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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
218,052
shares
|
$22.4 Million
0.61% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
217,855
shares
|
$22.4 Million
1.04% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
211,855
shares
|
$21.8 Million
5.58% of portfolio
|
Q4 2023
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
209,694
shares
|
$21.5 Million
0.27% of portfolio
|
Q3 2025
Added 9.9%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
206,478
shares
|
$21.2 Million
0.03% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
202,255
shares
|
$20.8 Million
0.44% of portfolio
|
Q3 2025
Reduced 54.51%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 14, 2025 Q3 2025 |
195,420
shares
|
$20.1 Million
6.2% of portfolio
|
Q3 2025
Added 12.65%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
188,901
shares
|
$19.4 Million
0.38% of portfolio
|
Q3 2025
Reduced 12.6%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
181,456
shares
|
$18.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 56.7%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
177,521
shares
|
$18.2 Million
0.03% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
174,751
shares
|
$17.9 Million
0.63% of portfolio
|
Q3 2025
Added 14.86%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
169,677
shares
|
$17.4 Million
3.22% of portfolio
|
Q3 2025
Added 37.04%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
169,221
shares
|
$17.4 Million
3.97% of portfolio
|
Q3 2025
Added 23.07%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
163,224
shares
|
$16.8 Million
0.13% of portfolio
|
Q3 2025
Added 33.6%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
161,879
shares
|
$16.6 Million
0.8% of portfolio
|
Q3 2025
Added 53.08%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
161,097
shares
|
$16.5 Million
0.91% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
158,977
shares
|
$16.3 Million
2.37% of portfolio
|
Q3 2025
Added 13.78%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
157,260
shares
|
$16.1 Million
0.14% of portfolio
|
Q3 2025
Added 23.62%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Nov 12, 2025 Q3 2025 |
150,164
shares
|
$15.4 Million
0.29% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
149,318
shares
|
$15.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
145,531
shares
|
$14.9 Million
0.08% of portfolio
|
Q2 2025
Added 40.14%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
144,582
shares
|
$14.8 Million
2.34% of portfolio
|
Q3 2025
Added 33.39%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
143,038
shares
|
$14.7 Million
0.96% of portfolio
|
Q3 2025
Reduced 15.65%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
143,001
shares
|
$14.7 Million
0.01% of portfolio
|
Q3 2025
Added 61.54%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
142,277
shares
|
$14.6 Million
0.91% of portfolio
|
Q3 2025
Added 0.05%
|
|