iShares 10-20 Year TreasuryTLHETF
13F holders, Q1 2024 (March 31)407holders
1famous investor
$105.02avg. 13F price*
At the end of Q1 2024, 407 institutions reported holding iShares 10-20 Year Treasury (TLH) in their 13F filings. The largest holders were Bank of America Corp. ($1.1B), Forum Financial Management, LP ($746.1M) and Envestnet Asset Management Inc. ($521.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $92.1M |
| Exits | 57 | $90.4M |
Ownership 407 holders
| Bank of America Corp. | 0.11% | Add +2.9% | 10,715,913 | $1.1B |
| Forum Financial Management, LP | 12.75% | Add +2.0% | 7,103,508 | $746.1M |
| Envestnet Asset Management Inc. | 0.19% | Add +5.4% | 4,962,348 | $521.2M |
| Wells Fargo & Company | 0.11% | Add +3.3% | 3,794,978 | $398.6M |
| Ameriprise Financial Inc. | 0.10% | Reduce -1.3% | 3,466,456 | $364.2M |
| Truist Financial Corp. | 0.54% | Add +3.3% | 3,413,836 | $358.6M |
| Richard Bernstein Advisors LLC | 7.40% | Reduce -3.4% | 3,283,349 | $344.9M |
| Morgan Stanley | 0.02% | Add +13.5% | 1,927,013 | $202.4M |
| Annex Advisory Services, LLC | 6.57% | Add +171.3% | 1,761,192 | $185.0M |
| LPL Financial LLC | 0.09% | Add +34.7% | 1,535,956 | $161.3M |
| JPMorgan Chase & Co. | 0.01% | Add +41.1% | 1,460,833 | $153.4M |
| Itau Unibanco Holding S.A. | 5.11% | Add +6.5% | 1,134,068 | $119.1M |
| UBS Group AG | 0.04% | Add +6.8% | 1,061,874 | $111.5M |
| Johns Hopkins University | 4.20% | No change | 1,025,380 | $107.7M |
| Pathstone Holdings, LLC | 0.48% | Add +20.2% | 962,462 | $101.1M |
| Envestnet Portfolio Solutions, Inc. | 0.32% | Add +7.9% | 811,568 | $85.2M |
| Assetmark, Inc. | 0.26% | Add +929.0% | 761,698 | $80.0M |
| Destination Wealth Management | 2.49% | Add +25.4% | 711,799 | $74.8M |
| FAS Wealth Partners, Inc. | 6.10% | Add +7.4% | 655,832 | $68.9M |
| Captrust Financial Advisors | 0.25% | Add +130.0% | 640,489 | $67.3M |
| Sequoia Financial Advisors, LLC | 0.77% | Add +5.8% | 590,079 | $62.0M |
| BlackRock Inc. | 0.00% | Add +11.8% | 557,402 | $58.5M |
| RiverFront Investment Group, LLC | 1.61% | Add +5.7% | 542,672 | $57.0M |
| First Citizens Bank & Trust Co. | 1.08% | Add +8.0% | 536,219 | $56.3M |
| Royal Bank of Canada | 0.01% | Reduce -10.0% | 521,320 | $54.8M |
| Cetera Investment Advisers | 0.12% | Add +206.3% | 470,764 | $49.4M |
| Smith Anglin Financial, LLC | 4.86% | Add +11.2% | 448,209 | $47.1M |
| Stifel Financial Corp. | 0.05% | Reduce -57.1% | 428,108 | $45.0M |
| Janney Montgomery Scott LLC | 0.12% | Add +18.3% | 381,451 | $40.1M |
| Raymond James & Associates | 0.03% | Reduce -3.2% | 364,236 | $38.3M |
| Commonwealth Equity Services, LLC | 0.06% | Add +1.3% | 358,690 | $37.7M |
| Prime Capital Investment Advisors, LLC | 0.52% | Add +13.6% | 354,912 | $37.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +38.9% | 324,232 | $34.1M |
| Cwm, LLC | 0.15% | Reduce -8.8% | 303,422 | $31.9M |
| MML Investors Services, LLC | 0.13% | Add +16.0% | 288,775 | $30.3M |
| TD Waterhouse Canada Inc. | 0.21% | Add +5.6% | 204,930 | $28.6M |
| TD Private Client Wealth LLC | 0.94% | Add +15.2% | 271,846 | $28.6M |
| Osaic Holdings, Inc. | 0.06% | Reduce -29.9% | 269,844 | $28.3M |
| Financial Engines Advisors L.L.C. | 0.06% | New | 249,985 | $26.3M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +22.9% | 244,304 | $25.7M |
| Arrow Financial Corp | 2.40% | Reduce -1.1% | 229,999 | $24.2M |
| Rockefeller Capital Management L.P. | 0.07% | Add +114.5% | 215,467 | $22.6M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +54.2% | 190,242 | $20.0M |
| Thrivent Financial for Lutherans | 0.04% | Add +11.4% | 189,520 | $19.9M |
| Vestmark Advisory Solutions, Inc. | 0.84% | Add +99.9% | 184,614 | $19.4M |
| Private Advisor Group, LLC | 0.14% | Add +228.5% | 183,453 | $19.3M |
| Pinnacle Financial Partners Inc | 0.41% | New | 180,812 | $19.0M |
| Bank of Montreal | 0.01% | Reduce -9.5% | 176,024 | $18.5M |
| Park Avenue Securities LLC | 0.24% | Add +6.5% | 174,817 | $18.4M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +7.8% | 168,741 | $17.7M |
| Johnson Bixby & Associates, LLC | 2.98% | Add +23.3% | 163,449 | $17.2M |
| Members Advisory Group LLC | 9.53% | Add +0.7% | 160,184 | $16.8M |
| Goelzer Investment Management, Inc. | 0.93% | Add +32.5% | 156,910 | $16.5M |
| Regatta Capital Group, LLC | 3.64% | Add +143.9% | 153,932 | $16.2M |
| US Bancorp \de | 0.02% | Add +16452.0% | 142,513 | $15.0M |
| First Financial Bank - Trust Division | 1.36% | Add +38.7% | 134,374 | $14.1M |
| Nicolet Advisory Services, LLC | 1.40% | Add +6.5% | 134,223 | $13.8M |
| HighTower Advisors, LLC | 0.02% | Add +13.6% | 120,200 | $12.6M |
| Quantitative Strategies, Inc. | 6.85% | Add +3.5% | 113,248 | $11.9M |
| Daymark Wealth Partners, LLC | 0.56% | Add +77.4% | 99,658 | $10.5M |
| Columbia Bank | 4.09% | — | 94,856 | $10.0M |
| Hengehold Capital Management LLC | 1.05% | Add +1.0% | 93,704 | $9.8M |
| Harvest Portfolios Group Inc. | 0.38% | Add +74.2% | 93,605 | $9.8M |
| Financial Life Advisors | 4.05% | Add +26.8% | 92,135 | $9.7M |
| Coldstream Capital Management Inc. | 0.24% | Reduce -87.5% | 91,827 | $9.6M |
| Beacon Pointe Advisors, LLC | 0.11% | Add +3.5% | 90,266 | $9.5M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +72.6% | 90,031 | $9.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.1% | 86,798 | $9.1M |
| Syon Capital LLC | 0.84% | Add +28.0% | 84,609 | $8.9M |
| Cambridge Trust Co. | 0.32% | Reduce -0.6% | 79,944 | $8.4M |
| Confluence Investment Management LLC | 0.11% | Reduce -69.6% | 79,329 | $8.3M |
| Benedetti & Gucer, Inc. | 4.01% | Add +9.6% | 76,835 | $8.1M |
| Tidal Investments LLC | 0.14% | New | 76,526 | $8.0M |
| OneDigital Investment Advisors LLC | 0.13% | Add +16.4% | 76,138 | $8.0M |
| Arvest Investments, Inc. | 1.26% | Add +27.0% | 75,675 | $7.9M |
| Principal Securities, Inc. | 0.22% | Add +7.5% | 65,977 | $6.9M |
| Trek Financial, LLC | 0.55% | Reduce -20.9% | 65,551 | $6.9M |
| Royal Harbor Partners, LLC | 2.96% | Add +0.3% | 64,763 | $6.8M |
| Affinity Capital Advisors, LLC | 1.45% | Add +26.4% | 61,734 | $6.5M |
| Scotia Capital Inc. | 0.04% | Add +2.5% | 60,856 | $6.4M |
| Transcend Capital Advisors, LLC | 0.51% | Add +0.1% | 60,436 | $6.3M |
| Atria Investments, Inc | 0.09% | Reduce -13.9% | 60,354 | $6.3M |
| Krilogy Financial LLC | 0.48% | Add +7.8% | 59,128 | $6.2M |
| Ewa, LLC | 2.59% | Reduce -15.3% | 57,143 | $5.8M |
| SVB Wealth LLC | 0.13% | Add +67.3% | 53,426 | $5.6M |
| Trustmark Bank Trust Department | 0.45% | Add +0.7% | 52,100 | $5.5M |
| Focus Financial Network, Inc. | 0.26% | — | 54,070 | $5.4M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -0.0% | 49,324 | $5.2M |
| Cresta Advisors, Ltd. | 3.26% | Add +4.1% | 48,949 | $5.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +102.2% | 48,835 | $5.1M |
| Avaii Wealth Management, LLC | 2.87% | Add +9.9% | 46,484 | $4.9M |
| Icon Wealth Advisors, LLC | 0.43% | Reduce -3.1% | 44,170 | $4.6M |
| Premier Path Wealth Partners, LLC | 0.85% | New | 44,329 | $4.5M |
| Smartleaf Asset Management LLC | 0.86% | Add +39.2% | 42,170 | $4.4M |
| Comerica Bank | 0.02% | Reduce -9.6% | 41,247 | $4.3M |
| Evergreen Private Wealth LLC | 2.15% | Add +30.1% | 40,932 | $4.3M |
| Avid Wealth Partners LLC | 3.38% | New | 40,011 | $4.2M |
| Beam Wealth Advisors, Inc. | 2.50% | Reduce -12.1% | 39,597 | $4.2M |
| SageView Advisory Group, LLC | 0.21% | New | 97,063 | $4.1M |
| SPC Financial, Inc. | 0.38% | New | 38,821 | $4.1M |
"% 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.