Institutional Ownership Ishares Barclays 10 20 Yr Trea (TLH)
This table provides information about the institutional ownership of Ishares Barclays 10 20 Yr Trea (TLH). We have compiled data on the 650 institutions that hold shares in the stock, with a total of 114 Million shares, which have been reported (via 13F filing form) to have a value of $11.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
3,598
shares
|
$369,478
0.12% of portfolio
|
Q3 2024
Reduced 31.95%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
3,593
shares
|
$368,965
0.03% of portfolio
|
Q3 2025
Reduced 13.02%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Nov 03, 2025 Q3 2025 |
3,578
shares
|
$367,424
0.22% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 05, 2026 Q4 2025 |
3,556
shares
|
$365,165
0.33% of portfolio
|
Q4 2025
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
3,555
shares
|
$365,062
0.15% of portfolio
|
Q4 2025
Reduced 11.39%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
3,505
shares
|
$359,928
0.1% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
3,500
shares
|
$359,415
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
3,488
shares
|
$358,182
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Shelter Mutual Insurance CO
|
Oct 31, 2025 Q3 2025 |
3,440
shares
|
$353,253
0.08% of portfolio
|
Q3 2025
Added 16.61%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
3,437
shares
|
$352,945
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
3,437
shares
|
$352,945
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
3,410
shares
|
$350,172
0.08% of portfolio
|
Q3 2025
Reduced 15.8%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
3,387
shares
|
$347,811
0.03% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
3,385
shares
|
$347,605
0.06% of portfolio
|
Q3 2025
Reduced 26.6%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
3,364
shares
|
$345,449
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
3,362
shares
|
$345,243
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
3,335
shares
|
$342,471
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
3,306
shares
|
$339,493
0.04% of portfolio
|
Q2 2025
Reduced 28.36%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
3,302
shares
|
$339,082
0.11% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
3,264
shares
|
$335,180
0.01% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,264
shares
|
$335,180
0.03% of portfolio
|
Q3 2025
Reduced 20.1%
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
3,227
shares
|
$331,380
0.02% of portfolio
|
Q4 2025
Reduced 3.15%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
3,210
shares
|
$329,634
0.04% of portfolio
|
Q3 2025
Added 24.03%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
3,167
shares
|
$325,219
0.02% of portfolio
|
Q3 2025
Added 20.1%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
3,164
shares
|
$324,911
0.02% of portfolio
|
Q4 2025
Reduced 19.29%
|
|