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

iShares 10-20 Year Treasury Bond ETF logo
$100.99 -0.36 (-0.36%)
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)
465
Total
Institutional Inflows
(last 12 months)
$5.83B
Number of
Institutional Sellers
(last 12 months)
241
Total
Institutional Outflows
(last 12 months)
$1.19B
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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
8/8/2025Financial Gravity Companies Inc.251$26K0.0%N/A0.000%
8/8/2025Rockefeller Capital Management L.P.119,418$12.13M0.0%-3.1%0.106%
8/8/2025Itau Unibanco Holding S.A.663,460$67.41M2.3%-39.2%0.587%
8/8/2025Kingsview Wealth Management LLC7,778$790K0.0%-44.1%0.007%
8/8/2025Avantax Advisory Services Inc.145,531$14.79M0.1%+40.1%0.129%
8/8/2025Cetera Investment Advisers1,695,013$172.21M0.3%+28.5%1.499%
8/8/2025WealthShield Partners LLC42,558$4.32M0.5%+30.7%0.038%
8/8/2025Foundations Investment Advisors LLC503,402$51.15M0.8%+42.2%0.445%
8/8/2025Davies Financial Advisors Inc.12,410$1.26M1.0%N/A0.011%
8/8/2025Evolution Wealth Advisors LLC2,093$213K0.0%N/A0.002%
8/8/2025Atlanta Consulting Group Advisors LLC9,932$1.01M0.3%-3.0%0.009%
8/8/2025Wealth Alliance LLC62,784$6.38M0.7%+29.9%0.056%
8/8/2025Advyzon Investment Management LLC2,108$214K0.0%N/A0.002%
8/7/2025 Verus Capital Partners LLC10,377$1.05M0.1%-30.7%0.009%
8/7/2025 Nwam LLC8,285$832K0.1%+32.8%0.007%
8/7/2025 Vise Technologies Inc.17,079$1.74M0.1%N/A0.015%
8/7/2025 Hughes Financial Services LLC79,703$8.08M1.4%+12.6%0.070%
8/7/2025 Shared Vision Wealth Group LLC45,494$4.57M2.3%+31.6%0.040%
8/7/2025 Summit X LLC49,857$5.07M0.9%+15.1%0.044%
8/7/2025 LFA Lugano Financial Advisors SA40,677$4.10M2.4%-2.4%0.036%
8/7/2025 Parkside Financial Bank & Trust1,376$140K0.0%N/A0.001%
8/7/2025 Keystone Financial Services62,441$6.34M2.2%+42.0%0.055%
8/6/2025 Prospera Financial Services Inc47,433$4.82M0.1%-2.4%0.042%
8/6/2025 One Wealth Capital Management LLC34,287$3.48M1.6%+21.0%0.030%
8/6/2025 AE Wealth Management LLC5,221$530K0.0%+31.2%0.005%
8/6/2025 Stokes Family Office LLC110,053$11.18M1.2%+46.8%0.097%
8/6/2025 Quadrant Private Wealth Management LLC21,679$2.20M0.5%+43.1%0.019%
8/6/2025 Harvest Portfolios Group Inc.156,879$15.94M0.4%-5.1%0.139%
8/6/2025 Vestmark Advisory Solutions Inc.444,581$45.17M0.7%+43.9%0.393%
8/6/2025 Walkner Condon Financial Advisors LLC12,015$1.22M0.2%N/A0.011%
8/6/2025 Savant Capital LLC10,053$1.02M0.0%-8.1%0.009%
8/6/2025 Valtinson Bruner Financial Planning LLC5,229$531K0.2%-14.5%0.005%
8/6/2025 Regimen Wealth LLC13,401$1.36M0.4%N/A0.012%
8/6/2025 Golden State Wealth Management LLC534$54K0.0%+216.0%0.000%
8/6/2025 Stone House Investment Management LLC123,812$12.58M2.3%+40.3%0.109%
8/6/2025 Able Wealth Management LLC2,359$240K0.1%N/A0.002%
8/6/2025 First Horizon Advisors Inc.39,252$3.99M0.1%+38.0%0.035%
8/6/2025 Csenge Advisory Group25,266$2.52M0.1%+37.1%0.022%
8/5/2025 Claro Advisors LLC26,139$2.66M0.4%+22.1%0.023%
8/5/2025 Simplex Trading LLC1,922$195K0.0%N/A0.002%
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8/5/2025 Milestone Asset Management LLC11,175$1.14M0.2%N/A0.010%
8/5/2025 Sheridan Capital Management LLC13,156$1.34M0.9%+1.1%0.012%
8/5/2025 Fullcircle Wealth LLC4,781$486K0.2%+41.8%0.004%
8/5/2025 Bank of New York Mellon Corp935,120$95.01M0.0%+40.4%0.827%
8/5/2025 BCGM Wealth Management LLC59,338$6.03M1.7%+16.1%0.052%
8/5/2025 Tsfg LLC959$97K0.0%-96.3%0.001%
8/5/2025 Bank of Montreal Can7,783$791K0.0%+4.0%0.007%
8/5/2025 Hutchens & Kramer Investment Management Group LLC2,862$290K0.1%+21.5%0.003%
8/5/2025 Sigma Planning Corp21,121$2.15M0.1%+8.9%0.019%
8/5/2025 5T Wealth LLC49,820$5.06M2.4%+22.2%0.044%
8/5/2025 TIAA Trust National Association4,832$491K0.0%-82.9%0.004%
8/5/2025 Lifeworks Advisors LLC4,463$453K0.1%+61.6%0.004%
8/4/2025 Integrity Alliance LLC.90,334$9.18M0.5%N/A0.080%
8/4/2025 IFG Advisory LLC7,437$756K0.0%-5.6%0.007%
8/4/2025 One Day In July LLC3,356$341K0.0%-7.0%0.003%
8/4/2025 Atria Investments Inc190,796$19.39M0.2%+18.8%0.169%
8/4/2025 Savvy Advisors Inc.105,751$10.74M0.7%+38.2%0.094%
8/4/2025 Assetmark Inc.1,885,240$191.54M0.5%+4.0%1.667%
8/4/2025 Keybank National Association OH4,896$497K0.0%-22.5%0.004%
8/4/2025 Premier Path Wealth Partners LLC61,743$6.27M0.9%+5.4%0.055%
8/4/2025 Spire Wealth Management14,198$1.44M0.1%-2.4%0.013%
8/4/2025 Arkadios Wealth Advisors4,800$488K0.0%+60.2%0.004%
8/4/2025 World Investment Advisors21,440$2.18M0.0%-26.1%0.019%
8/4/2025 Daymark Wealth Partners LLC81,902$8.32M0.3%-28.0%0.072%
8/4/2025 Mayflower Financial Advisors LLC12,249$1.24M0.2%+39.1%0.011%
8/4/2025 WNY Asset Management LLC3,306$336K0.0%-28.4%0.003%
8/4/2025 Migdal Insurance & Financial Holdings Ltd.86,091$8.75M0.1%+5.7%0.076%
8/1/2025 James Investment Research Inc.17,166$1.74M0.2%+52.4%0.015%
8/1/2025 May Hill Capital LLC17,018$1.73M0.6%+448.4%0.015%
8/1/2025 Liberty Wealth Management LLC75,137$7.63M1.2%+12.1%0.066%
8/1/2025 Transcend Capital Advisors LLC6,905$702K0.1%-81.3%0.006%
8/1/2025 Brookwood Investment Group LLC7,209$732K0.1%+72.1%0.006%
8/1/2025 Yukon Wealth Management Inc.4,653$473K0.2%+16.2%0.004%
8/1/2025 Ashton Thomas Private Wealth LLC19,528$1.98M0.1%+67.3%0.017%
8/1/2025 Envestnet Asset Management Inc.19,217,499$1.95B0.6%+34.0%16.992%
7/31/2025 Atlatl Advisers LLC34,112$3.47M1.6%+23.8%0.030%
7/31/2025 VestGen Investment Management5,210$529K0.4%+34.3%0.005%
7/31/2025 Forte Asset Management LLC25,420$2.58M1.3%-8.7%0.022%
7/31/2025 Leavell Investment Management Inc.10,853$1.10M0.0%N/A0.010%
7/31/2025 TSA Wealth Managment LLC7,813$794K0.3%-16.7%0.007%
7/31/2025 Focus Partners Advisor Solutions LLC9,758$991K0.0%N/A0.009%
7/31/2025 Ranch Capital Advisors Inc.47,829$4.86M2.1%+5.4%0.042%
7/31/2025 Moment Partners LLC2,778$282K0.1%-7.6%0.002%
7/31/2025 MN Wealth Advisors LLC21,929$2.23M1.3%-29.7%0.019%
7/31/2025 GLOBALT Investments LLC GA6,196$630K0.0%-10.9%0.005%
7/31/2025 GenTrust LLC213,842$21.73M1.0%-11.4%0.189%
7/30/2025 First Citizens Bank & Trust Co.636,501$64.67M1.0%-12.7%0.563%
7/30/2025 Roman Butler Fullerton & Co.3,266$327K0.1%N/A0.003%
7/30/2025 Insight Advisors LLC PA28,507$2.90M0.5%+9.8%0.025%
7/30/2025 Strategic Blueprint LLC108,613$11.04M0.5%+54.2%0.096%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the September 1st funding windo
7/30/2025 Freedom Investment Management Inc.5,715$581K0.0%+90.6%0.005%
7/30/2025 Forum Financial Management LP7,882,291$800.84M12.2%+3.0%6.969%
7/30/2025 Caliber Wealth Management LLC KS2,588$263K0.0%N/A0.002%
7/30/2025 TFB Advisors LLC11,713$1.19M0.3%-1.2%0.010%
7/30/2025 Brookstone Capital Management56,934$5.78M0.1%+37.7%0.050%
7/30/2025 LGT Financial Advisors LLC2,875$292K0.7%+109.9%0.003%
7/30/2025 Phoenix Financial Ltd.67,077$6.82M0.1%N/A0.059%
7/30/2025 Avidian Wealth Enterprises LLC6,341$644K0.0%+35.4%0.006%
7/30/2025 WBH Advisory Inc.5,603$569K0.0%N/A0.005%
7/29/2025 ODonnell Financial Services LLC15,744$1.60M0.6%-3.0%0.014%
(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, 636 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 ($907.09M), Forum Financial Management LP ($800.84M), Demars Financial Group LLC ($701.30M), LPL Financial LLC ($556.33M), Wells Fargo & Company MN ($402.16M), and Ameriprise Financial Inc. ($312.70M).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 591 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), Itau Unibanco Holding S.A. ($2.08M), 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 56,722,043 shares in the last 24 months. This purchase volume represents approximately $5.83B in transactions.

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

Of the 240 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), Truist Financial Corp ($687.85K), Bank of America Corp DE ($673.65K), Jane Street Group LLC ($592.45K), and Itau Unibanco Holding S.A. ($476.24K).

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

Institutional investors have sold a total of 11,544,481 shares in the last 24 months. This volume of shares sold represents approximately $1.19B in transactions.



This page (NYSEARCA:TLH) was last updated on 8/8/2025 by MarketBeat.com Staff
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