Free Trial

iShares 10-20 Year Treasury Bond ETF (TLH) Institutional Ownership

iShares 10-20 Year Treasury Bond ETF logo
$100.59 -0.65 (-0.64%)
As of 04/17/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH)

Number of
Institutional Buyers
(last 12 months)
374
Total
Institutional Inflows
(last 12 months)
$2.63B
Number of
Institutional Sellers
(last 12 months)
207
Total
Institutional Outflows
(last 12 months)
$1.25B
Get TLH Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares 10-20 Year Treasury Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

TLH Institutional Buying and Selling by Quarter

iShares 10-20 Year Treasury Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2025Market Street Wealth Management Advisors LLC2,855$296K0.1%-23.4%0.003%
4/17/2025Robertson Stephens Wealth Management LLC16,264$1.69M0.1%+108.0%0.017%
4/17/2025Vicus Capital7,460$774K0.1%+8.5%0.008%
4/17/2025Avid Wealth Partners LLC26,756$2.78M1.9%+25.0%0.027%
4/17/2025Sagespring Wealth Partners LLC198,462$20.59M0.2%-5.8%0.203%
4/17/2025Sowell Financial Services LLC2,313$240K0.0%N/A0.002%
4/17/2025Janney Montgomery Scott LLC1,175,847$121.99M0.3%+149.5%1.202%
4/17/2025Cyndeo Wealth Partners LLC10,891$1.13M0.1%+2.1%0.011%
4/17/2025RHS Financial LLC4,594$477K0.3%-24.5%0.005%
4/17/2025Hengehold Capital Management LLC225,182$23.36M2.2%+18.1%0.230%
4/17/2025Lockerman Financial Group Inc.7,757$805K1.2%+9.3%0.008%
4/17/2025Pinion Investment Advisors LLC5,457$566K0.1%N/A0.006%
4/17/2025Affinity Capital Advisors LLC97,745$9.72M1.9%+16.1%0.100%
4/17/2025Dohj LLC19,242$2.00M0.5%+80.9%0.020%
4/16/2025 Wealth Enhancement Advisory Services LLC174,422$18.10M0.0%-46.2%0.178%
4/16/2025 Elevation Point Wealth Partners LLC9,711$1.01M0.1%N/A0.010%
4/16/2025 Krilogy Financial LLC45,623$4.73M0.3%+3.2%0.047%
4/16/2025 Twin Peaks Wealth Advisors LLC13,695$1.38M0.6%N/A0.014%
4/16/2025 Defined Financial Planning LLC20,465$2.13M2.2%+3.4%0.021%
4/15/2025 Kelly Financial Services LLC114,775$11.91M4.1%+939.4%0.117%
4/15/2025 Net Worth Advisory Group82,641$8.57M2.7%+1.5%0.085%
4/15/2025 Braun Bostich & Associates Inc.21,343$2.21M1.6%+153.3%0.022%
4/15/2025 Two West Capital Advisors LLC2,936$292K0.2%N/A0.003%
4/15/2025 Echo45 Advisors LLC11,766$1.22M0.8%-1.1%0.012%
4/15/2025 Arvest Investments Inc.91,779$9.52M1.5%+2.3%0.094%
4/15/2025 Focus Financial Network Inc.7,523$781K0.0%-25.7%0.008%
4/15/2025 My Legacy Advisors LLC12,743$1.32M0.5%+92.2%0.013%
4/15/2025 Integrated Advisors Network LLC9,497$985K0.0%N/A0.010%
4/15/2025 Simplicity Wealth LLC33,260$3.45M0.3%N/A0.034%
4/14/2025 Regatta Capital Group LLC11,288$1.17M0.2%-14.4%0.012%
4/14/2025 Octavia Wealth Advisors LLC78,532$8.15M1.0%N/A0.080%
4/14/2025 Farther Finance Advisors LLC92,335$9.61M0.2%+220.0%0.094%
4/14/2025 Daymark Wealth Partners LLC113,768$11.80M0.4%-10.1%0.116%
4/14/2025 First Citizens Bank & Trust Co.728,979$75.63M1.3%+2.7%0.745%
4/14/2025 Park Avenue Securities LLC1,059,355$109.91M1.4%+417.5%1.083%
4/14/2025 Patriot Financial Group Insurance Agency LLC2,632$273K0.0%-12.1%0.003%
4/14/2025 ONE Advisory Partners LLC68,183$7.07M3.0%+691.0%0.070%
4/11/2025 GGM Financials LLC2,104$218K0.1%-48.4%0.002%
4/11/2025 Sovereign Financial Group Inc.7,086$735K0.2%N/A0.007%
4/11/2025 Ehrlich Financial Group21,663$2.25M1.6%-3.2%0.022%
$2 Trillion Disappears Because of Fed's Secretive New Move (Ad)

$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being carried out by the Fed that has nothing to do with lowering or raising interest rates... but could soon have an enormous impact on your wealth.

Click here to see his new research now.
4/11/2025 Unique Wealth LLC11,450$1.19M0.2%+394.4%0.012%
4/11/2025 Magnus Financial Group LLC1,964$204K0.0%-31.8%0.002%
4/11/2025 Insight Advisors LLC PA25,957$2.69M0.5%+19.2%0.027%
4/11/2025 Annex Advisory Services LLC9,819$1.02M0.0%-39.8%0.010%
4/10/2025 Lake Street Private Wealth LLC2,079$216K0.0%-15.6%0.002%
4/10/2025 Trinity Wealth Management LLC1,964$204K0.1%-12.9%0.002%
4/10/2025 Cypress Wealth Services LLC19,886$2.06M0.4%+136.1%0.020%
4/10/2025 Fermata Advisors LLC3,586$372K0.1%+48.3%0.004%
4/10/2025 Beacon Financial Group53,678$5.57M0.6%+1,046.7%0.055%
4/10/2025 Channel Wealth LLC3,421$355K0.1%+6.5%0.003%
4/10/2025 GenWealth Group Inc.4,787$497K0.1%-5.3%0.005%
4/10/2025 Firethorn Wealth Partners LLC9,628$999K0.5%+83.2%0.010%
4/10/2025 Arrien Investments Inc.3,496$363K0.3%-16.4%0.004%
4/10/2025 Iams Wealth Management LLC3,690$383K0.2%+13.1%0.004%
4/10/2025 Watershed Private Wealth LLC31,859$3.31M1.3%+231.8%0.033%
4/10/2025 Clarus Wealth Advisors21,533$2.18M1.2%+67.1%0.022%
4/10/2025 Legacy Financial Group LLC36,544$3.79M0.6%N/A0.037%
4/10/2025 Smith Anglin Financial LLC305,103$31.65M3.4%-50.2%0.312%
4/9/2025 RFG Advisory LLC34,109$3.54M0.1%+183.6%0.035%
4/9/2025 Merit Financial Group LLC21,840$2.27M0.0%+346.6%0.022%
4/9/2025 Harbor Investment Advisory LLC4,696$487K0.0%-3.5%0.005%
4/9/2025 Flagstar Advisors Inc.2,524$262K0.1%+11.8%0.003%
4/9/2025 McNaughton Wealth Management LLC27,873$2.89M1.4%N/A0.029%
4/9/2025 NBC Securities Inc.12,224$1.27M0.1%+174,528.6%0.012%
4/9/2025 SigFig Wealth Management LLC36,343$3.75M0.1%+941.6%0.037%
4/8/2025 Conrad Siegel Investment Advisors Inc.36,968$3.84M1.0%-0.3%0.038%
4/8/2025 Retirement Wealth Solutions LLC8,424$874K0.7%+187.2%0.009%
4/8/2025 Global Financial Private Client LLC728$76K0.0%N/A0.001%
4/8/2025 Parallel Advisors LLC12,574$1.31M0.0%-27.2%0.013%
4/7/2025 GAMMA Investing LLC726$75K0.0%N/A0.001%
4/7/2025 AdvisorNet Financial Inc1,808$188K0.0%+250.4%0.002%
4/4/2025 Legacy Private Trust Co.14,377$1.49M0.1%-56.9%0.015%
4/3/2025 Collective Family Office LLC16,414$1.70M0.5%-3.2%0.017%
4/1/2025 Confluence Investment Management LLC240,590$24.96M0.4%+212.8%0.246%
4/1/2025 Modus Advisors LLC32,123$3.33M1.1%-4.3%0.033%
4/1/2025 MassMutual Private Wealth & Trust FSB13,943$1.45M0.0%-19.2%0.014%
3/24/2025Mascagni Wealth Management Inc.932$93K0.1%N/A0.001%
3/17/2025 Wealth Enhancement Advisory Services LLC324,243$32.28M0.1%+80.2%0.335%
3/11/2025Anchor Pointe Wealth Management LLC7,001$699K0.9%N/A0.010%
2/27/2025Fidelity D & D Bancorp Inc.23,101$2.30M1.5%+33.0%0.033%
2/27/2025ABLE Financial Group LLC40,127$3.99M1.2%+1,288.5%0.057%
2/25/2025Heck Capital Advisors LLC49,412$4.92M0.3%N/A0.070%
2/25/2025B. Riley Wealth Advisors Inc.5,901$587K0.0%-85.8%0.008%
2/24/2025Ameriflex Group Inc.536$54K0.0%N/A0.001%
2/22/2025American Trust3,299$328K0.0%N/A0.004%
2/21/2025WNY Asset Management LLC4,363$434K0.1%-4.7%0.006%
2/21/2025Fidelity D & D Bancorp Inc.23,101$2.30M1.7%+33.0%0.030%
2/20/2025Forum Financial Management LP7,518,329$748.38M12.4%+5.3%9.815%
2/19/2025Invst LLC2,673$266K0.0%+14.7%0.003%
2/18/2025Castleark Management LLC215,592$21.46M0.7%N/A0.281%
Claim Your FREE Protection Guide (Ad)

In the final days of his first term, Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code... And since then, "in the know" patriots have quietly used this same "Trump loophole" to shield their life savings from the economic chaos. But with Trump now forcefully bringing back millions of manufacturing jobs from Mexico, China, and the entire BRICS anti-dollar coalition...

Click Here to Claim Your FREE Trump 100-Day Strategy Guide Now →
2/17/2025TrinityPoint Wealth LLC6,791$676K0.1%-8.8%0.009%
2/17/2025Royal Bank of Canada308,043$30.66M0.0%+4.0%0.402%
2/17/2025Redwood Investment Management LLC2,837$282K0.0%+9.4%0.004%
2/17/2025LifePlan Investment Advisors Inc.2,270$226K0.1%N/A0.003%
2/17/2025Guardian Wealth Advisors LLC NC1,180$117K0.0%+2,522.2%0.002%
2/17/2025Gen Wealth Partners Inc2,361$235K0.1%+8.0%0.003%
2/17/2025Focus Partners Wealth10,647$1.06M0.0%+3.3%0.014%
2/17/2025CoreCap Advisors LLC1,821$181K0.0%+30.4%0.002%
2/17/2025Cetera Investment Advisers665,173$66.21M0.1%-1.5%0.868%
2/17/2025Captrust Financial Advisors404,820$40.30M0.1%-10.2%0.528%
(Data available from 1/1/2016 forward)

TLH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TLH shares?

During the previous two years, 589 institutional investors and hedge funds held shares of iShares 10-20 Year Treasury Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($907.09M), Forum Financial Management LP ($748.38M), Demars Financial Group LLC ($701.30M), Wells Fargo & Company MN ($402.16M), Envestnet Asset Management Inc. ($333.07M), Ameriprise Financial Inc. ($293.53M), and LPL Financial LLC ($220.02M).Learn more on TLH's institutional investors.

Which institutional investors have been buying iShares 10-20 Year Treasury Bond ETF stock?

Of the 543 institutional investors that purchased iShares 10-20 Year Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Demars Financial Group LLC ($7.05M), Bank of America Corp DE ($4.56M), Richard Bernstein Advisors LLC ($2.67M), Forum Financial Management LP ($2.51M), Envestnet Asset Management Inc. ($2.16M), Truist Financial Corp ($2.02M), and Wells Fargo & Company MN ($1.84M).

How much institutional buying is happening at iShares 10-20 Year Treasury Bond ETF?

Institutional investors have bought a total of 60,464,507 shares in the last 24 months. This purchase volume represents approximately $6.43B in transactions.

Which iShares 10-20 Year Treasury Bond ETF major shareholders have been selling company stock?

Of the 321 institutional investors that sold iShares 10-20 Year Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($5.55M), Annex Advisory Services LLC ($2.58M), Richard Bernstein Advisors LLC ($2.11M), CWM LLC ($1.15M), Pathstone Holdings LLC ($910.06K), LPL Financial LLC ($838.38K), and Signature Estate & Investment Advisors LLC ($731.14K).

How much institutional selling is happening at iShares 10-20 Year Treasury Bond ETF?

Institutional investors have sold a total of 28,864,989 shares in the last 24 months. This volume of shares sold represents approximately $2.95B in transactions.



This page (NYSEARCA:TLH) was last updated on 4/18/2025 by MarketBeat.com Staff
From Our Partners