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 575 institutions that hold shares in the stock, with a total of 87.5 Million shares, which have been reported (via 13F filing form) to have a value of $8.98 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
|
$1.47 Billion
0.5% of portfolio
|
Q1 2025
Added 328.75%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
9,112,812
shares
|
$935 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
7,653,072
shares
|
$786 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
|
$550 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
|
$338 Million
0.08% of portfolio
|
Q1 2025
Reduced 18.52%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
3,012,097
shares
|
$309 Million
0.09% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,385,873
shares
|
$245 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
|
$214 Million
0.91% of portfolio
|
Q1 2025
Added 126.61%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,075,570
shares
|
$213 Million
0.01% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,812,094
shares
|
$186 Million
0.52% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
1,767,220
shares
|
$181 Million
4.47% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,382,695
shares
|
$142 Million
0.57% of portfolio
|
Q1 2025
Added 558.96%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,318,898
shares
|
$135 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
|
$130 Million
3.01% of portfolio
|
Q1 2025
Added 196.21%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
1,218,817
shares
|
$125 Million
0.21% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
1,175,847
shares
|
$121 Million
0.35% of portfolio
|
Q1 2025
Added 149.53%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,153,734
shares
|
$118 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
|
$112 Million
4.22% of portfolio
|
Q1 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
1,059,355
shares
|
$109 Million
1.35% of portfolio
|
Q1 2025
Added 417.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
968,860
shares
|
$99.4 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
|
$91.2 Million
0.04% of portfolio
|
Q1 2025
Added 38.11%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
728,979
shares
|
$74.8 Million
1.28% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
724,813
shares
|
$74.4 Million
2.28% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
717,295
shares
|
$73.6 Million
0.45% of portfolio
|
Q2 2023
Reduced 55.98%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
628,931
shares
|
$64.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.87%
|