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 |
|---|---|---|---|---|---|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
35,113
shares
|
$3.52 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
|
$3.46 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
|
$3.43 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
34,109
shares
|
$3.41 Million
0.1% of portfolio
|
Q1 2025
Added 183.63%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
33,377
shares
|
$3.34 Million
0.53% of portfolio
|
Q1 2025
Added 251.48%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
32,815
shares
|
$3.29 Million
0.02% of portfolio
|
Q1 2025
Added 29.21%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
32,563
shares
|
$3.26 Million
0.44% of portfolio
|
Q1 2025
Added 126.21%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
32,232
shares
|
$3.23 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
31,859
shares
|
$3.19 Million
1.32% of portfolio
|
Q1 2025
Added 231.8%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
May 15, 2025 Q1 2025 |
31,563
shares
|
$3.16 Million
1.28% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
31,453
shares
|
$3.15 Million
1.01% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
31,206
shares
|
$3.12 Million
1.9% of portfolio
|
Q1 2025
Reduced 16.55%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
30,131
shares
|
$3.02 Million
0.12% of portfolio
|
Q1 2025
Added 75227.5%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
29,204
shares
|
$2.92 Million
0.06% of portfolio
|
Q1 2025
Reduced 68.58%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
29,009
shares
|
$2.9 Million
0.08% of portfolio
|
Q1 2025
Added 217.63%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
28,437
shares
|
$2.85 Million
0.08% of portfolio
|
Q1 2025
Added 226.56%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
28,337
shares
|
$2.84 Million
0.01% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
28,336
shares
|
$2.84 Million
1.58% of portfolio
|
Q1 2025
Added 116.93%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
27,837
shares
|
$2.79 Million
1.49% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
27,564
shares
|
$2.76 Million
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
27,559
shares
|
$2.76 Million
1.86% of portfolio
|
Q1 2025
Added 140.98%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
27,434
shares
|
$2.75 Million
0.0% of portfolio
|
Q1 2025
Reduced 74.96%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
26,861
shares
|
$2.69 Million
2.05% of portfolio
|
Q2 2025
New holding
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
26,756
shares
|
$2.68 Million
1.88% of portfolio
|
Q1 2025
Added 25.02%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
26,125
shares
|
$2.62 Million
0.05% of portfolio
|
Q1 2025
Added 43.45%
|