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 517 institutions that hold shares in the stock, with a total of 64 Million shares, which have been reported (via 13F filing form) to have a value of $6.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
9,786,466
shares
|
$993 Million
0.09% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
7,137,470
shares
|
$724 Million
14.89% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,857,654
shares
|
$391 Million
0.1% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
3,445,622
shares
|
$349 Million
0.12% of portfolio
|
Q3 2024
Reduced 29.7%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
2,971,365
shares
|
$301 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,210,335
shares
|
$224 Million
0.09% of portfolio
|
Q4 2024
Added 21.4%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
2,149,520
shares
|
$218 Million
0.02% of portfolio
|
Q3 2024
Added 68.11%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,944,547
shares
|
$197 Million
0.02% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,707,996
shares
|
$173 Million
0.47% of portfolio
|
Q4 2024
Added 11.3%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
1,662,215
shares
|
$169 Million
3.77% of portfolio
|
Q4 2024
Reduced 13.34%
|
|
|
Johns Hopkins University
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
1,196,677
shares
|
$121 Million
4.9% of portfolio
|
Q3 2024
Added 11.27%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
1,118,094
shares
|
$113 Million
0.18% of portfolio
|
Q4 2024
Reduced 22.18%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
1,086,437
shares
|
$110 Million
4.03% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,080,453
shares
|
$110 Million
0.03% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
922,037
shares
|
$93.5 Million
0.33% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
724,813
shares
|
$73.5 Million
2.28% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
717,295
shares
|
$72.8 Million
0.45% of portfolio
|
Q2 2023
Reduced 55.98%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
709,967
shares
|
$72 Million
1.1% of portfolio
|
Q4 2024
Added 19.29%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
702,163
shares
|
$71.2 Million
6.51% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
675,318
shares
|
$68.5 Million
0.17% of portfolio
|
Q3 2024
Added 57.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
643,497
shares
|
$65.3 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
612,421
shares
|
$62.1 Million
5.84% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
488,231
shares
|
$49.5 Million
0.06% of portfolio
|
Q4 2024
Added 176.09%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
483,272
shares
|
$49 Million
1.27% of portfolio
|
Q3 2024
Reduced 10.08%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
471,231
shares
|
$47.8 Million
0.13% of portfolio
|
Q4 2024
New holding
|