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 648 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 |
|---|---|---|---|---|---|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
31,882
shares
|
$3.27 Million
2.18% of portfolio
|
Q3 2025
Reduced 63.73%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
31,739
shares
|
$3.26 Million
0.94% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 06, 2025 Q3 2025 |
31,703
shares
|
$3.26 Million
1.62% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
31,523
shares
|
$3.24 Million
0.09% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 07, 2025 Q3 2025 |
31,268
shares
|
$3.21 Million
2.07% of portfolio
|
Q3 2025
Added 25.63%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
31,216
shares
|
$3.21 Million
0.58% of portfolio
|
Q3 2025
Added 21.01%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
31,147
shares
|
$3.2 Million
0.06% of portfolio
|
Q3 2025
Added 39.28%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
30,481
shares
|
$3.13 Million
0.71% of portfolio
|
Q3 2025
Added 21.56%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
29,732
shares
|
$3.05 Million
0.04% of portfolio
|
Q3 2025
Added 259.3%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
29,259
shares
|
$3 Million
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
28,782
shares
|
$2.96 Million
1.01% of portfolio
|
Q3 2025
Added 44.03%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
28,777
shares
|
$2.96 Million
0.72% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
27,930
shares
|
$2.87 Million
0.96% of portfolio
|
Q3 2025
Added 36.26%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
27,364
shares
|
$2.81 Million
0.38% of portfolio
|
Q3 2025
Added 20.21%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
26,996
shares
|
$2.77 Million
0.81% of portfolio
|
Q3 2025
Added 58.63%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
26,930
shares
|
$2.77 Million
0.41% of portfolio
|
Q3 2025
Added 17.45%
|
|
|
Center For Asset Management LLC
|
Nov 19, 2025 Q3 2025 |
26,711
shares
|
$2.74 Million
1.47% of portfolio
|
Q3 2025
Added 29.82%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
26,567
shares
|
$2.73 Million
0.18% of portfolio
|
Q3 2025
Reduced 20.64%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
26,106
shares
|
$2.68 Million
0.1% of portfolio
|
Q3 2025
Added 71.18%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
26,019
shares
|
$2.67 Million
1.13% of portfolio
|
Q3 2025
Added 10.01%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
25,816
shares
|
$2.65 Million
0.06% of portfolio
|
Q3 2025
Added 20.41%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
25,421
shares
|
$2.61 Million
0.13% of portfolio
|
Q3 2025
Reduced 14.19%
|
|
|
Clarus Wealth Advisors
|
Oct 06, 2025 Q3 2025 |
25,411
shares
|
$2.61 Million
1.18% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
24,997
shares
|
$2.57 Million
1.74% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
24,600
shares
|
$2.53 Million
1.24% of portfolio
|
Q3 2025
Reduced 3.23%
|
|