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 |
|---|---|---|---|---|---|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
84,215
shares
|
$8.8 Million
1.58% of portfolio
|
Q4 2024
Added 10.18%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
83,981
shares
|
$8.78 Million
0.16% of portfolio
|
Q4 2024
Added 664.3%
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
81,467
shares
|
$8.52 Million
0.79% of portfolio
|
Q4 2024
Reduced 62.08%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
81,442
shares
|
$8.51 Million
2.46% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
79,944
shares
|
$8.36 Million
0.32% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Feb 12, 2025 Q4 2024 |
79,762
shares
|
$8.34 Million
3.36% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
79,198
shares
|
$8.28 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
76,906
shares
|
$8.04 Million
0.11% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
76,835
shares
|
$8.03 Million
4.01% of portfolio
|
Q1 2024
Added 9.56%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
72,967
shares
|
$7.63 Million
0.09% of portfolio
|
Q4 2024
Added 22.24%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
72,503
shares
|
$7.58 Million
0.58% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
70,465
shares
|
$7.37 Million
0.09% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
68,951
shares
|
$7.21 Million
3.22% of portfolio
|
Q4 2024
Added 67.85%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Feb 10, 2025 Q4 2024 |
68,452
shares
|
$7.16 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
68,416
shares
|
$7.15 Million
0.27% of portfolio
|
Q3 2023
Added 328.7%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
64,859
shares
|
$6.78 Million
0.04% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
63,503
shares
|
$6.64 Million
0.21% of portfolio
|
Q4 2024
Added 85.51%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
60,328
shares
|
$6.31 Million
0.09% of portfolio
|
Q4 2024
Added 118.12%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
58,193
shares
|
$6.08 Million
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Feb 14, 2025 Q4 2024 |
54,700
shares
|
$5.72 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
54,252
shares
|
$5.67 Million
0.07% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jan 31, 2025 Q4 2024 |
52,920
shares
|
$5.53 Million
2.91% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
52,732
shares
|
$5.51 Million
1.05% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
52,303
shares
|
$5.47 Million
0.79% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
50,692
shares
|
$5.3 Million
0.1% of portfolio
|
Q4 2024
Added 11.77%
|