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 |
|---|---|---|---|---|---|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
5,695
shares
|
$584,534
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
5,669
shares
|
$581,866
0.02% of portfolio
|
Q1 2025
Added 166.9%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
5,512
shares
|
$565,751
0.0% of portfolio
|
Q4 2024
Added 314.12%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
5,457
shares
|
$560,106
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
5,381
shares
|
$552,305
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
5,289
shares
|
$542,862
0.33% of portfolio
|
Q4 2024
Added 15.23%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
5,243
shares
|
$538,141
0.04% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
5,127
shares
|
$526,235
0.02% of portfolio
|
Q1 2025
Reduced 55.95%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
4,850
shares
|
$497,804
0.13% of portfolio
|
Q1 2025
Reduced 56.69%
|
|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
4,787
shares
|
$491,337
0.11% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
4,722
shares
|
$484,666
0.04% of portfolio
|
Q1 2025
Added 15.0%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
4,696
shares
|
$481,997
0.04% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
4,684
shares
|
$480,765
0.02% of portfolio
|
Q1 2025
Added 62.92%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,627
shares
|
$474,915
0.01% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
4,615
shares
|
$473,683
0.06% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
4,594
shares
|
$471,528
0.28% of portfolio
|
Q1 2025
Reduced 24.54%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,594
shares
|
$471,528
0.01% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
4,562
shares
|
$468,243
0.21% of portfolio
|
Q1 2025
Reduced 16.63%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
4,548
shares
|
$466,806
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
4,372
shares
|
$448,742
0.12% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
4,277
shares
|
$438,991
0.0% of portfolio
|
Q1 2025
Added 72.18%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
4,224
shares
|
$433,551
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
4,190
shares
|
$430,061
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
4,163
shares
|
$427,290
0.25% of portfolio
|
Q1 2025
Added 102.88%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
4,112
shares
|
$422,055
0.31% of portfolio
|
Q2 2023
Reduced 48.51%
|