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 528 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 $6.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
3,725
shares
|
$384,196
0.07% of portfolio
|
Q4 2024
Reduced 26.18%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
3,663
shares
|
$377,801
0.03% of portfolio
|
Q4 2024
Reduced 99.48%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
3,663
shares
|
$377,801
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
3,636
shares
|
$375,017
0.16% of portfolio
|
Q3 2024
Added 46.79%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
3,598
shares
|
$371,097
0.12% of portfolio
|
Q3 2024
Reduced 31.95%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
3,522
shares
|
$363,259
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
3,489
shares
|
$359,855
0.01% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Mmbg Investment Advisors Co.
|
Feb 14, 2025 Q4 2024 |
3,488
shares
|
$359,752
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
3,434
shares
|
$354,182
0.0% of portfolio
|
Q4 2024
Added 84.03%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
3,420
shares
|
$352,738
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
3,368
shares
|
$347,375
0.0% of portfolio
|
Q4 2024
Reduced 85.36%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
3,299
shares
|
$340,258
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
3,262
shares
|
$336,442
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
3,211
shares
|
$331,182
0.1% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Feb 03, 2025 Q4 2024 |
3,170
shares
|
$326,953
0.02% of portfolio
|
Q4 2024
Added 20.99%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,141
shares
|
$323,962
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
3,113
shares
|
$321,074
0.17% of portfolio
|
Q4 2024
Reduced 37.8%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,085
shares
|
$318,186
0.03% of portfolio
|
Q4 2024
Added 16.06%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
3,044
shares
|
$313,958
0.0% of portfolio
|
Q4 2024
Added 12.74%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
3,008
shares
|
$310,245
0.11% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
3,006
shares
|
$310,038
0.04% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
2,995
shares
|
$308,904
0.04% of portfolio
|
Q4 2024
Added 5.12%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
2,933
shares
|
$302,509
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Shelter Mutual Insurance CO
|
Feb 07, 2025 Q4 2024 |
2,930
shares
|
$302,200
0.08% of portfolio
|
Q3 2024
Reduced 50.17%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
2,895
shares
|
$298,590
0.1% of portfolio
|
Q4 2024
Added 40.06%
|