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 561 institutions that hold shares in the stock, with a total of 84.3 Million shares, which have been reported (via 13F filing form) to have a value of $8.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
41,359
shares
|
$4.25 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Apr 22, 2025 Q1 2025 |
41,251
shares
|
$4.23 Million
1.59% of portfolio
|
Q1 2025
Added 20.2%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
41,034
shares
|
$4.21 Million
0.0% of portfolio
|
Q4 2024
Added 52.83%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
40,778
shares
|
$4.19 Million
2.27% of portfolio
|
Q1 2025
Added 39.35%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
40,758
shares
|
$4.18 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
40,757
shares
|
$4.18 Million
1.6% of portfolio
|
Q1 2025
Reduced 62.32%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
40,370
shares
|
$4.14 Million
0.24% of portfolio
|
Q4 2024
Added 21.15%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Apr 22, 2025 Q1 2025 |
39,503
shares
|
$4.05 Million
2.39% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
39,089
shares
|
$4.01 Million
0.05% of portfolio
|
Q4 2024
Added 41.65%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
38,837
shares
|
$3.99 Million
0.16% of portfolio
|
Q1 2025
Added 295.33%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
38,508
shares
|
$3.95 Million
0.38% of portfolio
|
Q1 2025
Added 17.41%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
37,606
shares
|
$3.86 Million
1.28% of portfolio
|
Q1 2025
Added 244.79%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Apr 08, 2025 Q1 2025 |
36,968
shares
|
$3.79 Million
0.98% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
36,880
shares
|
$3.79 Million
0.28% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
36,544
shares
|
$3.75 Million
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
36,343
shares
|
$3.73 Million
0.14% of portfolio
|
Q1 2025
Added 941.65%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
36,221
shares
|
$3.72 Million
0.12% of portfolio
|
Q1 2025
Added 57.18%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
36,197
shares
|
$3.72 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.28%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
35,970
shares
|
$3.69 Million
2.23% of portfolio
|
Q1 2025
Added 390.19%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
35,828
shares
|
$3.68 Million
0.45% of portfolio
|
Q1 2025
Added 1091.88%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
35,657
shares
|
$3.66 Million
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
Swp Financial LLC
San Diego, CA |
May 02, 2025 Q1 2025 |
35,203
shares
|
$3.61 Million
2.23% of portfolio
|
Q1 2025
New holding
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
35,113
shares
|
$3.6 Million
1.65% of portfolio
|
Q2 2022
Added 211.67%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
34,583
shares
|
$3.55 Million
1.96% of portfolio
|
Q1 2025
Added 295.23%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
34,298
shares
|
$3.52 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.07%
|