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

iShares 10-20 Year Treasury Bond ETF logo
$98.73 0.00 (0.00%)
As of 05/22/2026 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)
522
Total
Institutional Inflows
(last 12 months)
$3.86B
Number of
Institutional Sellers
(last 12 months)
290
Total
Institutional Outflows
(last 12 months)
$1.27B
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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
5/22/2026WNY Asset Management LLC2,576$259K0.0%N/A0.002%
5/22/2026Wellington Grp LLC869$88K0.0%+3,242.3%0.001%
5/22/2026Verus Capital Partners LLC12,848$1.29M0.1%-28.2%0.011%
5/20/2026 Arete Wealth Advisors LLC10,847$1.09M0.1%+39.4%0.009%
5/19/2026 Western Wealth Management LLC6,403$645K0.0%+45.8%0.005%
5/19/2026 Royal Fund Management LLC75,498$7.60M0.7%+340.5%0.063%
5/19/2026 Bank of America Corp DE8,083,555$814.18M0.1%+7.3%6.697%
5/19/2026 Strategic Investment Advisors MI14,410$1.45M0.1%+14.2%0.012%
5/19/2026 Ashton Thomas Securities LLC42,248$4.25M0.5%N/A0.035%
5/19/2026 Arkadios Wealth Advisors10,273$1.04M0.0%-12.3%0.009%
5/19/2026 Arete Wealth Advisors LLC10,847$1.09M0.1%+39.4%0.009%
5/18/2026 EverSource Wealth Advisors LLC3,916$394K0.0%+15.7%0.003%
5/18/2026 Royal Bank of Canada767,255$77.28M0.0%-8.3%0.636%
5/18/2026 Estate Counselors LLC265,219$26.71M2.4%+125.6%0.220%
5/15/2026 Gateway Wealth Partners LLC104,261$10.50M0.4%+239.3%0.086%
5/15/2026 Waverly Advisors LLC9,920$999K0.0%+57.7%0.008%
5/15/2026 Wealth Alliance LLC78,475$7.90M0.8%-11.7%0.065%
5/15/2026 Cumberland Partners Ltd11,945$1.20M0.1%+10.2%0.010%
5/14/2026 Hilltop Holdings Inc.4,800$483K0.0%-37.2%0.004%
5/14/2026 Modern Wealth Management LLC229,825$23.04M0.4%+9.0%0.190%
5/14/2026 Keebeck Wealth Management33,568$3.38M0.4%-7.9%0.028%
5/14/2026 RMG Wealth Management LLC517$52K0.0%N/A0.000%
5/13/2026 Cetera Investment Advisers2,106,252$212.14M0.2%-15.1%1.745%
5/13/2026 Signature Equity Partners LLC598$60K0.0%-16.1%0.000%
5/13/2026 First Citizens Bank & Trust Co.942,313$94.91M1.7%+12,382.6%0.781%
5/12/2026 Phillip James Consulting Co.2,150$217K0.2%N/A0.002%
5/8/2026 CMC Financial Group12,149$1.22M2.4%N/A0.010%
5/8/2026 Summit Asset Management LLC173,713$17.50M2.4%+7.6%0.144%
5/8/2026 Glenview Trust Co2,118$213K0.0%N/A0.002%
5/7/2026 Commonwealth Financial Services LLC163,337$16.45M2.6%-21.8%0.135%
5/7/2026 Wells Financial Advisors INC3,026$305K1.4%-67.4%0.003%
5/7/2026 Scarborough Advisors LLC19,795$1.99M0.2%N/A0.016%
5/7/2026 Balefire LLC3,408$343K0.1%N/A0.003%
5/7/2026 Parallel Advisors LLC5,702$574K0.0%-27.6%0.005%
5/7/2026 Regimen Wealth LLC12,912$1.30M0.4%-7.9%0.011%
5/7/2026 Vision Retirement LLC8,673$874K0.2%-9.8%0.007%
5/7/2026 World Equity Group Inc.5,279$532K0.1%+5.9%0.004%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC559$56K0.0%-17.4%0.000%
5/6/2026 Quadrant Private Wealth Management LLC15,544$1.57M0.2%-11.2%0.013%
5/6/2026 Ranch Capital Advisors Inc.49,499$4.99M1.8%+1.1%0.041%
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5/6/2026 Cornerstone Planning Group LLC38,424$3.82M0.5%+4.1%0.032%
5/6/2026 Assetmark Inc.2,270,608$228.70M0.5%+6.0%1.881%
5/6/2026 Barings LLC2,963$298K0.0%-62.9%0.002%
5/6/2026 Angeles Wealth Management LLC70,782$7.13M0.4%+8.2%0.059%
5/6/2026 Fiscal Wisdom Wealth Management LLC4,402$443K0.4%+5.3%0.004%
5/6/2026 SteelPeak Wealth LLC160,719$16.19M0.5%+5.9%0.133%
5/6/2026 One Day In July LLC2,782$280K0.0%-7.7%0.002%
5/6/2026 Frisch Financial Group Inc.2,337$235K0.0%N/A0.002%
5/6/2026 Independent Financial Group LLC20,708$2.09M0.1%N/A0.017%
5/6/2026 Prosperity Consulting Group LLC2,046$206K0.0%N/A0.002%
5/5/2026 Quartz Partners LLC3,055$308K0.1%N/A0.003%
5/5/2026 BCGM Wealth Management LLC61,488$6.19M1.6%+2.0%0.051%
5/5/2026 NerdWallet Wealth Partners LLC8,828$889K0.4%+142.1%0.007%
5/5/2026 Midwest Professional Planners LTD.2,742$276K0.1%+4.8%0.002%
5/5/2026 Bank of New York Mellon Corp1,296,794$130.61M0.0%+8.9%1.074%
5/5/2026 Geneos Wealth Management Inc.33,491$3.37M0.1%+5.9%0.028%
5/5/2026 Sanctuary Advisors LLC681,690$68.66M0.4%-2.4%0.565%
5/5/2026 Sigma Planning Corp16,986$1.71M0.0%-1.7%0.014%
5/5/2026 Checchi Capital Advisers LLC23,800$2.40M0.1%+24.4%0.020%
5/5/2026 Nwam LLC4,127$416K0.0%-9.3%0.003%
5/5/2026 Avantax Planning Partners Inc.105,266$10.60M0.3%+15.6%0.087%
5/4/2026 Vantage Point Financial LLC3,205$323K0.1%-42.7%0.003%
5/4/2026 Moment Partners LLC2,432$245K0.0%N/A0.002%
5/4/2026 Lifeworks Advisors LLC4,334$437K0.1%-34.0%0.004%
5/2/2026 Global Assets Advisory LLC325$33K0.0%N/A0.000%
5/2/2026 International Assets Investment Management LLC1,163$117K0.0%+14.2%0.001%
5/2/2026 Diversify Wealth Management LLC84,250$8.41M0.2%+10.4%0.070%
5/1/2026 Fifth Third Bancorp32,095$3.23M0.0%+19,711.7%0.027%
5/1/2026 Sovran Advisors LLC48,986$4.89M0.4%-2.8%0.041%
5/1/2026 WealthShield Partners LLC35,303$3.56M0.4%-30.4%0.029%
5/1/2026 TSA Wealth Managment LLC7,246$730K0.2%-15.0%0.006%
5/1/2026 Simplicity Wealth LLC39,202$3.95M0.2%-6.6%0.033%
5/1/2026 Avid Wealth Partners LLC18,178$1.83M0.9%-20.3%0.015%
5/1/2026 Sequoia Financial Advisors LLC10,239$1.03M0.0%-1.2%0.009%
4/30/2026 Yukon Wealth Management Inc.6,196$624K0.4%+9.3%0.005%
4/30/2026 Beacon Financial Group76,420$7.70M0.8%+30.8%0.064%
4/30/2026 First Horizon Corp1,275$128K0.0%-28.4%0.001%
4/30/2026 Kestra Advisory Services LLC37,816$3.81M0.0%-42.2%0.031%
4/30/2026 Fidelity D & D Bancorp Inc.45,957$4.63M1.9%+7.6%0.038%
4/30/2026 Demars Financial Group LLC2,237$225K0.1%N/A0.002%
4/30/2026 W Advisors LLC10,242$1.03M0.5%+1.4%0.009%
4/29/2026 Financial Life Advisors25,501$2.57M0.8%+2.6%0.021%
4/29/2026 Richmond Investment Services LLC28,006$2.82M0.5%+80.3%0.023%
4/29/2026 Shelter Mutual Insurance Co5,868$591K0.1%+55.6%0.005%
4/29/2026 Horst & Graben Wealth Management LLC24,274$2.44M0.3%+4.0%0.020%
4/29/2026 Evergreen Private Wealth LLC84,744$8.54M3.4%+3.8%0.070%
4/29/2026 Integrated Advisors Network LLC17,463$1.76M0.1%+92.3%0.015%
4/28/2026 PUREfi Wealth LLC4,862$490K0.3%+25.2%0.004%
4/28/2026 Ascentis Independent Advisors9,850$992K0.1%N/A0.008%
4/28/2026 Core Wealth Advisors LLC57,466$5.79M4.5%-4.1%0.048%
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4/28/2026 NBT Bank N A NY251$25K0.0%+146.1%0.000%
4/28/2026 Cobblestone Asset Management LLC68,062$6.86M3.1%+6.0%0.057%
4/28/2026 Forte Asset Management LLC23,397$2.36M1.0%-4.9%0.019%
4/28/2026 WBH Advisory Inc.28,954$2.90M0.2%+6.2%0.024%
4/27/2026 Apeiron RIA LLC4,235$427K0.1%-83.4%0.004%
4/27/2026 Arrien Investments Inc.2,396$241K0.1%-15.8%0.002%
4/27/2026 PFG Investments LLC16,116$1.62M0.1%-3.0%0.013%
4/27/2026 World Investment Advisors79,724$8.03M0.1%-8.0%0.066%
4/27/2026 PAX Financial Group LLC89,763$9.04M1.5%+4.3%0.075%
4/27/2026 Bedminster LLC36,537$3.68M3.4%-21.0%0.030%


TLH Institutional Ownership - Frequently Asked Questions

During the previous two years, 730 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. ($2.56B), 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 676 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 ($3.83M), JPMorgan Chase & Co. ($3.10M), Northwestern Mutual Wealth Management Co. ($2.45M), Forum Financial Management LP ($2.25M), and Park Avenue Securities LLC ($1.73M).

Institutional investors have bought a total of 37,891,397 shares in the last 24 months. This purchase volume represents approximately $3.86B in transactions.

Of the 290 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: Bank of America Corp DE ($1.85M), Wells Fargo & Company MN ($769.68K), First Citizens Bank & Trust Co. ($721.43K), Richard Bernstein Advisors LLC ($656.75K), Benjamin Edwards Inc. ($551.24K), Itau Unibanco Holding S.A. ($436.75K), and Hamilton Capital Partners LLC ($409.35K).

Institutional investors have sold a total of 12,473,889 shares in the last 24 months. This volume of shares sold represents approximately $1.27B in transactions.



This page (NYSEARCA:TLH) was last updated on 5/25/2026 by MarketBeat.com Staff.
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