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 |
|---|---|---|---|---|---|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
663,460
shares
|
$68.7 Million
2.4% of portfolio
|
Q2 2025
Reduced 39.25%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
636,501
shares
|
$65.9 Million
1.0% of portfolio
|
Q2 2025
Reduced 12.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
609,789
shares
|
$63.1 Million
0.01% of portfolio
|
Q2 2025
Added 33.82%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
574,080
shares
|
$59.4 Million
0.04% of portfolio
|
Q2 2025
Added 39.88%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
566,504
shares
|
$58.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.93%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
562,156
shares
|
$58.2 Million
0.83% of portfolio
|
Q2 2025
Added 133.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
561,108
shares
|
$58.1 Million
0.31% of portfolio
|
Q2 2025
Added 72.82%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
513,096
shares
|
$53.1 Million
0.43% of portfolio
|
Q2 2025
Added 37.83%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
503,402
shares
|
$52.1 Million
0.87% of portfolio
|
Q2 2025
Added 42.16%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
444,581
shares
|
$46 Million
0.73% of portfolio
|
Q2 2025
Added 43.92%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
419,045
shares
|
$43.4 Million
0.06% of portfolio
|
Q2 2025
Added 238.39%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
403,125
shares
|
$41.7 Million
5.63% of portfolio
|
Q2 2025
Added 32.13%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
375,840
shares
|
$38.9 Million
0.05% of portfolio
|
Q2 2025
Added 16.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
360,346
shares
|
$37.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
357,901
shares
|
$37 Million
0.78% of portfolio
|
Q2 2025
Added 80.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
346,948
shares
|
$35.9 Million
0.07% of portfolio
|
Q2 2025
Reduced 11.47%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
321,706
shares
|
$33.3 Million
1.7% of portfolio
|
Q2 2025
Added 43.94%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
312,180
shares
|
$32.3 Million
0.25% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
309,238
shares
|
$32 Million
0.1% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
280,494
shares
|
$29 Million
0.23% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
270,388
shares
|
$28 Million
0.47% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Castleark Management LLC
Chicago, IL |
Aug 15, 2025 Q2 2025 |
258,432
shares
|
$26.7 Million
0.95% of portfolio
|
Q2 2025
Added 19.87%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
245,329
shares
|
$25.4 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Watchman Group, Inc.
Plano, TX |
Aug 12, 2025 Q2 2025 |
243,578
shares
|
$25.2 Million
7.75% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
238,638
shares
|
$24.7 Million
0.72% of portfolio
|
Q2 2025
Added 12.34%
|