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

iShares 10-20 Year Treasury Bond ETF logo
$99.50 +0.41 (+0.41%)
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)
532
Total
Institutional Inflows
(last 12 months)
$4.63B
Number of
Institutional Sellers
(last 12 months)
295
Total
Institutional Outflows
(last 12 months)
$1.35B
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Skip Chart & View Institutional Buying and Selling Data

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
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%
5/2/2026 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%
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%
4/27/2026 Private Advisor Group LLC81,891$8.25M0.0%-1.5%0.068%
4/27/2026 Elevation Point Wealth Partners LLC39,335$3.96M0.1%-4.0%0.033%
4/27/2026 Sound Income Strategies LLC3,899$391K0.0%-5.0%0.003%
4/25/2026 Keybank National Association OH6,447$649K0.0%-2.6%0.005%
4/25/2026 Able Wealth Management LLC19,931$2.01M0.5%+242.0%0.017%
4/24/2026 Midwest Capital Advisors LLC22,707$2.29M1.1%-21.7%0.019%
4/24/2026 EJMK Ventures LLC2,125$214K0.1%-14.7%0.002%
4/24/2026 Semus Wealth Partners LLC3,321$334K0.2%+13.4%0.003%
4/24/2026 Harbor Investment Advisory LLC2,928$295K0.0%-7.5%0.002%
4/23/2026 Financial & Tax Architects LLC39,798$4.01M0.9%+18.8%0.033%
4/23/2026 Premier Path Wealth Partners LLC51,771$5.21M0.7%-14.3%0.043%
4/23/2026 Caliber Wealth Management LLC KS4,826$486K0.1%+28.3%0.004%
4/23/2026 Mayflower Financial Advisors LLC8,692$875K0.1%-36.8%0.007%
4/23/2026 Forum Financial Management LP8,935,374$899.97M12.7%+5.1%7.446%
4/23/2026 EWA LLC65,098$6.56M1.5%+40.3%0.054%
4/23/2026 Etesian Wealth Advisors Inc.20,745$2.09M0.7%-7.0%0.017%
4/23/2026 Continuum Advisory LLC4,062$409K0.0%-2.9%0.003%
4/23/2026 Apollon Wealth Management LLC34,299$3.46M0.1%+10.8%0.029%
4/22/2026 Aspire Private Capital LLC9,695$976K0.2%-36.8%0.008%
4/22/2026 Patriot Financial Group Insurance Agency LLC9,306$937K0.1%+102.0%0.008%
4/22/2026 Janney Montgomery Scott LLC1,491,747$150.25M0.4%+9.7%1.246%
4/22/2026 Goodman Advisory Group LLC63,731$6.42M1.7%-4.4%0.053%
4/22/2026 Traveka Wealth LLC16,506$1.66M0.6%+82.4%0.014%
4/22/2026 Systelligence LLC70,221$7.07M1.4%+13.7%0.059%
4/22/2026 Merkkuri Wealth Advisors LLC369$37K0.0%N/A0.000%
4/22/2026 Venturi Wealth Management LLC23,110$2.33M0.1%+60.9%0.019%
4/21/2026 Laurel Oak Wealth Management LLC8,112$817K0.1%-33.2%0.007%
4/21/2026 Columbus Macro LLC7,703$776K0.1%+2.5%0.006%
4/21/2026 RCS Financial Planning LLC3,220$324K0.2%-84.7%0.003%
4/21/2026 Polaris Investment Advisors LLC36,277$3.65M2.7%+2.2%0.030%
4/21/2026 Unique Wealth LLC40,642$4.09M0.6%+48.9%0.034%
4/21/2026 BCU Wealth Advisors LLC19,634$1.98M0.7%+1.8%0.016%
4/21/2026 Aegis Wealth Management Inc.2,778$280K0.2%-32.9%0.002%
4/21/2026 Fairvoy Private Wealth LLC4,885$492K0.1%+98.2%0.004%
4/21/2026 Hoxton Planning & Management LLC31,305$3.15M0.9%+13.7%0.026%
4/20/2026 Kestra Private Wealth Services LLC39,094$3.94M0.0%+9.9%0.033%
4/20/2026 Chatterton & Associates Inc.6,631$669K0.5%+99.4%0.006%
4/20/2026 Watchman Group Inc.271,037$27.30M6.6%+4.7%0.226%
4/20/2026 Echo45 Advisors LLC22,351$2.25M1.3%+3.9%0.019%
4/20/2026 Blue Trust Inc.80,235$8.08M0.1%-1.4%0.067%
4/20/2026 RFG Advisory LLC43,344$4.37M0.1%-1.6%0.036%
4/18/2026 Hamilton Capital Partners LLC340,651$34.31M10.7%-54.6%0.285%
4/18/2026 Legacy Wealth Partners LLC5,062$510K0.1%-11.1%0.004%
4/17/2026 Krilogy Financial LLC31,857$3.20M0.1%-1.8%0.027%
4/17/2026 Signal Advisors Wealth LLC5,395$543K0.0%+8.6%0.005%
4/17/2026 Sovereign Financial Group Inc.11,426$1.15M0.2%+4.0%0.010%
4/17/2026 Robbins Farley24,026$2.42M1.1%+18.4%0.020%
4/17/2026 SVB Wealth LLC4,057$409K0.0%-61.8%0.003%
4/17/2026 SWP Financial LLC30,094$3.03M1.5%-9.3%0.025%
4/17/2026 Values First Advisors Inc.19,346$1.95M1.0%+3.6%0.016%
4/17/2026 Johnson Bixby & Associates LLC128,344$12.93M1.6%-44.6%0.107%
4/17/2026 Brookstone Capital Management84,111$8.47M0.1%+5.4%0.070%
4/16/2026 Waystone Advisors LLC6,248$629K0.6%-19.5%0.005%


TLH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TLH shares?

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. ($2.56B), LPL Financial LLC ($939.94M), Forum Financial Management LP ($899.97M), Bank of America Corp DE ($817.99M), 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.

Which institutional investors have been buying iShares 10-20 Year Treasury Bond ETF's stock?

Of the 673 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 ($2.39M), and Park Avenue Securities LLC ($1.73M).

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

Institutional investors have bought a total of 45,258,192 shares in the last 24 months. This purchase volume represents approximately $4.63B in transactions.

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

Of the 294 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), Jane Street Group LLC ($528.45K), and Itau Unibanco Holding S.A. ($436.75K).

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

Institutional investors have sold a total of 13,157,369 shares in the last 24 months. This volume of shares sold represents approximately $1.35B in transactions.


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