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 647 institutions that hold shares in the stock, with a total of 113 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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
692,366
shares
|
$71.1 Million
0.01% of portfolio
|
Q3 2025
Added 22.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
692,163
shares
|
$71.1 Million
0.01% of portfolio
|
Q2 2025
Added 33.82%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
661,120
shares
|
$67.9 Million
0.05% of portfolio
|
Q3 2025
Added 15.16%
|
|
|
Argi Investment Services, LLC
|
Oct 22, 2025 Q3 2025 |
650,860
shares
|
$66.8 Million
3.53% of portfolio
|
Q3 2025
Reduced 14.89%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
606,428
shares
|
$62.3 Million
0.46% of portfolio
|
Q3 2025
Added 18.19%
|
|
|
Hamilton Capital Partners, LLC
Atlanta, GA |
Oct 16, 2025 Q3 2025 |
600,751
shares
|
$61.7 Million
23.74% of portfolio
|
Q3 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
565,829
shares
|
$58.1 Million
0.93% of portfolio
|
Q3 2025
Added 12.4%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
473,409
shares
|
$48.6 Million
0.65% of portfolio
|
Q3 2025
Added 75.09%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
461,351
shares
|
$47.4 Million
0.06% of portfolio
|
Q3 2025
Added 22.75%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
459,459
shares
|
$47.2 Million
2.25% of portfolio
|
Q3 2025
Added 42.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
442,187
shares
|
$45.4 Million
0.07% of portfolio
|
Q3 2025
Added 27.45%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
403,125
shares
|
$41.4 Million
5.63% of portfolio
|
Q2 2025
Added 32.13%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
394,347
shares
|
$40.5 Million
0.79% of portfolio
|
Q3 2025
Added 10.18%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
366,732
shares
|
$37.7 Million
0.24% of portfolio
|
Q3 2025
Added 17.47%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
363,054
shares
|
$37.3 Million
0.56% of portfolio
|
Q3 2025
Reduced 35.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
360,346
shares
|
$37 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
323,423
shares
|
$33.2 Million
0.09% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
321,827
shares
|
$33 Million
0.2% of portfolio
|
Q3 2025
Added 14.74%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
318,293
shares
|
$32.7 Million
0.06% of portfolio
|
Q3 2025
Added 159.35%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
258,432
shares
|
$26.5 Million
0.89% of portfolio
|
Q2 2025
Added 19.87%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 13, 2025 Q3 2025 |
252,485
shares
|
$25.9 Million
7.54% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
247,248
shares
|
$25.4 Million
0.73% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
246,350
shares
|
$25.3 Million
1.85% of portfolio
|
Q3 2025
Added 43.89%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
245,329
shares
|
$25.2 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
222,823
shares
|
$22.9 Million
3.19% of portfolio
|
Q3 2025
Added 2.35%
|
|