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

iShares 10-20 Year Treasury Bond ETF logo
$99.57 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
523
Total
Institutional Inflows
(last 12 months)
$3.84B
Number of
Institutional Sellers
(last 12 months)
293
Total
Institutional Outflows
(last 12 months)
$1.28B
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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
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%
6/26/2026WealthPoint Financial LLC11,502$1.16M0.9%+10.4%0.010%
6/18/2026Western Wealth Management LLC6,403$645K0.0%+45.8%0.005%
6/16/2026Steelhead Wealth Management LLC4,886$492K0.2%N/A0.004%
6/10/2026FAS Wealth Partners Inc.4,110$414K0.0%+15.8%0.003%
6/9/2026Contango Wealth Management LLC17,772$1.79M2.1%N/A0.015%
6/4/2026Town Capital LLC2,336$235K0.2%-52.5%0.002%
6/3/2026Parallel Advisors LLC5,702$574K0.0%-27.6%0.005%
6/3/2026NewEdge Advisors LLC924,211$93.09M0.3%-5.4%0.766%
6/1/2026Concorde Asset Management LLC6,843$689K0.3%-14.7%0.006%
5/28/2026Maripau Wealth Management LLC5,216$525K0.2%+9.9%0.004%
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%
5/20/2026Arete Wealth Advisors LLC10,847$1.09M0.1%+39.4%0.009%
5/19/2026Western Wealth Management LLC6,403$645K0.0%+45.8%0.005%
5/19/2026Royal Fund Management LLC75,498$7.60M0.7%+340.5%0.063%
5/19/2026Bank of America Corp DE8,083,555$814.18M0.1%+7.3%6.697%
5/19/2026Strategic Investment Advisors MI14,410$1.45M0.1%+14.2%0.012%
5/19/2026Ashton Thomas Securities LLC42,248$4.25M0.5%N/A0.035%
5/19/2026Arkadios Wealth Advisors10,273$1.04M0.0%-12.3%0.009%
5/19/2026Arete Wealth Advisors LLC10,847$1.09M0.1%+39.4%0.009%
5/18/2026EverSource Wealth Advisors LLC3,916$394K0.0%+15.7%0.003%
5/18/2026Royal Bank of Canada767,255$77.28M0.0%-8.3%0.636%
5/18/2026Estate Counselors LLC265,219$26.71M2.4%+125.6%0.220%
5/15/2026Gateway Wealth Partners LLC104,261$10.50M0.4%+239.3%0.086%
5/15/2026Waverly Advisors LLC9,920$999K0.0%+57.7%0.008%
5/15/2026Wealth Alliance LLC78,475$7.90M0.8%-11.7%0.065%
5/15/2026Cumberland Partners Ltd11,945$1.20M0.1%+10.2%0.010%
5/14/2026Hilltop Holdings Inc.4,800$483K0.0%-37.2%0.004%
5/14/2026Modern Wealth Management LLC229,825$23.04M0.4%+9.0%0.190%
5/14/2026Keebeck Wealth Management33,568$3.38M0.4%-7.9%0.028%
5/14/2026RMG Wealth Management LLC517$52K0.0%N/A0.000%
5/13/2026Cetera Investment Advisers2,106,252$212.14M0.2%-15.1%1.745%
5/13/2026Signature Equity Partners LLC598$60K0.0%-16.1%0.000%
5/13/2026First Citizens Bank & Trust Co.942,313$94.91M1.7%+12,382.6%0.781%
5/12/2026Phillip James Consulting Co.2,150$217K0.2%N/A0.002%
5/8/2026CMC Financial Group12,149$1.22M2.4%N/A0.010%
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5/8/2026Summit Asset Management LLC173,713$17.50M2.4%+7.6%0.144%
5/8/2026Glenview Trust Co2,118$213K0.0%N/A0.002%
5/7/2026Commonwealth Financial Services LLC163,337$16.45M2.6%-21.8%0.135%
5/7/2026Wells Financial Advisors INC3,026$305K1.4%-67.4%0.003%
5/7/2026Scarborough Advisors LLC19,795$1.99M0.2%N/A0.016%
5/7/2026Balefire LLC3,408$343K0.1%N/A0.003%
5/7/2026Parallel Advisors LLC5,702$574K0.0%-27.6%0.005%
5/7/2026Regimen Wealth LLC12,912$1.30M0.4%-7.9%0.011%
5/7/2026Vision Retirement LLC8,673$874K0.2%-9.8%0.007%
5/7/2026World Equity Group Inc.5,279$532K0.1%+5.9%0.004%
5/6/2026Annis Gardner Whiting Capital Advisors LLC559$56K0.0%-17.4%0.000%
5/6/2026Quadrant Private Wealth Management LLC15,544$1.57M0.2%-11.2%0.013%
5/6/2026Ranch Capital Advisors Inc.49,499$4.99M1.8%+1.1%0.041%
5/6/2026Cornerstone Planning Group LLC38,424$3.82M0.5%+4.1%0.032%
5/6/2026Assetmark Inc.2,270,608$228.70M0.5%+6.0%1.881%
5/6/2026Barings LLC2,963$298K0.0%-62.9%0.002%
5/6/2026Angeles Wealth Management LLC70,782$7.13M0.4%+8.2%0.059%
5/6/2026Fiscal Wisdom Wealth Management LLC4,402$443K0.4%+5.3%0.004%
5/6/2026SteelPeak Wealth LLC160,719$16.19M0.5%+5.9%0.133%
5/6/2026One Day In July LLC2,782$280K0.0%-7.7%0.002%
5/6/2026Frisch Financial Group Inc.2,337$235K0.0%N/A0.002%
5/6/2026Independent Financial Group LLC20,708$2.09M0.1%N/A0.017%
5/6/2026Prosperity Consulting Group LLC2,046$206K0.0%N/A0.002%
5/5/2026Quartz Partners LLC3,055$308K0.1%N/A0.003%
5/5/2026BCGM Wealth Management LLC61,488$6.19M1.6%+2.0%0.051%
5/5/2026NerdWallet Wealth Partners LLC8,828$889K0.4%+142.1%0.007%
5/5/2026Midwest Professional Planners LTD.2,742$276K0.1%+4.8%0.002%
5/5/2026Bank of New York Mellon Corp1,296,794$130.61M0.0%+8.9%1.074%
5/5/2026Geneos Wealth Management Inc.33,491$3.37M0.1%+5.9%0.028%
5/5/2026Sanctuary Advisors LLC681,690$68.66M0.4%-2.4%0.565%
5/5/2026Sigma Planning Corp16,986$1.71M0.0%-1.7%0.014%
5/5/2026Checchi Capital Advisers LLC23,800$2.40M0.1%+24.4%0.020%
5/5/2026Nwam LLC4,127$416K0.0%-9.3%0.003%
5/5/2026Avantax Planning Partners Inc.105,266$10.60M0.3%+15.6%0.087%
5/4/2026Vantage Point Financial LLC3,205$323K0.1%-42.7%0.003%
5/4/2026Moment Partners LLC2,432$245K0.0%N/A0.002%
5/4/2026Lifeworks Advisors LLC4,334$437K0.1%-34.0%0.004%
5/2/2026Global Assets Advisory LLC325$33K0.0%N/A0.000%
5/2/2026International Assets Investment Management LLC1,163$117K0.0%+14.2%0.001%
5/2/2026Diversify Wealth Management LLC84,250$8.41M0.2%+10.4%0.070%
5/1/2026Fifth Third Bancorp32,095$3.23M0.0%+19,711.7%0.027%
5/1/2026Sovran Advisors LLC48,986$4.89M0.4%-2.8%0.041%
5/1/2026WealthShield Partners LLC35,303$3.56M0.4%-30.4%0.029%
5/1/2026TSA Wealth Managment LLC7,246$730K0.2%-15.0%0.006%
5/1/2026Simplicity Wealth LLC39,202$3.95M0.2%-6.6%0.033%
5/1/2026Avid Wealth Partners LLC18,178$1.83M0.9%-20.3%0.015%
5/1/2026Sequoia Financial Advisors LLC10,239$1.03M0.0%-1.2%0.009%
4/30/2026Yukon Wealth Management Inc.6,196$624K0.4%+9.3%0.005%
4/30/2026Beacon Financial Group76,420$7.70M0.8%+30.8%0.064%
4/30/2026First Horizon Corp1,275$128K0.0%-28.4%0.001%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
4/30/2026Kestra Advisory Services LLC37,816$3.81M0.0%-42.2%0.031%
4/30/2026Fidelity D & D Bancorp Inc.45,957$4.63M1.9%+7.6%0.038%
4/30/2026Demars Financial Group LLC2,237$225K0.1%N/A0.002%
4/30/2026W Advisors LLC10,242$1.03M0.5%+1.4%0.009%
4/29/2026Financial Life Advisors25,501$2.57M0.8%+2.6%0.021%
4/29/2026Richmond Investment Services LLC28,006$2.82M0.5%+80.3%0.023%
4/29/2026Shelter Mutual Insurance Co5,868$591K0.1%+55.6%0.005%
4/29/2026Horst & Graben Wealth Management LLC24,274$2.44M0.3%+4.0%0.020%
4/29/2026Evergreen Private Wealth LLC84,744$8.54M3.4%+3.8%0.070%
4/29/2026Integrated Advisors Network LLC17,463$1.76M0.1%+92.3%0.015%


TLH Institutional Ownership - Frequently Asked Questions

During the previous two years, 732 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 677 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 37,657,395 shares in the last 24 months. This purchase volume represents approximately $3.84B in transactions.

Of the 293 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 12,529,152 shares in the last 24 months. This volume of shares sold represents approximately $1.28B in transactions.


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This page (NYSEARCA:TLH) was last updated on 7/5/2026 by MarketBeat.com Staff.
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