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 525 institutions that hold shares in the stock, with a total of 68.1 Million shares, which have been reported (via 13F filing form) to have a value of $7.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
9,112,812
shares
|
$953 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
7,518,329
shares
|
$786 Million
14.81% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Demars Financial Group, LLC
|
Feb 13, 2025 Q4 2024 |
7,045,441
shares
|
$737 Million
2.28% of portfolio
|
Q4 2024
Added 10525.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
4,040,188
shares
|
$422 Million
0.09% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
3,346,079
shares
|
$350 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
2,951,452
shares
|
$309 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,210,335
shares
|
$231 Million
0.09% of portfolio
|
Q4 2024
Added 21.4%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,075,570
shares
|
$217 Million
0.01% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,738,923
shares
|
$182 Million
0.01% of portfolio
|
Q4 2024
Reduced 19.1%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,707,996
shares
|
$179 Million
0.47% of portfolio
|
Q4 2024
Added 11.3%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
1,662,215
shares
|
$174 Million
3.77% of portfolio
|
Q4 2024
Reduced 13.34%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
1,118,094
shares
|
$117 Million
0.18% of portfolio
|
Q4 2024
Reduced 22.18%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
922,037
shares
|
$96.4 Million
0.33% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
724,813
shares
|
$75.8 Million
2.28% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
717,295
shares
|
$75 Million
0.45% of portfolio
|
Q2 2023
Reduced 55.98%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
709,967
shares
|
$74.2 Million
1.1% of portfolio
|
Q4 2024
Added 19.29%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
697,835
shares
|
$73 Million
0.01% of portfolio
|
Q4 2024
Reduced 35.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
665,173
shares
|
$69.5 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
643,497
shares
|
$67.3 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
612,421
shares
|
$64 Million
5.84% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
538,648
shares
|
$56.3 Million
0.01% of portfolio
|
Q4 2024
Added 10276.57%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
488,231
shares
|
$51 Million
0.06% of portfolio
|
Q4 2024
Added 176.09%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
471,231
shares
|
$49.3 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
454,967
shares
|
$47.6 Million
0.05% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
427,132
shares
|
$44.7 Million
0.99% of portfolio
|
Q4 2024
Reduced 11.62%
|