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 |
|---|---|---|---|---|---|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
4,595
shares
|
$475,536
0.15% of portfolio
|
Q2 2025
Added 132.89%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,594
shares
|
$475,433
0.01% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
4,574
shares
|
$473,363
0.0% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
4,554
shares
|
$471,293
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
4,530
shares
|
$468,809
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
4,463
shares
|
$461,875
0.07% of portfolio
|
Q2 2025
Added 61.59%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
4,447
shares
|
$460,220
0.01% of portfolio
|
Q2 2025
Reduced 22.63%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 13, 2025 Q2 2025 |
4,431
shares
|
$458,564
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
4,416
shares
|
$457,011
0.13% of portfolio
|
Q2 2025
Reduced 71.57%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
4,388
shares
|
$454,114
0.09% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,273
shares
|
$442,212
0.0% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
4,247
shares
|
$439,522
0.19% of portfolio
|
Q2 2025
Added 35.47%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
4,192
shares
|
$433,830
0.01% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
4,131
shares
|
$427,517
0.03% of portfolio
|
Q2 2025
Added 14.97%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
4,112
shares
|
$425,550
0.31% of portfolio
|
Q2 2023
Reduced 48.51%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
4,085
shares
|
$422,756
0.04% of portfolio
|
Q1 2025
Added 65.53%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
4,076
shares
|
$421,825
0.12% of portfolio
|
Q2 2025
Added 13.66%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
4,060
shares
|
$420,169
0.03% of portfolio
|
Q2 2025
Added 1971.43%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
4,050
shares
|
$419,134
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
4,050
shares
|
$419,134
0.1% of portfolio
|
Q2 2025
Reduced 16.49%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,036
shares
|
$417,685
0.04% of portfolio
|
Q4 2022
Added 66.64%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
3,884
shares
|
$401,955
0.0% of portfolio
|
Q1 2024
Reduced 6.05%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
3,825
shares
|
$395,849
0.03% of portfolio
|
Q1 2025
Added 20.66%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,825
shares
|
$395,849
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
3,801
shares
|
$393,365
0.03% of portfolio
|
Q2 2025
New holding
|