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 |
|---|---|---|---|---|---|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
7,120
shares
|
$730,796
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
7,112
shares
|
$729,975
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
7,086
shares
|
$727,307
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
7,001
shares
|
$718,582
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
6,955
shares
|
$713,861
0.03% of portfolio
|
Q1 2025
Reduced 9.73%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
6,932
shares
|
$711,500
0.03% of portfolio
|
Q1 2025
Added 280.67%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
6,897
shares
|
$707,908
0.07% of portfolio
|
Q4 2023
Added 22.11%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
6,875
shares
|
$705,650
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,791
shares
|
$697,028
0.1% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
6,691
shares
|
$686,764
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
6,532
shares
|
$670,444
0.53% of portfolio
|
Q1 2025
Added 220.67%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
6,506
shares
|
$667,775
0.01% of portfolio
|
Q1 2025
Added 29.24%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
6,315
shares
|
$648,171
0.0% of portfolio
|
Q4 2024
Reduced 16.02%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
6,241
shares
|
$640,576
0.06% of portfolio
|
Q1 2025
Added 7.58%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
6,114
shares
|
$627,540
0.27% of portfolio
|
Q1 2025
Reduced 71.87%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,097
shares
|
$625,796
0.08% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
6,041
shares
|
$620,048
0.02% of portfolio
|
Q1 2025
Reduced 34.65%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
5,906
shares
|
$606,191
0.01% of portfolio
|
Q4 2022
Added 56.0%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
5,901
shares
|
$605,678
0.02% of portfolio
|
Q4 2024
Reduced 85.78%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
5,892
shares
|
$604,754
0.34% of portfolio
|
Q4 2023
Reduced 10.42%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
5,836
shares
|
$599,007
0.06% of portfolio
|
Q1 2025
Added 89.17%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,794
shares
|
$594,696
0.14% of portfolio
|
Q3 2022
Added 41285.71%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
5,748
shares
|
$589,974
0.02% of portfolio
|
Q1 2025
Reduced 57.62%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
5,743
shares
|
$589,461
0.02% of portfolio
|
Q1 2025
Added 47.48%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
5,733
shares
|
$588,435
0.24% of portfolio
|
Q4 2024
Added 2.72%
|