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 506 institutions that hold shares in the stock, with a total of 63.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
10,868
shares
|
$1.11 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
10,834
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2023
Reduced 1.65%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
10,704
shares
|
$1.09 Million
0.47% of portfolio
|
Q3 2024
Added 37.32%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
10,576
shares
|
$1.08 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
10,484
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
10,453
shares
|
$1.07 Million
0.35% of portfolio
|
Q3 2024
Reduced 27.36%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
10,418
shares
|
$1.06 Million
0.41% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
10,390
shares
|
$1.06 Million
0.2% of portfolio
|
Q3 2024
Reduced 87.87%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
10,330
shares
|
$1.05 Million
0.1% of portfolio
|
Q3 2024
Added 63.45%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
10,268
shares
|
$1.05 Million
0.45% of portfolio
|
Q3 2024
Added 13.7%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
10,055
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Reduced 62.75%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
10,048
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2024
Added 108.29%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
9,605
shares
|
$979,902
0.31% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
9,599
shares
|
$979,289
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
9,553
shares
|
$974,597
0.04% of portfolio
|
Q3 2024
Reduced 17.01%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
9,549
shares
|
$974,188
0.03% of portfolio
|
Q3 2024
Reduced 13.15%
|
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
9,520
shares
|
$971,230
0.24% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
9,480
shares
|
$967,149
0.01% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
9,437
shares
|
$962,762
0.08% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
9,414
shares
|
$960,416
0.1% of portfolio
|
Q3 2024
Added 49.9%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
9,403
shares
|
$959,294
0.0% of portfolio
|
Q3 2024
Added 93.04%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
8,966
shares
|
$914,711
0.03% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
8,943
shares
|
$912,364
0.0% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
8,930
shares
|
$911,038
0.29% of portfolio
|
Q3 2024
Added 56.31%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
8,909
shares
|
$908,896
0.2% of portfolio
|
Q3 2024
Added 242.26%
|