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 |
|---|---|---|---|---|---|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
211,855
shares
|
$21.1 Million
5.58% of portfolio
|
Q4 2023
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
206,478
shares
|
$20.6 Million
0.03% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
198,462
shares
|
$19.8 Million
0.52% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
195,019
shares
|
$19.4 Million
0.26% of portfolio
|
Q1 2025
Added 127.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
179,931
shares
|
$17.9 Million
0.61% of portfolio
|
Q1 2025
Added 183.34%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
176,854
shares
|
$17.6 Million
0.15% of portfolio
|
Q1 2025
Added 9.13%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
175,479
shares
|
$17.5 Million
0.1% of portfolio
|
Q1 2025
Added 72.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
174,422
shares
|
$17.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 46.21%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
May 14, 2025 Q1 2025 |
165,336
shares
|
$16.5 Million
0.51% of portfolio
|
Q1 2025
Added 20.31%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
160,630
shares
|
$16 Million
0.23% of portfolio
|
Q1 2025
Added 196.08%
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
157,196
shares
|
$15.7 Million
0.95% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
154,286
shares
|
$15.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 49.96%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
150,274
shares
|
$15 Million
1.27% of portfolio
|
Q1 2025
Added 793.05%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
150,115
shares
|
$15 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
150,023
shares
|
$15 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
142,177
shares
|
$14.2 Million
1.15% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
131,849
shares
|
$13.1 Million
1.06% of portfolio
|
Q1 2025
Added 81.85%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
128,061
shares
|
$12.8 Million
1.13% of portfolio
|
Q1 2025
Added 214.2%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
123,834
shares
|
$12.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 30.14%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
123,275
shares
|
$12.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 31.97%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
121,010
shares
|
$12.1 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
118,825
shares
|
$11.8 Million
6.32% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
114,775
shares
|
$11.4 Million
4.47% of portfolio
|
Q1 2025
Added 939.44%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
113,768
shares
|
$11.3 Million
0.53% of portfolio
|
Q1 2025
Reduced 10.14%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
110,250
shares
|
$11 Million
0.02% of portfolio
|
Q1 2025
Added 17.35%
|