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 430 institutions that hold shares in the stock, with a total of 68.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.91 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
10,715,913
shares
|
$1.09 Billion
0.11% of portfolio
|
Q1 2024
Added 2.86%
|
|
Forum Financial Management, LP
Lombard, IL |
May 09, 2024 Q1 2024 |
7,103,508
shares
|
$721 Million
14.44% of portfolio
|
Q1 2024
Added 2.04%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
4,962,348
shares
|
$504 Million
0.2% of portfolio
|
Q1 2024
Added 5.4%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
3,794,978
shares
|
$385 Million
0.1% of portfolio
|
Q1 2024
Added 3.31%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
3,466,456
shares
|
$352 Million
0.1% of portfolio
|
Q1 2024
Reduced 1.29%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
3,413,836
shares
|
$346 Million
0.55% of portfolio
|
Q1 2024
Added 3.31%
|
|
Richard Bernstein Advisors LLC
|
May 09, 2024 Q1 2024 |
3,283,349
shares
|
$333 Million
7.81% of portfolio
|
Q1 2024
Reduced 39.79%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,927,013
shares
|
$196 Million
0.02% of portfolio
|
Q1 2024
Added 13.48%
|
|
Annex Advisory Services, LLC
|
Apr 12, 2024 Q1 2024 |
1,761,192
shares
|
$179 Million
6.74% of portfolio
|
Q1 2024
Added 171.29%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,535,956
shares
|
$156 Million
0.09% of portfolio
|
Q1 2024
Added 34.73%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
1,460,833
shares
|
$148 Million
0.01% of portfolio
|
Q1 2024
Added 41.14%
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2024 Q1 2024 |
1,134,068
shares
|
$115 Million
5.16% of portfolio
|
Q1 2024
Added 6.53%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,061,874
shares
|
$108 Million
0.03% of portfolio
|
Q1 2024
Added 6.77%
|
|
Johns Hopkins University
Baltimore, MD |
May 15, 2024 Q1 2024 |
1,025,380
shares
|
$104 Million
4.2% of portfolio
|
Q1 2024
New holding
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
962,462
shares
|
$97.7 Million
0.48% of portfolio
|
Q1 2024
Added 20.23%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
811,568
shares
|
$82.4 Million
0.34% of portfolio
|
Q1 2024
Added 7.94%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
761,698
shares
|
$77.3 Million
0.26% of portfolio
|
Q1 2024
Added 928.97%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
717,295
shares
|
$72.8 Million
0.45% of portfolio
|
Q2 2023
Reduced 55.98%
|
|
Destination Wealth Management
|
May 14, 2024 Q1 2024 |
711,799
shares
|
$72.2 Million
2.51% of portfolio
|
Q1 2024
Added 25.35%
|
|
Financial Advisory Service, Inc.
|
Apr 29, 2024 Q1 2024 |
655,832
shares
|
$66.6 Million
6.41% of portfolio
|
Q1 2024
Added 7.39%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
640,489
shares
|
$65 Million
0.22% of portfolio
|
Q1 2024
Added 130.04%
|
|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
590,079
shares
|
$59.9 Million
0.78% of portfolio
|
Q1 2024
Added 5.77%
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
557,402
shares
|
$56.6 Million
0.0% of portfolio
|
Q1 2024
Added 11.76%
|
|
River Front Investment Group, LLC
Richmond, VA |
May 02, 2024 Q1 2024 |
542,738
shares
|
$55.1 Million
1.61% of portfolio
|
Q1 2024
Added 5.68%
|
|
First Citizens Bank & Trust CO
|
Apr 15, 2024 Q1 2024 |
536,219
shares
|
$54.4 Million
0.91% of portfolio
|
Q1 2024
Added 7.99%
|