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

iShares 10-20 Year Treasury Bond ETF logo
$98.94 +0.28 (+0.28%)
As of 07/18/2025 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)
458
Total
Institutional Inflows
(last 12 months)
$5.07B
Number of
Institutional Sellers
(last 12 months)
227
Total
Institutional Outflows
(last 12 months)
$1.14B
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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
7/18/2025EWA LLC49,152$4.99M1.6%+19.2%0.043%
7/18/2025Vicus Capital8,514$865K0.1%+14.1%0.008%
7/18/2025Client 1ST Advisory Group LLC3,495$355K0.1%-9.6%0.003%
7/18/2025SWP Financial LLC50,033$5.08M2.8%+42.1%0.044%
7/18/2025SigFig Wealth Management LLC54,951$5.54M0.2%+51.2%0.048%
7/18/2025PFG Investments LLC11,266$1.15M0.1%+4.9%0.010%
7/18/2025Consolidated Portfolio Review Corp2,149$218K0.0%N/A0.002%
7/18/2025Bridge Generations Wealth Management LLC87,898$8.93M5.4%-4.8%0.077%
7/18/2025Truist Financial Corp1,015,230$103.15M0.2%-16.7%0.894%
7/18/2025Lockerman Financial Group Inc.6,907$702K0.9%-11.0%0.006%
7/18/2025BCU Wealth Advisors LLC15,866$1.61M0.7%N/A0.014%
7/17/2025 One Wealth Advisors LLC50,392$5.12M0.7%+11.0%0.044%
7/17/2025 Raleigh Capital Management Inc.2,009$204K0.1%+28.4%0.002%
7/17/2025 Janney Montgomery Scott LLC1,343,768$136.53M0.4%+14.3%1.180%
7/17/2025 Smith Anglin Financial LLC403,125$40.96M3.7%+32.1%0.354%
7/17/2025 Kelly Financial Services LLC173,469$17.62M5.2%+51.1%0.152%
7/17/2025 Sound Income Strategies LLC4,060$413K0.0%+1,971.4%0.004%
7/17/2025 Johnson Bixby & Associates LLC217,703$22.12M3.0%+1.4%0.191%
7/17/2025 Charles Schwab Trust Co3,801$386K0.0%N/A0.003%
7/17/2025 Hengehold Capital Management LLC3,563$362K0.0%-98.4%0.003%
7/16/2025 ORG Partners LLC6,021$610K0.1%+298.5%0.005%
7/16/2025 GenWealth Group Inc.4,388$446K0.1%-8.3%0.004%
7/16/2025 BOS Asset Management LLC9,747$990K0.3%+34.1%0.009%
7/16/2025 Evergreen Private Wealth LLC77,712$7.90M3.3%+10.4%0.068%
7/16/2025 Cresta Advisors Ltd.41,843$4.25M2.1%-1.4%0.037%
7/16/2025 Strategic Investment Solutions Inc. IL25,643$2.61M0.8%-38.2%0.023%
7/16/2025 Patron Partners LLC7,369$749K0.4%-39.2%0.006%
7/16/2025 Blue Oak Capital LLC79,611$8.09M4.3%-7.0%0.070%
7/16/2025 Perigon Wealth Management LLC7,143$726K0.0%+18.2%0.006%
7/16/2025 Magnus Financial Group LLC2,235$227K0.0%+13.8%0.002%
7/15/2025 Spectrum Planning & Advisory Services Inc.26,861$2.73M1.8%N/A0.024%
7/15/2025 Regatta Capital Group LLC10,817$1.10M0.2%-4.2%0.009%
7/15/2025 Signet Financial Management LLC2,001$203K0.0%N/A0.002%
7/15/2025 TD Private Client Wealth LLC6,556$666K0.0%-23.0%0.006%
7/15/2025 Carr Financial Group Corp35,551$3.61M1.1%-5.5%0.031%
7/15/2025 Legacy Financial Group LLC52,594$5.34M0.7%+43.9%0.046%
7/15/2025 Optima Capital LLC5,575$566K0.3%N/A0.005%
7/14/2025 Gries Financial LLC58,844$5.98M1.1%N/A0.052%
7/14/2025 AdvisorNet Financial Inc2,185$222K0.0%+20.9%0.002%
7/14/2025 Conrad Siegel Investment Advisors Inc.37,232$3.78M0.8%+0.7%0.033%
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7/14/2025 ABLE Financial Group LLC47,243$4.80M1.2%+11.6%0.041%
7/14/2025 Iams Wealth Management LLC2,796$284K0.1%-24.2%0.002%
7/14/2025 U.S. Capital Wealth Advisors LLC51,925$5.28M0.2%+43.4%0.046%
7/14/2025 Cobblestone Asset Management LLC53,133$5.40M2.8%+34.5%0.047%
7/14/2025 Flagstar Advisors Inc.3,178$323K0.1%+25.9%0.003%
7/14/2025 Park Avenue Securities LLC1,425,450$144.82M1.3%+34.6%1.249%
7/14/2025 Sowell Financial Services LLC2,621$266K0.0%+13.3%0.002%
7/11/2025 Annex Advisory Services LLC5,516$560K0.0%-43.8%0.005%
7/11/2025 Farther Finance Advisors LLC66,229$6.73M0.1%-28.3%0.058%
7/11/2025 UMB Bank n.a.1,460$148K0.0%+474.8%0.001%
7/11/2025 My Legacy Advisors LLC18,438$1.85M0.7%+44.7%0.016%
7/10/2025 Anderson Hoagland & Co.23,599$2.40M0.2%N/A0.021%
7/10/2025 Oliver Lagore Vanvalin Investment Group2,340$243K0.1%N/A0.002%
7/10/2025 Klaas Financial Asset Advisors LLC8,047$818K0.1%+1.3%0.007%
7/10/2025 Wealth Enhancement Advisory Services LLC172,596$17.31M0.0%-1.0%0.152%
7/10/2025 Strathmore Capital Advisors Inc.2,827$284K0.1%N/A0.002%
7/10/2025 Sharkey Howes & Javer139,722$14.20M1.9%+41.8%0.123%
7/10/2025 Signal Advisors Wealth LLC5,085$517K0.0%N/A0.004%
7/10/2025 Focus Financial Network Inc.7,149$726K0.0%-5.0%0.006%
7/10/2025 Sovran Advisors LLC38,097$3.79M0.4%+22.2%0.034%
7/9/2025 Affinity Capital Advisors LLC108,387$11.01M1.9%+10.9%0.095%
7/9/2025 Goelzer Investment Management Inc.159,031$16.16M0.9%+1.2%0.140%
7/9/2025 Fermata Advisors LLC4,076$414K0.1%+13.7%0.004%
7/9/2025 Krilogy Financial LLC44,168$4.49M0.3%-3.2%0.039%
7/9/2025 Market Street Wealth Management Advisors LLC2,348$239K0.0%-17.8%0.002%
7/9/2025 Clarus Wealth Advisors24,116$2.40M1.1%+12.0%0.021%
7/9/2025 Beacon Financial Group59,794$6.08M0.6%+11.4%0.053%
7/9/2025 MassMutual Private Wealth & Trust FSB9,991$1.02M0.0%-28.3%0.009%
7/8/2025 Ehrlich Financial Group22,488$2.29M1.5%+3.8%0.020%
7/8/2025 Braun Bostich & Associates Inc.21,500$2.18M1.5%+0.7%0.019%
7/8/2025 Ballew Advisors Inc11,060$1.11M0.7%-5.3%0.010%
7/8/2025 NBC Securities Inc.13,649$1.39M0.1%+11.7%0.012%
7/8/2025 Parallel Advisors LLC9,961$1.01M0.0%-20.8%0.009%
7/7/2025 Modus Advisors LLC31,453$3.20M0.9%-2.1%0.028%
7/7/2025 Retirement Wealth Solutions LLC11,856$1.21M0.9%+40.7%0.010%
7/7/2025 Centurion Wealth Management LLC25,075$2.55M0.7%N/A0.022%
7/3/2025 Arvest Investments Inc.91,196$9.27M1.4%-0.6%0.080%
7/3/2025 Collective Family Office LLC16,780$1.71M0.4%+2.2%0.015%
7/2/2025 Dentgroup LLC3,522$358K0.2%N/A0.003%
7/1/2025 Confluence Investment Management LLC562,156$57.12M0.8%+133.7%0.496%
6/6/2025 Blue Oak Capital LLC85,581$8.88M4.9%-3.3%0.077%
6/3/2025Invst LLC44,884$4.66M0.6%+1,579.2%0.040%
6/2/2025Modern Wealth Management LLC82,668$8.58M0.3%+39.7%0.074%
5/29/2025Apeiron RIA LLC3,874$402K0.1%-11.4%0.004%
5/22/2025 BOS Asset Management LLC7,268$754K0.3%N/A0.007%
5/22/2025Kilter Group LLC14,885$1.54M1.0%N/A0.015%
5/20/2025Focus Partners Wealth9,887$1.03M0.0%-7.1%0.010%
5/19/2025Jane Street Group LLC10,200$1.06M0.0%-98.1%0.010%
5/16/2025Ascent Group LLC12,291$1.28M0.1%+29.4%0.012%
5/16/2025Arete Wealth Advisors LLC4,956$514K0.0%N/A0.005%
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5/16/2025Signature Estate & Investment Advisors LLC2,708$281K0.0%-93.8%0.003%
5/16/2025Ashton Thomas Private Wealth LLC11,675$1.21M0.0%+156.7%0.012%
5/16/2025Goldman Sachs Group Inc.407,854$42.32M0.0%+10.8%0.360%
5/16/2025Cape Investment Advisory Inc.1,375$143K0.1%+601.5%0.001%
5/16/2025Jones Financial Companies Lllp1,964$204K0.0%-95.2%0.002%
5/16/2025Sheridan Capital Management LLC13,008$1.35M1.0%-11.0%0.013%
5/16/2025NewEdge Advisors LLC324,680$33.69M0.2%+170.7%0.327%
5/16/2025Integrated Wealth Concepts LLC50,867$5.28M0.1%-27.8%0.051%
5/16/2025Concorde Asset Management LLC5,356$544K0.3%N/A0.005%
5/16/2025Copperleaf Capital LLC10,919$1.13M0.7%N/A0.011%
(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, 629 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 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 584 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. ($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 49,163,443 shares in the last 24 months. This purchase volume represents approximately $5.07B in transactions.

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

Of the 227 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 JPMorgan Chase & Co. ($410.60K).

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

Institutional investors have sold a total of 11,109,162 shares in the last 24 months. This volume of shares sold represents approximately $1.14B in transactions.



This page (NYSEARCA:TLH) was last updated on 7/19/2025 by MarketBeat.com Staff
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