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 |
|---|---|---|---|---|---|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
35,828
shares
|
$3.71 Million
0.45% of portfolio
|
Q1 2025
Added 1091.88%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
35,551
shares
|
$3.68 Million
1.07% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
35,379
shares
|
$3.66 Million
0.04% of portfolio
|
Q2 2025
Added 61.99%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
35,113
shares
|
$3.63 Million
1.65% of portfolio
|
Q2 2022
Added 211.67%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
34,895
shares
|
$3.61 Million
0.74% of portfolio
|
Q2 2025
Added 113.48%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
34,287
shares
|
$3.55 Million
1.64% of portfolio
|
Q2 2025
Added 21.0%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jul 31, 2025 Q2 2025 |
34,112
shares
|
$3.53 Million
1.64% of portfolio
|
Q2 2025
Added 23.78%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
33,941
shares
|
$3.51 Million
0.24% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
33,741
shares
|
$3.49 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
33,667
shares
|
$3.48 Million
0.01% of portfolio
|
Q2 2025
Added 34.68%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
33,476
shares
|
$3.46 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
32,635
shares
|
$3.38 Million
1.57% of portfolio
|
Q2 2025
Added 57.92%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
32,564
shares
|
$3.37 Million
0.0% of portfolio
|
Q2 2025
Reduced 48.68%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
31,847
shares
|
$3.3 Million
0.06% of portfolio
|
Q2 2025
Added 21.9%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Aug 14, 2025 Q2 2025 |
31,487
shares
|
$3.26 Million
1.83% of portfolio
|
Q2 2025
Added 17.68%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
31,453
shares
|
$3.26 Million
1.01% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
30,637
shares
|
$3.17 Million
1.91% of portfolio
|
Q2 2025
Added 30.99%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
30,594
shares
|
$3.17 Million
0.08% of portfolio
|
Q2 2025
Added 73.85%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
29,624
shares
|
$3.07 Million
0.17% of portfolio
|
Q2 2025
Added 124.44%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
29,204
shares
|
$3.02 Million
0.06% of portfolio
|
Q1 2025
Reduced 68.58%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
28,507
shares
|
$2.95 Million
0.75% of portfolio
|
Q2 2025
Added 9.82%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
28,421
shares
|
$2.94 Million
1.13% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
28,128
shares
|
$2.91 Million
0.09% of portfolio
|
Q2 2025
Added 59.5%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
26,861
shares
|
$2.78 Million
2.05% of portfolio
|
Q2 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
26,139
shares
|
$2.71 Million
0.47% of portfolio
|
Q2 2025
Added 22.14%
|