iShares 10-20 Year TreasuryTLHETF
13F holders, Q2 2026 (June 30)613holders −22
48new positions
71sold out
2famous investors
$100.37avg. 13F price*
At the end of Q2 2026, 613 institutions reported holding iShares 10-20 Year Treasury (TLH) in their 13F filings, down 22 from Q1 2026. 48 opened new positions and 71 sold out. The largest holders were Envestnet Asset Management Inc. ($2.0B), Forum Financial Management, LP ($971.5M) and Bank of America Corp. ($708.1M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares 10-20 Year Treasury
- CUSIP
- 464288653
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $50.9M |
| Exits | 71 | $104.0M |
All 13F filers, Q1 2026 → Q2 2026: 8,244,105 shares bought and 13,612,207 shares sold, net −5,368,102 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 613 holders
| Envestnet Asset Management Inc. | 0.46% | Reduce -14.3% | 19,652,832 | $2.0B |
| Forum Financial Management, LP | 12.48% | Add +8.3% | 9,680,967 | $971.5M |
| Bank of America Corp. | 0.05% | Reduce -12.7% | 7,056,628 | $708.1M |
| LPL Financial LLC | 0.15% | Reduce -18.3% | 6,711,248 | $673.5M |
| BlackRock, Inc. | 0.01% | Add +2.3% | 4,710,306 | $472.7M |
| Morgan Stanley | 0.02% | Reduce -6.1% | 3,540,643 | $355.3M |
| JPMorgan Chase & Co. | 0.02% | Reduce -14.7% | 3,490,075 | $353.6M |
| Truist Financial Corp. | 0.36% | Add +176.7% | 3,002,613 | $301.3M |
| Ameriprise Financial Inc. | 0.05% | Add +2.5% | 2,455,071 | $246.0M |
| Assetmark, Inc. | 0.42% | Add +7.8% | 2,446,904 | $245.5M |
| Envestnet Portfolio Solutions, Inc. | 1.10% | Reduce -23.9% | 2,288,353 | $229.6M |
| Dynasty Wealth Management, LLC | 1.53% | Add +11.7% | 2,050,071 | $205.7M |
| Stifel Financial Corp. | 0.15% | Add +19.0% | 1,746,571 | $175.3M |
| Cetera Investment Advisers | 0.15% | Reduce -21.1% | 1,662,099 | $166.8M |
| Wells Fargo & Company | 0.03% | Reduce -3.7% | 1,660,729 | $166.7M |
| Mather Group, Llc. | 1.35% | Add +375884.6% | 1,537,777 | $154.3M |
| Park Avenue Securities LLC | 0.86% | Reduce -20.4% | 1,367,082 | $137.2M |
| RiverFront Investment Group, LLC | 1.76% | Add +0.3% | 1,324,932 | $133.0M |
| Janney Montgomery Scott LLC | 0.24% | Reduce -18.2% | 1,220,050 | $122.4M |
| MML Investors Services, LLC | 0.24% | Reduce -12.6% | 1,192,620 | $119.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -14.4% | 1,110,583 | $111.4M |
| NewEdge Advisors, LLC | 0.28% | Add +0.8% | 931,209 | $93.4M |
| Destination Wealth Management | 2.09% | Add +3.3% | 891,126 | $89.4M |
| Hamilton Capital Partners, LLC | 24.98% | Add +151.6% | 857,106 | $86.0M |
| Benjamin Edwards Inc. | 0.77% | Add +65.2% | 836,231 | $83.9M |
| Raymond James Financial Inc. | 0.02% | Reduce -10.4% | 809,038 | $81.2M |
| Quotient Wealth Partners, LLC | 1.69% | Add +6.8% | 713,106 | $71.6M |
| First Citizens Bank & Trust Co. | 1.01% | Reduce -28.6% | 672,411 | $67.5M |
| Royal Bank of Canada | 0.01% | Reduce -13.8% | 661,234 | $66.4M |
| OpenArc Corporate Advisory, LLC | 0.73% | Add +27.3% | 608,861 | $61.1M |
| Sanctuary Advisors, LLC | 0.28% | Reduce -11.9% | 600,513 | $60.3M |
| Sagespring Wealth Partners, LLC | 0.87% | Add +7.5% | 561,888 | $56.4M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -0.4% | 518,894 | $52.1M |
| Cerity Partners OCIO LLC | 2.56% | Reduce -9.2% | 504,136 | $50.6M |
| Commonwealth Equity Services, LLC | 0.06% | Add +58.7% | 497,357 | $49.9M |
| UBS Group AG | 0.01% | Reduce -22.7% | 492,146 | $49.4M |
| Foundations Investment Advisors, LLC | 0.50% | Add +7.2% | 484,379 | $48.6M |
| United Capital Financial Advisors, LLC | 0.25% | Reduce -20.5% | 456,877 | $45.8M |
| MAI Capital Management | 0.16% | Add +1.8% | 410,403 | $41.2M |
| Osaic Holdings, Inc. | 0.05% | Add +6.4% | 393,343 | $39.5M |
| JB Capital LLC | 1.29% | Reduce -25.4% | 371,123 | $37.2M |
| Confluence Investment Management LLC | 0.53% | Add +63.0% | 335,581 | $33.7M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +4.6% | 298,343 | $29.4M |
| Steward Partners Investment Advisory, LLC | 0.14% | Reduce -1.1% | 282,330 | $28.3M |
| US Bancorp \de | 0.03% | Reduce -43.6% | 277,047 | $27.8M |
| Watchman Group, Inc. | 6.17% | Add +1.5% | 275,011 | $27.6M |
| Banco Santander, S.A. | 0.16% | New | 263,210 | $26.4M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -11.7% | 262,174 | $26.4M |
| Castleark Management LLC | 0.70% | No change | 258,432 | $25.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +33.8% | 236,696 | $23.8M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -15.7% | 234,515 | $23.5M |
| Pinnacle Financial Partners, Inc. | 0.15% | Add +10.8% | 222,202 | $22.3M |
| CreativeOne Wealth, LLC | 0.48% | Add +10.9% | 220,524 | $22.1M |
| Modern Wealth Management, LLC | 0.26% | Reduce -6.3% | 215,420 | $21.6M |
| Savvy Advisors, Inc. | 0.45% | Add +2.6% | 207,915 | $20.9M |
| Vise Technologies, Inc. | 0.21% | Add +102.9% | 186,292 | $18.7M |
| Summit Asset Management, LLC | 2.28% | Add +2.1% | 177,429 | $17.8M |
| Arrow Financial Corp | 1.58% | Add +95.3% | 176,255 | $17.7M |
| Jones Financial Companies LLLP | 0.01% | Add +5.7% | 174,605 | $17.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.9% | 173,929 | $17.5M |
| Mgo One Seven LLC | 0.29% | Add +1.7% | 173,493 | $17.4M |
| &partners | 0.07% | Add +38.0% | 170,479 | $17.1M |
| Goelzer Investment Management, Inc. | 0.74% | Reduce -3.8% | 169,041 | $17.0M |
| McKinley Carter Wealth Services, Inc. | 0.86% | Add +26.7% | 166,474 | $16.7M |
| Icon Wealth Advisors, LLC | 0.96% | Reduce -21.6% | 159,156 | $16.0M |
| Atria Investments, Inc | 0.16% | Reduce -14.7% | 158,818 | $15.9M |
| IHT Wealth Management, LLC | 0.34% | Reduce -28.2% | 157,196 | $15.8M |
| Affinity Capital Advisors, LLC | 1.93% | Reduce -2.8% | 156,580 | $15.6M |
| Cascade Financial Partners, LLC | 1.34% | Add +22.4% | 154,327 | $15.5M |
| Stone House Investment Management, LLC | 2.00% | Reduce -17.4% | 149,866 | $15.0M |
| NorthCoast Asset Management LLC | 0.32% | Add +22.5% | 145,376 | $14.6M |
| ABLE Financial Group, LLC | 2.45% | Add +112.2% | 145,297 | $14.6M |
| Keel Point, LLC | 0.86% | Add +1.4% | 144,496 | $14.5M |
| SteelPeak Wealth, LLC | 0.36% | Reduce -14.7% | 137,143 | $13.8M |
| Kelly Financial Services LLC | 2.83% | Add +7.6% | 131,731 | $13.2M |
| Arvest Investments, Inc. | 1.55% | Add +7.0% | 127,888 | $12.8M |
| Trek Financial, LLC | 0.63% | Reduce -10.8% | 126,225 | $12.7M |
| State Farm Mutual Automobile Insurance Co. | 0.01% | Add +49.4% | 124,705 | $12.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.61% | Add +8.2% | 123,653 | $12.4M |
| Net Worth Advisory Group | 3.11% | Add +38.6% | 122,891 | $12.3M |
| Equitable Holdings, Inc. | 0.07% | Reduce -2.9% | 121,351 | $12.2M |
| Integrity Alliance, Llc. | 0.35% | Reduce -21.6% | 111,572 | $11.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +222.9% | 104,929 | $10.5M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -18.5% | 103,910 | $10.4M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.05% | Reduce -23.5% | 103,271 | $10.4M |
| Avantax Planning Partners, Inc. | 0.25% | Reduce -4.7% | 100,328 | $10.1M |
| Sharkey, Howes & Javer | 1.21% | Reduce -29.1% | 100,084 | $10.0M |
| Concurrent Investment Advisors, LLC | 0.08% | Reduce -10.6% | 95,603 | $9.6M |
| Flow Traders U.S. LLC | 0.39% | Add +54.9% | 94,839 | $9.5M |
| Harvest Portfolios Group Inc. | 0.13% | Reduce -17.9% | 92,049 | $9.2M |
| Liberty Wealth Management LLC | 1.11% | No change | 87,815 | $8.8M |
| Evergreen Private Wealth LLC | 3.13% | Reduce -0.6% | 84,245 | $8.5M |
| Beacon Financial Group | 0.76% | Add +8.3% | 82,784 | $8.3M |
| Farther Finance Advisors, LLC | 0.06% | Reduce -12.6% | 82,579 | $8.3M |
| IFP Advisors, Inc | 0.15% | Reduce -4.9% | 80,435 | $8.1M |
| PAX Financial Group, LLC | 1.16% | Reduce -13.6% | 77,515 | $7.8M |
| Strategic Blueprint, LLC | 0.38% | Reduce -8.3% | 76,682 | $7.7M |
| Royal Fund Management, LLC | 0.64% | Add +1.5% | 76,608 | $7.7M |
| Global Retirement Partners, LLC | 0.12% | — | 75,318 | $7.6M |
| Creative Planning | 0.00% | Add +9.1% | 74,293 | $7.5M |
"% of holder's portfolio" is TLH's weight in each manager's 13F, not the share of iShares 10-20 Year Treasury the manager owns.