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 |
|---|---|---|---|---|---|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
2,917
shares
|
$301,880
0.19% of portfolio
|
Q2 2025
Added 11.72%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
2,875
shares
|
$297,533
0.74% of portfolio
|
Q2 2025
Added 109.85%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
2,866
shares
|
$296,602
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
2,862
shares
|
$296,188
0.16% of portfolio
|
Q2 2025
Added 21.53%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
2,859
shares
|
$295,877
0.0% of portfolio
|
Q2 2025
Reduced 99.3%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
2,831
shares
|
$292,980
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
2,827
shares
|
$292,566
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,809
shares
|
$290,703
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
2,796
shares
|
$289,358
0.13% of portfolio
|
Q2 2025
Reduced 24.23%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
2,778
shares
|
$287,495
0.05% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
2,684
shares
|
$277,767
0.03% of portfolio
|
Q2 2025
Added 21.17%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
2,676
shares
|
$276,939
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
2,675
shares
|
$276,835
0.02% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
2,642
shares
|
$273,420
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,637
shares
|
$272,903
0.02% of portfolio
|
Q2 2025
Added 20.36%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
2,621
shares
|
$271,247
0.01% of portfolio
|
Q2 2025
Added 13.32%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
2,588
shares
|
$267,832
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
2,567
shares
|
$265,658
0.02% of portfolio
|
Q4 2023
Added 22.01%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,559
shares
|
$264,830
0.1% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
2,558
shares
|
$264,727
0.21% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,540
shares
|
$262,864
0.01% of portfolio
|
Q2 2025
Added 9.34%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
2,415
shares
|
$249,928
0.07% of portfolio
|
Q2 2025
Added 18.79%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,405
shares
|
$248,893
0.0% of portfolio
|
Q2 2024
Reduced 60.55%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,399
shares
|
$248,272
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
2,376
shares
|
$245,892
0.16% of portfolio
|
Q3 2024
Reduced 53.25%
|