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

iShares 10-20 Year Treasury Bond ETF logo
$100.83 -0.90 (-0.88%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH)

Number of
Institutional Buyers
(last 12 months)
410
Total
Institutional Inflows
(last 12 months)
$4.15B
Number of
Institutional Sellers
(last 12 months)
216
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Forum Financial Management LP7,653,072$794.01M13.1%+1.8%7.699%
5/2/2025Kingsview Wealth Management LLC13,920$1.44M0.0%+25.9%0.014%
5/2/2025Dynasty Wealth Management LLC268,736$27.88M0.4%-0.7%0.270%
5/2/2025Mayflower Financial Advisors LLC8,808$914K0.1%-9.3%0.009%
5/2/2025SWP Financial LLC35,203$3.65M2.2%N/A0.035%
5/2/2025Theory Financial LLC4,562$473K0.2%-16.6%0.005%
5/2/2025Wealthgarden F.S. LLC2,072$215K0.2%-20.3%0.002%
5/2/2025Shared Vision Wealth Group LLC34,583$3.59M2.0%+295.2%0.035%
5/2/2025James Investment Research Inc.11,264$1.17M0.1%-4.0%0.011%
5/2/2025Summit X LLC43,305$4.49M0.9%+577.0%0.044%
5/2/2025Pettinga Financial Advisors LLC35,657$3.70M0.9%N/A0.036%
5/2/2025PAX Financial Group LLC46,318$4.81M0.9%N/A0.047%
5/2/2025Apollon Wealth Management LLC16,342$1.70M0.0%+676.3%0.016%
5/2/2025Sigma Planning Corp19,401$2.01M0.1%+36.6%0.020%
5/2/2025Evergreen Private Wealth LLC70,399$7.30M3.4%+2.1%0.071%
5/1/2025CWM LLC1,382,695$143.46M0.6%+559.0%1.391%
5/1/2025Hughes Financial Services LLC70,801$7.37M1.4%+3.4%0.071%
5/1/2025Bridge Generations Wealth Management LLC92,375$9.58M6.0%-56.1%0.093%
5/1/2025Fidelity D & D Bancorp Inc.23,389$2.43M1.6%+1.2%0.024%
5/1/2025Lane & Associates LLC7,168$744K0.4%+130.3%0.007%
5/1/2025Omega Financial Group LLC3,218$334K0.1%+7.0%0.003%
5/1/2025Gateway Wealth Partners LLC18,019$1.87M0.4%+167.6%0.018%
5/1/2025SteelPeak Wealth LLC105,107$10.91M0.5%N/A0.106%
4/30/2025 Sharkey Howes & Javer98,529$10.22M1.5%N/A0.099%
4/30/2025 Cerity Partners LLC63,261$6.56M0.0%-32.6%0.064%
4/30/2025 Financial Gravity Asset Management Inc.255$26K0.0%N/A0.000%
4/30/2025 True Vision MN LLC35,970$3.73M2.2%+390.2%0.036%
4/30/2025 Quotient Wealth Partners LLC48,722$5.06M0.2%-2.5%0.049%
4/30/2025 Cornerstone Planning Group LLC669$67K0.0%+2,687.5%0.001%
4/30/2025 Trek Financial LLC131,849$13.68M1.0%+81.9%0.133%
4/30/2025 Stratos Wealth Partners LTD.20,810$2.16M0.0%-4.6%0.021%
4/30/2025 Values First Advisors Inc.18,157$1.88M1.1%+5.8%0.018%
4/30/2025 May Hill Capital LLC3,103$322K0.1%N/A0.003%
4/30/2025 Horst & Graben Wealth Management LLC23,049$2.39M0.4%-8.2%0.023%
4/30/2025 Fullcircle Wealth LLC3,371$345K0.1%N/A0.003%
4/29/2025 U.S. Capital Wealth Advisors LLC36,221$3.76M0.1%+57.2%0.036%
4/29/2025 Richard Bernstein Advisors LLC1,767,220$183.35M4.4%+6.3%1.778%
4/29/2025 Raleigh Capital Management Inc.1,565$162K0.1%+4,247.2%0.002%
4/29/2025 TD Private Client Wealth LLC8,509$883K0.0%+17.4%0.009%
4/29/2025 Envestnet Asset Management Inc.14,346,414$1.49B0.5%+328.8%14.433%
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4/29/2025 Forte Asset Management LLC27,837$2.89M1.5%-5.1%0.028%
4/29/2025 One Day In July LLC3,609$374K0.0%-7.2%0.004%
4/29/2025 Concurrent Investment Advisors LLC13,631$1.41M0.0%N/A0.014%
4/29/2025 Bank of New York Mellon Corp666,200$69.12M0.0%+252.4%0.670%
4/29/2025 World Investment Advisors29,009$3.01M0.1%+217.6%0.029%
4/29/2025 Wayfinding Financial LLC7,602$788K0.3%-14.4%0.008%
4/29/2025 Truist Financial Corp1,218,817$126.45M0.2%+9.0%1.226%
4/29/2025 Capital Investment Advisory Services LLC778$81K0.0%N/A0.001%
4/29/2025 Strategic Blueprint LLC70,450$7.31M0.4%+212.0%0.071%
4/29/2025 Brookstone Capital Management41,359$4.29M0.1%N/A0.042%
4/29/2025 OneDigital Investment Advisors LLC63,249$6.56M0.1%-13.3%0.064%
4/29/2025 Avantax Planning Partners Inc.84,092$8.73M0.3%+115.7%0.085%
4/29/2025 Goelzer Investment Management Inc.157,196$16.31M0.9%+3.5%0.158%
4/29/2025 Checchi Capital Advisers LLC12,594$1.31M0.1%+84.3%0.013%
4/28/2025 Capital Investment Counsel Inc1,766$183K0.0%+129.9%0.002%
4/28/2025 First Horizon Advisors Inc.28,437$2.95M0.1%+226.6%0.029%
4/28/2025 Private Trust Co. NA5,836$605K0.1%+89.2%0.006%
4/28/2025 Pinnacle Financial Partners Inc29,204$3.03M0.1%-68.6%0.029%
4/28/2025 Swmg LLC42,354$4.32M1.7%+618.7%0.043%
4/28/2025 Fedenia Advisers LLC27,559$2.86M1.9%+141.0%0.028%
4/28/2025 Alterna Wealth Management Inc.6,532$678K0.5%+220.7%0.007%
4/28/2025 Yukon Wealth Management Inc.4,004$415K0.2%N/A0.004%
4/28/2025 DAVENPORT & Co LLC7,282$755K0.0%+197.5%0.007%
4/28/2025 Clear Creek Financial Management LLC21,321$2.21M0.2%-5.8%0.021%
4/28/2025 Astoria Portfolio Advisors LLC.2,953$296K0.1%N/A0.003%
4/28/2025 ABLE Financial Group LLC42,334$4.39M1.2%+5.5%0.043%
4/25/2025 Koshinski Asset Management Inc.4,722$490K0.0%+15.0%0.005%
4/25/2025 Wealthstar Advisors LLC55,201$5.73M2.6%N/A0.056%
4/25/2025 Avidian Wealth Enterprises LLC4,684$486K0.0%+62.9%0.005%
4/25/2025 Hutchens & Kramer Investment Management Group LLC2,355$244K0.1%N/A0.002%
4/25/2025 Sovran Advisors LLC31,173$3.14M0.4%+355.3%0.031%
4/25/2025 RCS Financial Planning LLC9,891$1.03M0.5%+341.4%0.010%
4/24/2025 Patron Partners LLC12,130$1.26M0.7%-9.7%0.012%
4/24/2025 Mendel Capital Management LLC12,783$1.33M0.8%+6.8%0.013%
4/24/2025 Financial Life Advisors40,757$4.23M1.6%-62.3%0.041%
4/24/2025 Tsfg LLC25,919$2.69M0.5%N/A0.026%
4/24/2025 Mirae Asset Global Investments Co. Ltd.26,630$2.76M0.0%+675.5%0.027%
4/24/2025 Klaas Financial Asset Advisors LLC7,940$824K0.1%+5.1%0.008%
4/24/2025 Transcend Capital Advisors LLC36,880$3.83M0.3%+4.5%0.037%
4/24/2025 Park Place Capital Corp1,030$107K0.0%+15.7%0.001%
4/24/2025 Etesian Wealth Advisors Inc.4,024$417K0.2%N/A0.004%
4/24/2025 Beacon Financial Advisory LLC3,253$338K0.1%+12.4%0.003%
4/23/2025 GenTrust LLC241,232$25.03M1.2%+6.5%0.243%
4/23/2025 SFG Wealth Management LLC.17,755$1.84M0.9%N/A0.018%
4/23/2025 Western Wealth Management LLC2,191$227K0.0%N/A0.002%
4/23/2025 Creative Financial Designs Inc. ADV2,742$284K0.0%+2,486.8%0.003%
4/23/2025 Sequoia Financial Advisors LLC10,408$1.08M0.0%-9.2%0.010%
4/23/2025 TSA Wealth Managment LLC9,380$973K0.4%-8.7%0.009%
4/23/2025 Perigon Wealth Management LLC6,041$627K0.0%-34.6%0.006%
4/23/2025 Golden State Wealth Management LLC614$64K0.0%+263.3%0.001%
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4/23/2025 Spire Wealth Management14,541$1.51M0.0%+3.6%0.015%
4/23/2025 Daymark Wealth Partners LLC113,768$11.80M0.5%-10.1%0.114%
4/23/2025 Strategic Investment Advisors MI13,185$1.37M0.1%+3.7%0.013%
4/23/2025 Keystone Financial Services43,981$4.56M1.7%N/A0.044%
4/23/2025 Systelligence LLC76,787$7.97M1.9%-15.7%0.077%
4/23/2025 E Fund Management Hong Kong Co. Ltd.3,583$372K0.3%N/A0.004%
4/23/2025 Johnson Bixby & Associates LLC214,782$22.28M3.3%-2.1%0.216%
4/23/2025 Goelzer Investment Management Inc.151,674$15.10M0.9%-0.1%0.153%
4/23/2025 Valmark Advisers Inc.7,112$738K0.0%N/A0.007%
4/23/2025 Vantage Point Financial LLC3,135$325K0.2%N/A0.003%
(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, 607 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. ($1.49B), Bank of America Corp DE ($907.09M), Forum Financial Management LP ($794.01M), Demars Financial Group LLC ($701.30M), Wells Fargo & Company MN ($402.16M), 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 563 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: Envestnet Asset Management Inc. ($13.16M), Demars Financial Group LLC ($7.05M), Bank of America Corp DE ($4.56M), Richard Bernstein Advisors LLC ($2.77M), Forum Financial Management LP ($2.37M), Truist Financial Corp ($2.12M), and Envestnet Portfolio Solutions Inc. ($2.09M).

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

Institutional investors have bought a total of 75,334,546 shares in the last 24 months. This purchase volume represents approximately $7.97B in transactions.

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

Of the 324 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), Pathstone Holdings LLC ($910.06K), CWM LLC ($868.87K), 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 28,732,669 shares in the last 24 months. This volume of shares sold represents approximately $2.93B in transactions.


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This page (NYSEARCA:TLH) was last updated on 5/2/2025 by MarketBeat.com Staff
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