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 |
|---|---|---|---|---|---|
|
Values First Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
18,157
shares
|
$1.86 Million
1.13% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
18,019
shares
|
$1.85 Million
0.42% of portfolio
|
Q1 2025
Added 167.58%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
17,755
shares
|
$1.82 Million
0.95% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
17,635
shares
|
$1.81 Million
0.06% of portfolio
|
Q1 2025
Added 104.53%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
16,903
shares
|
$1.73 Million
0.68% of portfolio
|
Q1 2025
Added 364.88%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
16,827
shares
|
$1.73 Million
0.15% of portfolio
|
Q4 2024
Reduced 83.62%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
16,538
shares
|
$1.7 Million
0.77% of portfolio
|
Q1 2025
Added 28.21%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
16,414
shares
|
$1.68 Million
0.46% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
16,346
shares
|
$1.68 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
16,342
shares
|
$1.68 Million
0.04% of portfolio
|
Q1 2025
Added 676.34%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
16,264
shares
|
$1.67 Million
0.06% of portfolio
|
Q1 2025
Added 107.95%
|
|
|
O Donnell Financial Services, LLC
|
May 05, 2025 Q1 2025 |
16,236
shares
|
$1.67 Million
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
16,216
shares
|
$1.66 Million
0.19% of portfolio
|
Q4 2024
Added 175.1%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
16,019
shares
|
$1.64 Million
0.51% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
15,534
shares
|
$1.59 Million
0.56% of portfolio
|
Q1 2025
Reduced 33.7%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Apr 21, 2025 Q1 2025 |
15,165
shares
|
$1.56 Million
1.14% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
15,145
shares
|
$1.55 Million
0.4% of portfolio
|
Q1 2025
Reduced 29.92%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
14,970
shares
|
$1.54 Million
0.15% of portfolio
|
Q1 2025
Added 207.08%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Jan 22, 2025 Q4 2024 |
14,623
shares
|
$1.5 Million
1.02% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
14,606
shares
|
$1.5 Million
0.06% of portfolio
|
Q1 2025
Added 46.93%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
14,541
shares
|
$1.49 Million
0.05% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
14,435
shares
|
$1.48 Million
0.34% of portfolio
|
Q3 2022
New holding
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
14,377
shares
|
$1.48 Million
0.1% of portfolio
|
Q1 2025
Reduced 56.91%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
14,171
shares
|
$1.45 Million
0.77% of portfolio
|
Q1 2025
Reduced 25.16%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
13,952
shares
|
$1.43 Million
0.02% of portfolio
|
Q1 2025
Reduced 27.17%
|