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 583 institutions that hold shares in the stock, with a total of 89.4 Million shares, which have been reported (via 13F filing form) to have a value of $8.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
44
shares
|
$4,386
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
43
shares
|
$4,287
0.0% of portfolio
|
Q1 2025
Added 437.5%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
41
shares
|
$4,087
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
40
shares
|
$3,988
0.0% of portfolio
|
Q1 2025
Reduced 34.43%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
38
shares
|
$3,788
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
28
shares
|
$2,791
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
23
shares
|
$2,293
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
23
shares
|
$2,293
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
20
shares
|
$1,994
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
19
shares
|
$1,894
0.0% of portfolio
|
Q2 2024
Reduced 48.65%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
18
shares
|
$1,794
0.0% of portfolio
|
Q1 2024
Reduced 84.62%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
16
shares
|
$1,595
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
16
shares
|
$1,595
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
15
shares
|
$1,495
0.0% of portfolio
|
Q3 2023
Reduced 83.52%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
12
shares
|
$1,196
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
8
shares
|
$797
0.0% of portfolio
|
Q3 2023
Reduced 98.84%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
6
shares
|
$598
0.0% of portfolio
|
Q4 2024
Reduced 45.45%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
5
shares
|
$498
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
5
shares
|
$498
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
5
shares
|
$498
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
3
shares
|
$299
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
3
shares
|
$299
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2
shares
|
$199
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1
shares
|
$99
0.0% of portfolio
|
Q4 2023
Reduced 75.0%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
1
shares
|
$99
0.0% of portfolio
|
Q1 2025
New holding
|