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Disclosery

TLTW ISHARES TR

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20+ YEAR TR BD (fund)

129 managers (132 13F filers) reported a position in TLTW shares at 2026-03-31, 23,766,673 shares in all. 24 filers opened a position and 13 filers sold out during the quarter.

Managers
129
13F filers
132
New
24
Added
77
Reduced
23
Sold out
13
Shares held by filers
23,766,673

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,288,145$51.8M<0.01%+274,13013F-HRTimelineGroup
Foguth Wealth Management, LLC.2,221,039$49.4M5.76%+2,211,00113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,962,094$44.4M0.01%+447,80113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,935,635$43.8M<0.01%+845,81713F-HRTimelineGroup
Cetera Investment Advisers1,383,323$31.3M0.03%+215,47513F-HRTimeline
LPL Financial LLC1,318,188$29.8M0.01%+74,34313F-HRTimeline
UBS Group AGin group UBS Group AG833,469$18.9M<0.01%+241,53113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.758,897$17.2M<0.01%+240,25013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources739,101$16.7M<0.01%+36013F-HRTimelineGroup
Columbus Macro, LLC675,779$15.3M1.63%+62,14813F-HRTimeline
PINEBRIDGE INVESTMENTS LLC463,942$10.5M0.09%-63,20713F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC415,618$9.4M1.58%-239,34413F-HRTimeline
PFG Advisors377,977$8.55M0.42%+356,34213F-HRTimeline
WealthShield Partners, LLC375,807$8.5M0.95%+28,36613F-HRTimeline
Hamilton Wealth, LLC362,200$8.19M1.6%+125,00113F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC355,174$8.03M0.02%+60,32413F-HRTimelineGroup
AlphaStar Capital Management, LLC330,756$7.48M0.55%+10,94913F-HRTimeline
VanWeelden Wealth Management, LLC312,558$7.07M5.64%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…295,482$6.65M0.01%-695,35313F-HRTimeline
IHT Wealth Management, LLC289,245$6.54M0.15%+10,89813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp269,932$6.11M<0.01%+159,59213F-HRTimelineGroup
Sentinel Advisory Group, LLC266,898$6.04M2.94%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA259,079$5.86M<0.01%+53,85113F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…245,150$5.55M0.42%+125,59313F-HRTimelineGroup
Janney Montgomery Scott LLC239,395$5.42M0.01%+207,00513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding231,963$5.25M+121,077Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC210,848$4.77M<0.01%+67,85313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding208,899$4.73M+16,590Timeline
Cambridge Investment Research Advisors,…193,582$4.38M0.01%+31,79413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…190,536$4.31M0.01%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …171,218$3.87M0.05%+119,55913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.147,210$3.33M<0.01%-20,10113F-HRTimelineGroup
IFP Advisors, Inc144,778$3.27M0.07%+139,01713F-HRTimeline
MATHER GROUP, LLC.140,524$3.18M0.03%new13F-HRTimeline
MML INVESTORS SERVICES, LLC125,762$2.84M0.01%+18,65713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC118,846$2.69M0.18%+24,21813F-HRTimeline
Steward Partners Investment Advisory, L…116,141$2.63M0.01%+13,08313F-HRTimeline
MGO ONE SEVEN LLC112,943$2.55M0.05%+63,28513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC103,300$2.34M0.19%new13F-HRTimeline
Apella Capital, LLC103,032$2.33M0.03%new13F-HRTimeline
Pasadena Private Wealth, LLC101,004$2.28M0.32%new13F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV96,627$2.19M1.37%new13F-HRTimeline
Integrated Wealth Concepts LLC92,483$2.09M0.02%+3,12813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC92,404$2.09M0.1%new13F-HRTimeline
Triumph Capital Management90,313$2.04M0.42%+40,28213F-HRTimeline
Secure Asset Management, LLC87,753$1.98M0.31%+52,13813F-HRTimeline
AE Wealth Management LLC85,809$1.94M0.01%+81,13013F-HRTimeline
Aspen Investment Management Inc83,515$1.89M0.58%+18,55513F-HRTimeline
Sovran Advisors, LLC83,871$1.87M0.15%+7,16313F-HRTimeline
FWG Holdings, LLC81,750$1.84M0.7%-56813F-HRTimeline
PFG Investments, LLC74,133$1.68M0.08%+2,78513F-HRTimeline
Caitlin John, LLC71,580$1.62M0.98%+64,48013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC69,860$1.58M0.13%+22,34113F-HRTimeline
Mutual Advisors, LLC69,445$1.57M0.03%+42,07013F-HRTimeline
WEALTH ALLIANCE, LLC65,072$1.47M0.15%+13,11313F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management60,032$1.36M0.2%+22,22913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP55,442$1.25M<0.01%-7513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP52,496$1.19M<0.01%-8,56313F-HRTimelineGroup
Dynamic Advisor Solutions LLC51,544$1.17M0.04%+6,02513F-HRTimeline
WEDBUSH SECURITIES INC50,955$1.15M0.03%-2,17413F-HRTimeline
Sanctuary Advisors, LLC48,627$1.1M0.01%+10,03913F-HRTimeline
DOVER ADVISORS, LLC38,486$871K0.36%+7,72513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…36,942$836K<0.01%+7,44013F-HRTimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding34,058$770K+7,699Timeline
Perennial Investment Advisors, LLC32,292$730K0.06%+5913F-HRTimeline
NCM Capital Management, LLC32,138$727K0.26%+413F-HRTimeline
OLD MISSION CAPITAL LLC31,473$712K0.02%+1,90813F-HRTimeline
LANARK FINANCIAL, INC.31,292$708K0.05%new13F-HRTimeline
Frontier Asset Management, LLC31,250$707K0.15%-2,44713F-HRTimeline
Avidian Wealth Enterprises, LLC31,163$705K0.02%-4,38013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC30,558$691K0.01%+8,05713F-HRTimelineGroup
Coordinated Financial Services, Inc.30,025$679K0.39%+15,43513F-HRTimeline
Independent Advisor Alliance28,585$647K0.01%+18,44513F-HRTimeline
Advyzon Investment Management, LLC24,466$553K0.05%-9,37813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC24,240$548K0.01%+1,11613F-HRTimeline
Vestmark Advisory Solutions, Inc.24,096$545K0.01%+97213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,368$506K<0.01%new13F-HRTimelineGroup
Foundations Investment Advisors, LLC21,948$496K0.01%-7,07013F-HRTimeline
Walser Wealth Management Company, A Ltd…21,948$496K0.22%-7,07013F-HRTimeline
World Investment Advisors18,995$430K0.01%+8,76313F-HRTimeline
Core Wealth Advisors, Inc.18,721$423K0.1%new13F-HRTimeline
Federation des caisses Desjardins du Qu…18,100$409K<0.01%-12,50013F-HRTimeline
SEARLE & CO.16,000$362K0.09%new13F-HRTimeline
WEALTH EFFECTS LLC14,670$332K0.12%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd14,574$330K0.01%new13F-HRTimelineGroup
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …14,000$312K0.01%-5,50013F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…13,155$298K0.09%013F-HRTimeline
Latitude Advisors, LLC12,810$290K0.13%+1,02613F-HRTimeline
Joseph P. Lucia & Associates, LLC12,489$283K0.1%+50013F-HRTimeline
Global Wealth Strategies & Associates12,067$273K0.07%-23513F-HRTimeline
Kovack Advisors, Inc.11,415$258K0.01%-3,64813F-HRTimeline
First Bank & Trust11,322$256K0.04%new13F-HRTimeline
Csenge Advisory Group11,103$251K0.01%new13F-HRTimeline
SENTINEL PENSION ADVISORS, LLC10,977$248K0.04%+16813F-HRTimeline
Farther Finance Advisors, LLC10,818$245K<0.01%+10,64513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…10,626$240K<0.01%+7,22613F-HR/ATimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.10,144$229K<0.01%+1,33913F-HRTimelineGroup
Summit Financial, LLC9,300$210K<0.01%-50013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,519$170K<0.01%+7,51913F-HR/ATimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,085$138K0.01%+1,00713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,939$134K<0.01%-10613F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,547$125K<0.01%+5,32513F-HRTimelineGroup
Morling Financial Advisors, LLC5,251$119K0.04%+8713F-HRTimeline
Private Wealth Asset Management, LLC5,062$115K0.01%+8213F-HRTimeline
MidFirst Bank5,000$113K0.01%013F-HRTimeline
MAI Capital Management4,396$99.4K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,985$90.1K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC3,148$71.2K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,140$71K<0.01%013F-HRTimelineGroup
Luminist Capital LLC2,960$67K0.09%-44513F-HRTimeline
Arax Advisory Partners2,519$57K<0.01%+4213F-HRTimeline
Allworth Financial LP2,500$56.5K<0.01%+2,00013F-HRTimeline
Geneos Wealth Management Inc.2,470$55.9K<0.01%+813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,326$52.6K<0.01%-5413F-HRTimelineGroup
STANCE CAPITAL LLC2,148$48.6K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,702$38.5K<0.01%+62713F-HRTimeline
Ashton Thomas Private Wealth, LLC440$9.95K<0.01%new13F-HRTimeline
Parallel Advisors, LLC377$8.54K<0.01%new13F-HR/ATimeline
FMR LLCin group FMR LLC289$6.54K<0.01%+26813F-HRTimelineGroup
Acumen Wealth Advisors, LLC279$6.31K<0.01%-11613F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…248$5.61K<0.01%+11113F-HRTimelineGroup
North Star Investment Management Corp.148$3.34K<0.01%+313F-HRTimeline
Park Square Financial Group, LLC121$2.74K0.02%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC100$2K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC92$2K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.43$973<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC15$339<0.01%new13F-HRTimeline
Activest Wealth Management3$76<0.01%-213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP20,969$474013F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.