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Disclosery

TLTW ISHARES TR

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20+ YEAR TR BD (fund)

120 managers (123 13F filers) reported a position in TLTW shares at 2025-12-31, 17,456,450 shares in all. 31 filers opened a position and 13 filers sold out during the quarter.

Managers
120
13F filers
123
New
31
Added
53
Reduced
24
Sold out
13
Shares held by filers
17,456,450

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/2,014,015$45.7M<0.01%+51,52113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,514,293$34.3M0.01%+551,81613F-HRTimelineGroup
LPL Financial LLC1,243,845$28.2M0.01%+480,55213F-HRTimeline
Cetera Investment Advisers1,167,848$26.5M0.03%+289,72113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,089,818$24.7M<0.01%+541,37013F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…990,835$22.5M0.03%+109,17513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources738,741$16.7M<0.01%-140,17713F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC654,962$14.8M2.66%+165,40113F-HRTimeline
Columbus Macro, LLC613,631$13.9M1.52%-10,29613F-HRTimeline
UBS Group AGin group UBS Group AG591,938$13.4M<0.01%+128,82313F-HRTimelineGroup
PINEBRIDGE INVESTMENTS LLC527,149$12M0.09%13F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.518,647$11.8M<0.01%+434,21113F-HRTimelineGroup
WealthShield Partners, LLC347,441$7.88M0.87%+27,14413F-HRTimeline
AlphaStar Capital Management, LLC319,807$7.25M0.53%+103,68013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC294,850$6.68M0.01%+59,02513F-HRTimelineGroup
IHT Wealth Management, LLC278,347$6.31M0.15%new13F-HRTimeline
Hamilton Wealth, LLC237,199$5.38M1.02%-10,27613F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC235,116$5.33M0.01%+18,36113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC233,010$5.28M0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA205,228$4.65M<0.01%-16,71613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding192,309$4.36M+5,383Timeline
Quadrature Capital Ltdin group Quadrature Capital Ltd177,082$4.01M0.04%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.167,311$3.79M0.01%-22,85513F-HRTimelineGroup
Cambridge Investment Research Advisors,…161,788$3.67M0.01%-10,72613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC142,995$3.24M<0.01%+91,34013F-HRTimelineGroup
COMERICA BANK130,542$2.96M0.01%+97,36513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…119,557$2.71M0.44%+98,74013F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding110,886$2.51M+110,751Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp110,340$2.5M<0.01%+54,14413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC107,105$2.43M0.01%+25,26413F-HRTimeline
Steward Partners Investment Advisory, L…103,058$2.34M0.01%+52,08813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC94,628$2.15M0.14%new13F-HRTimeline
Integrated Wealth Concepts LLC89,355$2.03M0.02%+38,76413F-HRTimeline
FWG Holdings, LLC82,318$1.87M0.71%+32313F-HR/ATimeline
Sovran Advisors, LLC76,708$1.76M0.15%-3,16313F-HRTimeline
PFG Investments, LLC71,348$1.62M0.08%+14,31313F-HRTimeline
Aspen Investment Management Inc64,960$1.47M0.44%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP61,059$1.38M<0.01%-21,43813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP55,517$1.26M<0.01%-3,75913F-HRTimelineGroup
Elequin Capital, LP54,389$1.23M0.16%new13F-HRTimeline
WEDBUSH SECURITIES INC53,129$1.2M0.04%+1,28613F-HRTimeline
WEALTH ALLIANCE, LLC51,959$1.18M0.12%+1513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …51,659$1.17M0.02%new13F-HRTimelineGroup
NerdWallet Wealth Partners, LLC13,116$1.14M0.51%-92113F-HRTimeline
Triumph Capital Management50,031$1.13M0.25%+32,68813F-HRTimeline
MGO ONE SEVEN LLC49,658$1.13M0.02%new13F-HRTimeline
CacheTech Inc.49,162$1.11M0.21%new13F-HRTimeline
Claris Financial LLC47,866$1.09M0.58%-5,97813F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC47,519$1.08M0.09%+87613F-HRTimeline
Dynamic Advisor Solutions LLC45,519$1.03M0.03%+9,04313F-HRTimeline
Sanctuary Advisors, LLC38,588$875K<0.01%+5,22913F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management37,803$857K0.12%+54013F-HRTimelineGroup
Secure Asset Management, LLC35,615$807K0.13%new13F-HRTimeline
Avidian Wealth Enterprises, LLC35,543$806K0.03%013F-HRTimeline
Advyzon Investment Management, LLC33,844$767K0.09%+3,99713F-HRTimeline
Frontier Asset Management, LLC33,697$764K0.18%new13F-HRTimeline
Janney Montgomery Scott LLC32,390$734K<0.01%+8,47513F-HRTimeline
Perennial Investment Advisors, LLC32,233$731K0.06%-1,86613F-HRTimeline
NCM Capital Management, LLC32,134$728K0.27%-28,10213F-HRTimeline
DOVER ADVISORS, LLC30,761$697K0.27%-6,35813F-HRTimeline
Federation des caisses Desjardins du Qu…30,600$694K<0.01%-9,05013F-HRTimeline
OLD MISSION CAPITAL LLC29,565$670K0.03%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…29,502$669K<0.01%+12,85013F-HR/ATimelineGroup
Foundations Investment Advisors, LLC29,018$658K0.01%-7,09713F-HRTimeline
Walser Wealth Management Company, A Ltd…29,018$658K0.35%13F-HRTimeline
Mutual Advisors, LLC27,375$621K0.01%+12,16213F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding26,359$598K+3,056Timeline
Vestmark Advisory Solutions, Inc.23,124$524K0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC23,124$524K0.03%+53713F-HRTimeline
Lloyd Advisory Services, LLC.22,537$511K0.2%+2,15613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC22,501$510K<0.01%+3,84913F-HRTimelineGroup
PFG Advisors21,635$490K0.02%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP20,969$475K<0.01%013F-HR/ATimelineGroup
QUANTIFY CHAOS ADVISORS, LLC20,874$473K1.43%13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …19,500$446K0.02%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,596$376K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC15,685$356K0.01%+15,02113F-HRTimeline
Kovack Advisors, Inc.15,063$341K0.02%new13F-HR/ATimeline
Coordinated Financial Services, Inc.14,590$331K0.19%+5,37013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…13,155$298K0.09%+4,38013F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…12,338$280K0.09%new13F-HRTimelineGroup
Global Wealth Strategies & Associates12,302$279K0.07%-4,02413F-HRTimeline
Joseph P. Lucia & Associates, LLC11,989$272K0.1%new13F-HRTimeline
Latitude Advisors, LLC11,784$267K0.12%-2,66613F-HRTimeline
SENTINEL PENSION ADVISORS, LLC10,809$245K0.04%new13F-HRTimeline
World Investment Advisors10,232$232K<0.01%new13F-HR/ATimeline
Independent Advisor Alliance10,140$230K0.01%new13F-HRTimeline
Foguth Wealth Management, LLC.10,038$227K0.04%13F-HRTimeline
Summit Financial, LLC9,800$222K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC9,533$216K<0.01%+35513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.8,805$200K<0.01%+2,45413F-HRTimelineGroup
Caitlin John, LLC7,100$161K0.11%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,045$137K<0.01%+50813F-HRTimelineGroup
IFP Advisors, Inc5,761$131K<0.01%+1,96113F-HRTimeline
Morling Financial Advisors, LLC5,164$117K0.04%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,078$115K0.01%new13F-HRTimeline
MidFirst Bank5,000$113K0.01%13F-HRTimeline
Private Wealth Asset Management, LLC4,980$113K0.01%new13F-HRTimeline
AE Wealth Management LLC4,679$106K<0.01%+1,65413F-HRTimeline
MAI Capital Management4,396$99.7K<0.01%013F-HRTimeline
Luminist Capital LLC3,405$77.2K0.1%-3,69213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…3,400$77.1K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,140$71.2K<0.01%-33,42813F-HRTimelineGroup
Arax Advisory Partners2,477$56.2K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.2,462$55.8K<0.01%+1713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,380$54K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,075$24.4K<0.01%-1,91413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC831$18.8K0.01%new13F-HRTimeline
Allworth Financial LP500$11.3K<0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC395$8.96K<0.01%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…222$5.03K<0.01%new13F-HR/ATimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…216$4.89K<0.01%-213F-HRTimelineGroup
Farther Finance Advisors, LLC173$3.93K<0.01%-3513F-HRTimeline
North Star Investment Management Corp.145$3.29K<0.01%+513F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…137$3.11K<0.01%+213F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC100$2K<0.01%+1013F-HRTimeline
Sunbelt Securities, Inc.43$975<0.01%013F-HRTimeline
FMR LLCin group FMR LLC21$472<0.01%013F-HRTimelineGroup
Activest Wealth Management5$119<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$9<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.