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

iShares 10-20 Year Treasury Bond ETF logo
$98.10 +0.37 (+0.38%)
As of 01:06 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
453
Total
Institutional Inflows
(last 12 months)
$5.03B
Number of
Institutional Sellers
(last 12 months)
230
Total
Institutional Outflows
(last 12 months)
$1.33B
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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
5/22/2025BOS Asset Management LLC7,268$754K0.3%N/A0.007%
5/22/2025Kilter Group LLC14,885$1.54M1.0%N/A0.015%
5/20/2025 Focus Partners Wealth9,887$1.03M0.0%-7.1%0.010%
5/19/2025 Jane Street Group LLC10,200$1.06M0.0%-98.1%0.010%
5/16/2025 Ascent Group LLC12,291$1.28M0.1%+29.4%0.012%
5/16/2025 Arete Wealth Advisors LLC4,956$514K0.0%N/A0.005%
5/16/2025 Signature Estate & Investment Advisors LLC2,708$281K0.0%-93.8%0.003%
5/16/2025 Ashton Thomas Private Wealth LLC11,675$1.21M0.0%+156.7%0.012%
5/16/2025 Goldman Sachs Group Inc.407,854$42.32M0.0%+10.8%0.410%
5/16/2025 Cape Investment Advisory Inc.1,375$143K0.1%+601.5%0.001%
5/16/2025 Jones Financial Companies Lllp1,964$204K0.0%-95.2%0.002%
5/16/2025 Sheridan Capital Management LLC13,008$1.35M1.0%-11.0%0.013%
5/16/2025 NewEdge Advisors LLC324,680$33.69M0.2%+170.7%0.327%
5/16/2025 Integrated Wealth Concepts LLC50,867$5.28M0.1%-27.8%0.051%
5/16/2025 Concorde Asset Management LLC5,356$544K0.3%N/A0.005%
5/16/2025 Copperleaf Capital LLC10,919$1.13M0.7%N/A0.011%
5/16/2025 AlTi Global Inc.11,964$1.24M0.0%+25.3%0.012%
5/16/2025 AlphaQ Advisors LLC8,403$872K2.1%N/A0.008%
5/16/2025 Aprio Wealth Management LLC2,592$269K0.0%N/A0.003%
5/16/2025 1 North Wealth Services LLC320$33K0.0%-99.6%0.000%
5/15/2025 One Wealth Capital Management LLC28,336$2.94M1.6%+116.9%0.029%
5/15/2025 Royal Bank of Canada455,684$47.28M0.0%+47.9%0.458%
5/15/2025 Betterment LLC4,193$435K0.0%+3.0%0.004%
5/15/2025 MAI Capital Management312,180$32.39M0.2%+2.7%0.314%
5/15/2025 Baird Financial Group Inc.24,998$2.59M0.0%+353.5%0.025%
5/15/2025 Vermillion & White Wealth Management Group LLC1,040$108K0.1%-75.3%0.001%
5/15/2025 Itau Unibanco Holding S.A.1,092,068$113.30M4.2%N/A1.099%
5/14/2025 Triad Wealth Partners LLC60,629$6.29M2.0%N/A0.061%
5/14/2025 CreativeOne Wealth LLC212,428$22.04M0.7%+987.4%0.214%
5/14/2025 Nicolet Bankshares Inc.10,108$1.05M0.2%-80.8%0.010%
5/14/2025 Harvest Portfolios Group Inc.165,336$17.15M0.5%+20.3%0.166%
5/14/2025 WCG Wealth Advisors LLC32,232$3.34M0.3%N/A0.032%
5/14/2025 Comerica Bank47,561$4.93M0.0%+31.4%0.048%
5/14/2025 Freedom Investment Management Inc.2,999$311K0.0%N/A0.003%
5/14/2025 Jump Financial LLC7,120$739K0.0%N/A0.007%
5/14/2025 Smartleaf Asset Management LLC38,508$3.97M0.4%+17.4%0.039%
5/14/2025 Northwestern Mutual Wealth Management Co.410,414$42.58M0.0%+2.4%0.413%
5/14/2025 Van Hulzen Asset Management LLC47,265$4.90M0.4%N/A0.048%
5/14/2025 Kestra Advisory Services LLC32,815$3.41M0.0%+29.2%0.033%
5/14/2025 Barnes Wealth Management Group Inc12,346$1.28M0.8%N/A0.012%
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5/14/2025 Ameriprise Financial Inc.3,012,097$312.70M0.1%+2.1%3.030%
5/14/2025 Summit Financial LLC2,761$286K0.0%N/A0.003%
5/14/2025 Flow Traders U.S. LLC121,010$12.56M0.5%N/A0.122%
5/14/2025 Capital Analysts LLC30,131$3.13M0.1%+75,227.5%0.030%
5/14/2025 Vertex Planning Partners LLC16,346$1.70M0.4%N/A0.016%
5/14/2025 JT Stratford LLC13,815$1.43M0.3%+14.1%0.014%
5/14/2025 bLong Financial LLC19,631$2.04M1.8%N/A0.020%
5/13/2025 Moment Partners LLC3,006$312K0.1%-4.3%0.003%
5/13/2025 Steward Partners Investment Advisory LLC249,321$25.87M0.2%+20.3%0.251%
5/13/2025 Raymond James Financial Inc.888,734$92.21M0.0%+38.1%0.894%
5/13/2025 Gen Wealth Partners Inc2,538$263K0.1%+7.5%0.003%
5/13/2025 High Falls Advisors Inc101,156$10.50M2.5%+655.1%0.102%
5/13/2025 Kovitz Investment Group Partners LLC175,479$18.21M0.1%+72.5%0.177%
5/13/2025 Vestmark Advisory Solutions Inc.308,914$32.05M0.8%+4.5%0.311%
5/13/2025 Heck Capital Advisors LLC16,216$1.68M0.2%-67.2%0.016%
5/13/2025 E Fund Management Co. Ltd.3,583$372K0.0%N/A0.004%
5/13/2025 Stone House Investment Management LLC88,245$9.16M1.9%+622.5%0.089%
5/13/2025 HighTower Advisors LLC123,834$12.85M0.0%-30.1%0.125%
5/13/2025 Core Wealth Partners LLC3,674$381K0.2%+38.3%0.004%
5/13/2025 Peak Financial Management Inc.10,709$1.11M0.3%-5.2%0.011%
5/12/2025 Financial Engines Advisors L.L.C.150,115$15.57M0.0%-11.7%0.151%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors76,336$7.94M0.6%N/A0.077%
5/12/2025 SouthState Corp550$57K0.0%+229.3%0.001%
5/12/2025 Benjamin Edwards Inc.344,612$35.75M0.5%+13,414.2%0.347%
5/12/2025 JPMorgan Chase & Co.2,385,873$247.57M0.0%+37.2%2.400%
5/12/2025 Townsquare Capital LLC43,819$4.55M0.0%+4.3%0.044%
5/12/2025 Savvy Advisors Inc.76,498$7.94M0.8%+324.3%0.077%
5/12/2025 National Bank of Canada FI1,247$129K0.0%-83.5%0.001%
5/12/2025 Cresta Advisors Ltd.42,454$4.41M2.3%-19.8%0.043%
5/9/2025 Headlands Technologies LLC434$45K0.0%-91.0%0.000%
5/9/2025 Charles Schwab Investment Management Inc.1,991$207K0.0%-10.1%0.002%
5/9/2025 Strategy Asset Managers LLC4,224$438K0.1%N/A0.004%
5/9/2025 Tidemark LLC52,043$5.40M2.0%+72,181.9%0.052%
5/9/2025 WealthShield Partners LLC32,563$3.38M0.4%+126.2%0.033%
5/9/2025 Ranch Capital Advisors Inc.45,390$4.71M2.2%+1.2%0.046%
5/9/2025 Cary Street Partners Investment Advisory LLC4,163$432K0.2%+102.9%0.004%
5/9/2025 Atria Wealth Solutions Inc.195,019$20.23M0.2%+127.7%0.196%
5/9/2025 Cary Street Partners Financial LLC5,748$596K0.0%-57.6%0.006%
5/9/2025 Kickstand Ventures LLC.4,850$503K0.1%-56.7%0.005%
5/9/2025 Wells Financial Advisors INC835$87K0.1%N/A0.001%
5/9/2025 Strategic Investment Solutions Inc. IL41,523$4.30M1.2%+304.6%0.042%
5/9/2025 Commonwealth Equity Services LLC322,557$33.47M0.0%+25.4%0.325%
5/9/2025 Blair William & Co. IL2,209$229K0.0%+19.3%0.002%
5/9/2025 Scotia Capital Inc.67,911$7.05M0.0%+4.7%0.068%
5/9/2025 Liberty Wealth Management LLC423,993$43.99M0.8%+2,784.5%0.427%
5/9/2025 Cumberland Partners Ltd3,825$397K0.0%+20.7%0.004%
5/9/2025 PNC Financial Services Group Inc.2,164$225K0.0%+8.6%0.002%
5/8/2025 Endeavor Private Wealth Inc.20,666$2.14M1.2%+2,066,500.0%0.021%
5/8/2025 IFG Advisory LLC7,879$817K0.0%+84.8%0.008%
5/8/2025 SPC Financial Inc.50,712$5.26M0.5%+4.6%0.051%
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5/8/2025 TIAA Trust National Association28,337$2.94M0.0%+3.8%0.029%
5/8/2025 US Bancorp DE601,616$62.42M0.4%+23.2%0.605%
5/8/2025 BCGM Wealth Management LLC51,103$5.30M1.6%+1,078.8%0.051%
5/8/2025 Nicolet Advisory Services LLC8,544$850K0.1%-94.4%0.009%
5/8/2025 MGO One Seven LLC38,837$4.03M0.2%+295.3%0.039%
5/8/2025 Hoxton Planning & Management LLC16,903$1.75M0.7%N/A0.017%
5/8/2025 NorthRock Partners LLC345$36K0.0%+618.8%0.000%
5/8/2025 Arkadios Wealth Advisors2,997$311K0.0%N/A0.003%
5/8/2025 Eastern Bank13,412$1.39M0.0%-91.8%0.013%
5/8/2025 Geneos Wealth Management Inc.32,112$3.33M0.1%+82.6%0.032%
(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, 623 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), LPL Financial LLC ($556.33M), Wells Fargo & Company MN ($402.16M), and Ameriprise Financial Inc. ($312.70M).Learn more on TLH's institutional investors.

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

Of the 580 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. ($12.01M), Demars Financial Group LLC ($7.05M), LPL Financial LLC ($3.98M), Forum Financial Management LP ($2.37M), Envestnet Portfolio Solutions Inc. ($2.09M), Itau Unibanco Holding S.A. ($2.08M), and Truist Financial Corp ($1.88M).

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

Institutional investors have bought a total of 71,783,280 shares in the last 24 months. This purchase volume represents approximately $7.46B in transactions.

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

Of the 326 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), Signature Estate & Investment Advisors LLC ($772.24K), and FAS Wealth Partners Inc. ($698.50K).

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

Institutional investors have sold a total of 29,315,190 shares in the last 24 months. This volume of shares sold represents approximately $2.98B in transactions.



This page (NYSEARCA:TLH) was last updated on 5/23/2025 by MarketBeat.com Staff
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