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

iShares 10-20 Year Treasury Bond ETF logo
$101.93 +1.00 (+0.99%)
As of 02/21/2025 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)
362
Total
Institutional Inflows
(last 12 months)
$2.50B
Number of
Institutional Sellers
(last 12 months)
200
Total
Institutional Outflows
(last 12 months)
$1.22B
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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
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%
2/20/2025 Forum Financial Management LP7,518,329$748.38M12.4%+5.3%9.815%
2/19/2025 Invst LLC2,673$266K0.0%+14.7%0.003%
2/18/2025 Castleark Management LLC215,592$21.46M0.7%N/A0.281%
2/17/2025 TrinityPoint Wealth LLC6,791$676K0.1%-8.8%0.009%
2/17/2025 Royal Bank of Canada308,043$30.66M0.0%+4.0%0.402%
2/17/2025 Redwood Investment Management LLC2,837$282K0.0%+9.4%0.004%
2/17/2025 LifePlan Investment Advisors Inc.2,270$226K0.1%N/A0.003%
2/17/2025 Guardian Wealth Advisors LLC NC1,180$117K0.0%+2,522.2%0.002%
2/17/2025 Gen Wealth Partners Inc2,361$235K0.1%+8.0%0.003%
2/17/2025 Focus Partners Wealth10,647$1.06M0.0%+3.3%0.014%
2/17/2025 CoreCap Advisors LLC1,821$181K0.0%+30.4%0.002%
2/17/2025 Cetera Investment Advisers665,173$66.21M0.1%-1.5%0.868%
2/17/2025 Captrust Financial Advisors404,820$40.30M0.1%-10.2%0.528%
2/17/2025 Cary Street Partners Financial LLC13,563$1.35M0.0%N/A0.018%
2/17/2025 Baird Financial Group Inc.5,512$549K0.0%+314.1%0.007%
2/17/2025 Bank of America Corp DE9,112,812$907.09M0.1%-6.9%11.897%
2/17/2025 BNP Paribas Financial Markets60,199$5.99M0.0%+379.4%0.079%
2/17/2025 Ameriprise Financial Inc.2,951,452$293.53M0.1%-0.7%3.853%
2/17/2025 Aptus Capital Advisors LLC2,300$229K0.0%+4,900.0%0.003%
2/14/2025 Arrow Financial Corp81,467$8.11M0.8%-62.1%0.106%
2/14/2025 Mercer Global Advisors Inc. ADV8,121$808K0.0%-28.4%0.011%
2/14/2025 Keel Point LLC142,164$14.15M1.1%+13.2%0.186%
2/14/2025 FAS Wealth Partners Inc.3,663$365K0.0%-99.5%0.005%
2/14/2025 LGT Financial Advisors LLC2,478$247K0.5%+44.5%0.003%
2/14/2025 Jane Street Group LLC538,648$53.62M0.0%+10,276.6%0.703%
2/14/2025 Comerica Bank36,197$3.60M0.0%-10.3%0.047%
2/14/2025 Northern Trust Corp2,438$243K0.0%N/A0.003%
2/14/2025 Beacon Pointe Advisors LLC24,084$2.40M0.0%-32.0%0.031%
2/14/2025 Mendel Capital Management LLC11,974$1.19M0.7%-2.5%0.016%
2/14/2025 Betterment LLC4,071$405K0.0%-4.8%0.005%
2/14/2025 Coldstream Capital Management Inc.79,198$7.88M0.2%-2.8%0.103%
2/14/2025 Kovitz Investment Group Partners LLC101,727$10.13M0.0%-34.7%0.133%
2/14/2025 Integrated Wealth Concepts LLC70,465$7.01M0.1%+9.6%0.092%
2/14/2025 Syon Capital LLC16,827$1.68M0.2%-83.6%0.022%
2/14/2025 Coppell Advisory Solutions LLC426$43K0.0%+51.1%0.001%
2/14/2025 MGO One Seven LLC9,824$978K0.0%+50.6%0.013%
2/14/2025 IHT Wealth Management LLC63,503$6.32M0.2%+85.5%0.083%
2/14/2025 Stifel Financial Corp454,967$45.29M0.0%+1.1%0.594%
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2/14/2025 OneDigital Investment Advisors LLC72,967$7.26M0.1%+22.2%0.095%
2/14/2025 TD Waterhouse Canada Inc.162,055$16.13M0.1%+102.0%0.212%
2/14/2025 Transce3nd LLC3,942$393K0.1%N/A0.005%
2/14/2025 MML Investors Services LLC378,246$37.65M0.1%+12.0%0.494%
2/14/2025 First Citizens Asset Management Inc.30,993$3.09M1.1%+1.8%0.040%
2/14/2025 Forum Financial Management LP7,373,125$733.92M12.4%+3.3%9.625%
2/14/2025 GeoWealth Management LLC9,941$990K0.0%+4.1%0.013%
2/14/2025 Bridge Generations Wealth Management LLC210,198$20.92M13.8%N/A0.274%
2/14/2025 Concourse Financial Group Securities Inc.40,370$4.02M0.2%+21.2%0.053%
2/13/2025 Strategic Investment Solutions Inc. IL10,262$1.04M0.3%-79.0%0.013%
2/13/2025 Demars Financial Group LLC7,045,441$701.30M2.2%+10,525.8%9.198%
2/13/2025 NewEdge Advisors LLC119,932$11.94M0.1%+8.6%0.157%
2/13/2025 Stonehaven Wealth & Tax Solutions LLC5,695$567K0.6%N/A0.007%
2/13/2025 Regal Investment Advisors LLC35,307$3.51M0.3%-21.9%0.046%
2/13/2025 United Capital Financial Advisors LLC2,403$239K0.0%N/A0.003%
2/13/2025 Rossby Financial LCC2,056$205K0.1%N/A0.003%
2/13/2025 Defined Financial Planning LLC19,797$1.97M2.1%N/A0.026%
2/13/2025 XTX Topco Ltd4,407$439K0.0%N/A0.006%
2/13/2025 CreativeOne Wealth LLC19,536$1.95M0.1%+15.8%0.026%
2/13/2025 Mariner LLC93,950$9.35M0.0%+52.4%0.123%
2/13/2025 Stone House Investment Management LLC12,213$1.22M0.3%-4.8%0.016%
2/13/2025 Peninsula Wealth LLC10,005$996K0.2%-20.9%0.013%
2/13/2025 Savvy Advisors Inc.18,029$1.80M0.2%+102.4%0.024%
2/13/2025 Sagespring Wealth Partners LLC210,686$20.97M0.2%N/A0.275%
2/13/2025 Townsquare Capital LLC41,995$4.18M0.0%+206.2%0.055%
2/13/2025 Nicolet Bankshares Inc.52,732$5.25M1.2%+16.0%0.069%
2/13/2025 Rockefeller Capital Management L.P.181,196$18.04M0.0%+0.2%0.237%
2/13/2025 Scotia Capital Inc.64,859$6.46M0.0%+0.6%0.085%
2/13/2025 Advisory Services Network LLC18,212$1.81M0.0%+6.6%0.024%
2/13/2025 Bank of Montreal Can3,368$335K0.0%-85.4%0.004%
2/13/2025 Cerity Partners LLC93,838$9.34M0.0%+949.3%0.123%
2/13/2025 Trek Financial LLC72,503$7.22M0.5%+4.8%0.095%
2/13/2025 Envestnet Asset Management Inc.3,346,079$333.07M0.1%-2.9%4.368%
2/13/2025 Wells Fargo & Company MN4,040,188$402.16M0.1%+4.7%5.274%
2/13/2025 AllGen Financial Advisors Inc.50,233$5M1.7%-66.2%0.066%
2/13/2025 Prudential PLC8,300$826K0.0%-12.4%0.011%
2/12/2025 World Investment Advisors9,133$909K0.0%+3.3%0.012%
2/12/2025 Nicolet Advisory Services LLC153,087$14.95M1.4%+9.2%0.200%
2/12/2025 Headlands Technologies LLC4,804$478K0.0%N/A0.006%
2/12/2025 Invenio Wealth Partners LLC25,033$2.49M1.0%+14.8%0.033%
2/12/2025 Boston Family Office LLC2,298$229K0.0%+20.7%0.003%
2/12/2025 National Bank of Canada FI7,550$752K0.0%-14.2%0.010%
2/12/2025 Hazlett Burt & Watson Inc.12,899$1.28M0.6%+45.4%0.017%
2/12/2025 RiverFront Investment Group LLC427,132$42.52M1.0%-11.6%0.558%
2/12/2025 Orion Portfolio Solutions LLC19,525$1.94M0.0%-78.3%0.025%
2/12/2025 Blair William & Co. IL1,851$184K0.0%+30.4%0.002%
2/12/2025 Moment Partners LLC3,141$313K0.1%N/A0.004%
2/12/2025 JPMorgan Chase & Co.1,738,923$173.09M0.0%-19.1%2.270%
2/12/2025 Core Wealth Partners LLC2,657$264K0.2%N/A0.003%
2/12/2025 Financial Engines Advisors L.L.C.170,062$16.93M0.0%+36.4%0.222%
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2/11/2025 Signature Estate & Investment Advisors LLC43,813$4.36M0.1%-94.3%0.057%
2/11/2025 TIAA Trust National Association27,298$2.72M0.0%-80.6%0.036%
2/11/2025 Modern Wealth Management LLC44,923$4.55M0.2%N/A0.059%
2/11/2025 Congress Wealth Management LLC DE 3,044$303K0.0%+12.7%0.004%
2/11/2025 LPL Financial LLC2,210,335$220.02M0.1%+21.4%2.886%
2/11/2025 Mosley Wealth Management5,289$530K0.3%+15.2%0.007%
2/11/2025 Umpqua Bank23,430$2.28M0.8%-55.6%0.031%
2/11/2025 Wayfinding Financial LLC8,879$883K0.5%N/A0.012%
2/11/2025 TD Private Client Wealth LLC7,247$721K0.0%-9.2%0.009%
2/11/2025 SigFig Wealth Management LLC3,489$348K0.0%+3.6%0.005%
(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, 578 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 536 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 58,229,586 shares in the last 24 months. This purchase volume represents approximately $6.21B in transactions.

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

Of the 315 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 ($2.57M), 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 28,396,242 shares in the last 24 months. This volume of shares sold represents approximately $2.90B in transactions.



This page (NYSEARCA:TLH) was last updated on 2/22/2025 by MarketBeat.com Staff
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