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

iShares 10-20 Year Treasury Bond ETF logo
$96.50 +0.17 (+0.18%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH)

Number of
Institutional Buyers
(last 12 months)
467
Total
Institutional Inflows
(last 12 months)
$2.44B
Number of
Institutional Sellers
(last 12 months)
276
Total
Institutional Outflows
(last 12 months)
$1.11B
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TLH Institutional Buying and Selling by Quarter

iShares 10-20 Year Treasury Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group103,271$10.36M1.0%-23.5%0.092%
8/27/2026 Corient Private Wealth LP31,209$3.13M0.0%-24.7%0.028%
8/25/2026 Advus Financial Partners LLC42,904$4.31M1.0%+3.8%0.038%
8/23/2026 Endeavor Private Wealth Inc.46,078$4.62M1.1%-7.0%0.041%
8/23/2026 Echo45 Advisors LLC24,145$2.42M1.2%+8.0%0.022%
8/23/2026 Hutchens & Kramer Investment Management Group LLC2,566$257K0.1%-32.0%0.002%
8/23/2026 Angeles Wealth Management LLC70,568$7.08M0.3%-0.3%0.063%
8/23/2026 Unique Wealth LLC41,938$4.21M0.5%+3.2%0.037%
8/22/2026 Advisory Solutions Group LLC2,278$229K0.1%N/A0.002%
8/22/2026 Compass Financial Management LLC17,735$1.78M0.2%N/A0.016%
8/22/2026 Succession Financial Inc.16,522$1.66M1.6%N/A0.015%
8/22/2026 Cassilly Financial Group LLC2,076$208K0.2%-28.0%0.002%
8/22/2026 Blalock Williams LLC5,791$581K0.4%-19.6%0.005%
8/22/2026 BAM Wealth Management LLC3,057$307K0.2%N/A0.003%
8/22/2026 Retirement Wealth Solutions LLC11,453$1.15M0.6%-12.9%0.010%
8/22/2026 LifePlan Investment Advisors Inc.16,866$1.69M0.6%-7.7%0.015%
8/22/2026 Premier Path Wealth Partners LLC56,121$5.63M0.7%+8.4%0.050%
8/22/2026 Kickstand Ventures LLC.2,484$249K0.0%-25.8%0.002%
8/22/2026 Concurrent Investment Advisors LLC95,603$9.59M0.1%-10.6%0.085%
8/21/2026 Continuum Advisory LLC4,379$439K0.0%+7.8%0.004%
8/21/2026 Robbins Farley26,207$2.63M1.0%+9.1%0.023%
8/21/2026 Clarus Wealth Advisors29,717$2.92M1.1%+11.5%0.026%
8/21/2026 Midwest Professional Planners LTD.3,028$304K0.1%+10.4%0.003%
8/21/2026 Financial Life Advisors4,395$441K0.1%-82.8%0.004%
8/20/2026 Nwam LLC4,386$440K0.0%+6.3%0.004%
8/12/2026 Compass Financial Management LLC34,086$3.59M0.4%N/A0.030%
7/10/2026 Heck Capital Advisors LLC26,704$2.68M0.2%-1.9%0.024%
7/10/2026 JFS Wealth Advisors LLC11,753$1.18M0.1%-29.1%0.010%
7/10/2026 Clarus Wealth Advisors29,717$2.92M1.1%+11.5%0.026%
7/10/2026 Charles Schwab Trust Co3,345$336K0.0%+3.7%0.003%
7/10/2026 Spinnaker Investment Group LLC3,219$323K0.1%N/A0.003%
7/9/2026 Centurion Wealth Management LLC32,935$3.31M0.8%+0.9%0.029%
7/9/2026 World Equity Group Inc.4,298$431K0.1%-18.6%0.004%
7/9/2026 Focus Financial Network Inc.24,452$2.45M0.1%+7.3%0.022%
7/9/2026 Sax Wealth Advisors LLC3,891$392K0.0%-8.2%0.003%
7/9/2026 Affinity Capital Advisors LLC156,580$15.58M1.9%-2.8%0.139%
7/8/2026 Strategic Investment Solutions Inc. IL10,341$1.04M0.2%-24.5%0.009%
7/8/2026 First Heartland Consultants Inc.12,889$1.29M0.1%-19.9%0.011%
7/8/2026 Cooper Financial Group2,344$235K0.0%-25.3%0.002%
7/8/2026 NerdWallet Wealth Partners LLC11,961$1.20M0.4%+35.5%0.011%
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7/7/2026 Fermata Advisors LLC19,353$1.94M0.4%+17.0%0.017%
7/7/2026 Balefire LLC7,174$720K0.1%+110.5%0.006%
7/7/2026 McNaughton Wealth Management LLC39,909$4.01M1.4%+15.2%0.036%
7/7/2026 Harbor Investment Advisory LLC2,389$240K0.0%-18.4%0.002%
7/7/2026 CoreCap Advisors LLC13,441$1.35M0.0%-16.6%0.012%
7/7/2026 Anderson Hoagland & Co.14,044$1.41M0.1%-45.6%0.013%
7/7/2026 City Center Advisors LLC5,564$558K0.5%+12.3%0.005%
7/2/2026 Collective 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%
7/1/2026 Eastern Bank5,131$515K0.0%-6.0%0.004%
6/26/2026 WealthPoint Financial LLC11,502$1.16M0.9%+10.4%0.010%
6/18/2026 Western Wealth Management LLC6,403$645K0.0%+45.8%0.005%
6/16/2026 Steelhead Wealth Management LLC4,886$492K0.2%N/A0.004%
6/10/2026 FAS Wealth Partners Inc.4,110$414K0.0%+15.8%0.003%
6/9/2026Contango Wealth Management LLC17,772$1.79M2.1%N/A0.015%
6/4/2026 Town Capital LLC2,336$235K0.2%-52.5%0.002%
6/3/2026 Parallel Advisors LLC5,702$574K0.0%-27.6%0.005%
6/3/2026 NewEdge Advisors LLC924,211$93.09M0.3%-5.4%0.766%
6/1/2026 Concorde Asset Management LLC6,843$689K0.3%-14.7%0.006%
5/28/2026 Maripau Wealth Management LLC5,216$525K0.2%+9.9%0.004%
5/22/2026 WNY Asset Management LLC2,576$259K0.0%N/A0.002%
5/22/2026 Wellington Grp LLC869$88K0.0%+3,242.3%0.001%
5/22/2026 Verus 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%
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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%


TLH Institutional Ownership - Frequently Asked Questions

During the previous two years, 721 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 656 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 Park Avenue Securities LLC ($1.72M).

Institutional investors have bought a total of 23,888,525 shares in the last 24 months. This purchase volume represents approximately $2.44B in transactions.

Of the 276 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), Richard Bernstein Advisors LLC ($656.75K), First Citizens Bank & Trust Co. ($628.95K), Benjamin Edwards Inc. ($551.24K), Hamilton Capital Partners LLC ($409.35K), and Stifel Financial Corp ($395.06K).

Institutional investors have sold a total of 10,839,128 shares in the last 24 months. This volume of shares sold represents approximately $1.11B in transactions.


Related Companies

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 9/2/2026. New 13F filings are added each quarter as they're published.
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