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 505 institutions that hold shares in the stock, with a total of 63.6 Million shares, which have been reported (via 13F filing form) to have a value of $6.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
9,786,466
shares
|
$996 Million
0.09% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
7,137,470
shares
|
$726 Million
14.89% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,857,654
shares
|
$393 Million
0.1% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
3,445,622
shares
|
$351 Million
0.12% of portfolio
|
Q3 2024
Reduced 29.7%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
2,971,365
shares
|
$302 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
2,149,520
shares
|
$219 Million
0.02% of portfolio
|
Q3 2024
Added 68.11%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,944,547
shares
|
$198 Million
0.02% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
1,918,107
shares
|
$195 Million
4.52% of portfolio
|
Q3 2024
Reduced 38.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,820,759
shares
|
$185 Million
0.09% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,534,544
shares
|
$156 Million
0.48% of portfolio
|
Q3 2024
Added 75.65%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
1,436,695
shares
|
$146 Million
0.25% of portfolio
|
Q3 2024
Reduced 55.77%
|
|
|
Johns Hopkins University
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
1,196,677
shares
|
$122 Million
4.9% of portfolio
|
Q3 2024
Added 11.27%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
1,086,437
shares
|
$111 Million
4.03% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,080,453
shares
|
$110 Million
0.03% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
880,352
shares
|
$89.6 Million
0.34% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
774,952
shares
|
$78.9 Million
1.96% of portfolio
|
Q3 2024
New holding
|
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
728,360
shares
|
$74.1 Million
2.5% of portfolio
|
Q2 2024
Added 2.33%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
717,295
shares
|
$73 Million
0.45% of portfolio
|
Q2 2023
Reduced 55.98%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
702,163
shares
|
$71.5 Million
6.51% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
675,318
shares
|
$68.7 Million
0.17% of portfolio
|
Q3 2024
Added 57.36%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
606,062
shares
|
$61.7 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
604,814
shares
|
$61.6 Million
6.47% of portfolio
|
Q3 2024
Added 29.54%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
595,164
shares
|
$60.6 Million
1.0% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
483,272
shares
|
$49.2 Million
1.27% of portfolio
|
Q3 2024
Reduced 10.08%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
450,667
shares
|
$45.9 Million
0.15% of portfolio
|
Q3 2024
Added 21.94%
|