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Disclosery

TLTW ISHARES TR

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20+ YEAR TR BD (fund)

98 managers (100 13F filers) reported a position in TLTW shares at 2025-09-30, 12,531,005 shares in all. 18 filers opened a position and 9 filers sold out during the quarter.

Managers
98
13F filers
100
New
18
Added
47
Reduced
23
Sold out
9
Shares held by filers
12,531,005

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/1,962,494$45.9M<0.01%+524,63313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC962,477$22.5M0.01%-11,90613F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources878,918$20.5M0.01%-381,99313F-HRTimelineGroup
Cetera Investment Advisers878,127$20.5M0.02%+272,26513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…881,660$20.5M0.03%+55,15613F-HRTimeline
LPL Financial LLC763,293$17.8M0.01%+226,49113F-HRTimeline
Columbus Macro, LLC623,927$14.6M1.66%+149,43813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY548,448$12.8M<0.01%+207,71913F-HR/ATimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC489,561$11.4M2.22%+180,84813F-HRTimeline
UBS Group AGin group UBS Group AG463,115$10.8M<0.01%+139,68113F-HRTimelineGroup
WealthShield Partners, LLC320,297$7.49M0.85%+34,88213F-HRTimeline
Hamilton Wealth, LLC247,475$5.79M1.21%+162,24013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC235,825$5.51M0.01%+106,79613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA221,944$5.19M<0.01%-15,75313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC216,755$5.07M0.01%+12,61713F-HRTimeline
AlphaStar Capital Management, LLC216,127$5.05M0.44%+25,22213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.190,166$4.4M0.01%+19,89813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding186,926$4.37M-65,391Timeline
Cambridge Investment Research Advisors,…172,514$4.03M0.01%-2,04313F-HRTimeline
NAPA WEALTH MANAGEMENT129,179$3.02M1.42%+6,38013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.84,436$1.97M<0.01%-3,90413F-HRTimelineGroup
FWG Holdings, LLC81,995$1.96M0.85%+3,67613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP82,497$1.93M<0.01%-5,20813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC81,841$1.91M0.01%-249,69913F-HRTimeline
Sovran Advisors, LLC79,871$1.9M0.17%+17,41813F-HRTimeline
NCM Capital Management, LLC60,236$1.41M0.55%-9113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP59,276$1.39M<0.01%+2,05313F-HRTimelineGroup
SG Americas Securities, LLC57,323$1.34M<0.01%+7,58013F-HRTimeline
PFG Investments, LLC57,035$1.33M0.07%+9,43313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp56,196$1.31M<0.01%+38,34713F-HRTimelineGroup
Claris Financial LLC53,844$1.26M0.71%-10,53313F-HRTimeline
NerdWallet Wealth Partners, LLC14,037$1.25M0.61%13F-HRTimeline
WEALTH ALLIANCE, LLC51,944$1.21M0.12%+41,30613F-HRTimeline
WEDBUSH SECURITIES INC51,843$1.21M0.04%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC51,655$1.21M<0.01%+5,86313F-HRTimelineGroup
Steward Partners Investment Advisory, L…50,970$1.19M0.01%+48,78513F-HRTimeline
Integrated Wealth Concepts LLC50,591$1.18M0.01%+14,77413F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC46,643$1.09M0.09%+6,44913F-HRTimeline
Federation des caisses Desjardins du Qu…39,650$927K<0.01%+5,30013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management37,263$871K0.12%+32,23213F-HRTimelineGroup
DOVER ADVISORS, LLC37,119$868K0.35%+7,13513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/36,568$855K<0.01%+33,02813F-HRTimelineGroup
Dynamic Advisor Solutions LLC36,476$853K0.02%+6,27313F-HRTimeline
Foundations Investment Advisors, LLC36,115$844K0.01%-20,82213F-HRTimeline
Avidian Wealth Enterprises, LLC35,543$831K0.03%013F-HRTimeline
Perennial Investment Advisors, LLC34,099$797K0.07%+1,04513F-HRTimeline
Sanctuary Advisors, LLC33,359$780K<0.01%-249,01113F-HR/ATimeline
COMERICA BANK33,177$776K<0.01%+1,17713F-HRTimeline
Advyzon Investment Management, LLC29,847$698K0.12%+86213F-HRTimeline
Janney Montgomery Scott LLC23,915$559K<0.01%+12,16513F-HRTimeline
Fox Hill Wealth Management23,646$553K0.26%-1,18513F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding23,303$545KnewTimeline
Belpointe Asset Management LLC22,966$537K0.02%-2,68913F-HRTimeline
Fortis Capital Advisors, LLC22,966$537K0.09%-2,68913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC22,587$528K0.04%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP20,969$490K<0.01%013F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…20,817$487K0.08%+6,51113F-HRTimelineGroup
Lloyd Advisory Services, LLC.20,381$477K0.22%+2,02513F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …19,500$463K0.03%013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC18,652$436K<0.01%+7,27213F-HRTimelineGroup
TD Waterhouse Canada Inc.17,760$416K<0.01%new13F-HRTimeline
Triumph Capital Management17,343$405K0.11%+3,43613F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…16,652$389K<0.01%-1,05313F-HRTimelineGroup
Global Wealth Strategies & Associates16,326$382K0.1%-1,91513F-HRTimeline
Mutual Advisors, LLC15,213$364K0.01%013F-HRTimeline
Latitude Advisors, LLC14,450$338K0.15%-7,49513F-HRTimeline
Onyx Bridge Wealth Group LLC11,700$274K0.03%new13F-HRTimeline
FSC Wealth Advisors, LLC10,216$239K0.14%+1,39813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,210$239K0.01%new13F-HRTimelineGroup
Coordinated Financial Services, Inc.9,220$216K0.14%-2,38313F-HRTimeline
NewEdge Advisors, LLC9,178$215K<0.01%+18813F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…8,775$205K0.07%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,684$203K<0.01%new13F-HRTimelineGroup
Luminist Capital LLC7,097$166K0.14%-58513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.6,351$148K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,537$129K<0.01%+1,54013F-HR/ATimelineGroup
Tortoise Investment Management, LLC4,800$112K0.01%013F-HRTimeline
MAI Capital Management4,396$103K<0.01%new13F-HRTimeline
IFP Advisors, Inc3,800$88.8K<0.01%new13F-HR/ATimeline
Advisory Services Network, LLC3,523$82.4K<0.01%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…3,400$79.5K<0.01%-60013F-HRTimelineGroup
AE Wealth Management LLC3,025$70.7K<0.01%+1,70013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,989$69.9K<0.01%+3813F-HRTimeline
Geneos Wealth Management Inc.2,445$57.2K<0.01%new13F-HRTimeline
STANCE CAPITAL LLC1,823$42.6K0.02%new13F-HRTimeline
Global Retirement Partners, LLC664$15.5K<0.01%new13F-HRTimeline
Allworth Financial LP500$11.7K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC250$5.84K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…218$5.08K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC208$4.87K<0.01%-41813F-HRTimeline
North Star Investment Management Corp.140$3.27K<0.01%+513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC135$3.16K<0.01%013F-HRTimelineGroup
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…135$3.16K<0.01%+1013F-HR/ATimelineGroup
PIN OAK INVESTMENT ADVISORS INC90$2.1K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.43$1K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC21$487<0.01%013F-HRTimelineGroup
Activest Wealth Management5$118<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$26<0.01%-3,33713F-HRTimelineGroup