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 |
|---|---|---|---|---|---|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
12,282
shares
|
$1.22 Million
0.83% of portfolio
|
Q3 2024
Added 8.67%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
12,235
shares
|
$1.22 Million
0.34% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
12,141
shares
|
$1.21 Million
0.23% of portfolio
|
Q3 2024
Added 17.54%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
12,026
shares
|
$1.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 12.8%
|
|
|
Echo45 Advisors LLC
|
Jan 17, 2025 Q4 2024 |
11,902
shares
|
$1.18 Million
0.82% of portfolio
|
Q4 2024
Reduced 59.6%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
11,662
shares
|
$1.16 Million
0.1% of portfolio
|
Q4 2024
Reduced 37.49%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
11,639
shares
|
$1.16 Million
0.09% of portfolio
|
Q4 2024
Added 21.25%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
11,603
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Added 18.2%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
11,585
shares
|
$1.15 Million
0.76% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
11,500
shares
|
$1.14 Million
0.07% of portfolio
|
Q3 2024
Reduced 79.82%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,495
shares
|
$1.14 Million
0.19% of portfolio
|
Q3 2024
Added 23.28%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
11,420
shares
|
$1.14 Million
0.32% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
11,335
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Added 37.71%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
11,295
shares
|
$1.12 Million
0.34% of portfolio
|
Q4 2024
Added 17.6%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
11,218
shares
|
$1.11 Million
0.37% of portfolio
|
Q3 2024
Added 72.35%
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
11,166
shares
|
$1.11 Million
0.67% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
11,143
shares
|
$1.11 Million
0.27% of portfolio
|
Q3 2024
Added 34.27%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
11,042
shares
|
$1.1 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
10,988
shares
|
$1.09 Million
1.03% of portfolio
|
Q3 2024
Reduced 82.44%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
10,907
shares
|
$1.08 Million
0.34% of portfolio
|
Q4 2024
Reduced 91.1%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
10,834
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2023
Reduced 1.65%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
10,796
shares
|
$1.07 Million
0.07% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
10,663
shares
|
$1.06 Million
0.07% of portfolio
|
Q4 2024
Added 28.55%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
10,635
shares
|
$1.06 Million
0.25% of portfolio
|
Q4 2024
Added 22.37%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
10,484
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2024
Added 6.26%
|