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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
110,250
shares
|
$11 Million
0.02% of portfolio
|
Q1 2025
Added 17.35%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
108,387
shares
|
$10.9 Million
1.91% of portfolio
|
Q2 2025
Added 10.89%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
103,847
shares
|
$10.4 Million
0.07% of portfolio
|
Q1 2025
Added 504.99%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
103,737
shares
|
$10.4 Million
2.13% of portfolio
|
Q2 2025
Added 71.1%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
101,156
shares
|
$10.1 Million
2.54% of portfolio
|
Q1 2025
Added 655.12%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
99,086
shares
|
$9.92 Million
0.0% of portfolio
|
Q2 2024
Reduced 82.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
96,473
shares
|
$9.66 Million
0.03% of portfolio
|
Q1 2025
Reduced 76.17%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
92,123
shares
|
$9.22 Million
1.09% of portfolio
|
Q1 2025
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
91,196
shares
|
$9.13 Million
1.39% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
88,245
shares
|
$8.83 Million
1.89% of portfolio
|
Q1 2025
Added 622.55%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
88,014
shares
|
$8.81 Million
0.4% of portfolio
|
Q2 2025
Added 164.62%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
87,898
shares
|
$8.8 Million
5.42% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
85,824
shares
|
$8.59 Million
4.21% of portfolio
|
Q4 2023
Added 150.06%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
84,092
shares
|
$8.42 Million
0.31% of portfolio
|
Q1 2025
Added 115.68%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
82,668
shares
|
$8.28 Million
0.28% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
81,652
shares
|
$8.17 Million
1.84% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
81,467
shares
|
$8.16 Million
0.12% of portfolio
|
Q1 2025
Added 35.04%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
79,944
shares
|
$8 Million
0.32% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
79,611
shares
|
$7.97 Million
4.25% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
79,277
shares
|
$7.94 Million
0.08% of portfolio
|
Q1 2025
Added 490.17%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
77,712
shares
|
$7.78 Million
3.31% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
77,703
shares
|
$7.78 Million
2.63% of portfolio
|
Q1 2025
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
76,835
shares
|
$7.69 Million
4.01% of portfolio
|
Q1 2024
Added 9.56%
|
|
|
Systelligence, LLC
|
Apr 22, 2025 Q1 2025 |
76,787
shares
|
$7.69 Million
2.14% of portfolio
|
Q1 2025
Reduced 15.69%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
76,498
shares
|
$7.66 Million
0.82% of portfolio
|
Q1 2025
Added 324.31%
|