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 506 institutions that hold shares in the stock, with a total of 63.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Nov 14, 2024 Q3 2024 |
54,700
shares
|
$5.58 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
54,202
shares
|
$5.53 Million
0.08% of portfolio
|
Q3 2024
Reduced 13.02%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Nov 18, 2024 Q3 2024 |
52,920
shares
|
$5.4 Million
3.15% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
52,755
shares
|
$5.39 Million
2.11% of portfolio
|
Q3 2024
Reduced 53.29%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
50,363
shares
|
$5.14 Million
1.83% of portfolio
|
Q3 2024
Reduced 18.99%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
50,118
shares
|
$5.12 Million
3.08% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
49,140
shares
|
$5.02 Million
0.85% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
48,873
shares
|
$4.99 Million
1.6% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
48,460
shares
|
$4.95 Million
0.39% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
48,320
shares
|
$4.93 Million
0.05% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
46,957
shares
|
$4.79 Million
1.9% of portfolio
|
Q3 2024
Added 13.81%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
46,365
shares
|
$4.73 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
45,441
shares
|
$4.64 Million
1.02% of portfolio
|
Q3 2024
Added 11.76%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
45,355
shares
|
$4.63 Million
0.11% of portfolio
|
Q3 2024
Added 10.35%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
45,219
shares
|
$4.62 Million
0.35% of portfolio
|
Q3 2024
Added 255.86%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
44,900
shares
|
$4.58 Million
0.43% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
44,406
shares
|
$4.53 Million
0.76% of portfolio
|
Q3 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
44,279
shares
|
$4.52 Million
0.0% of portfolio
|
Q3 2024
Added 10518.47%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2024 Q3 2024 |
43,837
shares
|
$4.48 Million
0.06% of portfolio
|
Q3 2024
Reduced 27.33%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
42,218
shares
|
$4.31 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
41,080
shares
|
$4.19 Million
2.08% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
40,346
shares
|
$4.12 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.37%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
39,580
shares
|
$4.04 Million
0.3% of portfolio
|
Q3 2024
Reduced 35.05%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
36,528
shares
|
$3.73 Million
1.08% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
35,503
shares
|
$3.62 Million
0.01% of portfolio
|
Q3 2024
Added 10.78%
|