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 655 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 |
|---|---|---|---|---|---|
|
Forte Asset Management LLC
|
Jan 16, 2026 Q4 2025 |
24,602
shares
|
$2.53 Million
1.18% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
24,465
shares
|
$2.51 Million
0.64% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
24,249
shares
|
$2.49 Million
0.08% of portfolio
|
Q3 2025
Added 45.09%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
24,034
shares
|
$2.47 Million
1.7% of portfolio
|
Q4 2025
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
23,710
shares
|
$2.43 Million
0.43% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
23,467
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.23%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
23,046
shares
|
$2.37 Million
0.06% of portfolio
|
Q3 2025
Added 18.02%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
22,867
shares
|
$2.35 Million
0.81% of portfolio
|
Q3 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
22,642
shares
|
$2.33 Million
0.07% of portfolio
|
Q3 2025
Reduced 56.39%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
22,552
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
22,527
shares
|
$2.31 Million
0.36% of portfolio
|
Q3 2024
Reduced 31.36%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
22,435
shares
|
$2.3 Million
1.3% of portfolio
|
Q4 2025
Added 14.22%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
22,250
shares
|
$2.28 Million
0.02% of portfolio
|
Q3 2025
Added 11.03%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
22,012
shares
|
$2.26 Million
1.02% of portfolio
|
Q2 2025
Added 47.88%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
21,736
shares
|
$2.23 Million
0.07% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
21,703
shares
|
$2.23 Million
0.59% of portfolio
|
Q3 2025
Reduced 15.36%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
21,509
shares
|
$2.21 Million
0.73% of portfolio
|
Q3 2025
Added 63.65%
|
|
|
Surience Private Wealth LLC
|
Jan 16, 2026 Q4 2025 |
21,339
shares
|
$2.19 Million
2.36% of portfolio
|
Q4 2025
New holding
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
21,117
shares
|
$2.17 Million
0.55% of portfolio
|
Q3 2025
Added 14.16%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
21,098
shares
|
$2.17 Million
0.91% of portfolio
|
Q3 2025
Added 26.91%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 15, 2026 Q4 2025 |
21,038
shares
|
$2.16 Million
0.92% of portfolio
|
Q4 2025
Added 6.64%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
20,916
shares
|
$2.15 Million
1.46% of portfolio
|
Q4 2025
Added 1.12%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
20,760
shares
|
$2.13 Million
0.51% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
20,632
shares
|
$2.12 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
20,425
shares
|
$2.1 Million
0.74% of portfolio
|
Q3 2025
Added 7.12%
|
|