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 605 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 $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
19,217,499
shares
|
$1.94 Billion
0.6% of portfolio
|
Q2 2025
Added 33.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
9,797,105
shares
|
$989 Million
0.07% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
7,882,291
shares
|
$796 Million
13.9% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
7,091,751
shares
|
$716 Million
0.25% of portfolio
|
Q2 2025
Added 32.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,486,966
shares
|
$352 Million
0.08% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,480,688
shares
|
$352 Million
0.02% of portfolio
|
Q2 2025
Added 24.13%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
3,016,121
shares
|
$305 Million
0.08% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
2,450,832
shares
|
$248 Million
1.02% of portfolio
|
Q2 2025
Added 17.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,385,873
shares
|
$241 Million
0.02% of portfolio
|
Q1 2025
Added 37.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
2,188,236
shares
|
$221 Million
0.22% of portfolio
|
Q2 2025
Added 89.67%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,885,240
shares
|
$190 Million
0.46% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
1,707,464
shares
|
$172 Million
4.32% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,695,013
shares
|
$171 Million
0.31% of portfolio
|
Q2 2025
Added 28.52%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,687,737
shares
|
$170 Million
0.6% of portfolio
|
Q2 2025
Added 22.06%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
1,425,450
shares
|
$144 Million
1.33% of portfolio
|
Q2 2025
Added 34.56%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,343,768
shares
|
$136 Million
0.36% of portfolio
|
Q2 2025
Added 14.28%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
1,271,770
shares
|
$128 Million
2.64% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
1,258,659
shares
|
$127 Million
0.37% of portfolio
|
Q2 2025
Added 29.91%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
1,163,801
shares
|
$118 Million
1.59% of portfolio
|
Q2 2025
Added 237.71%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,015,230
shares
|
$103 Million
0.15% of portfolio
|
Q2 2025
Reduced 16.7%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
998,135
shares
|
$101 Million
0.13% of portfolio
|
Q2 2025
Added 65.91%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
903,142
shares
|
$91.2 Million
0.03% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
791,228
shares
|
$79.9 Million
2.44% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Argi Investment Services, LLC
|
Aug 13, 2025 Q2 2025 |
764,694
shares
|
$77.2 Million
4.46% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
717,295
shares
|
$72.4 Million
0.45% of portfolio
|
Q2 2023
Reduced 55.98%
|