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 |
|---|---|---|---|---|---|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
23,346
shares
|
$2.44 Million
1.34% of portfolio
|
Q3 2024
Reduced 16.31%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Feb 21, 2025 Q4 2024 |
23,101
shares
|
$2.41 Million
1.67% of portfolio
|
Q4 2024
Added 32.96%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
23,044
shares
|
$2.41 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
22,622
shares
|
$2.36 Million
0.26% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
22,578
shares
|
$2.36 Million
0.15% of portfolio
|
Q4 2024
Added 15.09%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
22,527
shares
|
$2.35 Million
0.36% of portfolio
|
Q3 2024
Reduced 31.36%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
22,437
shares
|
$2.35 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
22,371
shares
|
$2.34 Million
1.58% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
21,804
shares
|
$2.28 Million
0.03% of portfolio
|
Q4 2024
Added 9.0%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
21,770
shares
|
$2.28 Million
0.57% of portfolio
|
Q4 2024
Added 24.56%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
21,733
shares
|
$2.27 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
21,655
shares
|
$2.26 Million
0.0% of portfolio
|
Q4 2024
Added 171.2%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
21,611
shares
|
$2.26 Million
0.54% of portfolio
|
Q4 2024
Added 76.63%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
21,401
shares
|
$2.24 Million
1.51% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
20,841
shares
|
$2.18 Million
1.34% of portfolio
|
Q4 2024
Reduced 12.37%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
19,797
shares
|
$2.07 Million
2.1% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
19,536
shares
|
$2.04 Million
0.06% of portfolio
|
Q4 2024
Added 15.84%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
19,525
shares
|
$2.04 Million
0.02% of portfolio
|
Q4 2024
Reduced 78.26%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
19,157
shares
|
$2 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
18,935
shares
|
$1.98 Million
0.93% of portfolio
|
Q4 2024
Added 17.06%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
18,880
shares
|
$1.97 Million
0.03% of portfolio
|
Q4 2024
Reduced 17.92%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
18,212
shares
|
$1.9 Million
0.04% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
18,029
shares
|
$1.88 Million
0.22% of portfolio
|
Q4 2024
Added 102.37%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
17,585
shares
|
$1.84 Million
0.06% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
17,312
shares
|
$1.81 Million
0.52% of portfolio
|
Q4 2024
Added 37.3%
|