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 597 institutions that hold shares in the stock, with a total of 91 Million shares, which have been reported (via 13F filing form) to have a value of $9.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
308
shares
|
$30,704
0.01% of portfolio
|
Q3 2024
Reduced 34.88%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
298
shares
|
$29,707
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
296
shares
|
$29,508
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
279
shares
|
$27,813
0.0% of portfolio
|
Q1 2025
Reduced 13.35%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
269
shares
|
$26,816
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
255
shares
|
$25,420
0.01% of portfolio
|
Q1 2025
Reduced 70.82%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
255
shares
|
$25,420
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
230
shares
|
$22,928
0.02% of portfolio
|
Q2 2022
Reduced 90.12%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
204
shares
|
$20,336
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
203
shares
|
$20,237
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
194
shares
|
$19,339
0.0% of portfolio
|
Q1 2025
Reduced 58.64%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
186
shares
|
$18,542
0.0% of portfolio
|
Q4 2024
Reduced 95.65%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
185
shares
|
$18,442
0.01% of portfolio
|
Q1 2025
Added 45.67%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
175
shares
|
$17,445
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
171
shares
|
$17,046
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
169
shares
|
$16,847
0.0% of portfolio
|
Q1 2025
Reduced 72.48%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
164
shares
|
$16,349
0.0% of portfolio
|
Q1 2025
Reduced 15.46%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
162
shares
|
$16,149
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
115
shares
|
$11,464
0.0% of portfolio
|
Q4 2024
Added 2775.0%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
107
shares
|
$10,666
0.01% of portfolio
|
Q1 2025
Reduced 69.43%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
106
shares
|
$10,567
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
100
shares
|
$9,969
0.01% of portfolio
|
Q1 2025
Reduced 84.62%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
94
shares
|
$9,370
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
93
shares
|
$9,271
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
91
shares
|
$9,071
0.01% of portfolio
|
Q1 2025
New holding
|