.02%-185,70013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC4,043$368K0.02%-34013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,035$367K0.05%-35,06913F-HRTimeline
Fairvoy Private Wealth, LLC4,012$365K0.1%+84313F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC4,000$364K0.01%+3,20013F-HRTimelineGroup
Global View Capital Management LLC3,996$364K0.13%-3313F-HRTimeline
Running Point Capital Advisors, LLC3,956$360K0.11%+12513F-HRTimeline
Union Bancaire Privee, UBP SA4,230$360K0.01%013F-HRTimeline
Coordinated Financial Services, Inc./CO3,943$359K0.28%13F-HRTimeline
HOWE & RUSLING INC3,910$356K0.03%+10013F-HRTimeline
MCF Advisors LLC3,893$354K0.03%013F-HRTimeline
SteelPeak Wealth, LLC3,886$354K0.02%-68,86313F-HRTimeline
Huntleigh Advisors, Inc.3,855$351K0.08%+1,55213F-HR/ATimeline
WORLD EQUITY GROUP, INC.3,852$351K0.1%+1,39213F-HRTimeline
Defined Financial Planning LLC3,797$347K0.35%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,788$345K0.02%+62813F-HR/ATimelineGroup
STRATEGY ASSET MANAGERS LLC3,778$344K0.07%-1,75513F-HRTimeline
Kelly Financial Services LLC3,714$338K0.12%-70,74813F-HRTimeline
Ranch Capital Advisors Inc.3,703$337K0.16%+17913F-HRTimeline
NorthCrest Asset Manangement, LLC3,700$337K0.01%013F-HRTimeline
Kovack Advisors, Inc.3,700$337K0.04%-3,13813F-HRTimeline
Able Wealth Management LLC3,691$336K0.2%+77513F-HRTimeline
Sequent Planning LLC3,664$334K0.12%new13F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC3,646$332K0.19%-3513F-HRTimeline
HB Wealth Management, LLC3,574$325K<0.01%new13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,545$323K0.01%+82313F-HRTimeline
AMERIFLEX GROUP, INC.3,530$321K0.13%-1,00613F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC3,528$321K0.08%+1,03413F-HRTimelineGroup
Sovereign Financial Group, Inc.3,516$320K0.07%-1,92013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise3,518$320K0.01%13F-HRTimelineGroup
Cannell & Spears LLC3,510$320K0.01%013F-HRTimeline
Summit Financial Wealth Advisors, LLC3,500$319K0.06%013F-HRTimeline
Intellectus Partners, LLC3,486$317K0.08%+2813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC3,484$317K0.15%-6,28513F-HRTimeline
Carrera Capital Advisors3,442$313K0.07%new13F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…3,425$312K0.32%new13F-HRTimeline
MATHER GROUP, LLC.3,423$312K<0.01%-47713F-HRTimeline
Fortis Capital Advisors, LLC3,418$311K0.06%-34,99313F-HRTimeline
MONTAG A & ASSOCIATES INC3,417$311K0.02%-15013F-HRTimeline
New Century Financial Group, LLC3,393$309K0.36%-5,49713F-HRTimeline
Jaffetilchin Investment Partners, LLC3,373$307K0.02%+10213F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.3,335$304K0.3%+97113F-HRTimeline
Shira Ridge Wealth Management3,295$300K0.15%-14,17213F-HRTimeline
Mascagni Wealth Management, Inc.3,273$298K0.3%013F-HR/ATimeline
Altura Wealth Advisors Inc.3,254$296K0.2%-12,01813F-HRTimeline
Capital Investment Advisory Services, L…3,243$295K0.03%+2,22313F-HRTimeline
WBH ADVISORY INC3,237$295K0.03%new13F-HRTimeline
Vantage Financial Partners, LLC3,236$295K0.07%-28313F-HRTimeline
First Heartland Consultants, Inc.3,232$294K0.03%-11,03313F-HRTimeline
NAPA WEALTH MANAGEMENT3,190$290K0.16%+44313F-HRTimeline
Western Wealth Management, LLC3,174$289K0.02%-31413F-HRTimeline
McNaughton Wealth Management, LLC3,172$289K0.14%new13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC3,161$288K0.33%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.3,115$284K0.01%-1,11613F-HRTimeline
OMNI 360 Wealth, Inc.3,112$283K0.19%-25713F-HR/ATimeline
SMITH, MOORE & CO.3,106$283K0.03%-1,10013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC3,099$282K0.28%+6313F-HRTimeline
IPG Investment Advisors LLC3,070$279K0.06%new13F-HRTimeline
Avid Wealth Partners LLC3,059$278K0.19%-1,00413F-HRTimeline
Mendel Capital Management LLC3,045$277K0.17%-17213F-HRTimeline
King Wealth Management Group3,046$277K0.04%-9213F-HRTimeline
Mill Creek Capital Advisors, LLC3,005$274K0.01%-29013F-HRTimeline
SkyOak Wealth, LLC3,000$273K0.06%-3713F-HRTimeline
Cloud Capital Management, LLC3,001$273K0.19%13F-HRTimeline
Tandem Financial, LLC2,999$273K0.3%-14013F-HRTimeline
Astoria Portfolio Advisors LLC.3,118$272K0.09%new13F-HRTimeline
My Legacy Advisors, LLC2,986$272K0.1%-13,16613F-HRTimeline
SPC Financial, Inc.2,982$271K0.02%-11613F-HRTimeline
Copperleaf Capital, LLC2,954$269K0.16%-5,33013F-HRTimeline
Occidental Asset Management, LLC2,952$269K0.04%new13F-HRTimeline
HUB Investment Partners, LLC2,949$268K0.01%new13F-HRTimeline
Cedar Wealth Management, LLC2,926$266K0.09%new13F-HRTimeline
Balboa Wealth Partners2,916$265K0.06%new13F-HRTimeline
VestGen Advisors, LLC2,907$265K0.01%13F-HRTimeline
DOVER ADVISORS, LLC2,896$264K0.11%-77613F-HRTimeline
Cornerstone Wealth Management, LLC2,875$262K0.02%-90713F-HRTimeline
Aprio Wealth Management, LLC2,839$258K0.03%new13F-HRTimeline
AVALON CAPITAL MANAGEMENT2,823$257K0.07%new13F-HRTimeline
CPC Advisors, LLC2,823$257K0.04%-1,02813F-HRTimeline
Murphy & Mullick Capital Management Corp2,809$256K0.25%-6913F-HRTimeline
LOWERY THOMAS, LLC2,807$255K0.17%-7,89613F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC2,800$255K0.2%13F-HRTimeline
Pingora Partners LLC2,800$255K0.19%+1,30013F-HRTimeline
TruWealth Advisors, LLC2,781$253K0.02%-1,65013F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV2,749$250K0.01%013F-HR/ATimeline
Cox Capital Mgt LLC2,737$249K0.18%+26613F-HRTimeline
Charter Oak Capital Management, LLC2,736$249K0.02%-68613F-HRTimeline
Strait & Sound Wealth Management LLC2,736$249K0.12%new13F-HRTimeline
Modera Wealth Management, LLC2,723$248K<0.01%-5,71013F-HRTimeline
NWF Advisory Services Inc.2,719$248K0.03%-26,31113F-HRTimeline
BEACON FINANCIAL GROUP2,698$246K0.03%-30,61613F-HRTimeline
CADINHA & CO LLC2,693$245K0.05%-61513F-HRTimeline
Medallion Wealth Advisors, LLC2,674$245K0.11%-19813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,674$243K0.01%-47,13113F-HRTimelineGroup
Sloy Dahl & Holst, LLC2,670$243K0.04%new13F-HRTimeline
Walkner Condon Financial Advisors LLC2,653$242K0.05%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,646$241K0.09%-3,71013F-HRTimeline
Wells Financial Advisors INC2,640$240K0.33%-88013F-HRTimeline
Heritage Family Offices, LLP2,628$239K0.12%+11813F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,608$237K0.11%+16213F-HRTimeline
Sequoia Financial Advisors, LLC2,603$237K<0.01%new13F-HRTimeline
Canandaigua National Trust Co of Florida2,600$237K0.21%-2,07613F-HRTimeline
WHITTIER TRUST CO2,599$237K<0.01%013F-HRTimeline
Penbrook Management LLC2,595$236K0.18%013F-HRTimeline
Marshall Financial Group, LLC2,589$236K0.05%-2,19913F-HRTimeline
Causey Wealth LLC2,586$235K0.13%-64513F-HRTimeline
Beacon Financial Advisory LLC2,555$233K0.07%-1,08013F-HRTimeline
RDA Financial Network2,553$232K0.07%-5,46713F-HRTimeline
Ipsen Advisor Group LLC2,539$231K0.2%-14013F-HRTimeline
Ridgeline Wealth, LLC2,531$230K0.2%-30013F-HRTimeline
LaSalle St. Investment Advisors, LLC2,532$230K0.05%-4,77913F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,525$230K0.1%013F-HRTimeline
Beacon Capital Management, LLC2,505$228K0.03%-4,66913F-HRTimeline
Harbour Capital Advisors, LLC2,481$228K0.06%new13F-HRTimeline
DEARBORN PARTNERS LLC2,500$228K0.01%013F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…2,499$227K0.01%new13F-HRTimelineGroup
SHELTON CAPITAL MANAGEMENT2,460$224K0.01%013F-HRTimeline
Rede Wealth, LLC2,450$223K0.08%-1613F-HRTimeline
Capital Markets Trading UK LLP2,443$222K0.25%new13F-HRTimeline
Strategic Financial Concepts, LLC2,402$219K0.04%new13F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC2,400$218K0.01%-8,60513F-HRTimelineGroup
ALTERNA WEALTH MANAGEMENT, INC2,395$218K0.17%-4,02913F-HRTimeline
FSC Wealth Advisors, LLC2,387$217K0.14%+70713F-HRTimeline
Crew Capital Management, Ltd2,385$217K0.18%-36013F-HRTimeline
Lauer Wealth, LLC2,398$216K0.17%new13F-HRTimeline
Rice Partnership, LLC2,376$216K0.04%+35813F-HRTimeline
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.in group DYMON ASIA CAPITAL (SINGAPORE…2,372$216K0.17%new13F-HRTimelineGroup
CERTUITY, LLC2,364$215K0.02%+2413F-HRTimeline
BridgePort Financial Solutions, LLC2,349$214K0.1%-2213F-HRTimeline
Balanced Rock Investment Advisors LLC2,348$214K0.17%-43013F-HRTimeline
Fourth Dimension Wealth, LLC2,323$211K0.1%013F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC2,319$211K0.04%new13F-HRTimeline
ELEVATUS WELATH MANAGEMENT2,315$211K0.12%013F-HRTimeline
Triad Wealth Partners, LLC2,312$210K0.07%-30,65213F-HRTimeline
Kingdom Financial Group LLC.2,303$210K0.15%-34613F-HRTimeline
Farnam Financial LLC2,297$209K0.21%new13F-HRTimeline
Capital Advantage, Inc.2,392$209K0.04%013F-HRTimeline
Objective Capital Management, LLC2,293$209K0.27%new13F-HRTimeline
Legacy Private Trust Co.2,273$207K0.01%-5,36113F-HRTimeline
Walker Asset Management, LLC2,256$205K0.12%new13F-HRTimeline
MSH Capital Advisors LLC2,255$205K0.06%new13F-HRTimeline
Johnson Bixby & Associates, LLC2,251$205K0.03%new13F-HRTimeline
Centric Wealth Management2,249$205K0.05%new13F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC2,246$204K0.05%new13F-HR/ATimeline
AVAII WEALTH MANAGEMENT, LLC2,232$203K0.11%-87313F-HR/ATimeline
Advisor OS, LLCin group Advisor OS, LLC2,227$203K0.02%new13F-HRTimelineGroup
Meridian Wealth Advisors, LLC2,214$202K0.03%new13F-HRTimeline
POWER WEALTH MANAGEMENT LLC2,206$201K0.08%-1,74613F-HRTimeline
BALLAST ADVISORS LLC2,185$199K0.06%-62413F-HRTimeline
NFSG Corp2,130$194K0.05%-1,99913F-HRTimeline
Pflug Koory, LLC2,109$192K0.11%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,096$191K0.06%-13913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,006$183K<0.01%-113F-HRTimelineGroup
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…1,967$179K<0.01%+19513F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC1,952$178K0.13%+1313F-HRTimeline
Blue Trust, Inc.1,934$176K<0.01%-54,68013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,855$169K0.02%+18613F-HRTimeline
Sound Income Strategies, LLC1,830$167K0.01%-83313F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,772$161K0.07%013F-HRTimeline
Park Square Financial Group, LLC1,767$161K0.13%+66113F-HRTimeline
Quest 10 Wealth Builders, Inc.1,719$156K0.17%-1,10613F-HRTimeline