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 597 institutions that hold shares in the stock, with a total of 90.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
14,346,414
shares
|
$1.43 Billion
0.5% of portfolio
|
Q1 2025
Added 328.75%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
9,653,477
shares
|
$962 Million
0.08% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
7,653,072
shares
|
$763 Million
15.03% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
5,362,198
shares
|
$535 Million
0.23% of portfolio
|
Q1 2025
Added 142.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,292,036
shares
|
$328 Million
0.08% of portfolio
|
Q1 2025
Reduced 18.52%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
3,012,097
shares
|
$300 Million
0.09% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,804,118
shares
|
$280 Million
0.02% of portfolio
|
Q1 2025
Added 35.1%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,385,873
shares
|
$238 Million
0.02% of portfolio
|
Q1 2025
Added 37.2%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
2,089,464
shares
|
$208 Million
0.91% of portfolio
|
Q1 2025
Added 126.61%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,812,094
shares
|
$181 Million
0.52% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
1,767,220
shares
|
$176 Million
4.47% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
1,425,450
shares
|
$142 Million
1.33% of portfolio
|
Q2 2025
Added 34.56%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,382,695
shares
|
$138 Million
0.57% of portfolio
|
Q1 2025
Added 558.96%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,343,768
shares
|
$134 Million
0.36% of portfolio
|
Q2 2025
Added 14.28%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,318,898
shares
|
$131 Million
0.28% of portfolio
|
Q1 2025
Added 98.28%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
1,265,215
shares
|
$126 Million
3.01% of portfolio
|
Q1 2025
Added 196.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,153,734
shares
|
$115 Million
0.13% of portfolio
|
Q1 2025
Added 153.59%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
1,092,068
shares
|
$109 Million
4.22% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,015,230
shares
|
$101 Million
0.15% of portfolio
|
Q2 2025
Reduced 16.7%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
968,860
shares
|
$96.6 Million
0.33% of portfolio
|
Q1 2025
Added 156.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
888,734
shares
|
$88.6 Million
0.04% of portfolio
|
Q1 2025
Added 38.11%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
779,335
shares
|
$77.7 Million
2.57% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
728,979
shares
|
$72.7 Million
1.28% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
717,295
shares
|
$71.5 Million
0.45% of portfolio
|
Q2 2023
Reduced 55.98%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
628,931
shares
|
$62.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.87%
|