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

$102.16
-0.53 (-0.52%)
(As of 05/17/2024 08:54 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
328
Total
Institutional Inflows
(last 12 months)
$2.63B
Number of
Institutional Sellers
(last 12 months)
177
Total
Institutional Outflows
(last 12 months)
$1.64B
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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
5/17/2024 First Citizens Asset Management Inc.35,875$3.77M1.1%-39.7%0.047%
5/17/2024 Beacon Capital Management LLC525$55K0.0%N/A0.001%
5/17/2024 Comerica Bank41,247$4.33M0.0%-9.6%0.054%
5/17/2024 Tidal Investments LLC76,526$8.04M0.1%N/A0.100%
5/16/2024 Redwood Investment Management LLC3,179$334K0.0%N/A0.004%
5/16/2024 B. Riley Wealth Advisors Inc.12,023$1.18M0.0%-24.3%0.016%
5/16/2024 Dynasty Wealth Management LLC10,631$1.12M0.0%N/A0.014%
5/16/2024 High Falls Advisors Inc10,335$1.09M0.3%+10.2%0.013%
5/16/2024 Icon Wealth Advisors LLC44,170$4.64M0.4%-3.1%0.058%
5/16/2024 Captrust Financial Advisors640,489$67.27M0.2%+130.0%0.836%
5/15/2024 Ascent Group LLC9,394$987K0.1%+38.0%0.012%
5/15/2024 SVB Wealth LLC53,426$5.61M0.1%+67.3%0.070%
5/14/2024 JT Stratford LLC9,715$1.02M0.2%+155.7%0.013%
5/14/2024 CreativeOne Wealth LLC16,349$1.72M0.1%+73.0%0.021%
5/14/2024 Payden & Rygel Investment Group586$62K0.0%N/A0.001%
5/13/2024 Atlanta Consulting Group Advisors LLC7,965$837K0.3%N/A0.010%
5/11/2024 Spreng Capital Management Inc.2,156$226K0.1%N/A0.003%
5/11/2024 Trustmark National Bank Trust Department52,100$5.47M0.4%+0.7%0.068%
5/10/2024 Osaic Holdings Inc.269,844$28.35M0.1%-29.9%0.352%
5/10/2024 Nicolet Advisory Services LLC134,223$13.79M1.4%+6.5%0.175%
5/10/2024 Nwam LLC2,531$257K0.0%N/A0.003%
5/9/2024 Forum Financial Management LP7,103,508$746.08M12.7%+2.0%9.274%
5/9/2024 Blair William & Co. IL2,416$254K0.0%+47.0%0.003%
5/9/2024 Orion Portfolio Solutions LLC19,012$2.00M0.0%+2.2%0.025%
5/9/2024 Kingsview Wealth Management LLC14,443$1.52M0.0%+37.2%0.019%
5/9/2024 SageView Advisory Group LLC97,063$10.20M0.5%N/A0.127%
5/9/2024 Avid Wealth Partners LLC40,011$4.20M3.4%N/A0.052%
5/8/2024 West Wealth Group LLC13,047$1.37M0.5%N/A0.017%
5/8/2024 Avantax Advisory Services Inc.19,944$2.10M0.0%+23.8%0.026%
5/8/2024 US Bancorp DE142,513$14.97M0.0%+16,452.0%0.186%
5/8/2024 Watershed Private Wealth LLC5,854$615K0.3%N/A0.008%
5/7/2024 Verus Capital Partners LLC3,564$374K0.0%+54.7%0.005%
5/7/2024 WNY Asset Management LLC7,466$784K0.1%-23.6%0.010%
5/7/2024 Benedetti & Gucer Inc.76,835$8.07M4.0%+9.6%0.100%
5/7/2024 Shared Vision Wealth Group LLC6,225$654K0.4%-20.0%0.008%
5/7/2024 Insight Advisors LLC PA8,431$886K0.2%N/A0.011%
5/6/2024 Envestnet Portfolio Solutions Inc.811,568$85.24M0.3%+7.9%1.059%
5/4/2024 SPC Financial Inc.38,821$4.08M0.4%N/A0.051%
5/4/2024 Geneos Wealth Management Inc.18,293$1.92M0.1%-22.9%0.024%
5/4/2024 Csenge Advisory Group3,859$405K0.0%+11.5%0.005%
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5/4/2024 Richardson Financial Services Inc.1,434$151K0.1%+51.1%0.002%
5/3/2024 Forte Asset Management LLC27,884$2.93M1.8%+9.9%0.036%
5/3/2024 TFB Advisors LLC6,579$654K0.2%N/A0.009%
5/3/2024 Liberty Wealth Management LLC10,930$1.15M0.2%+11.9%0.014%
5/3/2024 Whittier Trust Co. of Nevada Inc.644$68K0.0%+130.8%0.001%
5/3/2024 Patron Partners LLC18,993$2.00M1.2%-6.0%0.025%
5/3/2024 Whittier Trust Co.3,884$408K0.0%-6.0%0.005%
5/2/2024 Mutual Advisors LLC36,317$3.81M0.1%-40.2%0.047%
5/2/2024 RiverFront Investment Group LLC542,738$57.00M1.6%+5.7%0.709%
5/2/2024 Lionsbridge Wealth Management LLC38,022$3.99M3.1%+31.6%0.050%
5/2/2024 Lincoln National Corp23,232$2.44M0.0%+290.3%0.030%
5/2/2024 Goelzer Investment Management Inc.156,910$16.48M0.9%+32.5%0.205%
5/2/2024 Choreo LLC20,902$2.20M0.1%-2.1%0.027%
5/1/2024 GLOBALT Investments LLC GA8,851$930K0.0%-3.1%0.012%
5/1/2024 Janney Montgomery Scott LLC381,451$40.06M0.1%+18.3%0.498%
5/1/2024 BNP Paribas Financial Markets2,309$243K0.0%+32.1%0.003%
5/1/2024 Source Financial Advisors LLC5,457$573K0.2%-44.2%0.007%
5/1/2024 Concourse Financial Group Securities Inc.17,826$1.87M0.1%+8.3%0.023%
5/1/2024 Sequoia Financial Advisors LLC590,079$61.98M0.8%+5.8%0.770%
5/1/2024 Diversify Advisory Services LLC3,315$342K0.0%N/A0.004%
4/30/2024 Private Advisor Group LLC183,453$19.27M0.1%+228.5%0.239%
4/30/2024 MA Private Wealth10,916$1.15M0.2%-22.8%0.014%
4/30/2024 Beam Wealth Advisors Inc.39,597$4.16M2.5%-12.1%0.052%
4/30/2024 MN Wealth Advisors LLC30,924$3.25M2.0%+61.5%0.040%
4/30/2024 True Vision MN LLC8,445$837K0.6%+44.7%0.011%
4/30/2024 Perigon Wealth Management LLC14,901$1.57M0.0%+623.0%0.019%
4/30/2024 Mayflower Financial Advisors LLC7,403$778K0.1%+7.2%0.010%
4/30/2024 Hazlett Burt & Watson Inc.3,924$412K0.2%+44.2%0.005%
4/29/2024Commonwealth Equity Services LLC358,690$37.67M0.1%+1.3%0.468%
4/29/2024 FAS Wealth Partners Inc.655,832$68.88M6.1%+7.4%0.856%
4/29/2024 Benjamin F. Edwards & Company Inc.6,096$640K0.0%-98.5%0.008%
4/27/2024 Members Advisory Group LLC160,184$16.83M9.5%+0.6%0.209%
4/26/2024 Clear Creek Financial Management LLC23,354$2.45M0.3%+0.6%0.031%
4/26/2024 Davies Financial Advisors Inc.31,938$3.35M3.4%N/A0.042%
4/26/2024 Checchi Capital Advisers LLC4,239$445K0.0%+9.5%0.006%
4/26/2024 Latitude Advisors LLC3,979$418K0.3%-3.6%0.005%
4/25/2024 One Day In July LLC11,689$1.23M0.2%-17.4%0.015%
4/25/2024 W Advisors LLC1,913$201K0.1%-9.1%0.003%
4/25/2024 TNF LLC4,838$480K0.2%+52.7%0.006%
4/25/2024 Cambridge Investment Research Advisors Inc.190,242$19.98M0.1%+54.2%0.249%
4/24/2024 Private Trust Co. NA5,063$532K0.1%-26.1%0.007%
4/24/2024 Krilogy Financial LLC59,128$6.21M0.5%+7.8%0.077%
4/24/2024 Premier Path Wealth Partners LLC44,329$4.52M0.9%N/A0.058%
4/24/2024 Smith Anglin Financial LLC448,209$47.08M4.9%+11.2%0.586%
4/24/2024 Simplicity Wealth LLC5,520$580K0.0%+178.9%0.007%
4/24/2024 NBT Bank N A NY998$105K0.0%-36.8%0.001%
4/24/2024 Spire Wealth Management5,826$612K0.0%+792.2%0.008%
4/24/2024 Essex Financial Services Inc.6,145$645K0.1%-3.8%0.008%
4/23/2024 Milestone Asset Management LLC2,668$280K0.1%N/A0.003%
4/23/2024 Global Retirement Partners LLC6,971$732K0.0%+18.0%0.009%
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4/23/2024 Venturi Wealth Management LLC8,975$943K0.1%+11.9%0.012%
4/23/2024 Gradient Investments LLC737$77K0.0%-99.6%0.001%
4/23/2024 Fifth Third Bancorp855$90K0.0%+185.0%0.001%
4/23/2024 Regatta Capital Group LLC153,932$16.17M3.6%+143.9%0.201%
4/23/2024 Strategic Blueprint LLC13,133$1.38M0.1%+42.0%0.017%
4/23/2024 Raymond James Financial Services Advisors Inc.244,304$25.66M0.0%+22.9%0.319%
4/22/2024 Johnson Bixby & Associates LLC163,449$17.17M3.0%+23.3%0.214%
4/22/2024 PFG Investments LLC15,909$1.67M0.1%N/A0.021%
4/22/2024 Horst & Graben Wealth Management LLC17,887$1.88M0.4%+35.3%0.023%
4/22/2024 Raymond James & Associates364,236$38.26M0.0%-3.2%0.476%
(Data available from 1/1/2016 forward)

TLH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TLH shares?

During the previous two years, 494 institutional investors and hedge funds held shares of iShares 10-20 Year Treasury Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.73B), Forum Financial Management LP ($746.08M), Richard Bernstein Advisors LLC ($537.01M), Ameriprise Financial Inc. ($530.57M), Envestnet Asset Management Inc. ($509.68M), Wells Fargo & Company MN ($397.70M), and Truist Financial Corp ($357.73M).Learn more on TLH's institutional investors.

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

Of the 472 institutional investors that purchased iShares 10-20 Year Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Forum Financial Management LP ($7.10M), Envestnet Asset Management Inc. ($6.56M), Bank of America Corp DE ($4.90M), CFS Investment Advisory Services LLC ($3.62M), Truist Financial Corp ($3.29M), Richard Bernstein Advisors LLC ($2.67M), and Annex Advisory Services LLC ($2.59M).

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

Institutional investors have bought a total of 62,246,020 shares in the last 24 months. This purchase volume represents approximately $6.90B in transactions.

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

Of the 246 institutional investors that sold iShares 10-20 Year Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($5.39M), CFS Investment Advisory Services LLC ($3.56M), Richard Bernstein Advisors LLC ($1.88M), Assetmark Inc. ($1.20M), CWM LLC ($1.06M), LPL Financial LLC ($838.38K), and Annex Advisory Services LLC ($829.75K).

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

Institutional investors have sold a total of 23,039,612 shares in the last 24 months. This volume of shares sold represents approximately $2.44B in transactions.


This page (NYSEARCA:TLH) was last updated on 5/20/2024 by MarketBeat.com Staff

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