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 |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
93
shares
|
$9,545
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
91
shares
|
$9,340
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
81
shares
|
$8,313
0.0% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
78
shares
|
$8,005
0.0% of portfolio
|
Q3 2024
Reduced 41.35%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
78
shares
|
$8,005
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
74
shares
|
$7,595
0.0% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
68
shares
|
$6,979
0.23% of portfolio
|
Q3 2024
Reduced 54.05%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
68
shares
|
$6,979
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
67
shares
|
$6,876
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
67
shares
|
$6,876
0.0% of portfolio
|
Q1 2025
Added 39.58%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
61
shares
|
$6,261
0.0% of portfolio
|
Q3 2024
Reduced 18.67%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
52
shares
|
$5,337
0.0% of portfolio
|
Q1 2025
Reduced 32.47%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
51
shares
|
$5,234
0.0% of portfolio
|
Q3 2024
Reduced 39.29%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
49
shares
|
$5,029
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
44
shares
|
$4,516
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
44
shares
|
$4,516
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
43
shares
|
$4,413
0.0% of portfolio
|
Q1 2025
Added 437.5%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
41
shares
|
$4,208
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
40
shares
|
$4,105
0.0% of portfolio
|
Q1 2025
Reduced 34.43%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
38
shares
|
$3,900
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
28
shares
|
$2,873
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
23
shares
|
$2,360
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
23
shares
|
$2,360
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
20
shares
|
$2,052
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
19
shares
|
$1,950
0.0% of portfolio
|
Q2 2024
Reduced 48.65%
|