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 614 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $10.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
6,897
shares
|
$713,770
0.07% of portfolio
|
Q4 2023
Added 22.11%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
6,842
shares
|
$708,078
0.04% of portfolio
|
Q2 2025
Added 30.5%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
6,836
shares
|
$707,457
0.21% of portfolio
|
Q2 2025
Reduced 36.17%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,791
shares
|
$702,800
0.1% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
6,733
shares
|
$696,798
0.02% of portfolio
|
Q2 2025
Added 18.77%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
6,691
shares
|
$692,451
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
6,556
shares
|
$678,480
0.02% of portfolio
|
Q2 2025
Reduced 22.95%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
6,477
shares
|
$670,304
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,352
shares
|
$657,368
0.01% of portfolio
|
Q2 2025
Added 111.73%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
6,341
shares
|
$656,230
0.03% of portfolio
|
Q2 2025
Added 35.38%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
6,254
shares
|
$647,226
0.06% of portfolio
|
Q2 2025
Reduced 31.26%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
6,221
shares
|
$643,811
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
6,196
shares
|
$641,224
0.02% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,097
shares
|
$630,978
0.08% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
6,080
shares
|
$629,219
0.25% of portfolio
|
Q2 2025
Added 33.27%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
6,021
shares
|
$623,113
0.15% of portfolio
|
Q2 2025
Added 298.48%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 14, 2025 Q2 2025 |
5,945
shares
|
$615,248
0.27% of portfolio
|
Q2 2025
Added 6.03%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
5,892
shares
|
$609,763
0.34% of portfolio
|
Q4 2023
Reduced 10.42%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
5,835
shares
|
$603,864
0.11% of portfolio
|
Q2 2025
Reduced 15.13%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,794
shares
|
$599,621
0.14% of portfolio
|
Q3 2022
Added 41285.71%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
5,715
shares
|
$591,445
0.05% of portfolio
|
Q2 2025
Added 90.56%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
5,603
shares
|
$579,854
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
5,575
shares
|
$576,956
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
5,535
shares
|
$572,817
0.0% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
5,516
shares
|
$570,850
0.02% of portfolio
|
Q2 2025
Reduced 43.82%
|