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 561 institutions that hold shares in the stock, with a total of 84.3 Million shares, which have been reported (via 13F filing form) to have a value of $8.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
99,086
shares
|
$10.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 82.22%
|
|
|
Sharkey, Howes & Javer
|
Apr 30, 2025 Q1 2025 |
98,529
shares
|
$10.1 Million
1.56% of portfolio
|
Q1 2025
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
97,745
shares
|
$10 Million
1.93% of portfolio
|
Q1 2025
Added 16.07%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
93,950
shares
|
$9.64 Million
0.02% of portfolio
|
Q4 2024
Added 52.39%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
92,375
shares
|
$9.48 Million
6.02% of portfolio
|
Q1 2025
Reduced 56.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
92,335
shares
|
$9.48 Million
0.24% of portfolio
|
Q1 2025
Added 219.97%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
92,123
shares
|
$9.46 Million
1.09% of portfolio
|
Q1 2025
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
91,779
shares
|
$9.42 Million
1.5% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
88,245
shares
|
$9.06 Million
1.89% of portfolio
|
Q1 2025
Added 622.55%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
85,824
shares
|
$8.81 Million
4.21% of portfolio
|
Q4 2023
Added 150.06%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
84,092
shares
|
$8.63 Million
0.31% of portfolio
|
Q1 2025
Added 115.68%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
83,981
shares
|
$8.62 Million
0.16% of portfolio
|
Q4 2024
Added 664.3%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
82,641
shares
|
$8.48 Million
2.7% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
81,467
shares
|
$8.36 Million
0.12% of portfolio
|
Q1 2025
Added 35.04%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
79,944
shares
|
$8.21 Million
0.32% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Feb 12, 2025 Q4 2024 |
79,762
shares
|
$8.19 Million
3.36% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
79,277
shares
|
$8.14 Million
0.08% of portfolio
|
Q1 2025
Added 490.17%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
78,532
shares
|
$8.06 Million
0.99% of portfolio
|
Q1 2025
New holding
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
77,703
shares
|
$7.98 Million
2.63% of portfolio
|
Q1 2025
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
76,835
shares
|
$7.89 Million
4.01% of portfolio
|
Q1 2024
Added 9.56%
|
|
|
Systelligence, LLC
|
Apr 22, 2025 Q1 2025 |
76,787
shares
|
$7.88 Million
2.14% of portfolio
|
Q1 2025
Reduced 15.69%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
76,498
shares
|
$7.85 Million
0.82% of portfolio
|
Q1 2025
Added 324.31%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
76,336
shares
|
$7.84 Million
0.63% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
76,188
shares
|
$7.82 Million
0.05% of portfolio
|
Q1 2025
Reduced 45.42%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
74,963
shares
|
$7.69 Million
0.91% of portfolio
|
Q1 2025
New holding
|