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 598 institutions that hold shares in the stock, with a total of 90.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
206,478
shares
|
$20.7 Million
0.03% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
198,462
shares
|
$19.9 Million
0.52% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
195,019
shares
|
$19.5 Million
0.26% of portfolio
|
Q1 2025
Added 127.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
179,931
shares
|
$18 Million
0.61% of portfolio
|
Q1 2025
Added 183.34%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
176,854
shares
|
$17.7 Million
0.15% of portfolio
|
Q1 2025
Added 9.13%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
175,479
shares
|
$17.6 Million
0.1% of portfolio
|
Q1 2025
Added 72.5%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
173,469
shares
|
$17.4 Million
5.86% of portfolio
|
Q2 2025
Added 51.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
172,596
shares
|
$17.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
May 14, 2025 Q1 2025 |
165,336
shares
|
$16.6 Million
0.51% of portfolio
|
Q1 2025
Added 20.31%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
160,630
shares
|
$16.1 Million
0.23% of portfolio
|
Q1 2025
Added 196.08%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
159,031
shares
|
$15.9 Million
0.92% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
154,286
shares
|
$15.4 Million
0.04% of portfolio
|
Q4 2024
Added 86.69%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
152,147
shares
|
$15.2 Million
0.62% of portfolio
|
Q2 2025
Added 44.75%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
150,274
shares
|
$15 Million
1.27% of portfolio
|
Q1 2025
Added 793.05%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
150,115
shares
|
$15 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
150,023
shares
|
$15 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
142,177
shares
|
$14.2 Million
1.15% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
139,722
shares
|
$14 Million
2.09% of portfolio
|
Q2 2025
Added 41.81%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
131,849
shares
|
$13.2 Million
1.06% of portfolio
|
Q1 2025
Added 81.85%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
128,061
shares
|
$12.8 Million
1.13% of portfolio
|
Q1 2025
Added 214.2%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
123,834
shares
|
$12.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 30.14%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
123,275
shares
|
$12.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 31.97%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
121,010
shares
|
$12.1 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
118,825
shares
|
$11.9 Million
6.32% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
113,768
shares
|
$11.4 Million
0.53% of portfolio
|
Q1 2025
Reduced 10.14%
|