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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
WORLD EQUITY GROUP, INC.2,460$215K0.05%new13F-HRTimeline
SHELTON CAPITAL MANAGEMENT2,460$215K0.01%new13F-HRTimeline
Americana Partners, LLC2,457$215K0.01%-11,94813F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,446$214K0.09%+11513F-HRTimeline
Argent Trust Co2,437$213K0.01%-45813F-HRTimeline
Bison Wealth, LLC2,431$212K0.05%-58313F-HRTimeline
Two West Capital Advisors LLC2,400$210K0.18%new13F-HRTimeline
Prostatis Group LLC2,396$209K0.06%new13F-HRTimeline
Capital Advantage, Inc.2,392$209K0.04%new13F-HRTimeline
Cadence Bank2,376$207K0.01%new13F-HRTimeline
Members Advisory Group LLC2,355$207K0.08%-184,44713F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.2,364$206K0.21%-204,61713F-HRTimeline
Oak Harvest Investment Services2,354$206K0.03%new13F-HRTimeline
Saxony Capital Management, LLC2,353$206K0.18%+25013F-HRTimeline
Shepherd Financial Partners LLC2,353$205K0.02%-55813F-HRTimeline
Avantra Family Wealth, Inc.2,349$205K0.19%13F-HRTimeline
Private Portfolio Partners LLC2,346$205K0.04%+113F-HRTimeline
CERTUITY, LLC2,340$204K0.02%-54313F-HRTimeline
Fourth Dimension Wealth, LLC2,323$203K0.11%13F-HRTimeline
ELEVATUS WELATH MANAGEMENT2,315$202K0.07%-123,02513F-HRTimeline
Institute for Wealth Management, LLC.2,310$202K0.03%-1,28213F-HRTimeline
Huntleigh Advisors, Inc.2,303$201K0.04%13F-HRTimeline
Householder Group Estate & Retirement S…2,307$201K0.15%-13713F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…2,301$201K0.03%-1,93413F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…2,299$201K0.01%-1,06913F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,235$195K0.02%+86513F-HRTimeline
Larson Financial Group LLC2,132$186K0.01%+21913F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,879$184K0.01%new13F-HRTimelineGroup
Pflug Koory, LLC2,109$184K0.09%013F-HRTimeline
Rice Partnership, LLC2,018$176K0.03%-46613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,007$175K<0.01%-13013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC1,939$169K0.12%13F-HRTimeline
Kings Path Partners LLC1,834$160K0.07%-14613F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…1,772$155K<0.01%-231,91713F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.1,772$155K0.07%013F-HRTimeline
WR Wealth Planners, LLC1,685$147K0.05%-1,89213F-HRTimeline
FSC Wealth Advisors, LLC1,680$147K0.09%-43313F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,669$146K0.01%+75613F-HRTimeline
Ransom Advisory, Ltd1,625$142K0.07%013F-HRTimeline
Castleview Partners, LLC1,590$139K0.07%-20113F-HR/ATimeline
Walleye Capital LLCin group Walleye Capital LLC1,538$134K<0.01%new13F-HRTimelineGroup
Sanctuary Wealth Management, L.L.C.1,524$133K0.09%-15913F-HRTimeline
Pingora Partners LLC1,500$131K0.09%new13F-HRTimeline
Raleigh Capital Management Inc.1,441$126K0.05%+58513F-HRTimeline
NorthRock Partners, LLC1,418$124K<0.01%-5,29413F-HR/ATimeline
iA Global Asset Management Inc.1,343$117K<0.01%-46,49413F-HRTimeline
New Republic Capital, LLC1,289$113K0.07%+14013F-HRTimeline
Arax Advisory Partners1,238$108K0.01%+1,23413F-HRTimeline
Covestor Ltd1,175$102K0.06%new13F-HRTimeline
Ravenstone Capital Management Inc.1,120$97.8K0.06%+94013F-HRTimeline
Park Square Financial Group, LLC1,106$96.6K0.07%13F-HRTimeline
Bruce G. Allen Investments, LLC1,096$95.7K0.08%-9,17913F-HRTimeline
Finley Financial, LLC1,040$90.2K0.05%13F-HRTimeline
Capital Investment Advisory Services, L…1,020$89.1K0.01%+513F-HRTimeline
Morling Financial Advisors, LLC1,017$88.9K0.03%+1413F-HRTimeline
MITCHELL SINKLER & STARR/PA1,000$87.3K0.02%013F-HRTimeline
First PREMIER Bank964$84K0.02%-20813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…930$82K0.01%-94,55113F-HRTimelineGroup
Princeton Global Asset Management LLC920$80.3K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc915$79.9K0.03%-46113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Parkside Financial Bank & Trust889$77.6K0.01%-16313F-HRTimeline
Park Place Capital Corp883$77.1K0.02%-2,75213F-HRTimeline
Main Street Group, LTD872$76.2K0.03%+12013F-HRTimeline
SIGNATUREFD, LLC846$73.9K<0.01%-5313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…827$72.2K<0.01%-27,83813F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding802$70K-1,026Timeline
EQUITEC PROPRIETARY MARKETS, LLC800$69.9K0.47%+20013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC800$69.9K<0.01%new13F-HRTimelineGroup
FAS Wealth Partners, Inc.796$69.5K0.01%+2613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC772$67.4K0.01%+37013F-HRTimeline
Operose Advisors LLC771$67.3K0.02%013F-HRTimeline
Cape Investment Advisory, Inc.742$64.8K0.03%-2213F-HRTimeline
NWK Group, Inc.721$63K0.02%+8113F-HRTimeline
Fairway Wealth LLC719$62.8K0.03%new13F-HRTimeline
Delos Wealth Advisors, LLC656$57.3K0.05%-24,10813F-HRTimeline
TSFG, LLC614$54K0.01%-49513F-HRTimeline
Hartford Financial Management Inc.608$53.1K0.01%013F-HRTimeline
Cornerstone Planning Group LLC598$52.8K0.01%-14513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC568$49.6K0.01%+28113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC561$49K0.01%013F-HRTimelineGroup
Hexagon Capital Partners LLC550$48K0.01%new13F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC519$47.6K0.03%013F-HRTimeline
Founders Financial Alliance, LLC542$47.3K0.01%+2213F-HRTimeline
Winthrop Capital Management, LLC514$45K0.01%new13F-HRTimeline
WINTRUST INVESTMENTS LLC482$42K0.04%-18813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC476$41.6K<0.01%+20113F-HRTimelineGroup
LRI Investments, LLC470$41K<0.01%013F-HRTimeline
Rise Advisors, LLC464$40.5K0.02%-25113F-HRTimeline
Cherry Tree Wealth Management, LLC445$38.9K0.01%013F-HRTimeline
Clean Yield Group440$38.4K0.01%-1,14013F-HRTimeline
Solstein Capital, LLC430$37.6K0.02%-5013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC422$36.8K0.01%-69513F-HRTimeline
Pineridge Advisors LLC418$36.5K0.01%-1,24413F-HRTimeline
West Branch Capital LLC417$36.4K0.01%+20313F-HRTimeline
MGB Wealth Management, LLC407$35.5K0.01%+113F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…395$34.5K0.01%013F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP394$34K<0.01%+17813F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC388$33.9K<0.01%-64813F-HRTimeline
FLP Wealth Management, LLC383$33.4K0.09%13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC375$32.7K0.01%-1,75013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC364$31.8K0.01%new13F-HRTimeline
Hanson & Doremus Investment Management351$31K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.342$29.9K0.02%new13F-HRTimeline
Gould Capital, LLC340$29.7K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB336$29.3K<0.01%013F-HRTimeline
REAP Financial Group, LLC318$27.8K0.01%-913F-HRTimeline
Independence Bank of Kentucky303$26.5K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC300$26.2K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…287$25.1K0.01%+413F-HRTimeline
BARRETT & COMPANY, INC.286$25K0.01%+8613F-HRTimeline
DHJJ Financial Advisors, Ltd.268$23.4K0.01%+1013F-HRTimeline
TRUST CO OF VERMONT260$22.7K<0.01%013F-HRTimeline
Ridgewood Investments LLC251$21.9K0.01%013F-HRTimeline
Elequin Capital, LP238$20.8K<0.01%new13F-HRTimeline
Transcendent Capital Group LLC236$20.6K0.01%new13F-HRTimeline
Winch Advisory Services, LLC234$20.4K0.01%new13F-HRTimeline
Investors Research Corp217$19K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC213$18.6K0.01%new13F-HRTimeline
Biltmore Family Office, LLC203$17.7K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC198$17.3K<0.01%+5813F-HRTimeline
Sugarloaf Wealth Management, LLC192$16.8K<0.01%+2213F-HRTimeline
MOTCO190$16.6K<0.01%013F-HRTimeline
Bray Capital Advisors190$16.6K<0.01%013F-HRTimeline
Element Wealth, LLC188$16.4K0.01%-5913F-HRTimeline
Community Bank, N.A.186$16.2K<0.01%new13F-HRTimeline
Aviso Financial Inc.182$15.9K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…179$15.6K<0.01%-19013F-HRTimeline
WOLFF WIESE MAGANA LLC175$15.3K0.01%013F-HRTimeline
Signature Resources Capital Management,…171$14.9K0.01%013F-HRTimeline
Hurley Capital, LLC161$14.1K0.01%13F-HRTimeline
EPG Wealth Management LLC160$14K<0.01%-1913F-HRTimeline
Bellwether Advisors, LLC158$13.8K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC157$13.7K<0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.157$13.7K0.01%13F-HRTimeline
SYM FINANCIAL Corp155$13.5K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC153$13.4K0.01%013F-HRTimeline
Bangor Savings Bank149$13K<0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC135$11.8K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC137$11K<0.01%new13F-HRTimeline
LFA - Lugano Financial Advisors SA120$10.5K0.01%-2513F-HRTimeline
Hemington Wealth Management122$10K<0.01%new13F-HRTimeline
CKW FINANCIAL GROUP116$10K<0.01%013F-HRTimeline
Archer Investment Corp114$9.98K<0.01%+1413F-HRTimeline
Promus Capital, LLC113$9.87K0.01%13F-HR/ATimeline
Stephens Consulting, LLC112$9.78K<0.01%-1313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO105$9.17K<0.01%013F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …104$9.08K<0.01%-4013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC104$9.08K<0.01%+3213F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …100$8.78K<0.01%new13F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…100$8.73K<0.01%013F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…100$8.73K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton99$8.65K<0.01%-25813F-HRTimeline
Northwest Capital Management Inc98$8.56K<0.01%013F-HRTimeline
China Universal Asset Management Co., L…97$8.47K<0.01%new13F-HRTimeline
Christopher J. Hasenberg, Inc93$8.12K<0.01%new13F-HRTimeline
Towne Trust Company, N.A89$7.77K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP85$7.42K<0.01%new13F-HRTimelineGroup
Atlantic Private Wealth, LLC82$7.2K0.01%+113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC81$7.07K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners90$7K<0.01%013F-HRTimeline
Kimelman & Baird, LLC73$6.38K<0.01%013F-HRTimeline
Painted Porch Advisors LLC73$6.38K<0.01%-2,50113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners72$6.29K<0.01%+5213F-HRTimelineGroup
Sandy Spring Bank64$5.59K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC64$5.59K<0.01%13F-HRTimeline
HM PAYSON & CO60$5.24K<0.01%new13F-HRTimeline
PayPay Securities Corp58$5.07K0.22%+5113F-HRTimeline
Legacy Investment Solutions, LLC56$5K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…56$5K<0.01%new13F-HRTimelineGroup
Bernard Wealth Management Corp.50$4.37K<0.01%13F-HR/ATimeline
IFS Advisors, LLC50$4.37K<0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC48$4.19K<0.01%013F-HRTimeline
Anchor Investment Management, LLC46$4.02K<0.01%013F-HRTimeline
Versant Capital Management, Inc46$4.02K<0.01%013F-HRTimeline
Crewe Advisors LLC45$3.93K<0.01%-72913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC45$3.93K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC42$3.67K<0.01%-3013F-HR/ATimeline
Jackson Hole Capital Partners, LLC41$3.58K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.40$3.49K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…39$3.41K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…37$3.26K<0.01%+3513F-HRTimelineGroup
TD Capital Management LLC34$3.01K<0.01%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.33$2.88K<0.01%-71313F-HRTimeline
BFSG, LLC28$2.45K<0.01%013F-HRTimeline
Copia Wealth Management27$2.36K<0.01%13F-HRTimeline
St. Johns Investment Management Company…25$2.18K<0.01%-16413F-HRTimeline
Mattson Financial Services, LLC22$2.16K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC22$1.96K<0.01%-913F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC22$1.92K<0.01%013F-HRTimeline
Summer Road LLC20$1.89K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Key Financial Inc18$1.57K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC17$1.49K<0.01%new13F-HRTimeline
North Ridge Wealth Advisors, Inc.17$1.49K<0.01%new13F-HRTimeline
Wingate Wealth Advisors, Inc.16$1.4K<0.01%13F-HRTimeline
Morton Brown Family Wealth, LLC13$1.14K<0.01%-113F-HRTimeline
Capital A Wealth Management, LLC12$1.05K<0.01%13F-HRTimeline
Catherine Avery Investment Management L…12$1.05K<0.01%13F-HR/ATimeline
AFFINITY WEALTH LLC12$1.05K<0.01%13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC11$961<0.01%013F-HRTimeline
FSA Wealth Management LLC11$961<0.01%013F-HRTimeline