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Disclosery

TLTW ISHARES TR

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20+ YEAR TR BD (fund)

91 managers (92 13F filers) reported a position in TLTW shares at 2025-06-30, 11,095,134 shares in all. 16 filers opened a position and 12 filers sold out during the quarter.

Managers
91
13F filers
92
New
16
Added
38
Reduced
30
Sold out
12
Shares held by filers
11,095,134

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,437,861$33.3M<0.01%+425,84613F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,260,911$29.2M0.01%-297,49513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC974,383$22.6M0.01%+93,38013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…826,504$18.8M0.03%+41,46913F-HRTimeline
Cetera Investment Advisers605,862$14M0.02%+206,79813F-HRTimeline
LPL Financial LLC536,802$12.4M<0.01%+42,96913F-HRTimeline
Columbus Macro, LLC474,489$11M1.35%+107,10113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY340,729$7.9M<0.01%+162,75913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC331,540$7.68M0.02%-16,39613F-HRTimeline
UBS Group AGin group UBS Group AG323,434$7.5M<0.01%+310,82313F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC308,713$7.16M1.61%new13F-HRTimeline
WealthShield Partners, LLC285,415$6.62M0.8%+2,18413F-HRTimeline
Sanctuary Advisors, LLC282,370$6.55M0.04%-257,75013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding252,317$5.85M+61,066Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA237,697$5.51M<0.01%+84,65613F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC204,138$4.73M0.01%new13F-HRTimeline
AlphaStar Capital Management, LLC190,905$4.43M0.31%new13F-HRTimeline
Cambridge Investment Research Advisors,…174,557$4.05M0.01%-188,83413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.170,268$3.95M0.01%+59,41213F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC129,029$2.99M0.01%+31,04613F-HRTimelineGroup
NAPA WEALTH MANAGEMENT122,799$2.85M1.36%-1,26913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.88,340$2.05M<0.01%+50,71513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP87,705$2.03M<0.01%-4,98713F-HRTimelineGroup
Hamilton Wealth, LLC85,235$1.98M0.44%+38,72213F-HRTimeline
FWG Holdings, LLC78,319$1.78M0.84%-264,64913F-HRTimeline
Claris Financial LLC64,377$1.49M1.12%new13F-HRTimeline
Sovran Advisors, LLC62,453$1.41M0.15%new13F-HRTimeline
NCM Capital Management, LLC60,327$1.4M0.57%-1,74313F-HRTimeline
CWM, LLCin group CWM, LLC60,001$1.39M<0.01%+60,00013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP57,223$1.33M<0.01%+13,33713F-HRTimelineGroup
Foundations Investment Advisors, LLC56,937$1.32M0.02%-16,23913F-HRTimeline
WEDBUSH SECURITIES INC51,843$1.2M0.04%+18,12213F-HRTimeline
SG Americas Securities, LLC49,743$1.15M0.01%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC48,500$1.12M<0.01%+31,40013F-HRTimeline
PFG Investments, LLC47,602$1.1M0.06%+6,88913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC45,792$1.06M<0.01%+2,25613F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC40,194$932K0.09%-2,363,46313F-HRTimeline
Integrated Wealth Concepts LLC35,817$830K0.01%-7,25213F-HRTimeline
Avidian Wealth Enterprises, LLC35,543$824K0.03%new13F-HRTimeline
Federation des caisses Desjardins du Qu…34,350$796K<0.01%-1,20013F-HRTimeline
Perennial Investment Advisors, LLC33,054$766K0.07%+8,56013F-HRTimeline
COMERICA BANK32,000$742K<0.01%+27,98813F-HRTimeline
Dynamic Advisor Solutions LLC30,203$700K0.02%-10,63413F-HRTimeline
DOVER ADVISORS, LLC29,984$695K0.31%+1,85013F-HRTimeline
Advyzon Investment Management, LLC28,985$672K0.15%+6,60613F-HRTimeline
Belpointe Asset Management LLC25,655$595K0.02%+2,90413F-HRTimeline
Fortis Capital Advisors, LLC25,655$595K0.11%+2,90413F-HRTimeline
Fox Hill Wealth Management24,831$576K0.3%-31713F-HRTimeline
Latitude Advisors, LLC21,945$509K0.26%+47713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP20,969$486K<0.01%new13F-HR/ATimelineGroup
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …19,500$445K0.03%013F-HRTimelineGroup
Lloyd Advisory Services, LLC.18,356$425K0.21%-27613F-HRTimeline
Global Wealth Strategies & Associates18,241$423K0.12%-1,46113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp17,849$414K<0.01%-5813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,705$410K<0.01%-30013F-HRTimelineGroup
Mutual Advisors, LLC15,213$345K0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…14,306$332K0.06%-62913F-HRTimelineGroup
Triumph Capital Management13,907$322K0.1%+3,15113F-HR/ATimeline
Janney Montgomery Scott LLC11,750$272K<0.01%+1,65013F-HRTimeline
Coordinated Financial Services, Inc.11,603$269K0.19%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,380$264K<0.01%new13F-HRTimelineGroup
WEALTH ALLIANCE, LLC10,638$247K0.03%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,485$220K0.01%-39,76513F-HRTimeline
NewEdge Advisors, LLC8,990$208K<0.01%new13F-HRTimeline
FSC Wealth Advisors, LLC8,818$204K0.13%-22113F-HR/ATimeline
Luminist Capital LLC7,682$178K0.18%-33113F-HRTimeline
Sound Income Strategies, LLC5,500$127K0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management5,031$117K0.02%new13F-HRTimelineGroup
Tortoise Investment Management, LLC4,800$111K0.01%-4,37513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…4,000$92.7K<0.01%-26,00013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,997$92.7K<0.01%+93913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,540$82.1K<0.01%+2,10513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,338$77.4K<0.01%+3,19913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,951$68.4K<0.01%+4913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,839$65.8K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners2,305$53.4K<0.01%+10213F-HRTimeline
Steward Partners Investment Advisory, L…2,185$50.6K<0.01%-1,45013F-HRTimeline
AE Wealth Management LLC1,325$30.7K<0.01%-9,88413F-HRTimeline
First Horizon Advisors, Inc.1,177$27.3K<0.01%-6213F-HRTimeline
Farther Finance Advisors, LLC626$14.5K<0.01%-2,18913F-HRTimeline
Allworth Financial LP500$11.6K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC378$8.76K0.01%-11313F-HRTimeline
Parallel Advisors, LLC278$6.44K<0.01%new13F-HRTimeline
North Star Investment Management Corp.135$3.13K<0.01%+613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC135$3.13K<0.01%+3513F-HRTimelineGroup
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…125$2.9K<0.01%+213F-HR/ATimelineGroup
Pacifica Partners Inc.125$2.88K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC90$2K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC21$483<0.01%-18113F-HRTimelineGroup
Activest Wealth Management5$113<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.