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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
Capital Analysts, LLCin group Capital Analysts, LLC258$23K<0.01%-50813F-HRTimelineGroup
Ridgewood Investments LLC251$22.2K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.242$21.4K0.03%13F-HRTimeline
Winch Advisory Services, LLC238$21K0.01%+313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC225$19.9K<0.01%-5013F-HRTimelineGroup
Investors Research Corp217$19.1K<0.01%013F-HRTimeline
West Branch Capital LLC204$18K0.01%+313F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC200$17.6K<0.01%-125,24113F-HRTimelineGroup
MOTCO190$16.5K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC172$15.2K<0.01%new13F-HR/ATimeline
Signature Resources Capital Management,…171$15.1K0.01%013F-HRTimeline
Cornerstone Planning Group LLC164$14.4K<0.01%-1,05613F-HRTimeline
Hurley Capital, LLC162$14.3K0.01%+113F-HRTimeline
EPG Wealth Management LLC160$14.1K<0.01%013F-HRTimeline
Bellwether Advisors, LLC158$13.9K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC153$13.5K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.141$12.4K<0.01%-7813F-HRTimeline
Pineridge Advisors LLC140$12.4K<0.01%-32213F-HRTimeline
Tradewinds Capital Management, LLC140$12.4K<0.01%-3613F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC135$11.9K<0.01%013F-HRTimeline
North Capital, Inc.122$10.8K0.01%-1013F-HRTimeline
LFA - Lugano Financial Advisors SA120$10.5K0.01%013F-HRTimeline
CKW FINANCIAL GROUP116$10K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…108$9.53K<0.01%013F-HRTimeline
CITY HOLDING CO103$9.09K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT100$8.82K<0.01%new13F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…100$8.82K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton99$8.74K<0.01%013F-HRTimeline
Gould Capital, LLC93$8.21K0.01%-1113F-HRTimeline
Towne Trust Company, N.A89$7.85K<0.01%013F-HR/ATimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP85$7.5K<0.01%013F-HRTimelineGroup
Central Pacific Bank - Trust Division85$7.5K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC84$7.4K<0.01%+113F-HRTimeline
IFS Advisors, LLC82$7.24K0.01%013F-HRTimeline
Coston, McIsaac & Partners90$7K<0.01%013F-HRTimeline
Archer Investment Corp79$6.97K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC81$6.97K<0.01%new13F-HRTimeline
Kimelman & Baird, LLC73$6.44K<0.01%013F-HRTimeline
Painted Porch Advisors LLC73$6.44K<0.01%013F-HRTimeline
Olistico Wealth, LLC70$6.18K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC69$6.17K<0.01%-1213F-HRTimeline
REAP Financial Group, LLC65$5.74K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp64$5.65K<0.01%new13F-HRTimelineGroup
Aventura Private Wealth, LLC64$5.65K<0.01%013F-HRTimeline
Independence Bank of Kentucky63$5.56K<0.01%013F-HRTimeline
North Star Investment Management Corp.58$5.12K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO57$5.03K<0.01%-26713F-HRTimelineGroup
Legacy Investment Solutions, LLC56$4.94K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…56$4.94K<0.01%013F-HRTimelineGroup
Smallwood Wealth Investment Management,…53$4.68K<0.01%new13F-HRTimeline
PayPay Securities Corp51$4.5K0.22%+413F-HRTimeline
WealthTrak Capital Management LLC50$4.41K<0.01%+1213F-HRTimeline
Truvestments Capital LLC48$4.24K<0.01%013F-HRTimeline
Anchor Investment Management, LLC46$4.06K<0.01%013F-HRTimeline
Versant Capital Management, Inc46$4.06K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC45$3.99K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC45$3.97K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC41$3.62K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.40$3.53K<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.35$3.07K<0.01%-8613F-HRTimeline
Decker Retirement Planning Inc.34$3K<0.01%new13F-HRTimeline
Arax Advisory Partners34$2.96K<0.01%-2513F-HRTimeline
Stone House Investment Management, LLC33$2.92K<0.01%-8,80813F-HRTimeline
AlphaCore Capital LLC33$2.91K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC31$2.74K<0.01%new13F-HRTimeline
Bogart Wealth, LLC29$2.56K<0.01%-9313F-HRTimeline
BFSG, LLC28$2.47K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC25$2.24K<0.01%013F-HRTimeline
Advanced Asset Management Advisors Inc25$2.21K<0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC25$2.21K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC23$2K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC22$1.94K<0.01%013F-HRTimeline
Summer Road LLC20$1.89K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Nova Wealth Management, Inc.20$1.76K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …19$1.68K<0.01%13F-HRTimelineGroup
Key Financial Inc18$1.59K<0.01%013F-HRTimeline
Cypress Capital Management LLC (WY)13$1.15K<0.01%013F-HRTimeline
Catherine Avery Investment Management L…12$1.06K<0.01%013F-HRTimeline
AFFINITY WEALTH LLC12$1.06K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC11$971<0.01%013F-HRTimeline
FSA Wealth Management LLC11$971<0.01%013F-HRTimeline
Nemes Rush Group LLC10$890<0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC10$883<0.01%013F-HRTimelineGroup
Nalls Sherbakoff Group, LLC9$794<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…8$706<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC7$640<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC3$281<0.01%-113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC3$280<0.01%new13F-HR/ATimeline
New Republic Capital, LLC3$265<0.01%013F-HRTimeline
Darwin Wealth Management, LLC2$176<0.01%-4013F-HRTimeline
Graney & King, LLC1$95<0.01%013F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…1$88<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC1$66<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.