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 505 institutions that hold shares in the stock, with a total of 63.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
52,755
shares
|
$5.24 Million
2.11% of portfolio
|
Q3 2024
Reduced 53.29%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
52,303
shares
|
$5.2 Million
0.79% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
50,692
shares
|
$5.04 Million
0.1% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
50,363
shares
|
$5.01 Million
1.83% of portfolio
|
Q3 2024
Reduced 18.99%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
48,873
shares
|
$4.86 Million
1.6% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
48,320
shares
|
$4.8 Million
0.05% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
47,414
shares
|
$4.71 Million
2.6% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
46,957
shares
|
$4.67 Million
1.9% of portfolio
|
Q3 2024
Added 13.81%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
46,365
shares
|
$4.61 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
45,441
shares
|
$4.52 Million
1.02% of portfolio
|
Q3 2024
Added 11.76%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
45,219
shares
|
$4.49 Million
0.35% of portfolio
|
Q3 2024
Added 255.86%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
44,900
shares
|
$4.46 Million
0.43% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
44,224
shares
|
$4.4 Million
0.32% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
43,837
shares
|
$4.36 Million
0.06% of portfolio
|
Q3 2024
Reduced 27.33%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
43,737
shares
|
$4.35 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
42,218
shares
|
$4.2 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
41,509
shares
|
$4.13 Million
0.13% of portfolio
|
Q3 2024
Added 221.1%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
41,080
shares
|
$4.08 Million
2.08% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
40,346
shares
|
$4.01 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.37%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
39,580
shares
|
$3.93 Million
0.3% of portfolio
|
Q3 2024
Reduced 35.05%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 13, 2025 Q4 2024 |
37,087
shares
|
$3.69 Million
0.99% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
35,503
shares
|
$3.53 Million
0.01% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
35,415
shares
|
$3.52 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
35,392
shares
|
$3.52 Million
0.05% of portfolio
|
Q3 2024
Reduced 61.6%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
35,113
shares
|
$3.49 Million
1.65% of portfolio
|
Q2 2022
Added 211.67%
|