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

iShares 10-20 Year Treasury Bond ETF logo
$99.89 +0.65 (+0.65%)
As of 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)
331
Total
Institutional Inflows
(last 12 months)
$2.26B
Number of
Institutional Sellers
(last 12 months)
173
Total
Institutional Outflows
(last 12 months)
$913.43M
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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
1/21/2025Cyndeo Wealth Partners LLC10,663$1.06M0.1%+28.5%0.014%
1/21/2025Firethorn Wealth Partners LLC5,255$523K0.3%+4.7%0.007%
1/21/2025Carr Financial Group Corp10,907$1.09M0.3%-91.1%0.014%
1/21/2025Goelzer Investment Management Inc.151,809$15.11M0.9%-7.0%0.198%
1/21/2025LexAurum Advisors LLC12,772$1.27M0.3%-3.4%0.017%
1/21/2025RFG Advisory LLC12,026$1.20M0.0%-12.8%0.016%
1/21/2025ONE Advisory Partners LLC8,620$858K0.4%-30.1%0.011%
1/21/2025Johnson Bixby & Associates LLC219,324$21.83M3.3%+2.4%0.286%
1/21/2025Hengehold Capital Management LLC190,649$18.98M1.8%+4.8%0.249%
1/17/2025 Apeiron RIA LLC4,372$435K0.1%+2.8%0.006%
1/17/2025 Market Street Wealth Management Advisors LLC3,725$371K0.1%-26.2%0.005%
1/17/2025 Avior Wealth Management LLC2,430$242K0.0%-83.1%0.003%
1/17/2025 Mutual Advisors LLC24,084$2.39M0.1%-17.7%0.031%
1/17/2025 Echo45 Advisors LLC11,902$1.18M0.8%-59.6%0.016%
1/17/2025 True North Advisors LLC22,437$2.23M0.5%N/A0.029%
1/17/2025 Janney Montgomery Scott LLC471,231$46.91M0.1%N/A0.615%
1/17/2025 Park Place Capital Corp890$89K0.0%-55.7%0.001%
1/17/2025 Magnus Financial Group LLC2,880$287K0.0%+53.5%0.004%
1/17/2025 Daymark Wealth Partners LLC126,605$12.60M0.4%+13.9%0.165%
1/17/2025 Global Trust Asset Management LLC650$65K0.0%-77.2%0.001%
1/17/2025 Braun Bostich & Associates Inc.8,427$839K0.6%+10.8%0.011%
1/17/2025 Aspire Private Capital LLC2,607$259K0.1%-6.6%0.003%
1/17/2025 Atomi Financial Group Inc.3,420$340K0.0%N/A0.004%
1/17/2025 Lockerman Financial Group Inc.7,096$706K1.2%+15.2%0.009%
1/16/2025 Royal Fund Management LLC28,903$2.88M0.3%-54.9%0.038%
1/16/2025 MassMutual Private Wealth & Trust FSB17,257$1.72M0.0%+16.7%0.023%
1/16/2025 Diversify Advisory Services LLC4,027$393K0.0%+24.8%0.005%
1/16/2025 LVW Advisors LLC28,350$2.82M0.3%+1.4%0.037%
1/16/2025 Annex Advisory Services LLC16,307$1.62M0.0%-25.2%0.021%
1/16/2025 Client 1ST Advisory Group LLC3,919$390K0.2%N/A0.005%
1/16/2025 My Legacy Advisors LLC6,631$655K0.3%-8.8%0.009%
1/16/2025 Kelly Financial Services LLC11,042$1.10M0.3%+1.6%0.014%
1/15/2025 GenWealth Group Inc.5,057$503K0.1%-46.9%0.007%
1/15/2025 Ballew Advisors Inc11,585$1.13M0.7%-4.4%0.015%
1/15/2025 Krilogy Financial LLC44,224$4.40M0.3%-8.7%0.058%
1/15/2025 Financial & Tax Architects LLC24,004$2.39M0.6%+9.8%0.031%
1/15/2025 Premier Path Wealth Partners LLC52,303$5.21M0.8%+6.4%0.068%
1/15/2025 Lake Street Private Wealth LLC2,464$245K0.0%N/A0.003%
1/15/2025 Retirement Wealth Solutions LLC2,933$286K0.2%N/A0.004%
1/15/2025 Merit Financial Group LLC4,890$487K0.0%N/A0.006%
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1/15/2025 Householder Group Estate & Retirement Specialist LLC1,389$138K0.1%-42.1%0.002%
1/15/2025 Fermata Advisors LLC2,418$241K0.0%-5.7%0.003%
1/15/2025 Cypress Wealth Services LLC8,424$839K0.2%-2.0%0.011%
1/14/2025 Smith Anglin Financial LLC612,421$60.96M5.7%+1.3%0.800%
1/14/2025 Clarus Wealth Advisors12,890$1.26M0.6%+13.3%0.017%
1/14/2025 Park Avenue Securities LLC204,710$20.38M0.2%+12.2%0.267%
1/14/2025 Affinity Capital Advisors LLC84,215$8.28M1.6%+10.2%0.110%
1/13/2025 Unique Wealth LLC2,316$231K0.0%N/A0.003%
1/13/2025 AdvisorNet Financial Inc516$51K0.0%+443.2%0.001%
1/13/2025 Conrad Siegel Investment Advisors Inc.37,087$3.69M1.0%+1.5%0.048%
1/13/2025 Ehrlich Financial Group22,371$2.23M1.6%+4.1%0.029%
1/13/2025 Claro Advisors LLC4,189$417K0.1%-9.4%0.005%
1/13/2025 Clean Yield Group1,140$113K0.0%-45.7%0.001%
1/13/2025 EWG Elevate Inc.3,663$365K0.1%N/A0.005%
1/10/2025 Wealth Enhancement Advisory Services LLC301,172$32.93M0.1%+67.4%0.393%
1/10/2025 ORG Partners LLC1,720$171K0.0%+55.1%0.002%
1/8/2025 Legacy Private Trust Co.33,362$3.32M0.2%-0.3%0.044%
1/8/2025 Collective Family Office LLC16,950$1.69M0.5%-2.1%0.022%
1/7/2025 One Wealth Capital Management LLC13,062$1.30M0.7%N/A0.017%
1/6/2025 Silverleafe Capital Partners LLC9,254$921K0.3%-44.3%0.012%
1/3/2025 Modus Advisors LLC33,553$3.34M1.0%-0.5%0.044%
1/2/2025 Confluence Investment Management LLC76,906$7.66M0.1%+1.2%0.100%
12/26/2024JPMorgan Chase & Co.2,149,520$235.01M0.0%+68.1%2.806%
12/13/2024B. Riley Wealth Advisors Inc.41,509$4.52M0.1%+221.1%0.054%
12/11/2024Alternative Investment Advisors LLC.23,346$2.55M1.3%-7.7%0.030%
12/6/2024Fidelity D & D Bancorp Inc.17,374$1.90M1.3%+34.1%0.023%
11/25/2024Tidal Investments LLC43,837$4.78M0.0%-27.3%0.057%
11/25/2024Destination Wealth Management745,129$81.47M2.5%+2.3%0.973%
11/25/2024World Investment Advisors LLC8,839$966K0.0%N/A0.012%
11/25/2024Sanctuary Advisors LLC260,180$26.54M0.2%-5.9%0.340%
11/19/2024Invst LLC2,330$255K0.0%N/A0.003%
11/18/2024TD Private Client Wealth LLC7,982$873K0.0%-97.4%0.010%
11/18/2024Cresta Advisors Ltd.52,920$5.79M3.0%+5.3%0.069%
11/18/2024Coldstream Capital Management Inc.81,451$8.91M0.2%-2.4%0.106%
11/15/2024Brophy Wealth Management LLC2,831$310K0.1%N/A0.004%
11/15/2024High Falls Advisors Inc13,908$1.52M0.3%+18.4%0.018%
11/15/2024EWA LLC50,363$5.13M1.8%-19.0%0.066%
11/15/2024MML Investors Services LLC337,679$36.92M0.1%+2.7%0.441%
11/15/2024Orion Portfolio Solutions LLC89,824$9.82M0.2%+429.9%0.117%
11/15/2024World Investment Advisors LLC606,062$66.26M0.4%N/A0.791%
11/15/2024National Bank of Canada FI8,801$962K0.0%-81.9%0.011%
11/15/2024Jane Street Group LLC5,191$568K0.0%-92.5%0.007%
11/15/2024Stifel Financial Corp449,969$49.20M0.1%+3.1%0.587%
11/15/2024Swmg LLC5,606$569K0.2%+15.3%0.007%
11/15/2024IHT Wealth Management LLC34,231$3.74M0.1%+140.5%0.045%
11/15/2024Itau Unibanco Holding S.A.1,086,437$118.78M3.9%-3.4%1.418%
11/15/2024HighTower Advisors LLC134,901$14.75M0.0%+22.7%0.176%
11/15/2024Hilltop Holdings Inc.3,936$430K0.0%+19.0%0.005%
11/15/2024Ascent Group LLC9,437$1.03M0.1%+6.3%0.012%
11/15/2024Benjamin Edwards Inc.2,537$277K0.0%N/A0.003%
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11/14/2024Flow Traders U.S. LLC17,218$1.88M0.1%N/A0.022%
11/14/2024Captrust Financial Advisors450,667$49.27M0.1%+21.9%0.588%
11/14/2024Icon Wealth Advisors LLC42,613$4.66M0.4%-0.3%0.056%
11/14/2024Rockefeller Capital Management L.P.180,803$19.77M0.1%+4.0%0.236%
11/14/2024Stone House Investment Management LLC12,825$1.40M0.3%-6.0%0.017%
11/14/2024True Vision MN LLC6,814$745K0.4%+2.0%0.009%
11/14/2024CreativeOne Wealth LLC16,865$1.84M0.1%+32.2%0.022%
11/13/2024Townsquare Capital LLC13,713$1.50M0.0%+3.3%0.018%
11/13/2024BNP Paribas Financial Markets12,557$1.37M0.0%+194.6%0.016%
11/13/2024FMR LLC2,551$279K0.0%+129.0%0.003%
(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, 533 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 ($1.73B), Forum Financial Management LP ($780.34M), Richard Bernstein Advisors LLC ($537.01M), Ameriprise Financial Inc. ($530.57M), Envestnet Asset Management Inc. ($503.37M), Wells Fargo & Company MN ($397.70M), and Truist Financial Corp ($333.59M).Learn more on TLH's institutional investors.

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

Of the 500 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: Forum Financial Management LP ($7.32M), Envestnet Asset Management Inc. ($4.62M), Bank of America Corp DE ($4.56M), Truist Financial Corp ($2.67M), Richard Bernstein Advisors LLC ($2.67M), Wells Fargo & Company MN ($1.81M), and Annex Advisory Services LLC ($1.81M).

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

Institutional investors have bought a total of 59,310,951 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 288 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. ($5.45M), Annex Advisory Services LLC ($2.57M), Richard Bernstein Advisors LLC ($1.86M), CWM LLC ($1.15M), Pathstone Holdings LLC ($910.06K), LPL Financial LLC ($838.38K), and Ameriprise Financial Inc. ($603.62K).

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

Institutional investors have sold a total of 24,180,922 shares in the last 24 months. This volume of shares sold represents approximately $2.48B in transactions.



This page (NYSEARCA:TLH) was last updated on 1/21/2025 by MarketBeat.com Staff
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