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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/79,219,833$6.92B0.64%-18,341,37113F-HRTimelineGroup
Rafferty Asset Management, LLC41,834,302$3.65B12.93%-5,373,84313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…37,642,246$3.29B2.77%+1,678,11813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY20,659,043$1.8B0.13%-18,492,49913F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding18,187,321$1.59B+890,849Timeline
BlackRock, Inc.in group BlackRock, Inc.17,757,486$1.55B0.03%-1,124,60213F-HRTimelineGroup
UBS Group AGin group UBS Group AG11,261,304$983M0.22%+455,99313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,690,567$934M0.46%+1,301,17613F-HRTimelineGroup
FMR LLCin group FMR LLC7,274,989$635M0.04%+1,421,69913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,229,550$631M1.01%-1,528,80513F-HRTimelineGroup
LPL Financial LLC6,035,096$527M0.21%+258,50413F-HRTimeline
Capula Management Ltdin group Capula Management Ltd5,216,417$456M3.12%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,644,413$406M0.03%-1,732,00913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,484,924$392M0.09%-695,59513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,001,572$350M0.09%-711,54313F-HRTimelineGroup
Nan Shan Life Insurance Co., Ltd.3,997,680$349M8.39%013F-HRTimeline
MACKENZIE FINANCIAL CORP3,911,300$342M0.47%+35,50013F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,525,381$308M0.06%+2,803,56913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,101,637$271M0.4%-13,651,31913F-HRTimelineGroup
Harvest Portfolios Group Inc.3,039,534$265M8.85%+285,82513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding2,971,584$259M+482,259Timeline
CITIGROUP INCin group CITIGROUP INC2,905,614$254M0.24%-4,136,47313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,798,291$244M0.09%13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,737,368$239M0.05%+329,66213F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.2,720,213$238M0.08%-16,97013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,263,780$197M0.44%-479,06913F-HR/ATimelineGroup
State of Tennessee, Department of Treas…2,230,569$195M0.71%new13F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC2,101,441$184M29.4%-372,10013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,979,589$173M0.18%+294,76913F-HRTimelineGroup
AIA Group Ltdin group AIA Group Ltd1,966,346$172M4.15%+491,83513F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.1,958,175$171M2.98%+175,57413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COMMONWEALTH EQUITY SERVICES, LLC1,840,482$161M0.23%+91,84713F-HRTimeline
Janney Montgomery Scott LLC1,743,558$152M0.42%-651,50513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,697,051$148M0.19%+743,86413F-HRTimelineGroup
Nationwide Fund Advisorsin group Nationwide Fund Advisors1,514,840$132M10.59%+196,89313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,438,170$126M0.2%-230,86413F-HRTimelineGroup
University of Illinois Foundation1,405,528$123M35.81%+770,04013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,291,284$113M0.1%+703,71513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,244,852$109M0.28%+409,25813F-HRTimelineGroup
IMC-Chicago, LLC1,226,601$107M2.92%+181,40813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC1,199,986$105M0.16%+1,059,00013F-HRTimeline
Cetera Investment Advisers1,186,715$104M0.22%-142,31813F-HRTimeline
U.S. Capital Wealth Advisors, LLC1,186,461$104M3.21%-6,33913F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,171,237$102M0.39%+881,03013F-HRTimelineGroup
Jordan Park Group LLC1,159,260$101M7.48%+287,70313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,094,381$95.6M0.05%-5,181,74313F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.975,000$85.1M0.02%new13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp945,303$82.6M0.02%+48,56313F-HRTimelineGroup
Dynasty Wealth Management, LLC905,254$79.1M1.36%+304,41613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.902,846$78.8M1.9%-219,61413F-HRTimelineGroup
Hamilton Capital Partners Inc.897,620$78.4M5.85%+175,81613F-HRTimeline
Ally Financial Inc.in group Ally Financial Inc.873,000$76.2M9.3%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC856,365$74.8M0.31%-21,58213F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC836,718$73.1M0.07%-97,68313F-HRTimeline
WestEnd Advisors, LLC820,470$71.7M1.82%-274,01913F-HRTimeline
MML INVESTORS SERVICES, LLC806,291$70.4M0.24%-18,45913F-HRTimeline
Maxi Investments CY Ltd796,155$69.5M13.41%+185,65013F-HRTimeline
Cassaday & Co Wealth Management LLC784,083$68.5M1.87%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC767,634$67M0.69%+98,92713F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS762,015$66.5M0.05%-149,77413F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management752,416$65.7M0.15%+668,90913F-HRTimelineGroup
WS MANAGEMENT LLLP722,983$63.1M9.74%-900,00013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.716,424$62.6M0.86%-348,42813F-HRTimelineGroup
HighTower Advisors, LLC706,672$61.7M0.08%-105,27913F-HRTimeline
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.698,719$61M4.23%+267,54713F-HRTimeline
Cambridge Investment Research Advisors,…681,300$59.5M0.2%-243,56913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding665,104$58.1M+56,214Timeline
Atria Wealth Solutions, Inc.658,973$57.5M0.63%+84,19213F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC642,194$56.5M5.95%new13F-HRTimelineGroup
IHT Wealth Management, LLC638,984$55.8M1.8%+37,54613F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC612,085$53.5M3.22%+47,90313F-HRTimeline
Disciplina Capital Management LLC593,037$51.8M8.73%+45,57513F-HRTimeline
Quotient Wealth Partners, LLC577,474$50.4M1.65%+16,19713F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd562,684$49.2M0.98%-352,31813F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC519,900$45.4M0.23%+514,60013F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC515,488$45M0.95%+111,96513F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC493,402$43.1M1.21%+49,04513F-HRTimeline
CX Institutional465,582$40.7M1.61%+156,13813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…428,464$37.4M1.01%+33,19513F-HRTimelineGroup
Sanctuary Advisors, LLC421,606$37.2M0.24%-18,04313F-HRTimeline
Centre Asset Management, LLC421,331$36.8M8.42%+13,67613F-HRTimeline
Foundations Investment Advisors, LLC419,665$36.6M0.71%+41,36413F-HRTimeline
Cadence Wealth Management LLC419,202$36.6M24.25%+24,42313F-HRTimeline
NewEdge Advisors, LLC415,675$36.3M0.22%-48,25413F-HRTimeline
BCM ADVISORS, LLC396,356$35.6M7.96%+51,47913F-HRTimeline
Townsend & Associates, Inc398,518$35.1M3.59%+13,56113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…385,066$34.4M0.07%-289,41513F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA384,853$33.6M0.1%-45,51913F-HRTimelineGroup
GM Advisory Group, LLC372,360$32.5M1.8%+1,83913F-HRTimeline
PEAK6 LLCin group PEAK6 LLC369,932$32.3M1.27%13F-HRTimelineGroup
OneDigital Investment Advisors LLC359,535$31.4M0.36%+116,58213F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…356,833$31.2M0.42%+78,25113F-HRTimelineGroup
GTS SECURITIES LLC355,168$31M1.51%+26,17413F-HRTimeline
Bell Investment Advisors, Inc355,010$31M5.79%+25,72013F-HRTimeline
Procyon Advisors, LLC353,317$30.9M1.97%+349,40413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…344,783$30.1M0.02%+41,16413F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/339,752$29.7M0.04%+157,83813F-HRTimelineGroup
Scarborough Advisors, LLC332,745$29.1M4.11%+18,70413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC330,450$28.9M2.3%+329,09913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC325,708$28.4M0.08%-4,135,45313F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.317,723$28.1M0.3%-920,92613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC320,998$28.1M0.02%-1,527,87013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…310,696$27.1M0.23%+28,11613F-HRTimelineGroup
Money Design Co.,Ltd.302,004$26.5M1.36%new13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd302,243$26.4M0.45%+52,95313F-HRTimelineGroup
Federation des caisses Desjardins du Qu…301,515$26.3M0.13%-31,90213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding295,925$25.8M+18,613Timeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding295,823$25.8M+133,121Timeline
EVOKE WEALTH, LLC294,947$25.8M0.72%-16,61813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC291,963$25.5M0.67%13F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding289,578$25.3M-38,946Timeline
AVANTAX ADVISORY SERVICES, INC.286,973$25.1M0.16%+79,93813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC283,127$24.7M0.92%+17,94313F-HRTimeline
Mariner, LLCin group Mariner, LLC273,713$23.9M0.04%-315,59313F-HRTimelineGroup
New Harbor Financial Group, LLC269,987$23.6M7.03%-161,27113F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC269,987$23.6M7.03%new13F-HRTimeline
SBI Securities Co., Ltd.268,939$23.5M0.72%13F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC265,207$23.2M0.18%-75,49113F-HRTimelineGroup
Insight Wealth Strategies, LLC263,090$23M3.08%+11,17613F-HRTimeline
Ausdal Financial Partners, Inc.262,357$22.9M1.98%+260,12013F-HRTimeline
INSIGHT 2811, INC.256,336$22.4M11.54%+63,61313F-HRTimeline
AE Wealth Management LLC247,279$21.6M0.18%-43,37013F-HRTimeline
TUDOR INVESTMENT CORP ET AL237,294$20.7M0.22%+170,43913F-HRTimeline
Deane Retirement Strategies, Inc.237,198$20.7M10.42%new13F-HRTimeline
Verition Fund Management LLC230,359$20.1M0.1%+77,36613F-HRTimeline
INTEGRITY ALLIANCE, LLC.229,091$20M2.17%13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP228,345$19.9M<0.01%new13F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/226,164$19.8M4.16%-36,72613F-HRTimeline
Krilogy Financial LLC224,660$19.6M1.31%-25,22313F-HRTimeline
Buck Wealth Strategies, LLC222,540$19.4M4.04%+122,40413F-HRTimeline
OLD MISSION CAPITAL LLC222,528$19.4M0.45%+14,26413F-HRTimeline
BOS Asset Management, LLC222,278$19.4M6.95%-59,93813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management220,234$19.2M0.28%-37,03813F-HRTimelineGroup
CIBC WORLD MARKET INC.215,441$18.8M0.04%-9,209,85513F-HRTimeline
Kaydan Wealth Management, Inc.215,183$18.8M6.25%-75,42913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC214,414$18.7M0.01%+43,83613F-HRTimelineGroup
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…214,290$18.7M0.18%+73,50013F-HRTimelineGroup
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.197,965$17.3M1.2%+101,92213F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC196,162$17.1M0.52%+14,90913F-HRTimelineGroup
Willis Johnson & Associates, Inc.195,317$17.1M1.31%+32,63413F-HRTimeline
Atria Investments, Inc193,394$16.9M0.21%-89,58213F-HRTimeline
Royal Fund Management, LLC193,186$16.9M1.83%-236,98713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…192,289$16.8M0.03%-20,13313F-HR/ATimeline
&PARTNERS192,102$16.7M0.2%+65,84713F-HRTimeline
CASTLEARK MANAGEMENT LLC190,360$16.6M0.58%new13F-HRTimeline
Venturi Wealth Management, LLC189,752$16.6M0.82%+15,25413F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC187,142$16.3M0.95%+5,12413F-HRTimeline
Private Advisor Group, LLC186,731$16.3M0.09%-61,79513F-HRTimeline
Horst & Graben Wealth Management LLC186,506$16.3M2.9%-2,65313F-HRTimeline
Savoie Capital LLC186,500$16.3M1.94%new13F-HRTimeline
Belpointe Asset Management LLC163,078$15.7M0.95%-17,94313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC179,524$15.7M0.58%+1,94313F-HRTimeline
Prospera Financial Services Inc179,323$15.7M0.36%-60,27413F-HRTimeline
SoftVest Advisors, LLC177,000$15.5M3.09%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV174,870$15.3M0.04%-15,50613F-HRTimeline
CENTAURUS FINANCIAL, INC.172,721$15.1M0.92%-114,27313F-HRTimeline
Northwest Bancshares, Inc.172,084$15M2.78%new13F-HRTimeline
Continuum Advisory, LLC171,983$15M1.93%-4,60013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC168,405$14.7M0.04%new13F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC166,839$14.6M2.66%-119,28613F-HRTimelineGroup
JB Capital LLC165,345$14.4M0.81%+25,18713F-HRTimeline
Horizon Investments, LLC165,233$14.4M0.41%+79,25913F-HRTimeline
Fisher Asset Management, LLC164,313$14.3M0.01%-22,46113F-HRTimeline
Orion Porfolio Solutions, LLC160,900$14.1M0.14%+3,73113F-HRTimeline
Orion Portfolio Solutions, LLC160,900$14.1M0.14%+3,73113F-HRTimeline
Sicart Associates LLC158,386$13.8M4.95%-11,57813F-HRTimeline
Paloma Partners Management Coin group Paloma Partners Management Co153,411$13.4M0.88%+58,41113F-HRTimelineGroup
SlateStone Wealth, LLC152,989$13.4M1.31%-14,68213F-HRTimeline
TAP Consulting, LLC152,884$13.4M2.73%-52013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments151,072$13.2M0.83%+8,19013F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.150,000$13.1M0.04%new13F-HRTimelineGroup
MY Wealth Management Inc.147,051$12.8M12.82%-38,37613F-HRTimeline
HRT FINANCIAL LP146,907$12.8M0.07%-88,00513F-HRTimeline
Parallax Volatility Advisers, L.P.145,760$12.7M0.28%-901,41613F-HRTimeline
Independent Advisor Alliance144,234$12.6M0.17%+113,00813F-HRTimeline
Cornerstone Wealth Group, LLC143,094$12.5M1.02%+1,86613F-HRTimeline
SHARPEPOINT LLC141,977$12.4M11.17%13F-HRTimeline
Steward Partners Investment Advisory, L…140,369$12.3M0.11%+12,07713F-HRTimeline
Austin Private Wealth, LLC138,934$12.1M1.14%+7,81313F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC138,681$12.1M2.41%+81,14313F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC138,000$12.1M6.24%-20,00013F-HRTimelineGroup
Wealthfront Advisers LLC136,959$12M0.03%+57,56213F-HR/ATimeline
Legacy Advisory Services, LLC134,716$11.8M10.03%+3,18713F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA134,685$11.8M0.02%new13F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP133,297$11.6M0.01%+11,31613F-HRTimelineGroup
Clarity Financial LLC133,223$11.6M1.39%-31,05113F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP132,433$11.6M0.32%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.131,919$11.5M0.4%+23,81113F-HRTimeline
First Horizon Advisors, Inc.131,679$11.5M0.32%-10,62913F-HRTimeline
Berger Financial Group, Inc131,600$11.5M0.79%-59713F-HRTimeline
TD Asset Management Inc130,669$11.4M0.01%-45,84513F-HRTimeline
Advisory Services Network, LLC130,254$11.4M0.21%-12,37013F-HRTimeline
Wealth Management Associates, Inc.128,716$11.2M4.8%+3,07813F-HRTimeline
Rehmann Capital Advisory Group128,934$11.2M0.71%-5,37513F-HRTimeline
Polymer Capital Management (HK) LTD127,594$11.1M1.95%+76,20013F-HRTimeline
GFG Capital, LLC126,513$11M3.04%+61213F-HRTimeline
Amundiin group Amundi128,100$11M<0.01%013F-HRTimelineGroup
Perigon Wealth Management, LLC126,529$11M0.27%+20,38713F-HRTimeline
Fund Evaluation Group, LLC125,162$10.9M0.51%+21,54113F-HRTimeline
Gladstone Institutional Advisory LLC123,665$10.8M0.5%-3,87513F-HRTimeline