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 |
|---|---|---|---|---|---|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
110,053
shares
|
$11.4 Million
1.24% of portfolio
|
Q2 2025
Added 46.81%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
109,910
shares
|
$11.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
108,613
shares
|
$11.2 Million
0.61% of portfolio
|
Q2 2025
Added 54.17%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
108,387
shares
|
$11.2 Million
1.91% of portfolio
|
Q2 2025
Added 10.89%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
105,751
shares
|
$10.9 Million
0.74% of portfolio
|
Q2 2025
Added 38.24%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
103,737
shares
|
$10.7 Million
2.13% of portfolio
|
Q2 2025
Added 71.1%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
102,224
shares
|
$10.6 Million
0.25% of portfolio
|
Q2 2025
Reduced 47.58%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
99,086
shares
|
$10.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 82.22%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
95,383
shares
|
$9.87 Million
0.12% of portfolio
|
Q2 2025
Added 32.89%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
94,946
shares
|
$9.83 Million
0.12% of portfolio
|
Q2 2025
Added 50.11%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
94,830
shares
|
$9.81 Million
0.31% of portfolio
|
Q2 2025
Added 12.77%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
92,556
shares
|
$9.58 Million
3.24% of portfolio
|
Q2 2025
Added 77.85%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
91,196
shares
|
$9.44 Million
1.39% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
90,571
shares
|
$9.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.85%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
90,334
shares
|
$9.35 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
88,524
shares
|
$9.16 Million
0.01% of portfolio
|
Q2 2025
Added 60.47%
|
|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
88,513
shares
|
$9.16 Million
3.54% of portfolio
|
Q2 2025
Added 29.82%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
88,014
shares
|
$9.11 Million
0.4% of portfolio
|
Q2 2025
Added 164.62%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
87,898
shares
|
$9.1 Million
5.42% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
86,091
shares
|
$8.91 Million
0.1% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
85,824
shares
|
$8.88 Million
4.21% of portfolio
|
Q4 2023
Added 150.06%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
81,902
shares
|
$8.48 Million
0.33% of portfolio
|
Q2 2025
Reduced 28.01%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
81,652
shares
|
$8.45 Million
1.84% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
79,944
shares
|
$8.27 Million
0.32% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
79,703
shares
|
$8.25 Million
1.39% of portfolio
|
Q2 2025
Added 12.57%
|