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Disclosery

TLTW ISHARES TR

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20+ YEAR TR BD (fund)

90 managers (90 13F filers) reported a position in TLTW shares at 2024-12-31, 9,904,363 shares in all. 20 filers opened a position and 10 filers sold out during the quarter.

Managers
90
13F filers
90
New
20
Added
30
Reduced
27
Sold out
10
Shares held by filers
9,904,363

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
TRAPHAGEN INVESTMENT ADVISORS LLC1,714,919$40.3M4.1%-550,73413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,424,105$33.5M0.01%+470,87413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC761,982$17.9M0.01%+117,50813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…604,980$14.2M0.03%+50,67713F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/582,539$13.7M<0.01%-215,60613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC573,469$13.5M0.05%-151,08713F-HRTimeline
Sanctuary Advisors, LLC531,838$12.6M0.08%+37,24913F-HRTimeline
LPL Financial LLC437,306$10.3M<0.01%-492,30213F-HRTimeline
WealthShield Partners, LLC274,709$6.46M0.92%-58,92013F-HRTimeline
Cambridge Investment Research Advisors,…272,187$6.4M0.02%+49,81413F-HRTimeline
Atria Investments, Inc244,913$5.76M0.07%new13F-HRTimeline
Cetera Investment Advisers229,150$5.39M0.01%+71,68613F-HRTimeline
Columbus Macro, LLC206,892$4.87M0.67%new13F-HRTimeline
Tortoise Investment Management, LLC204,788$4.82M0.51%-84,54813F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA116,657$2.74M<0.01%-54,58113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.111,610$2.63M0.01%+7,60013F-HR/ATimelineGroup
Foundations Investment Advisors, LLC93,319$2.19M0.04%+37,34913F-HRTimeline
NCM Capital Management, LLC92,215$2.17M0.98%-38613F-HRTimeline
AlphaStar Capital Management, LLC91,410$2.15M0.22%-53,66613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC78,123$1.84M<0.01%+41,28013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC77,641$1.83M<0.01%+11,51713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…71,741$1.69M<0.01%new13F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC69,221$1.63M0.03%+34,31913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP61,515$1.45M<0.01%+32,73813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC59,570$1.4M<0.01%13F-HR/ATimelineGroup
NAPA WEALTH MANAGEMENT57,302$1.35M0.58%+17,57813F-HRTimeline
Integrated Wealth Concepts LLC54,289$1.28M0.01%+5,53013F-HRTimeline
HRT FINANCIAL LP43,805$1.03M0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP43,762$1.03M<0.01%-5,70013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…40,000$944K<0.01%+34,00013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC38,195$898K0.03%-26,12013F-HRTimeline
Dynamic Advisor Solutions LLC36,475$858K0.04%+13,54913F-HRTimeline
OLD MISSION CAPITAL LLC31,971$752K0.02%new13F-HRTimeline
Global Wealth Strategies & Associates29,564$695K0.22%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY28,918$680K<0.01%+27,87713F-HR/ATimelineGroup
WEDBUSH SECURITIES INC28,051$660K0.02%+4,42513F-HRTimeline
Federation des caisses Desjardins du Qu…27,350$643K<0.01%+5,20013F-HRTimeline
Fox Hill Wealth Management25,597$602K0.34%-25,98113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.24,500$576K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…23,001$541K<0.01%-15,63313F-HRTimelineGroup
Latitude Advisors, LLC22,250$523K0.29%-20,87713F-HRTimeline
Belpointe Asset Management LLC18,732$499K0.03%+5,22013F-HRTimeline
Fortis Capital Advisors, LLC18,732$499K0.17%+5,22013F-HRTimeline
TD Waterhouse Canada Inc.20,883$491K<0.01%-21,46413F-HRTimeline
Hamilton Wealth, LLC20,755$488K0.12%-5,29913F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …19,500$449K0.04%013F-HRTimelineGroup
Janney Montgomery Scott LLC18,750$441K<0.01%-74,77513F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC5,000$437K0.24%new13F-HRTimeline
Lloyd Advisory Services, LLC.18,463$434K0.21%+82313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC16,928$398K0.03%+1,42413F-HRTimeline
Advyzon Investment Management, LLC15,414$363K0.14%13F-HRTimeline
NewEdge Advisors, LLC14,749$347K<0.01%-8,98513F-HRTimeline
Regal Investment Advisors LLC14,290$336K0.03%-50,51813F-HRTimeline
TWO SIGMA SECURITIES, LLC13,633$321K0.06%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,260$312K<0.01%+2,41213F-HRTimelineGroup
DOVER ADVISORS, LLC12,000$282K0.16%new13F-HRTimeline
Atria Wealth Solutions, Inc.11,782$277K<0.01%+15113F-HRTimeline
WEALTH ALLIANCE, LLC10,638$250K0.03%-26,20013F-HRTimeline
Perennial Investment Advisors, LLC10,359$244K0.03%new13F-HRTimeline
Triumph Capital Management10,285$242K0.08%new13F-HRTimeline
New Harbor Financial Group, LLC9,884$232K0.07%new13F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC9,884$232K0.07%new13F-HRTimeline
CIBC WORLD MARKET INC.9,012$212K<0.01%-3,07313F-HRTimeline
Anchor Pointe Wealth Management, LLC8,539$202K0.26%13F-HRTimeline
Luminist Capital LLC7,415$174K0.3%13F-HRTimeline
Sound Income Strategies, LLC5,500$129K0.01%013F-HRTimeline
FSC Wealth Advisors, LLC4,650$109K0.07%-3,01513F-HRTimeline
COMERICA BANK3,904$91.8K<0.01%+21313F-HR/ATimeline
Steward Partners Investment Advisory, L…3,635$85.5K<0.01%-1,33413F-HRTimeline
HARBOUR INVESTMENTS, INC.2,873$67.6K<0.01%new13F-HRTimeline
Arax Advisory Partners2,145$50.4K<0.01%+11713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,072$48.7K<0.01%-54213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,435$33.8K<0.01%-92013F-HRTimelineGroup
Parallel Advisors, LLC1,250$29.4K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,098$25.8K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC981$23.1K<0.01%013F-HRTimeline
AE Wealth Management LLC925$21.8K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.833$19.6K<0.01%+24713F-HRTimeline
Kohmann Bosshard Financial Services, LLC700$16.5K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC619$14.6K0.01%13F-HRTimeline
UBS Group AGin group UBS Group AG600$14.1K<0.01%new13F-HRTimelineGroup
North Star Investment Management Corp.126$2.96K<0.01%+713F-HRTimeline
Pacifica Partners Inc.125$2.95K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC100$2.35K<0.01%013F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC65$2K<0.01%013F-HRTimeline
Activest Wealth Management5$107<0.01%+113F-HRTimeline
FMR LLCin group FMR LLC4$94<0.01%-1413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$26<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1$00%-10,26613F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.