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 |
| Lionsbridge Wealth Management LLC | 3.09% | Add +31.6% | 38,022 | $4.0M |
| Nicolet Bankshares Inc. | 0.83% | Add +26.2% | 37,996 | $4.0M |
| Foundations Investment Advisors, LLC | 0.10% | Add +8.1% | 36,376 | $3.8M |
| Mutual Advisors, LLC | 0.12% | Reduce -40.2% | 36,317 | $3.8M |
| Conrad Siegel Investment Advisors, Inc. | 1.06% | New | 34,397 | $3.6M |
| Cary Street Partners Asset Management LLC | 0.55% | Reduce -0.4% | 34,066 | $3.6M |
| One Wealth Advisors, LLC | 0.62% | Add +9.1% | 33,858 | $3.6M |
| Integrated Wealth Concepts LLC | 0.05% | Add +29.5% | 33,704 | $3.5M |
| Ehrlich Financial Group | 2.87% | Reduce -0.1% | 32,509 | $3.4M |
| Parallel Advisors, LLC | 0.09% | Reduce -21.8% | 32,307 | $3.4M |
| Davies Financial Advisors, Inc. | 3.42% | — | 31,938 | $3.4M |
| Cedrus LLC | 1.81% | Add +17.1% | 31,595 | $3.3M |
| MN Wealth Advisors, LLC | 2.01% | Add +61.5% | 30,924 | $3.2M |
| Modus Advisors, LLC | 1.20% | Add +7.2% | 30,907 | $3.2M |
| First Citizens Asset Management, Inc. | 1.18% | Add +1.0% | 29,756 | $3.1M |
| Jane Street Group, LLC | 0.00% | Add +192.9% | 29,685 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | New | 29,577 | $3.1M |
| Sykon Capital LLC | 1.10% | Add +201.3% | 28,850 | $3.0M |
| Prudential Financial Inc. | 0.00% | Add +17.2% | 28,141 | $3.0M |
| Forte Asset Management LLC | 1.78% | Add +9.9% | 27,884 | $2.9M |
| Alternative Investment Advisors, LLC. | 1.73% | Reduce -11.4% | 27,897 | $2.9M |
| Russell Investments Group, Ltd. | 0.00% | No change | 27,126 | $2.8M |
| Migdal Insurance & Financial Holdings Ltd. | 0.05% | Add +5239.8% | 27,126 | $2.8M |
| NewEdge Advisors, LLC | 0.02% | Reduce -25.5% | 26,819 | $2.8M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +4.0% | 26,566 | $2.8M |
| LVW Advisors, LLC | 0.47% | Add +1.2% | 26,334 | $2.8M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +10.9% | 26,307 | $2.8M |
| Clear Creek Financial Management, LLC | 0.31% | Add +0.7% | 23,354 | $2.5M |
| Lincoln National Corp. | 0.04% | Add +290.3% | 23,232 | $2.4M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Add +0.2% | 21,491 | $2.3M |
| Cooper Financial Group | 0.36% | Add +12.5% | 21,066 | $2.2M |
| Choreo, LLC | 0.06% | Reduce -2.1% | 20,902 | $2.2M |
| Advisory Services Network, LLC | 0.05% | Reduce -6.2% | 20,686 | $2.2M |
| Global Endowment Management, LP | 0.22% | No change | 20,210 | $2.1M |
| Avantax Advisory Services, Inc. | 0.02% | Add +23.8% | 19,944 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +2.2% | 19,012 | $2.0M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +2.2% | 19,012 | $2.0M |
| Patron Partners, LLC | 1.21% | Reduce -6.0% | 18,993 | $2.0M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -22.9% | 18,293 | $1.9M |
| Invenio Wealth Partners LLC | 1.03% | Add +424.1% | 18,251 | $1.9M |
| Financial Advocates Investment Management | 0.11% | Add +143.2% | 21,239 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Add +90.2% | 18,161 | $1.9M |
| Horst & Graben Wealth Management LLC | 0.38% | Add +35.3% | 17,887 | $1.9M |
| Concourse Financial Group Securities, Inc. | 0.12% | Add +8.3% | 17,826 | $1.9M |
| Surience Private Wealth LLC | 1.72% | New | 17,315 | $1.8M |
| MassMutual Private Wealth & Trust, FSB | 0.06% | Add +56.8% | 17,012 | $1.8M |
| One Wealth Management Investment & Advisory Services, LLC | 0.72% | Add +10.3% | 16,662 | $1.8M |
| Sound Income Strategies, LLC | 0.13% | Add +23302.8% | 16,616 | $1.7M |
| CreativeOne Wealth, LLC | 0.07% | Add +73.0% | 16,349 | $1.7M |
| WealthShield Partners, LLC | 0.27% | Reduce -9.1% | 16,103 | $1.7M |
| Heck Capital Advisors, LLC | 0.26% | Reduce -2.4% | 15,928 | $1.7M |
| PFG Investments, LLC | 0.10% | New | 15,909 | $1.7M |
| Citigroup Inc. | 0.00% | Reduce -0.6% | 15,835 | $1.7M |
| Townsquare Capital LLC | 0.02% | Add +12.5% | 15,113 | $1.6M |
| Perigon Wealth Management, LLC | 0.05% | Add +623.0% | 14,901 | $1.6M |
| Kelly Financial Services LLC | 0.59% | Reduce -2.0% | 14,740 | $1.5M |
| Kingsview Wealth Management, LLC | 0.04% | Add +37.2% | 14,443 | $1.5M |
| ShoreHaven Wealth Partners, LLC | 0.83% | Reduce -2.8% | 14,289 | $1.5M |
| IFP Advisors, Inc | 0.07% | Add +17.9% | 14,163 | $1.5M |
| Sheridan Capital Management, LLC | 1.12% | Add +4.6% | 14,138 | $1.5M |
| Legacy Private Trust Co. | 0.11% | No change | 14,120 | $1.5M |
| Avior Wealth Management, LLC | 0.07% | Add +35.9% | 14,087 | $1.5M |
| Stone House Investment Management, LLC | 0.33% | Add +208.5% | 13,205 | $1.4M |
| Strategic Blueprint, LLC | 0.10% | Add +42.0% | 13,133 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Add +41.9% | 13,062 | $1.4M |
| West Wealth Group, LLC | 0.51% | New | 13,047 | $1.4M |
| Regal Investment Advisors LLC | 0.09% | Add +292.9% | 12,607 | $1.3M |
| RFG Advisory, LLC | 0.04% | Add +59.8% | 12,510 | $1.3M |
| Ballew Advisors, Inc | 0.89% | Reduce -1.2% | 12,879 | $1.3M |
| GeoWealth Management, LLC | 0.05% | Reduce -22.9% | 12,118 | $1.3M |
| Corient Private Wealth LP | 0.00% | New | 11,785 | $1.2M |
| One Day In July LLC | 0.16% | Reduce -17.4% | 11,689 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -24.3% | 12,023 | $1.2M |
| TrinityPoint Wealth, LLC | 0.19% | Reduce -4.4% | 11,127 | $1.2M |
| ONE Advisory Partners, LLC | 0.57% | Add +2.3% | 11,111 | $1.2M |
| AlTi Global, Inc. | 0.03% | New | 10,995 | $1.2M |
| Liberty Wealth Management LLC | 0.22% | Add +11.9% | 10,930 | $1.1M |
| MA Private Wealth | 0.23% | Reduce -22.8% | 10,916 | $1.1M |
| Focus Partners Wealth | 0.01% | Add +1.2% | 10,816 | $1.1M |
| Collective Family Office LLC | 0.36% | New | 10,690 | $1.1M |
| Dynasty Wealth Management, LLC | 0.04% | — | 10,631 | $1.1M |
| Values First Advisors, Inc. | 0.64% | Add +10.5% | 10,475 | $1.1M |
| Farther Finance Advisors, LLC | 0.07% | Add +9.4% | 10,583 | $1.1M |
| Morningstar Investment Services LLC | 0.01% | Reduce -23.9% | 10,354 | $1.1M |
| High Falls Advisors, Inc | 0.27% | Add +10.2% | 10,335 | $1.1M |
| Mendel Capital Management LLC | 0.71% | Add +1.9% | 10,177 | $1.1M |
| Astoria Portfolio Advisors LLC. | 0.41% | Reduce -10.5% | 10,690 | $1.1M |
| PFG Advisors | 0.08% | Add +0.6% | 10,119 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +46.0% | 10,054 | $1.1M |
| Keebeck Wealth Management | 0.15% | Reduce -14.4% | 10,033 | $1.1M |
| Mechanics Bank Trust Department | 0.15% | No change | 10,000 | $1.1M |
| JT Stratford LLC | 0.20% | Add +155.7% | 9,715 | $1.0M |
| Quadrant Private Wealth Management, LLC | 0.26% | Reduce -8.9% | 9,704 | $1.0M |
| GenWealth Group, Inc. | 0.26% | Reduce -5.0% | 9,654 | $1.0M |
| James Investment Research, Inc. | 0.12% | Add +2.5% | 9,592 | $1.0M |
| My Legacy Advisors, LLC | 0.34% | Reduce -12.3% | 9,558 | $1.0M |
| Ascent Group, LLC | 0.09% | Add +38.0% | 9,394 | $987K |
| New Potomac Partners, LLC | 0.53% | No change | 9,042 | $950K |
| Venturi Wealth Management, LLC | 0.06% | Add +11.9% | 8,975 | $943K |
| GLOBALT Investments LLC / GA | 0.04% | Reduce -3.1% | 8,851 | $930K |
| Veltria Advisors Corp. | 0.24% | Reduce -3.3% | 8,730 | $917K |
| Peninsula Wealth, LLC | 0.18% | Add +11.2% | 8,657 | $909K |
| Insight Advisors, LLC/ PA | 0.17% | New | 8,431 | $886K |
| Client 1ST Advisory Group, LLC | 0.40% | Reduce -16.4% | 8,421 | $885K |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -0.6% | 8,200 | $861K |
| Cyndeo Wealth Partners, LLC | 0.07% | Reduce -31.0% | 8,117 | $853K |
| Prudential PLC | 0.01% | Reduce -3.6% | 8,010 | $841K |
| True Vision MN LLC | 0.59% | Add +44.7% | 8,445 | $837K |
| Atlanta Consulting Group Advisors, LLC | 0.29% | — | 7,965 | $837K |
| Summit X, LLC | 0.21% | Reduce -3.7% | 7,955 | $836K |
| Peak Financial Management, Inc. | 0.26% | Add +0.0% | 7,915 | $831K |
| Lane & Associates LLC | 0.51% | Add +24.6% | 7,721 | $811K |
| WNY Asset Management, LLC | 0.12% | Reduce -23.6% | 7,466 | $784K |
| LexAurum Advisors, LLC | 0.20% | Add +30.9% | 7,422 | $780K |
| Mayflower Financial Advisors, LLC | 0.13% | Add +7.2% | 7,403 | $778K |
| Cypress Wealth Services, LLC | 0.18% | Add +0.7% | 7,315 | $768K |
| Mgo One Seven LLC | 0.04% | Reduce -23.3% | 7,245 | $761K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -16.4% | 7,141 | $750K |
| Creative Planning | 0.00% | Reduce -0.8% | 7,107 | $746K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -40.5% | 7,099 | $746K |
| Cerity Partners LLC | 0.00% | Reduce -4.2% | 7,091 | $745K |
| Global Retirement Partners, LLC | 0.03% | Add +18.0% | 6,971 | $732K |
| Roman Butler Fullerton & Co. | 0.27% | Add +34.5% | 7,171 | $714K |
| Klaas Financial Asset Advisors, LLC | 0.14% | Add +1.3% | 6,780 | $712K |
| Keybank National Association | 0.00% | Reduce -86.4% | 6,647 | $698K |
| Wayfinding Financial, LLC | 0.41% | Add +78.7% | 6,890 | $696K |
| Mariner, LLC | 0.00% | Reduce -54.6% | 6,482 | $681K |
| Vicus Capital | 0.06% | Reduce -26.1% | 6,361 | $668K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -23.6% | 6,297 | $661K |
| TFB Advisors LLC | 0.24% | New | 6,579 | $654K |
| Shared Vision Wealth Group LLC | 0.41% | Reduce -20.0% | 6,225 | $654K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +2.0% | 6,167 | $648K |
| Essex Financial Services, Inc. | 0.06% | Reduce -3.8% | 6,145 | $645K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -98.5% | 6,096 | $640K |
| Gateway Wealth Partners, LLC | 0.23% | Add +50.2% | 6,009 | $631K |
| Prospera Financial Services Inc | 0.02% | Reduce -2.5% | 5,897 | $619K |
| Shelter Mutual Insurance Co | 0.16% | No change | 5,880 | $618K |
| Watershed Private Wealth LLC | 0.27% | New | 5,854 | $615K |
| Swmg, LLC | 0.28% | Reduce -68.9% | 5,853 | $615K |
| Spire Wealth Management | 0.01% | Add +792.2% | 5,826 | $612K |
| Lockerman Financial Group, Inc. | 1.17% | Add +51.0% | 5,806 | $610K |
| Sigma Planning Corp | 0.02% | New | 5,790 | $608K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -42.4% | 5,724 | $601K |
| Simplicity Wealth,LLC | 0.01% | Add +178.9% | 5,520 | $580K |
| Source Financial Advisors LLC | 0.17% | Reduce -44.2% | 5,457 | $573K |
| RHS Financial, LLC | 0.33% | Add +11.2% | 5,347 | $562K |
| Market Street Wealth Management Advisors LLC | 0.10% | Reduce -27.7% | 5,299 | $557K |
| Raymond James Trust N.A. | 0.01% | Add +11.8% | 5,117 | $537K |
| Private Trust Co. NA | 0.06% | Reduce -26.1% | 5,063 | $532K |
| Betterment LLC | 0.00% | Add +0.3% | 4,987 | $524K |
| Strategic Investment Advisors / MI | 0.07% | New | 4,984 | $523K |
| Lanark Financial, Inc. | 0.05% | Add +185.5% | 4,854 | $519K |
| Harbor Investment Advisory, LLC | 0.05% | Add +9.0% | 4,823 | $507K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -4.5% | 4,684 | $492K |
| Theory Financial LLC | 0.25% | Add +18.3% | 4,625 | $486K |
| TNF LLC | 0.19% | Add +52.7% | 4,838 | $480K |
| Checchi Capital Advisers, LLC | 0.03% | Add +9.5% | 4,239 | $445K |
| Pacific Wealth Management | 0.25% | No change | 4,093 | $443K |
| Householder Group Estate & Retirement Specialist, LLC | 0.13% | Add +246.2% | 4,085 | $429K |
| Latitude Advisors, LLC | 0.26% | Reduce -3.6% | 3,979 | $418K |
| Wealth Alliance, LLC | 0.05% | Add +34.1% | 3,960 | $416K |
| Mosley Wealth Management | 0.39% | Add +4.5% | 3,943 | $414K |
| Denver PWM, LLC | 0.16% | Add +0.1% | 4,001 | $412K |
| Hazlett, Burt & Watson, Inc. | 0.25% | Add +44.2% | 3,924 | $412K |
| Whittier Trust Co. | 0.01% | Reduce -6.0% | 3,884 | $408K |
| Arrien Investments, Inc. | 0.32% | Reduce -23.8% | 3,876 | $407K |
| Csenge Advisory Group | 0.02% | Add +11.5% | 3,859 | $405K |
| Apeiron RIA LLC | 0.12% | Add +33.9% | 3,847 | $404K |
| Vermillion & White Wealth Management Group, LLC | 0.32% | Reduce -8.2% | 3,832 | $402K |
| Tucker Asset Management LLC | 0.09% | Add +14592.3% | 3,820 | $401K |
| RS Crum Inc. | 0.11% | Reduce -2.2% | 3,745 | $393K |
| Hilltop Holdings Inc. | 0.04% | Add +4.6% | 3,643 | $383K |
| J. W. Coons Advisors, LLC | 0.07% | No change | 3,635 | $382K |
| Wedbush Securities Inc. | 0.01% | Add +11.0% | 3,582 | $376K |
| Verus Capital Partners, LLC | 0.04% | Add +54.7% | 3,564 | $374K |
| SigFig Wealth Management, LLC | 0.01% | Add +14.9% | 3,524 | $370K |
| MMBG Investment Advisors Co. | 0.04% | No change | 3,488 | $365K |
| Firethorn Wealth Partners, LLC | 0.21% | Add +19.1% | 3,474 | $365K |
| Aprio Wealth Management, LLC | 0.07% | No change | 3,425 | $360K |
| Gries Financial LLC | 0.06% | Reduce -7.0% | 3,332 | $350K |
| Security Financial Services, INC. | 0.08% | Add +46.3% | 3,273 | $344K |
| Diversify Advisory Services, LLC | 0.02% | — | 3,315 | $342K |
| Independent Financial Group, LLC | 0.02% | Add +45.5% | 3,230 | $339K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +4.1% | 3,192 | $335K |
| Redwood Investment Management, LLC | 0.03% | New | 3,179 | $334K |
| Quotient Wealth Partners, LLC | 0.01% | New | 3,156 | $331K |
| Harbour Investments, Inc. | 0.01% | Add +49.2% | 3,095 | $325K |
| Kickstand Ventures, Llc. | 0.09% | Reduce -40.3% | 2,914 | $306K |
| Citadel Advisors | 0.00% | Reduce -93.2% | 2,898 | $304K |
| WR Wealth Planners, LLC | 0.09% | Add +6.2% | 2,879 | $302K |
| Bulltick Wealth Management, LLC | 0.06% | Reduce -12.4% | 2,734 | $287K |
| TSA Wealth Managment LLC | 0.12% | Reduce -0.8% | 2,671 | $281K |
| Milestone Asset Management, LLC | 0.08% | New | 2,668 | $280K |
| AE Wealth Management LLC | 0.00% | Reduce -47.8% | 2,640 | $277K |
| Royal Fund Management, LLC | 0.03% | New | 2,569 | $270K |
| MCF Advisors LLC | 0.02% | No change | 2,567 | $270K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -2.0% | 2,563 | $269K |
| Gen-Wealth Partners Inc | 0.13% | — | 2,504 | $263K |
| Spectrum Wealth Counsel, LLC | 0.03% | Reduce -13.5% | 2,483 | $261K |
| Nwam LLC | 0.02% | New | 2,531 | $257K |
| Merit Financial Group, LLC | 0.01% | Reduce -79.0% | 2,538 | $256K |
| Blair William & Co. | 0.00% | Add +47.0% | 2,416 | $254K |
| JFS Wealth Advisors, LLC | 0.02% | Add +58.6% | 2,404 | $253K |
| Tempus Wealth Planning, LLC | 0.11% | Reduce -12.4% | 2,368 | $249K |
| Able Wealth Management LLC | 0.21% | Add +94.1% | 2,339 | $246K |
| Park Place Capital Corp | 0.09% | Reduce -25.3% | 2,315 | $243K |
| BNP Paribas Financial Markets | 0.00% | Add +32.1% | 2,309 | $243K |
| Flagstar Securities, Inc. | 0.07% | Add +11.4% | 2,307 | $242K |
| Avalon Capital Management | 0.10% | Reduce -15.1% | 2,268 | $238K |
| CoreCap Advisors, LLC | 0.01% | New | 2,249 | $236K |
| DAVENPORT & Co LLC | 0.00% | New | 2,248 | $236K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.6% | 2,238 | $235K |
| Stephens Inc. | 0.00% | New | 2,216 | $233K |
| Lifeworks Advisors, LLC | 0.07% | Reduce -48.8% | 2,208 | $232K |
| Spreng Capital Management, Inc. | 0.12% | New | 2,156 | $226K |
| Fiduciary Alliance LLC | 0.04% | Reduce -36.3% | 2,167 | $223K |
| Aspire Private Capital, LLC | 0.06% | Add +136.4% | 2,106 | $221K |
| Balboa Wealth Partners | 0.07% | New | 2,105 | $221K |
| Clean Yield Group | 0.09% | No change | 2,100 | $221K |
| Financial Gravity Asset Management, Inc. | 0.06% | Reduce -98.4% | 2,029 | $220K |
| Blue Trust, Inc. | 0.00% | Reduce -8.4% | 2,091 | $220K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -81.6% | 2,048 | $215K |
| Eagle Strategies LLC | 0.05% | Reduce -95.8% | 2,018 | $212K |
| NWF Advisory Services Inc. | 0.03% | Reduce -30.9% | 1,975 | $207K |
| Claro Advisors Inc. | 0.04% | New | 1,967 | $207K |
| Sovereign Financial Group, Inc. | 0.05% | Reduce -5.8% | 1,963 | $206K |
| Channel Wealth LLC | 0.08% | New | 1,951 | $205K |
| M&T Bank Corp | 0.00% | New | 1,921 | $202K |
| W Advisors, LLC | 0.14% | Reduce -9.1% | 1,913 | $201K |
| Pflug Koory, LLC | 0.01% | No change | 1,820 | $191K |
| NorthRock Partners, LLC | 0.01% | Reduce -15.0% | 1,723 | $181K |
| Allworth Financial LP | 0.00% | Add +93.1% | 1,566 | $164K |
| Richardson Financial Services Inc. | 0.11% | Add +51.1% | 1,434 | $151K |
| American International Group, Inc. | 0.00% | No change | 1,400 | $147K |
| TCTC Holdings, LLC | 0.00% | No change | 1,397 | $147K |
| LFA - Lugano Financial Advisors SA | 0.08% | Reduce -28.8% | 1,024 | $108K |
| NBT Bank, N.A. | 0.01% | Reduce -36.8% | 998 | $105K |
| FMR LLC | 0.00% | Add +23.9% | 892 | $94K |
| Fifth Third Bancorp | 0.00% | Add +185.0% | 855 | $90K |
| LGT Financial Advisors LLC | 0.09% | Add +57.0% | 741 | $78K |
| Gradient Investments LLC | 0.00% | Reduce -99.6% | 737 | $77K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +130.8% | 644 | $68K |
| Simplex Trading, LLC | 0.00% | Reduce -23.1% | 630 | $66K |
| Payden & Rygel Investment Group | 0.00% | — | 586 | $62K |
| Payden & Rygel | 0.00% | No change | 586 | $62K |
| Northwest Investment Counselors, LLC | 0.01% | New | 565 | $59K |
| ICA Group Wealth Management, LLC | 0.01% | Add +65.6% | 553 | $58K |
| West Paces Advisors Inc. | 0.01% | Reduce -80.0% | 530 | $56K |
| Beacon Capital Management, LLC | 0.01% | New | 525 | $55K |
| Colonial Trust Co / SC | 0.01% | Add +117.0% | 523 | $55K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +425.0% | 546 | $54K |
| Gould Capital, LLC | 0.03% | No change | 385 | $40K |
| Capital Analysts, LLC | 0.00% | Add +7580.0% | 384 | $40K |
| REAP Financial Group, LLC | 0.01% | Reduce -10.7% | 366 | $38K |
| Spirit of America Management Corp. | 0.01% | New | 357 | $36K |
| New Republic Capital, LLC | 0.02% | No change | 333 | $35K |
| St Germain D J Co. Inc. | 0.00% | Reduce -13.3% | 325 | $34K |
| Creative Financial Designs Inc. | 0.00% | Reduce -9.1% | 250 | $26K |
| Aptus Capital Advisors, LLC | 0.00% | Add +11800.0% | 238 | $25K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -7.6% | 231 | $24K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -2.1% | 188 | $20K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -67.8% | 199 | $20K |
| Element Wealth, LLC | 0.01% | No change | 178 | $19K |
| Bray Capital Advisors | 0.00% | No change | 175 | $18K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 163 | $17K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +109.3% | 157 | $16K |
| Family Asset Management, LLC | 0.01% | Add +14.4% | 151 | $16K |
| SYSTM Wealth Solutions LLC | 0.00% | Reduce -91.9% | 146 | $15K |
| Bokf, NA | 0.00% | No change | 126 | $13K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -59.9% | 114 | $12K |
| CENTRAL TRUST Co | 0.00% | New | 103 | $11K |
| Janiczek Wealth Management, LLC | 0.00% | New | 100 | $11K |
| Realta Investment Advisors | 0.00% | New | 100 | $11K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -1.0% | 95 | $10K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -64.8% | 95 | $10K |
| Signaturefd, LLC | 0.00% | No change | 86 | $9K |
| Sandy Spring Bank | 0.00% | No change | 78 | $8K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 78 | $8K |
| Franklin Resources Inc. | 0.00% | No change | 77 | $8K |
| Tidemark, LLC | 0.00% | No change | 72 | $8K |
| NFSG Corp | 0.00% | No change | 68 | $7K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -79.8% | 65 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -41.8% | 64 | $7K |
| Morris Financial Concepts, Inc. | 0.00% | New | 62 | $7K |
| Northwest Capital Management Inc | 0.00% | No change | 62 | $7K |
| Raffa Wealth Management, LLC | 0.00% | New | 61 | $6K |
| City State Bank | 0.00% | New | 54 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 48 | $5K |
| Covestor Ltd | 0.00% | Add +69.0% | 49 | $5K |
| Ancora Advisors LLC | 0.00% | Reduce -22.4% | 45 | $5K |
| Barclays PLC | 0.00% | New | 44 | $5K |
| CGC Financial Services, LLC | 0.00% | No change | 37 | $4K |
| Impact Partnership Wealth, LLC | 0.00% | Reduce -50.8% | 30 | $3K |
| Abound Wealth Management | 0.00% | New | 28 | $3K |
| Castleview Partners, LLC | 0.00% | No change | 19 | $2K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -84.6% | 18 | $2K |
| Sittner & Nelson, LLC | 0.00% | New | 16 | $2K |
| Arlington Trust Co LLC | 0.00% | No change | 16 | $2K |
| First Manhattan Co. Llc. | 0.00% | New | 14 | $1K |
| Jamison Private Wealth Management, Inc. | 0.00% | New | 7 | $736 |
| ESL Trust Services, LLC | 0.00% | New | 6 | $630 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 5 | $526 |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 5 | $525 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 5 | $525 |
| AllSquare Wealth Management LLC | 0.00% | No change | 3 | $315 |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 1 | $106 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 1 | $67 |
"% 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.