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 598 institutions that hold shares in the stock, with a total of 90.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,956
shares
|
$496,145
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
4,787
shares
|
$479,226
0.04% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
4,722
shares
|
$472,719
0.04% of portfolio
|
Q1 2025
Added 15.0%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
4,684
shares
|
$468,915
0.02% of portfolio
|
Q1 2025
Added 62.92%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,627
shares
|
$463,208
0.01% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
4,615
shares
|
$462,007
0.06% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
4,594
shares
|
$459,905
0.28% of portfolio
|
Q1 2025
Reduced 24.54%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,594
shares
|
$459,905
0.01% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
4,562
shares
|
$456,701
0.21% of portfolio
|
Q1 2025
Reduced 16.63%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
4,554
shares
|
$455,900
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
4,530
shares
|
$453,498
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
4,388
shares
|
$439,282
0.09% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
4,277
shares
|
$428,170
0.0% of portfolio
|
Q1 2025
Added 72.18%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
4,224
shares
|
$422,864
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,193
shares
|
$419,761
0.0% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
4,190
shares
|
$419,460
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
4,163
shares
|
$416,757
0.25% of portfolio
|
Q1 2025
Added 102.88%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
4,112
shares
|
$411,652
0.31% of portfolio
|
Q2 2023
Reduced 48.51%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
4,076
shares
|
$408,048
0.12% of portfolio
|
Q2 2025
Added 13.66%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
4,060
shares
|
$406,446
0.03% of portfolio
|
Q2 2025
Added 1971.43%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
4,050
shares
|
$405,445
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
4,050
shares
|
$405,445
0.1% of portfolio
|
Q2 2025
Reduced 16.49%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,036
shares
|
$404,043
0.04% of portfolio
|
Q4 2022
Added 66.64%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
4,025
shares
|
$402,942
0.19% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
4,024
shares
|
$402,842
0.18% of portfolio
|
Q1 2025
New holding
|