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 |
|---|---|---|---|---|---|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
217,703
shares
|
$22.5 Million
3.28% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
216,949
shares
|
$22.5 Million
0.58% of portfolio
|
Q2 2025
Added 162.43%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
213,842
shares
|
$22.1 Million
1.04% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
212,119
shares
|
$22 Million
0.63% of portfolio
|
Q2 2025
Added 17.89%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
211,855
shares
|
$21.9 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
|
$21.4 Million
0.03% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
190,796
shares
|
$19.7 Million
0.24% of portfolio
|
Q2 2025
Added 18.78%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
173,469
shares
|
$18 Million
5.86% of portfolio
|
Q2 2025
Added 51.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
172,596
shares
|
$17.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
171,207
shares
|
$17.7 Million
1.31% of portfolio
|
Q2 2025
Added 33.69%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
169,580
shares
|
$17.5 Million
1.24% of portfolio
|
Q2 2025
Added 28.62%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
159,031
shares
|
$16.5 Million
0.92% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Aug 06, 2025 Q2 2025 |
156,879
shares
|
$16.2 Million
0.38% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
154,237
shares
|
$16 Million
0.03% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
152,147
shares
|
$15.7 Million
0.62% of portfolio
|
Q2 2025
Added 44.75%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
145,531
shares
|
$15.1 Million
0.08% of portfolio
|
Q2 2025
Added 40.14%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
142,200
shares
|
$14.7 Million
0.96% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
139,722
shares
|
$14.5 Million
2.09% of portfolio
|
Q2 2025
Added 41.81%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
137,498
shares
|
$14.2 Million
3.33% of portfolio
|
Q2 2025
Added 35.93%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
127,209
shares
|
$13.2 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
123,812
shares
|
$12.8 Million
2.44% of portfolio
|
Q2 2025
Added 40.3%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
122,725
shares
|
$12.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 18.2%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
122,174
shares
|
$12.6 Million
0.11% of portfolio
|
Q2 2025
Added 54.11%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
119,418
shares
|
$12.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
118,825
shares
|
$12.3 Million
6.32% of portfolio
|
Q4 2024
Added 1.83%
|