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

iShares 10-20 Year Treasury Bond ETF logo
$100.04 +0.41 (+0.41%)
(As of 12/20/2024 05:16 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
330
Total
Institutional Inflows
(last 12 months)
$2.23B
Number of
Institutional Sellers
(last 12 months)
164
Total
Institutional Outflows
(last 12 months)
$950.59M
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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
12/13/2024 B. Riley Wealth Advisors Inc.41,509$4.52M0.1%+221.1%0.054%
12/11/2024 Alternative Investment Advisors LLC.23,346$2.55M1.3%-7.7%0.030%
12/6/2024 Fidelity D & D Bancorp Inc.17,374$1.90M1.3%+34.1%0.023%
11/25/2024 Tidal Investments LLC43,837$4.78M0.0%-27.3%0.057%
11/25/2024 Destination Wealth Management745,129$81.47M2.5%+2.3%0.973%
11/25/2024 World Investment Advisors LLC8,839$966K0.0%N/A0.012%
11/25/2024 Sanctuary Advisors LLC260,180$26.54M0.2%-5.9%0.340%
11/19/2024 Invst LLC2,330$255K0.0%N/A0.003%
11/18/2024 TD Private Client Wealth LLC7,982$873K0.0%-97.4%0.010%
11/18/2024 Cresta Advisors Ltd.52,920$5.79M3.0%+5.3%0.069%
11/18/2024 Coldstream Capital Management Inc.81,451$8.91M0.2%-2.4%0.106%
11/15/2024 Brophy Wealth Management LLC2,831$310K0.1%N/A0.004%
11/15/2024 High Falls Advisors Inc13,908$1.52M0.3%+18.4%0.018%
11/15/2024 EWA LLC50,363$5.13M1.8%-19.0%0.066%
11/15/2024 MML Investors Services LLC337,679$36.92M0.1%+2.7%0.441%
11/15/2024 Orion Portfolio Solutions LLC89,824$9.82M0.2%+429.9%0.117%
11/15/2024 World Investment Advisors LLC606,062$66.26M0.4%N/A0.791%
11/15/2024 National Bank of Canada FI8,801$962K0.0%-81.9%0.011%
11/15/2024 Jane Street Group LLC5,191$568K0.0%-92.5%0.007%
11/15/2024 Stifel Financial Corp449,969$49.20M0.1%+3.1%0.587%
11/15/2024 Swmg LLC5,606$569K0.2%+15.3%0.007%
11/15/2024 IHT Wealth Management LLC34,231$3.74M0.1%+140.5%0.045%
11/15/2024 Itau Unibanco Holding S.A.1,086,437$118.78M3.9%-3.4%1.418%
11/15/2024 HighTower Advisors LLC134,901$14.75M0.0%+22.7%0.176%
11/15/2024 Hilltop Holdings Inc.3,936$430K0.0%+19.0%0.005%
11/15/2024 Ascent Group LLC9,437$1.03M0.1%+6.3%0.012%
11/15/2024 Benjamin Edwards Inc.2,537$277K0.0%N/A0.003%
11/14/2024 Flow Traders U.S. LLC17,218$1.88M0.1%N/A0.022%
11/14/2024 Captrust Financial Advisors450,667$49.27M0.1%+21.9%0.588%
11/14/2024 Icon Wealth Advisors LLC42,613$4.66M0.4%-0.3%0.056%
11/14/2024 Rockefeller Capital Management L.P.180,803$19.77M0.1%+4.0%0.236%
11/14/2024 Stone House Investment Management LLC12,825$1.40M0.3%-6.0%0.017%
11/14/2024 True Vision MN LLC6,814$745K0.4%+2.0%0.009%
11/14/2024 CreativeOne Wealth LLC16,865$1.84M0.1%+32.2%0.022%
11/13/2024 Townsquare Capital LLC13,713$1.50M0.0%+3.3%0.018%
11/13/2024 BNP Paribas Financial Markets12,557$1.37M0.0%+194.6%0.016%
11/13/2024 FMR LLC2,551$279K0.0%+129.0%0.003%
11/13/2024 Bank of Montreal Can23,010$2.53M0.0%+48.9%0.030%
11/13/2024 Private Trust Co. NA2,658$291K0.0%-46.6%0.003%
11/13/2024 Boston Family Office LLC1,904$208K0.0%N/A0.002%
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11/12/2024 Crewe Advisors LLC2,908$318K0.0%N/A0.004%
11/12/2024 Lane & Associates LLC5,005$547K0.3%-25.6%0.007%
11/12/2024 Cerity Partners LLC8,943$978K0.0%+5.6%0.012%
11/12/2024 Kingsview Wealth Management LLC13,129$1.44M0.0%+125.2%0.017%
11/12/2024 Great Valley Advisor Group Inc.10,055$1.10M0.0%-62.7%0.013%
11/12/2024 Nicolet Advisory Services LLC140,240$15.16M1.4%-1.6%0.183%
11/12/2024 Nwam LLC3,104$339K0.0%N/A0.004%
11/12/2024 Meridian Wealth Management LLC2,342$256K0.0%N/A0.003%
11/12/2024 Icon Wealth Advisors LLC6,326$692K0.0%-85.2%0.008%
11/12/2024 Biltmore Family Office LLC785$86K0.0%N/A0.001%
11/12/2024 CFS Investment Advisory Services LLC18,656$2.04M0.2%-1.0%0.024%
11/12/2024 Charles Schwab Investment Management Inc.2,551$279K0.0%-22.0%0.003%
11/9/2024 LPL Financial LLC1,820,759$199.06M0.1%+6.0%2.377%
11/9/2024 Shelter Mutual Insurance Co2,930$301K0.1%-50.2%0.004%
11/8/2024 First Horizon Advisors Inc.8,072$883K0.0%+10.4%0.011%
11/8/2024 Avior Wealth Management LLC14,414$1.58M0.1%-2.7%0.019%
11/8/2024 Prospera Financial Services Inc8,513$931K0.0%+20.9%0.011%
11/7/2024 Pathstone Holdings LLC109,276$11.91M0.1%-89.3%0.143%
11/7/2024 Napa Wealth Management8,200$897K0.4%+24.0%0.011%
11/7/2024 Mendel Capital Management LLC12,282$1.34M0.8%+8.7%0.016%
11/7/2024 GLOBALT Investments LLC GA7,760$848K0.0%-2.6%0.010%
11/7/2024 Theory Financial LLC5,339$553K0.2%+9.2%0.007%
11/7/2024 TrinityPoint Wealth LLC7,448$814K0.1%-34.6%0.010%
11/7/2024 Thrivent Financial for Lutherans146,562$16.02M0.0%-37.0%0.191%
11/7/2024 Claro Advisors LLC4,623$505K0.1%+39.1%0.006%
11/6/2024 Atlanta Consulting Group Advisors LLC8,631$944K0.2%+7.8%0.011%
11/6/2024 BCGM Wealth Management LLC5,043$551K0.2%+69.5%0.007%
11/6/2024 TSA Wealth Managment LLC10,268$1.12M0.5%+13.7%0.013%
11/6/2024 Signature Estate & Investment Advisors LLC774,952$84.73M2.0%N/A1.012%
11/6/2024 OneDigital Investment Advisors LLC59,692$6.53M0.1%+3.8%0.078%
11/6/2024 Pinnacle Financial Partners Inc130,462$14.26M0.3%-6.0%0.170%
11/5/2024 First Heartland Consultants Inc.12,779$1.40M0.2%N/A0.017%
11/5/2024 Cumberland Partners Ltd2,620$286K0.0%N/A0.003%
11/5/2024 Prime Capital Investment Advisors LLC23,003$2.52M0.0%-7.6%0.030%
11/5/2024 Savvy Advisors Inc.8,909$974K0.2%+242.3%0.012%
11/5/2024 Systelligence LLC102,946$11.26M2.8%N/A0.134%
11/5/2024 Verus Capital Partners LLC4,383$479K0.0%+18.9%0.006%
11/5/2024 Patron Partners LLC14,087$1.54M0.9%-24.5%0.018%
11/5/2024 Harbour Investments Inc.4,868$532K0.0%+43.5%0.006%
11/5/2024 Nations Financial Group Inc. IA ADV33,044$3.61M0.3%N/A0.043%
11/4/2024 Venturi Wealth Management LLC5,172$565K0.0%-31.6%0.007%
11/4/2024 TRU Independence Asset Management 2 LLC3,522$385K0.3%N/A0.005%
11/4/2024 Beam Wealth Advisors Inc.10,453$1.14M0.3%-27.4%0.014%
11/4/2024 Arvest Investments Inc.90,817$9.93M1.5%-1.2%0.119%
11/4/2024 Migdal Insurance & Financial Holdings Ltd.27,658$3.02M0.0%-1.4%0.036%
11/4/2024 Sigma Planning Corp14,653$1.60M0.0%+72.5%0.019%
11/4/2024 Arrow Financial Corp214,849$23.49M2.2%-8.5%0.280%
11/2/2024 Avid Wealth Partners LLC20,239$2.21M1.6%-45.1%0.026%
11/1/2024 Carr Financial Group Corp122,537$13.40M3.9%+32.7%0.160%
11/1/2024 Atria Investments Inc54,202$5.93M0.1%-13.0%0.071%
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11/1/2024 Demars Financial Group LLC66,305$7.25M3.3%N/A0.087%
11/1/2024 Assetmark Inc.1,534,544$167.77M0.5%+75.6%2.003%
11/1/2024 Source Financial Advisors LLC3,598$393K0.1%-31.9%0.005%
11/1/2024 ABLE Financial Group LLC2,890$316K0.1%N/A0.004%
10/31/2024 TFB Advisors LLC11,218$1.23M0.4%+72.3%0.015%
10/31/2024 Confluence Investment Management LLC75,989$8.31M0.1%-3.2%0.099%
10/31/2024 GGM Financials LLC90,648$9.91M8.5%+1.6%0.118%
10/31/2024 LGT Financial Advisors LLC1,715$187K0.5%+14.4%0.002%
10/31/2024 Family Asset Management LLC2,376$260K0.2%-53.2%0.003%
10/30/2024 Umpqua Bank52,755$5.77M2.1%-53.3%0.069%
(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, 526 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 496 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 58,325,255 shares in the last 24 months. This purchase volume represents approximately $6.33B in transactions.

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

Of the 277 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 23,824,132 shares in the last 24 months. This volume of shares sold represents approximately $2.45B in transactions.



This page (NYSEARCA:TLH) was last updated on 12/21/2024 by MarketBeat.com Staff
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