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 525 institutions that hold shares in the stock, with a total of 68.1 Million shares, which have been reported (via 13F filing form) to have a value of $7.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
78
shares
|
$8,154
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
78
shares
|
$8,154
0.0% of portfolio
|
Q3 2024
Reduced 41.35%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
77
shares
|
$8,049
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
74
shares
|
$7,735
0.0% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
73
shares
|
$7,631
0.0% of portfolio
|
Q4 2024
Added 10.61%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
72
shares
|
$7,526
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
68
shares
|
$7,108
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
68
shares
|
$7,108
0.23% of portfolio
|
Q3 2024
Reduced 54.05%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
67
shares
|
$7,004
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
61
shares
|
$6,376
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
61
shares
|
$6,376
0.0% of portfolio
|
Q3 2024
Reduced 18.67%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
51
shares
|
$5,331
0.0% of portfolio
|
Q3 2024
Reduced 39.29%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
48
shares
|
$5,017
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
45
shares
|
$4,704
0.0% of portfolio
|
Q4 2024
Reduced 57.14%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
44
shares
|
$4,599
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
44
shares
|
$4,599
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
41
shares
|
$4,286
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
40
shares
|
$4,181
0.0% of portfolio
|
Q4 2024
Added 700.0%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
38
shares
|
$3,972
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
36
shares
|
$3,763
0.0% of portfolio
|
Q4 2024
Reduced 45.45%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
28
shares
|
$2,927
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
27
shares
|
$2,822
0.0% of portfolio
|
Q4 2024
Reduced 80.99%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
24
shares
|
$2,508
0.0% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
20
shares
|
$2,090
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
19
shares
|
$1,986
0.0% of portfolio
|
Q4 2024
New holding
|