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Disclosery

TLTW ISHARES TR

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20+ YEAR TR BD (fund)

88 managers (88 13F filers) reported a position in TLTW shares at 2025-03-31, 12,225,675 shares in all. 11 filers opened a position and 13 filers sold out during the quarter.

Managers
88
13F filers
88
New
11
Added
48
Reduced
17
Sold out
13
Shares held by filers
12,225,675

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
TRAPHAGEN INVESTMENT ADVISORS LLC2,403,657$57.8M6.04%+688,73813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,558,406$37.5M0.01%+134,30113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,012,015$24.3M<0.01%+429,47613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC881,003$21.2M0.01%+119,02113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…785,035$18.9M0.04%+180,05513F-HRTimeline
Sanctuary Advisors, LLC540,120$13M0.09%+8,28213F-HRTimeline
LPL Financial LLC493,833$11.9M<0.01%+56,52713F-HRTimeline
Cetera Investment Advisers399,064$9.6M0.02%+169,91413F-HRTimeline
Columbus Macro, LLC367,388$8.84M1.17%+160,49613F-HRTimeline
Cambridge Investment Research Advisors,…363,391$8.74M0.03%+91,20413F-HRTimeline
MML INVESTORS SERVICES, LLC347,936$8.37M0.03%-225,53313F-HRTimeline
FWG Holdings, LLC342,968$8.14M4.01%new13F-HRTimeline
WealthShield Partners, LLC283,231$6.81M0.88%+8,52213F-HRTimeline
Atria Investments, Inc261,531$6.29M0.08%+16,61813F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC191,251$4.6M0.08%+122,03013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY177,970$4.28M<0.01%+149,05213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA153,041$3.68M<0.01%+36,38413F-HR/ATimelineGroup
NAPA WEALTH MANAGEMENT124,068$2.99M1.68%+66,76613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.110,856$2.67M0.01%-75413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC97,983$2.36M0.01%+19,86013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP92,692$2.23M<0.01%+31,17713F-HRTimelineGroup
Pacific Point Advisors, LLC22,872$2.08M1.16%new13F-HRTimeline
Foundations Investment Advisors, LLC73,176$1.76M0.03%-20,14313F-HRTimeline
NCM Capital Management, LLC62,070$1.49M0.67%-30,14513F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd55,780$1.34M0.03%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC49,250$1.18M0.04%+11,05513F-HRTimeline
Hamilton Wealth, LLC46,513$1.12M0.27%+25,75813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP43,886$1.06M<0.01%+12413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC43,536$1.05M<0.01%-16,03413F-HRTimelineGroup
Integrated Wealth Concepts LLC43,069$1.04M0.01%-11,22013F-HRTimeline
Dynamic Advisor Solutions LLC40,837$983K0.03%+4,36213F-HRTimeline
PFG Investments, LLC40,713$980K0.06%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,791$957K<0.01%-31,95013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.37,625$905K<0.01%+13,12513F-HRTimelineGroup
Federation des caisses Desjardins du Qu…35,550$855K<0.01%+8,20013F-HRTimeline
WEDBUSH SECURITIES INC33,721$811K0.03%+5,67013F-HRTimeline
Pasadena Private Wealth, LLC30,365$731K0.14%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…30,000$717K<0.01%-10,00013F-HRTimelineGroup
DOVER ADVISORS, LLC28,134$677K0.29%+16,13413F-HRTimeline
Fox Hill Wealth Management25,148$605K0.36%-44913F-HRTimeline
Perennial Investment Advisors, LLC24,494$589K0.07%+14,13513F-HRTimeline
TD Waterhouse Canada Inc.23,109$560K<0.01%+2,22613F-HRTimeline
Belpointe Asset Management LLC22,751$547K0.03%+4,01913F-HRTimeline
Fortis Capital Advisors, LLC22,751$547K0.11%+4,01913F-HRTimeline
Advyzon Investment Management, LLC22,379$538K0.19%+6,96513F-HRTimeline
Latitude Advisors, LLC21,468$517K0.3%-78213F-HRTimeline
GWN SECURITIES INC.21,331$513K0.03%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC20,047$482K0.03%+3,11913F-HRTimeline
Global Wealth Strategies & Associates19,702$474K0.14%-9,86213F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …19,500$463K0.03%013F-HRTimelineGroup
SHELTON WEALTH MANAGEMENT, LLC5,000$455K0.26%013F-HRTimeline
Lloyd Advisory Services, LLC.18,632$448K0.23%+16913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18,005$433K<0.01%-4,99613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp17,907$431K<0.01%+4,64713F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC17,100$411K<0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC15,437$371K0.01%-16,53413F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…14,935$359K0.07%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG12,611$303K<0.01%+12,01113F-HRTimelineGroup
AE Wealth Management LLC11,209$270K<0.01%+10,28413F-HRTimeline
Triumph Capital Management10,756$259K0.09%+47113F-HRTimeline
WEALTH ALLIANCE, LLC10,638$256K0.03%013F-HRTimeline
Janney Montgomery Scott LLC10,100$243K<0.01%-8,65013F-HRTimeline
GFG Capital, LLC2,600$237K0.07%new13F-HRTimeline
Atria Wealth Solutions, Inc.9,757$235K<0.01%-2,02513F-HRTimeline
Coordinated Financial Services, Inc./CO9,550$230K0.18%13F-HRTimeline
Tortoise Investment Management, LLC9,175$221K0.02%-195,61313F-HR/ATimeline
FSC Wealth Advisors, LLC9,039$217K0.14%+4,38913F-HRTimeline
Luminist Capital LLC8,013$194K0.21%+59813F-HRTimeline
Sound Income Strategies, LLC5,500$132K0.01%013F-HRTimeline
COMERICA BANK4,012$96.5K<0.01%+10813F-HRTimeline
Steward Partners Investment Advisory, L…3,635$87.5K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,058$73.6K<0.01%+98613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,902$69.8K<0.01%+2913F-HRTimeline
Farther Finance Advisors, LLC2,815$68.2K<0.01%new13F-HRTimeline
Arax Advisory Partners2,203$53K<0.01%+5813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,435$34.5K<0.01%013F-HRTimelineGroup
First Horizon Advisors, Inc.1,239$29.8K<0.01%+40613F-HRTimeline
Park Square Financial Group, LLC491$11.8K0.01%-12813F-HRTimeline
FMR LLCin group FMR LLC202$4.86K<0.01%+19813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN139$3.34K<0.01%+13813F-HRTimelineGroup
North Star Investment Management Corp.129$3.11K<0.01%+313F-HRTimeline
Pacifica Partners Inc.125$3K<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…123$2.96K<0.01%new13F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC100$2.35K<0.01%013F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC90$2K<0.01%+2513F-HRTimeline
Activest Wealth Management5$112<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.