Free Trial
MarketBeat All Access — Now with A.I. InsightsStart My Trial

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

iShares 10-20 Year Treasury Bond ETF logo
$104.12 +1.29 (+1.25%)
As of 03:29 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
478
Total
Institutional Inflows
(last 12 months)
$6.18B
Number of
Institutional Sellers
(last 12 months)
251
Total
Institutional Outflows
(last 12 months)
$1.12B
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.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2025Sound Income Strategies LLC2,980$306K0.0%-26.6%0.002%
10/10/2025Sharkey Howes & Javer158,977$16.37M2.1%+13.8%0.130%
10/10/2025Cyndeo Wealth Partners LLC17,913$1.85M0.1%+9.2%0.015%
10/10/2025Quotient Wealth Partners LLC20,632$2.13M0.1%-4.9%0.017%
10/10/2025Focus Financial Network Inc.6,954$716K0.0%-2.7%0.006%
10/10/2025Signal Advisors Wealth LLC5,609$578K0.1%+10.3%0.005%
10/9/2025AdvisorNet Financial Inc1,983$204K0.0%-9.2%0.002%
10/9/2025Centurion Wealth Management LLC30,481$3.14M0.7%+21.6%0.025%
10/9/2025U.S. Capital Wealth Advisors LLC22,642$2.33M0.1%-56.4%0.018%
10/9/2025Bay Harbor Wealth Management LLC73,848$7.61M2.1%+18.2%0.060%
10/9/2025Affinity Capital Advisors LLC144,582$14.92M2.3%+33.4%0.119%
10/9/2025Fermata Advisors LLC5,032$518K0.1%+23.5%0.004%
10/9/2025Embree Financial Group4,936$508K0.1%N/A0.004%
10/8/2025 Patriot Financial Group Insurance Agency LLC4,563$470K0.1%+27.3%0.004%
10/8/2025 RDA Financial Network2,880$297K0.1%N/A0.002%
10/8/2025 Firethorn Wealth Partners LLC12,193$1.26M0.5%+19.0%0.010%
10/8/2025 Retirement Wealth Solutions LLC17,917$1.85M1.2%+51.1%0.015%
10/8/2025 McNaughton Wealth Management LLC43,206$4.45M1.9%+5.0%0.036%
10/8/2025 Carr Financial Group Corp40,379$4.16M1.1%+13.6%0.033%
10/8/2025 Beacon Financial Group73,239$7.54M0.7%+22.5%0.060%
10/6/2025 Collective Family Office LLC17,876$1.84M0.4%+6.5%0.015%
10/6/2025 Clarus Wealth Advisors25,411$2.62M1.2%+5.4%0.021%
10/3/2025 Dentgroup LLC2,614$269K0.2%-25.8%0.002%
9/26/2025Corient Private Wealth LLC16,398$1.67M0.0%-33.1%0.015%
9/8/2025Alternative Investment Advisors LLC.19,512$1.98M1.0%-5.7%0.017%
9/4/2025Osaic Holdings Inc.346,948$35.52M0.1%+124.9%0.309%
9/3/2025American Trust2,340$238K0.0%N/A0.002%
8/29/2025Centaurus Financial Inc.1,313$133K0.0%N/A0.001%
8/27/2025Barnes Wealth Management Group Inc17,272$1.76M1.0%+39.9%0.015%
8/27/2025Orion Porfolio Solutions LLC127,209$12.92M0.1%+98.7%0.113%
8/26/2025Thrivent Financial for Lutherans122,725$12.47M0.0%-18.2%0.109%
8/25/2025Silverlake Wealth Management LLC2,359$240K0.1%N/A0.002%
8/19/2025B. Riley Wealth Advisors Inc.20,040$2.04M0.1%N/A0.018%
8/19/2025Cape Investment Advisory Inc.2,332$237K0.1%+69.6%0.002%
8/19/2025Advisory Services Network LLC31,847$3.20M0.1%+21.9%0.028%
8/18/2025Geneos Wealth Management Inc.30,594$3.11M0.1%+73.8%0.027%
8/18/2025Castleark Management LLC258,432$26.26M0.8%+19.9%0.230%
8/18/2025Goodman Advisory Group LLC39,512$4.01M1.4%N/A0.035%
8/15/2025Strategic Investment Advisors MI12,475$1.27M0.1%-5.4%0.011%
8/15/2025High Falls Advisors Inc137,498$13.97M3.1%+35.9%0.123%
8/15/2025First Heartland Consultants Inc.39,101$3.97M0.4%-57.6%0.035%
8/15/2025Corient Private Wealth LLC16,398$1.67M0.0%-33.1%0.015%
8/15/2025Equitable Holdings Inc.122,174$12.41M0.1%+54.1%0.109%
8/15/2025Captrust Financial Advisors61,913$6.29M0.0%-35.8%0.055%
8/15/2025Fidelity D & D Bancorp Inc.30,637$3.11M1.9%+31.0%0.027%
8/15/2025Visionary Wealth Advisors29,624$3.01M0.2%+124.4%0.026%
8/15/2025Smartleaf Asset Management LLC36,336$3.66M0.3%-5.6%0.032%
8/15/2025Snowden Capital Advisors LLC12,890$1.31M0.0%+41.8%0.011%
8/15/2025Redwood Investment Management LLC3,513$357K0.0%+26.4%0.003%
8/15/2025Orion Porfolio Solutions LLC132,233$14.81M0.1%+106.5%0.118%
8/15/2025MML Investors Services LLC1,258,659$127.88M0.4%+29.9%1.122%
8/15/2025Mendel Capital Management LLC12,617$1.28M0.7%-1.3%0.011%
8/15/2025Modern Wealth Management LLC216,949$22.04M0.6%+162.4%0.193%
8/15/2025IHT Wealth Management LLC212,119$21.55M0.6%+17.9%0.189%
8/15/2025EP Wealth Advisors LLC18,871$1.92M0.0%N/A0.017%
8/15/2025Benjamin Edwards Inc.1,163,801$118.24M1.5%+237.7%1.037%
8/15/2025BNP Paribas Financial Markets26,080$2.65M0.0%-18.8%0.023%
8/15/2025Bank of America Corp DE9,797,105$995.39M0.1%+1.5%8.732%
8/15/2025Ameriprise Financial Inc.3,016,121$306.19M0.1%+0.1%2.688%
8/14/2025First Citizens Asset Management Inc.28,421$2.89M1.1%-10.0%0.025%
8/14/2025Camarda Financial Advisors LLC5,945$604K0.2%+6.0%0.005%
8/14/2025Jane Street Group LLC13,355$1.36M0.0%+30.9%0.012%
8/14/2025Raymond James Financial Inc.903,142$91.76M0.0%+1.6%0.805%
8/14/2025Diversify Advisory Services LLC16,713$1.68M0.1%+62.0%0.015%
8/14/2025FAS Wealth Partners Inc.4,131$420K0.0%+15.0%0.004%
8/14/2025NewEdge Advisors LLC561,108$57.01M0.3%+72.8%0.500%
8/14/2025Sentinus LLC19,737$2.01M0.5%+42.7%0.018%
8/14/2025SVB Wealth LLC33,741$3.43M0.2%N/A0.030%
8/14/2025Transce3nd LLC270$27K0.0%-93.3%0.000%
8/14/2025Vertex Planning Partners LLC34,895$3.55M0.7%+113.5%0.031%
8/14/2025Cary Street Partners Financial LLC4,447$452K0.0%-22.6%0.004%
8/14/2025Cerity Partners LLC25,854$2.63M0.0%-59.1%0.023%
8/13/2025Cary Street Partners Investment Advisory LLC5,259$534K0.3%+26.3%0.005%
8/13/2025Flow Traders U.S. LLC75,458$7.67M0.3%-37.6%0.067%
8/13/2025Gateway Wealth Partners LLC22,763$2.31M0.4%+26.3%0.020%
8/13/2025GeoWealth Management LLC15,251$1.55M0.1%+4.4%0.014%
8/13/2025Royal Fund Management LLC43,650$4.44M0.4%+269.2%0.039%
8/13/2025Veltria Advisors Corp.4,431$450K0.3%N/A0.004%
8/13/2025Baird Financial Group Inc.33,667$3.42M0.0%+34.7%0.030%
8/13/2025EverSource Wealth Advisors LLC2,540$258K0.0%+9.3%0.002%
8/13/2025Kilter Group LLC22,012$2.24M1.0%+47.9%0.020%
8/13/2025Trek Financial LLC169,580$17.23M1.2%+28.6%0.151%
8/13/2025CW Advisors LLC6,352$645K0.0%+111.7%0.006%
8/13/2025JT Stratford LLC15,257$1.55M0.2%+10.4%0.014%
8/13/2025Argyle Capital Partners LLC2,558$260K0.2%-6.4%0.002%
8/13/2025Twin Peaks Wealth Advisors LLC19,983$2.01M0.7%+45.9%0.018%
8/13/2025Nicolet Bankshares Inc.4,612$469K0.1%-54.4%0.004%
8/13/2025WCG Wealth Advisors LLC33,941$3.45M0.2%+5.3%0.030%
8/13/2025Beacon Pointe Advisors LLC12,475$1.27M0.0%-9.0%0.011%
8/13/2025Cerity Partners OCIO LLC764,694$77.69M4.3%N/A0.682%
8/13/2025D L Carlson Investment Group Inc.5,835$593K0.1%-15.1%0.005%
8/13/2025Van Hulzen Asset Management LLC48,138$4.89M0.4%+1.8%0.043%
8/13/2025Trustmark Bank Trust Department33,476$3.40M0.2%-2.4%0.030%
8/13/2025Scotia Capital Inc.64,567$6.56M0.0%-4.9%0.058%
8/13/2025Northwestern Mutual Wealth Management Co.574,080$58.33M0.0%+39.9%0.512%
8/13/2025Elevation Point Wealth Partners LLC17,464$1.77M0.1%+79.8%0.016%
8/13/2025Echo45 Advisors LLC12,042$1.22M0.8%+2.3%0.011%
8/13/2025Choreo LLC7,478$760K0.0%-46.4%0.007%
8/12/2025J.W. Cole Advisors Inc.4,192$426K0.0%+11.3%0.004%
8/12/2025Richmond Investment Services LLC4,744$482K0.1%N/A0.004%
(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, 648 institutional investors and hedge funds held shares of iShares 10-20 Year Treasury Bond ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.95B), Bank of America Corp DE ($995.39M), Forum Financial Management LP ($800.84M), Demars Financial Group LLC ($701.30M), LPL Financial LLC ($556.33M), Wells Fargo & Company MN ($402.16M), and JPMorgan Chase & Co. ($307.94M).Learn more on iShares 10-20 Year Treasury Bond ETF's institutional investors.

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

Of the 599 institutional investors that purchased iShares 10-20 Year Treasury Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($16.88M), Demars Financial Group LLC ($7.05M), LPL Financial LLC ($3.83M), Envestnet Portfolio Solutions Inc. ($2.45M), Forum Financial Management LP ($2.31M), JPMorgan Chase & Co. ($2.16M), and Itau Unibanco Holding S.A. ($2.08M).

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

Institutional investors have bought a total of 60,149,843 shares in the last 24 months. This purchase volume represents approximately $6.18B in transactions.

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

Of the 249 institutional investors that sold iShares 10-20 Year Treasury Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pathstone Holdings LLC ($910.06K), Signature Estate & Investment Advisors LLC ($772.24K), FAS Wealth Partners Inc. ($698.50K), Bank of America Corp DE ($673.65K), Jane Street Group LLC ($592.45K), Truist Financial Corp ($522.19K), and Itau Unibanco Holding S.A. ($467.32K).

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

Institutional investors have sold a total of 10,957,225 shares in the last 24 months. This volume of shares sold represents approximately $1.12B in transactions.


Related Companies

This page (NYSEARCA:TLH) was last updated on 10/10/2025 by MarketBeat.com Staff
From Our Partners
Bitcoin grabs headlines, but smart money likes this token
If you're a futures trader (or want to be one), this could be the biggest shift you'll ever see in the prop fi...
Neuro Street Trading Academy | Sponsoredtc pixel
Your Bank Account Is No Longer Safe
What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what ...
Priority Gold | Sponsoredtc pixel
URGENT: The Market's 3 Red Flags Are Flashing
Here’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...
StockEarnings | Sponsoredtc pixel
U.S. Government Sparking Crypto Rally
Altcoin ETFs could surge prices (do this now) My "Crypto Bull Run Millionaire Blueprint" breaks down exactl...
Crypto 101 Media | Sponsoredtc pixel
1 Hour Once A Day
My top income trading expert, Dave Aquino, just released a 1-hour trading strategy designed specifically to he...
Base Camp Trading | Sponsoredtc pixel
Buy UBER immediately
BULLISH: It's time to buy this 'hidden' AI stock An award-winning stock-rating system has turned BULLISH on...
Chaikin Analytics | Sponsoredtc pixel
Claim Your Share of $5.39 BILLION in AI Equity Checks
The U.S. government just took advantage of Public Law 81-774 to crack down on AI companies... In turn, enfo...
Angel Publishing | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel