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

iShares 10-20 Year Treasury Bond ETF logo
$92.43 -0.13 (-0.14%)
As of 11:35 AM Eastern
This is a fair market value price provided by Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
470
Total
Institutional Inflows
(last 12 months)
$2.61B
Number of
Institutional Sellers
(last 12 months)
286
Total
Institutional Outflows
(last 12 months)
$1.51B
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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
10/14/2026First Citizens Bank & Trust Co.670,662$61.82M0.8%N/A0.539%
10/14/2026Focus Financial Network Inc.25,008$2.31M0.1%+2.3%0.020%
10/14/2026Cresta Advisors Ltd.44,734$4.12M2.0%-18.8%0.036%
10/14/2026Virginia Estate & Retirement Planning Advisors Inc.285$26K0.0%N/A0.000%
10/14/2026XY Planning Network Inc.5,117$472K0.1%+114.5%0.004%
10/14/2026Forte Asset Management LLC54,709$5.04M2.0%+131.6%0.044%
10/14/2026Signal Advisors Wealth LLC4,247$391K0.0%-2.7%0.003%
10/14/2026B. Riley Wealth Advisors Inc.17,572$1.62M0.1%N/A0.014%
10/14/2026Krilogy Financial LLC26,964$2.49M0.1%-12.3%0.022%
10/14/2026Peavine Capital LLC1,311,482$120.88M38.9%N/A1.054%
10/14/2026RHS Financial LLC11,723$1.08M0.3%+84.9%0.009%
10/14/2026Affinity Capital Advisors LLC99,716$9.19M1.1%-36.3%0.080%
10/13/2026Madson Wealth Advisors Inc2,923$269K0.2%-42.6%0.002%
10/13/2026Sax Wealth Advisors LLC3,135$289K0.0%-19.4%0.003%
10/13/2026Fermata Advisors LLC19,801$1.83M0.4%+2.3%0.016%
10/10/2026Gilpin Wealth Management LLC10,547$972K0.7%-11.7%0.009%
10/10/2026Atlas Brown Inc.2,293$211K0.1%N/A0.002%
10/9/2026GK Wealth Management LLC400$37K0.0%N/A0.000%
10/9/2026Balefire LLC16,497$1.52M0.2%+130.0%0.014%
10/9/2026McNaughton Wealth Management LLC41,159$3.79M1.3%+3.1%0.035%
10/9/2026First Heartland Consultants Inc.13,250$1.22M0.1%N/A0.011%
10/8/2026Farther Finance Advisors LLC78,991$7.28M0.1%-4.3%0.067%
10/8/2026CoreCap Advisors LLC13,680$1.26M0.0%+1.8%0.012%
10/8/2026Titleist Asset Management LLC9,336$860K0.1%+5.4%0.008%
10/8/2026Avidian Wealth Enterprises LLC6,602$608K0.0%N/A0.006%
10/8/2026City Center Advisors LLC3,920$361K0.3%-29.5%0.003%
10/7/2026Echo45 Advisors LLC24,861$2.29M1.0%+3.0%0.021%
10/7/2026SigFig Wealth Management LLC49,689$4.58M0.1%+4.7%0.043%
10/7/2026Asempa Wealth Advisors2,258$208K0.2%-8.1%0.002%
10/6/2026Legacy Private Trust Co.23,874$2.20M0.1%N/A0.021%
10/5/2026Eastern Bank18,326$1.69M0.0%N/A0.016%
10/5/2026Collective Family Office LLC21,449$1.98M0.4%-0.9%0.018%
10/1/2026 Montecito Bank & Trust4,609$425K0.1%N/A0.004%
10/1/2026 Confluence Investment Management LLC122,517$11.29M0.2%N/A0.109%
9/23/2026Envestnet Portfolio Solutions Inc.2,288,353$229.64M1.0%-23.9%1.985%
9/23/2026Envestnet Asset Management Inc.19,652,832$1.97B0.3%-14.3%17.045%
9/9/2026Sequoia Financial Advisors LLC6,897$692K0.0%-32.6%0.006%
9/9/2026Van Hulzen Asset Management LLC58,327$5.85M0.4%+5.6%0.052%
9/9/2026MCF Advisors LLC7,545$757K0.0%+193.9%0.007%
9/9/2026Capital Analysts LLC68,168$6.84M0.2%-45.4%0.061%
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9/9/2026SVB Wealth LLC3,088$310K0.0%-23.9%0.003%
9/9/2026NorthRock Partners LLC4,103$412K0.0%-73.3%0.004%
9/9/2026Integrated Wealth Concepts LLC35,986$3.61M0.0%-63.0%0.032%
9/9/2026RFG Advisory LLC43,849$4.40M0.1%+1.2%0.039%
9/9/2026NewEdge Advisors LLC931,209$93.45M0.3%+0.8%0.829%
9/9/2026IFP Advisors Inc80,435$8.07M0.1%-4.9%0.072%
9/9/2026Baird Financial Group Inc.29,936$3.00M0.0%-26.2%0.027%
9/9/2026Centerline Wealth Advisors LLC31,175$3.13M1.0%+2.4%0.028%
9/9/2026XY Planning Network Inc.2,386$239K0.0%-7.4%0.002%
9/8/2026Allworth Financial LP1,494$150K0.0%+92.3%0.001%
9/8/2026Waverly Advisors LLC4,495$451K0.0%-54.7%0.004%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group103,271$10.36M1.0%-23.5%0.092%
8/27/2026Corient Private Wealth LP31,209$3.13M0.0%-24.7%0.028%
8/25/2026Advus Financial Partners LLC42,904$4.31M1.0%+3.8%0.038%
8/23/2026Endeavor Private Wealth Inc.46,078$4.62M1.1%-7.0%0.041%
8/23/2026Echo45 Advisors LLC24,145$2.42M1.2%+8.0%0.022%
8/23/2026Hutchens & Kramer Investment Management Group LLC2,566$257K0.1%-32.0%0.002%
8/23/2026Angeles Wealth Management LLC70,568$7.08M0.3%-0.3%0.063%
8/23/2026Unique Wealth LLC41,938$4.21M0.5%+3.2%0.037%
8/22/2026Advisory Solutions Group LLC2,278$229K0.1%N/A0.002%
8/22/2026Compass Financial Management LLC17,735$1.78M0.2%N/A0.016%
8/22/2026Succession Financial Inc.16,522$1.66M1.6%N/A0.015%
8/22/2026Cassilly Financial Group LLC2,076$208K0.2%-28.0%0.002%
8/22/2026Blalock Williams LLC5,791$581K0.4%-19.6%0.005%
8/22/2026BAM Wealth Management LLC3,057$307K0.2%N/A0.003%
8/22/2026Retirement Wealth Solutions LLC11,453$1.15M0.6%-12.9%0.010%
8/22/2026LifePlan Investment Advisors Inc.16,866$1.69M0.6%-7.7%0.015%
8/22/2026Premier Path Wealth Partners LLC56,121$5.63M0.7%+8.4%0.050%
8/22/2026Kickstand Ventures LLC.2,484$249K0.0%-25.8%0.002%
8/22/2026Concurrent Investment Advisors LLC95,603$9.59M0.1%-10.6%0.085%
8/21/2026Continuum Advisory LLC4,379$439K0.0%+7.8%0.004%
8/21/2026Robbins Farley26,207$2.63M1.0%+9.1%0.023%
8/21/2026Clarus Wealth Advisors29,717$2.92M1.1%+11.5%0.026%
8/21/2026Midwest Professional Planners LTD.3,028$304K0.1%+10.4%0.003%
8/21/2026Financial Life Advisors4,395$441K0.1%-82.8%0.004%
8/20/2026Nwam LLC4,386$440K0.0%+6.3%0.004%
8/12/2026Compass Financial Management LLC34,086$3.59M0.4%N/A0.030%
7/10/2026Heck Capital Advisors LLC26,704$2.68M0.2%-1.9%0.024%
7/10/2026JFS Wealth Advisors LLC11,753$1.18M0.1%-29.1%0.010%
7/10/2026Clarus Wealth Advisors29,717$2.92M1.1%+11.5%0.026%
7/10/2026Charles Schwab Trust Co3,345$336K0.0%+3.7%0.003%
7/10/2026Spinnaker Investment Group LLC3,219$323K0.1%N/A0.003%
7/9/2026Centurion Wealth Management LLC32,935$3.31M0.8%+0.9%0.029%
7/9/2026World Equity Group Inc.4,298$431K0.1%-18.6%0.004%
7/9/2026Focus Financial Network Inc.24,452$2.45M0.1%+7.3%0.022%
7/9/2026Sax Wealth Advisors LLC3,891$392K0.0%-8.2%0.003%
7/9/2026Affinity Capital Advisors LLC156,580$15.58M1.9%-2.8%0.139%
7/8/2026Strategic Investment Solutions Inc. IL10,341$1.04M0.2%-24.5%0.009%
7/8/2026First Heartland Consultants Inc.12,889$1.29M0.1%-19.9%0.011%
7/8/2026Cooper Financial Group2,344$235K0.0%-25.3%0.002%
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7/8/2026NerdWallet Wealth Partners LLC11,961$1.20M0.4%+35.5%0.011%
7/7/2026Fermata Advisors LLC19,353$1.94M0.4%+17.0%0.017%
7/7/2026Balefire LLC7,174$720K0.1%+110.5%0.006%
7/7/2026McNaughton Wealth Management LLC39,909$4.01M1.4%+15.2%0.036%
7/7/2026Harbor Investment Advisory LLC2,389$240K0.0%-18.4%0.002%
7/7/2026CoreCap Advisors LLC13,441$1.35M0.0%-16.6%0.012%
7/7/2026Anderson Hoagland & Co.14,044$1.41M0.1%-45.6%0.013%
7/7/2026City Center Advisors LLC5,564$558K0.5%+12.3%0.005%
7/2/2026Collective Family Office LLC21,645$2.17M0.4%+3.1%0.019%
7/1/2026 Confluence Investment Management LLC335,581$33.68M0.5%+63.0%0.278%


TLH Institutional Ownership - Frequently Asked Questions

During the previous two years, 724 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. ($1.97B), LPL Financial LLC ($939.94M), Forum Financial Management LP ($899.97M), Bank of America Corp DE ($814.18M), Morgan Stanley ($408.55M), JPMorgan Chase & Co. ($403.05M), and Ameriprise Financial Inc. ($298.30M).Learn more on iShares 10-20 Year Treasury Bond ETF's institutional investors.

Of the 657 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. ($21.49M), Demars Financial Group LLC ($7.05M), LPL Financial LLC ($3.65M), JPMorgan Chase & Co. ($3.10M), Northwestern Mutual Wealth Management Co. ($2.42M), Forum Financial Management LP ($2.25M), and First Citizens Bank & Trust Co. ($1.79M).

Institutional investors have bought a total of 25,796,758 shares in the last 24 months. This purchase volume represents approximately $2.61B in transactions.

Of the 286 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: Envestnet Asset Management Inc. ($3.29M), Bank of America Corp DE ($1.85M), Envestnet Portfolio Solutions Inc. ($937.77K), Wells Fargo & Company MN ($769.68K), Richard Bernstein Advisors LLC ($656.75K), First Citizens Bank & Trust Co. ($628.95K), and Benjamin Edwards Inc. ($551.24K).

Institutional investors have sold a total of 14,840,311 shares in the last 24 months. This volume of shares sold represents approximately $1.51B in transactions.



Institutional ownership data for NYSEARCA:TLH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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