iShares 10-20 Year TreasuryTLHETF
13F holders, Q2 2024 (June 30)439holders +32
76new positions
46sold out
3famous investors
$102.55avg. 13F price*
At the end of Q2 2024, 439 institutions reported holding iShares 10-20 Year Treasury (TLH) in their 13F filings, up 32 from Q1 2024. 76 opened new positions and 46 sold out. The largest holders were Bank of America Corp. ($1.1B), Forum Financial Management, LP ($710.7M) and Envestnet Asset Management Inc. ($503.4M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $100.1M |
| Exits | 46 | $37.5M |
All 13F filers, Q1 2024 → Q2 2024: 3,316,301 shares bought and 6,060,003 shares sold, net −2,743,702 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 439 holders
| Bank of America Corp. | 0.11% | Add +2.2% | 10,952,910 | $1.1B |
| Forum Financial Management, LP | 12.86% | Reduce -2.6% | 6,919,708 | $710.7M |
| Envestnet Asset Management Inc. | 0.18% | Reduce -1.2% | 4,901,380 | $503.4M |
| Wells Fargo & Company | 0.10% | Reduce -1.7% | 3,729,228 | $383.0M |
| Truist Financial Corp. | 0.51% | Reduce -4.8% | 3,248,174 | $333.6M |
| Ameriprise Financial Inc. | 0.09% | Reduce -7.9% | 3,191,856 | $327.8M |
| Richard Bernstein Advisors LLC | 7.10% | Reduce -5.0% | 3,120,944 | $320.5M |
| Morgan Stanley | 0.01% | Reduce -7.9% | 1,775,269 | $182.3M |
| LPL Financial LLC | 0.09% | Add +11.8% | 1,716,931 | $176.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -12.5% | 1,278,662 | $131.3M |
| Itau Unibanco Holding S.A. | 4.73% | Reduce -0.8% | 1,125,150 | $115.6M |
| Johns Hopkins University | 4.41% | Add +4.9% | 1,075,427 | $110.4M |
| UBS Group AG | 0.03% | Reduce -2.1% | 1,039,134 | $106.7M |
| Pathstone Holdings, LLC | 0.47% | Add +5.9% | 1,019,336 | $104.7M |
| Assetmark, Inc. | 0.28% | Add +14.7% | 873,662 | $89.7M |
| Envestnet Portfolio Solutions, Inc. | 0.30% | Add +3.2% | 837,758 | $86.0M |
| Destination Wealth Management | 2.47% | Add +2.3% | 728,360 | $74.8M |
| FAS Wealth Partners, Inc. | 6.10% | Add +4.7% | 686,934 | $70.5M |
| First Citizens Bank & Trust Co. | 1.06% | Add +2.2% | 547,891 | $56.3M |
| RiverFront Investment Group, LLC | 1.47% | Reduce -1.0% | 537,448 | $55.2M |
| Smith Anglin Financial, LLC | 4.85% | Add +4.2% | 466,897 | $48.0M |
| Stifel Financial Corp. | 0.05% | Add +2.0% | 436,601 | $44.8M |
| Cetera Investment Advisers | 0.10% | Reduce -8.8% | 429,164 | $44.1M |
| Royal Bank of Canada | 0.01% | Reduce -19.5% | 419,716 | $43.1M |
| Raymond James & Associates | 0.03% | Add +9.3% | 398,253 | $40.9M |
| Janney Montgomery Scott LLC | 0.12% | Reduce -1.2% | 376,846 | $38.7M |
| Captrust Financial Advisors | 0.12% | Reduce -42.3% | 369,593 | $38.0M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +8.6% | 352,127 | $36.2M |
| MML Investors Services, LLC | 0.14% | Add +13.9% | 328,952 | $33.8M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -11.9% | 315,973 | $32.5M |
| TD Private Client Wealth LLC | 1.01% | Add +14.5% | 311,180 | $32.0M |
| Simplicity Wealth,LLC | 0.69% | Add +5323.0% | 299,352 | $30.7M |
| Osaic Holdings, Inc. | 0.07% | Add +2.4% | 276,246 | $28.4M |
| Sanctuary Advisors, LLC | 0.20% | — | 276,579 | $27.4M |
| TD Waterhouse Canada Inc. | 0.22% | Add +20.8% | 247,486 | $25.1M |
| Arrow Financial Corp | 2.35% | Add +2.1% | 234,876 | $24.1M |
| Thrivent Financial for Lutherans | 0.05% | Add +22.7% | 232,506 | $23.9M |
| Financial Engines Advisors L.L.C. | 0.05% | Reduce -13.2% | 217,110 | $22.3M |
| Cwm, LLC | 0.10% | Reduce -30.9% | 209,695 | $21.5M |
| Bank of New York Mellon Corp | 0.00% | Add +125.7% | 195,888 | $20.1M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -22.1% | 190,360 | $19.5M |
| Park Avenue Securities LLC | 0.23% | Add +6.8% | 186,660 | $19.2M |
| Private Advisor Group, LLC | 0.13% | Reduce -1.0% | 181,605 | $18.7M |
| US Bancorp \de | 0.02% | Add +22.8% | 175,069 | $18.0M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -19.3% | 173,901 | $17.9M |
| Johnson Bixby & Associates, LLC | 2.98% | Add +6.0% | 173,251 | $17.8M |
| Vestmark Advisory Solutions, Inc. | 0.74% | Reduce -6.6% | 172,452 | $17.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +1.4% | 171,187 | $17.6M |
| Members Advisory Group LLC | 9.20% | Add +2.5% | 164,107 | $16.9M |
| Regatta Capital Group, LLC | 3.62% | Add +6.2% | 163,435 | $16.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -14.7% | 162,260 | $16.7M |
| Goelzer Investment Management, Inc. | 0.93% | Add +2.9% | 161,376 | $16.6M |
| Steward Partners Investment Advisory, LLC | 0.17% | Add +77.7% | 159,964 | $16.4M |
| Nicolet Advisory Services, LLC | 1.41% | Add +6.2% | 142,475 | $14.7M |
| Pinnacle Financial Partners Inc | 0.31% | Reduce -23.2% | 138,860 | $14.3M |
| Marks Wealth, LLC | 6.09% | New | 134,411 | $13.8M |
| AllGen Financial Advisors, Inc. | 5.21% | New | 133,765 | $13.7M |
| First Financial Bank - Trust Division | 1.31% | Reduce -3.8% | 129,299 | $13.3M |
| Quantitative Strategies, Inc. | 6.86% | Add +3.4% | 117,066 | $12.0M |
| Columbia Bank | 4.49% | Add +19.1% | 112,944 | $11.6M |
| HighTower Advisors, LLC | 0.02% | Reduce -8.6% | 109,906 | $11.3M |
| Financial Life Advisors | 4.19% | Add +9.1% | 100,532 | $10.3M |
| BlackRock Inc. | 0.00% | Reduce -82.2% | 99,086 | $10.2M |
| Syon Capital LLC | 0.90% | Add +12.9% | 95,507 | $9.8M |
| Hengehold Capital Management LLC | 0.99% | Reduce -1.3% | 92,453 | $9.5M |
| Carr Financial Group Corp | 3.02% | New | 92,315 | $9.5M |
| Beacon Pointe Advisors, LLC | 0.11% | Add +2.1% | 92,169 | $9.5M |
| Arvest Investments, Inc. | 1.51% | Add +21.5% | 91,917 | $9.4M |
| GGM Financial LLC | 8.43% | — | 89,186 | $9.2M |
| Daymark Wealth Partners, LLC | 0.41% | Reduce -11.9% | 87,758 | $9.0M |
| Harvest Portfolios Group Inc. | 0.34% | Reduce -6.4% | 87,637 | $9.0M |
| Coldstream Capital Management Inc. | 0.21% | Reduce -9.1% | 83,468 | $8.6M |
| NorthCoast Asset Management LLC | 0.07% | New | 82,269 | $8.5M |
| Heck Capital Advisors, LLC | 1.01% | Add +397.1% | 79,183 | $8.1M |
| Confluence Investment Management LLC | 0.12% | Reduce -1.1% | 78,477 | $8.1M |
| Citadel Advisors | 0.01% | Add +2347.1% | 70,916 | $7.3M |
| Trek Financial, LLC | 0.57% | Add +7.1% | 70,222 | $7.2M |
| Jane Street Group, LLC | 0.01% | Add +133.1% | 69,194 | $7.1M |
| Affinity Capital Advisors, LLC | 1.48% | Add +10.9% | 68,470 | $7.0M |
| Principal Securities, Inc. | 0.19% | Add +3.2% | 68,079 | $7.0M |
| Commonwealth Financial Services, LLC | 1.38% | New | 64,864 | $6.7M |
| Integrated Wealth Concepts LLC | 0.09% | Add +91.1% | 64,403 | $6.6M |
| Ewa, LLC | 2.67% | Add +8.8% | 62,169 | $6.4M |
| SVB Wealth LLC | 0.16% | Add +17.1% | 62,560 | $6.4M |
| Atria Investments, Inc | 0.08% | Add +3.3% | 62,313 | $6.4M |
| Scotia Capital Inc. | 0.04% | Add +1.4% | 61,707 | $6.3M |
| Focus Financial Network, Inc. | 0.27% | Add +11.6% | 60,355 | $6.3M |
| Transcend Capital Advisors, LLC | 0.45% | Add +0.8% | 60,939 | $6.3M |
| Tidal Investments LLC | 0.09% | Reduce -21.2% | 60,322 | $6.2M |
| OneDigital Investment Advisors LLC | 0.07% | Reduce -24.5% | 57,484 | $5.9M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +13.4% | 55,954 | $5.7M |
| NewEdge Advisors, LLC | 0.04% | Add +105.3% | 55,065 | $5.7M |
| Dynasty Wealth Management, LLC | 0.16% | Add +411.5% | 54,378 | $5.6M |
| Krilogy Financial LLC | 0.39% | Reduce -12.0% | 52,013 | $5.3M |
| Retirement Capital Strategies | 2.12% | New | 51,395 | $5.3M |
| Cresta Advisors, Ltd. | 3.06% | Add +2.6% | 50,248 | $5.2M |
| Avaii Wealth Management, LLC | 2.81% | Add +6.3% | 49,395 | $5.1M |
| Strategic Investment Solutions, Inc. | 1.62% | — | 47,435 | $5.0M |
| Financial Advocates Investment Management | 0.31% | Add +168.3% | 56,985 | $5.0M |
| National Bank of Canada | 0.01% | New | 48,600 | $4.9M |
| Comerica Bank | 0.02% | Add +15.6% | 47,674 | $4.9M |
| Axiom Advisory, LLC | 0.05% | New | 47,565 | $4.8M |
| Trustmark Bank Trust Department | 0.39% | Reduce -9.7% | 47,055 | $4.8M |
| Royal Fund Management, LLC | 0.65% | Add +1721.1% | 46,783 | $4.8M |
| Goldman Sachs Group Inc. | 0.00% | New | 46,559 | $4.8M |
| Premier Path Wealth Partners, LLC | 0.80% | Add +3.5% | 45,865 | $4.7M |
| Icon Wealth Advisors, LLC | 0.40% | Reduce -3.2% | 42,749 | $4.5M |
| Quotient Wealth Partners, LLC | 0.15% | Add +1258.2% | 42,866 | $4.4M |
| SPC Financial, Inc. | 0.40% | Add +9.3% | 42,442 | $4.4M |
| Cedrus LLC | 2.12% | Add +30.6% | 41,258 | $4.2M |
| Foundations Investment Advisors, LLC | 0.10% | Add +13.0% | 41,102 | $4.2M |
| Sequoia Financial Advisors, LLC | 0.05% | Reduce -93.1% | 40,675 | $4.2M |
| Evergreen Private Wealth LLC | 2.06% | Reduce -0.7% | 40,666 | $4.2M |
| Nicolet Bankshares Inc. | 0.88% | Add +7.0% | 40,658 | $4.2M |
| Conrad Siegel Investment Advisors, Inc. | 1.21% | Add +17.7% | 40,490 | $4.2M |
| Annex Advisory Services, LLC | 0.14% | Reduce -97.9% | 37,680 | $3.9M |
| Smartleaf Asset Management LLC | 0.63% | Reduce -12.5% | 36,880 | $3.8M |
| Avid Wealth Partners LLC | 2.94% | Reduce -7.8% | 36,890 | $3.8M |
| Cary Street Partners Asset Management LLC | 0.49% | Reduce -3.7% | 32,817 | $3.4M |
| Modus Advisors, LLC | 1.18% | Add +5.3% | 32,550 | $3.3M |
| Prudential Financial Inc. | 0.00% | Add +13.9% | 32,048 | $3.3M |
| Mutual Advisors, LLC | 0.10% | Reduce -16.6% | 30,292 | $3.2M |
| First Citizens Asset Management, Inc. | 1.16% | Add +1.8% | 30,286 | $3.1M |
| Echo45 Advisors LLC | 2.13% | New | 29,504 | $3.0M |
| Forte Asset Management LLC | 1.76% | Add +4.2% | 29,051 | $3.0M |
| Parallel Advisors, LLC | 0.07% | Reduce -12.9% | 28,141 | $2.9M |
| Migdal Insurance & Financial Holdings Ltd. | 0.05% | Add +3.4% | 28,043 | $2.9M |
| LVW Advisors, LLC | 0.42% | Add +4.6% | 27,549 | $2.8M |
| MN Wealth Advisors, LLC | 1.63% | Reduce -11.8% | 27,268 | $2.8M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +1.6% | 26,991 | $2.8M |
| Ehrlich Financial Group | 2.18% | Reduce -17.2% | 26,918 | $2.8M |
| Horst & Graben Wealth Management LLC | 0.52% | Add +48.8% | 26,616 | $2.7M |
| Concourse Financial Group Securities, Inc. | 0.17% | Add +48.0% | 26,380 | $2.7M |
| Alternative Investment Advisors, LLC. | 1.49% | Reduce -9.3% | 25,298 | $2.6M |
| Legacy Private Trust Co. | 0.18% | Add +78.0% | 25,138 | $2.6M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -93.0% | 24,886 | $2.6M |
| Cooper Financial Group | 0.36% | Add +13.2% | 23,849 | $2.4M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Add +9.8% | 23,592 | $2.4M |
| Clear Creek Financial Management, LLC | 0.29% | Reduce -1.9% | 22,906 | $2.4M |
| Veridan Wealth LLC | 0.93% | — | 22,937 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Add +22.5% | 22,250 | $2.3M |
| Choreo, LLC | 0.04% | Add +0.5% | 21,015 | $2.1M |
| Invenio Wealth Partners LLC | 1.03% | Add +11.4% | 20,335 | $2.1M |
| Moloney Securities Asset Management, LLC | 0.30% | New | 20,302 | $2.1M |
| Global Endowment Management, LP | 0.22% | No change | 20,210 | $2.1M |
| Eagle Strategies LLC | 0.38% | Add +862.4% | 19,421 | $2.0M |
| CFS Investment Advisory Services, LLC | 0.16% | New | 18,840 | $1.9M |
| Patron Partners, LLC | 1.13% | Reduce -1.8% | 18,646 | $1.9M |
| Eldridge Investment Advisors, Inc. | 0.48% | New | 18,500 | $1.9M |
| ShoreHaven Wealth Partners, LLC | 1.00% | Add +29.1% | 18,446 | $1.9M |
| Geneos Wealth Management Inc. | 0.08% | Reduce -2.0% | 17,928 | $1.8M |
| Strategic Blueprint, LLC | 0.12% | Add +31.8% | 17,309 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -34.9% | 17,133 | $1.8M |
| Advisory Services Network, LLC | 0.04% | Reduce -17.4% | 17,088 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -10.8% | 16,951 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -10.8% | 16,951 | $1.7M |
| Citigroup Inc. | 0.00% | Add +3.5% | 16,395 | $1.7M |
| Bank of Montreal | 0.00% | Reduce -91.2% | 15,449 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -21.6% | 15,642 | $1.6M |
| One Wealth Management Investment & Advisory Services, LLC | 0.61% | Reduce -10.5% | 14,918 | $1.5M |
| Avior Wealth Management, LLC | 0.07% | Add +5.2% | 14,818 | $1.5M |
| Insight Advisors, LLC/ PA | 0.27% | Add +73.3% | 14,615 | $1.5M |
| Beam Wealth Advisors, Inc. | 0.49% | Reduce -63.7% | 14,390 | $1.5M |
| WealthShield Partners, LLC | 0.22% | Reduce -11.2% | 14,302 | $1.5M |
| Collective Family Office LLC | 0.43% | Add +33.4% | 14,257 | $1.5M |
| IHT Wealth Management, LLC | 0.05% | New | 14,235 | $1.5M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -5.1% | 14,145 | $1.5M |
| Sheridan Capital Management, LLC | 1.07% | Add +0.8% | 14,250 | $1.4M |
| Stone House Investment Management, LLC | 0.36% | Add +3.3% | 13,644 | $1.4M |
| RFG Advisory, LLC | 0.05% | Add +7.8% | 13,482 | $1.4M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -21.5% | 13,352 | $1.4M |
| Townsquare Capital LLC | 0.02% | Reduce -12.1% | 13,280 | $1.4M |
| Fidelity D & D Bancorp Inc. | 1.01% | New | 12,955 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +7.5% | 12,927 | $1.3M |
| PFG Investments, LLC | 0.09% | Reduce -19.7% | 12,769 | $1.3M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -22.0% | 12,754 | $1.3M |
| Quadrant Private Wealth Management, LLC | 0.30% | Add +31.3% | 12,743 | $1.3M |
| Regal Investment Advisors LLC | 0.09% | Add +0.8% | 12,707 | $1.3M |
| Ballew Advisors, Inc | 0.86% | Reduce -2.9% | 12,500 | $1.3M |
| Corient Private Wealth LP | 0.00% | Add +5.1% | 12,385 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -64.7% | 17,220 | $1.2M |
| Center For Asset Management LLC | 0.82% | New | 12,004 | $1.2M |
| Peninsula Wealth, LLC | 0.23% | Add +36.2% | 11,791 | $1.2M |
| Kickstand Ventures, Llc. | 0.34% | Add +311.1% | 11,980 | $1.2M |
| ONE Advisory Partners, LLC | 0.57% | Add +7.6% | 11,956 | $1.2M |
| Stratos Wealth Advisors, LLC | 0.06% | Add +91.5% | 11,811 | $1.2M |
| High Falls Advisors, Inc | 0.29% | Add +13.6% | 11,743 | $1.2M |
| GeoWealth Management, LLC | 0.05% | Reduce -5.0% | 11,511 | $1.2M |
| TrinityPoint Wealth, LLC | 0.18% | Add +2.3% | 11,385 | $1.2M |
| Liberty Wealth Management LLC | 0.21% | Add +683.8% | 85,669 | $1.2M |
| Mendel Capital Management LLC | 0.75% | Add +11.1% | 11,302 | $1.2M |
| Farther Finance Advisors, LLC | 0.06% | Add +8.6% | 11,494 | $1.2M |
| West Wealth Group, LLC | 0.40% | Reduce -15.2% | 11,064 | $1.1M |
| AlTi Global, Inc. | 0.03% | No change | 10,995 | $1.1M |
| Kelly Financial Services LLC | 0.40% | Reduce -25.6% | 10,970 | $1.1M |
| Values First Advisors, Inc. | 0.67% | Add +4.6% | 10,955 | $1.1M |
| Gateway Wealth Partners, LLC | 0.33% | Add +76.0% | 10,575 | $1.1M |
| Focus Partners Wealth | 0.00% | Reduce -4.0% | 10,381 | $1.1M |
| Mariner, LLC | 0.00% | Add +59.7% | 10,353 | $1.1M |
| JT Stratford LLC | 0.20% | Add +6.3% | 10,329 | $1.1M |
| Mechanics Bank Trust Department | 0.15% | No change | 10,000 | $1.0M |
| James Investment Research, Inc. | 0.12% | Add +3.9% | 9,967 | $1.0M |
| Morningstar Investment Services LLC | 0.01% | Reduce -5.2% | 9,816 | $1.0M |
| One Day In July LLC | 0.13% | Reduce -15.0% | 9,935 | $1.0M |
| Astoria Portfolio Advisors LLC. | 0.36% | Reduce -7.4% | 9,897 | $1.0M |
| PFG Advisors | 0.07% | Reduce -2.5% | 9,866 | $1.0M |
| Peak Financial Management, Inc. | 0.31% | Add +21.3% | 9,599 | $986K |
| GenWealth Group, Inc. | 0.24% | Reduce -1.1% | 9,544 | $980K |
| Cyndeo Wealth Partners, LLC | 0.08% | Add +15.8% | 9,397 | $965K |
| LexAurum Advisors, LLC | 0.24% | Add +26.4% | 9,378 | $963K |
| Keebeck Wealth Management | 0.14% | Reduce -7.1% | 9,324 | $958K |
| TSA Wealth Managment LLC | 0.40% | Add +238.1% | 9,031 | $927K |
| Ascent Group, LLC | 0.07% | Reduce -5.5% | 8,879 | $912K |
| My Legacy Advisors, LLC | 0.29% | Reduce -7.8% | 8,808 | $905K |
| New Potomac Partners, LLC | 0.49% | Reduce -3.3% | 8,742 | $898K |
| Mayflower Financial Advisors, LLC | 0.15% | Add +18.0% | 8,737 | $897K |
| Veltria Advisors Corp. | 0.32% | No change | 8,730 | $897K |
| Prudential PLC | 0.01% | Add +9.0% | 8,730 | $897K |
| Centaurus Financial, Inc. | 0.06% | New | 8,684 | $892K |
| Cypress Wealth Services, LLC | 0.19% | Add +16.4% | 8,511 | $874K |
| Sigma Planning Corp | 0.03% | Add +46.7% | 8,496 | $873K |
| Cerity Partners LLC | 0.00% | Add +19.4% | 8,469 | $870K |
| TBH Global Asset Management, LLC | 0.19% | New | 8,299 | $852K |
| Global Retirement Partners, LLC | 0.03% | Add +19.0% | 8,297 | $852K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -18.1% | 8,231 | $845K |
| Hazlett, Burt & Watson, Inc. | 0.43% | Add +106.1% | 8,088 | $833K |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +151.0% | 8,012 | $823K |
| Atlanta Consulting Group Advisors, LLC | 0.18% | Add +0.5% | 8,004 | $822K |
| GLOBALT Investments LLC / GA | 0.03% | Reduce -10.0% | 7,967 | $818K |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.5% | 7,847 | $806K |
| IFP Advisors, Inc | 0.03% | Reduce -44.8% | 7,815 | $803K |
| Watershed Private Wealth LLC | 0.34% | Add +33.2% | 7,795 | $801K |
| Klaas Financial Asset Advisors, LLC | 0.14% | Add +11.8% | 7,583 | $779K |
| Braun-Bostich & Associates Inc. | 0.58% | New | 7,572 | $778K |
| Venturi Wealth Management, LLC | 0.05% | Reduce -15.8% | 7,561 | $777K |
| Shared Vision Wealth Group LLC | 0.45% | Add +20.6% | 7,510 | $771K |
| First Horizon Advisors, Inc. | 0.02% | Add +2.4% | 7,314 | $751K |
| Summit X, LLC | 0.17% | Reduce -9.2% | 7,225 | $742K |
| Spire Wealth Management | 0.03% | Add +22.3% | 7,125 | $732K |
| Wealth Alliance, LLC | 0.09% | Add +77.9% | 7,045 | $723K |
| Prospera Financial Services Inc | 0.02% | Add +19.4% | 7,040 | $723K |
| D L Carlson Investment Group Inc. | 0.14% | New | 6,875 | $706K |
| Keybank National Association | 0.00% | Add +2.0% | 6,779 | $696K |
| Lane & Associates LLC | 0.41% | Reduce -12.8% | 6,731 | $691K |
| True Vision MN LLC | 0.45% | Reduce -20.9% | 6,678 | $686K |
| MA Private Wealth | 0.14% | Reduce -38.9% | 6,666 | $685K |
| Napa Wealth Management | 0.46% | New | 6,615 | $679K |
| Mgo One Seven LLC | 0.03% | Reduce -9.5% | 6,554 | $673K |
| TFB Advisors LLC | 0.22% | Reduce -1.1% | 6,509 | $668K |
| Strategic Investment Advisors / MI | 0.08% | Add +27.3% | 6,345 | $652K |
| Vicus Capital | 0.06% | Reduce -0.6% | 6,320 | $649K |
| WBH Advisory Inc. | 0.07% | New | 6,280 | $645K |
| Savant Capital, LLC | 0.01% | New | 6,243 | $641K |
| Alera Investment Advisors, LLC | 0.08% | New | 6,102 | $627K |
| Iams Wealth Management, LLC | 0.34% | New | 6,000 | $616K |
| Jones Financial Companies LLLP | 0.00% | New | 5,955 | $612K |
| Client 1ST Advisory Group, LLC | 0.26% | Reduce -30.1% | 5,882 | $604K |
| Shelter Mutual Insurance Co | 0.16% | No change | 5,880 | $604K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -59.6% | 5,830 | $599K |
| Wayfinding Financial, LLC | 0.33% | Reduce -16.0% | 5,787 | $594K |
| Roman Butler Fullerton & Co. | 0.19% | Reduce -20.3% | 5,713 | $590K |
| Lanark Financial, Inc. | 0.05% | Add +17.5% | 5,703 | $585K |
| Riverwater Partners LLC | 0.42% | New | 5,570 | $572K |
| Essex Financial Services, Inc. | 0.04% | Reduce -14.4% | 5,258 | $559K |
| Camarda Financial Advisors, LLC | 0.22% | New | 5,341 | $549K |
| Source Financial Advisors LLC | 0.17% | Reduce -3.1% | 5,287 | $543K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +12.6% | 5,276 | $542K |
| Raymond James Trust N.A. | 0.01% | Reduce -0.5% | 5,090 | $523K |
| Family Asset Management, LLC | 0.34% | Add +3265.6% | 5,082 | $522K |
| Dohj, LLC | 0.13% | New | 5,079 | $522K |
| Market Street Wealth Management Advisors LLC | 0.09% | Reduce -4.8% | 5,046 | $518K |
| &partners | 0.02% | New | 5,041 | $518K |
| Private Trust Co. NA | 0.06% | Reduce -1.7% | 4,979 | $511K |
| Koshinski Asset Management, Inc. | 0.05% | New | 4,897 | $505K |
| Harbor Investment Advisory, LLC | 0.05% | Add +1.5% | 4,897 | $503K |
| Theory Financial LLC | 0.24% | Add +5.7% | 4,887 | $502K |
| Tudor Investment Corporation | 0.01% | New | 4,871 | $500K |
| Swmg, LLC | 0.22% | Reduce -17.0% | 4,860 | $499K |
| Firethorn Wealth Partners, LLC | 0.28% | Add +39.5% | 4,845 | $498K |
| Checchi Capital Advisers, LLC | 0.04% | Add +13.8% | 4,824 | $495K |
| Lockerman Financial Group, Inc. | 0.86% | Reduce -20.1% | 4,637 | $476K |
| WNY Asset Management, LLC | 0.06% | Reduce -38.7% | 4,577 | $470K |
| Clean Yield Group | 0.17% | Add +109.5% | 4,400 | $452K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -24.0% | 4,350 | $447K |
| EP Wealth Advisors, LLC | 0.00% | New | 4,295 | $441K |
| BNP Paribas Financial Markets | 0.00% | Add +84.6% | 4,262 | $438K |
| Apeiron RIA LLC | 0.13% | Add +8.3% | 4,168 | $428K |
| Beacon Financial Group | 0.05% | New | 4,155 | $427K |
| Vermillion & White Wealth Management Group, LLC | 0.32% | Add +7.9% | 4,136 | $425K |
| Mosley Wealth Management | 0.36% | Add +3.5% | 4,081 | $419K |
| JFS Wealth Advisors, LLC | 0.03% | Add +67.6% | 4,029 | $414K |
| Betterment LLC | 0.00% | Reduce -20.4% | 3,969 | $408K |
| Whittier Trust Co. | 0.01% | No change | 3,884 | $399K |
| Merit Financial Group, LLC | 0.01% | Add +50.8% | 3,827 | $393K |
| J. W. Coons Advisors, LLC | 0.07% | Add +4.8% | 3,810 | $391K |
| Verus Capital Partners, LLC | 0.04% | Add +3.5% | 3,687 | $379K |
| Independent Financial Group, LLC | 0.01% | Add +12.4% | 3,631 | $373K |
| RS Crum Inc. | 0.10% | Reduce -3.2% | 3,625 | $372K |
| IFG Advisory, LLC | 0.02% | New | 3,595 | $369K |
| Davies Financial Advisors, Inc. | 0.34% | Reduce -88.8% | 3,571 | $367K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.2% | 3,538 | $363K |
| Arrien Investments, Inc. | 0.28% | Reduce -9.2% | 3,518 | $361K |
| MMBG Investment Advisors Co. | 0.04% | No change | 3,488 | $358K |
| Harbour Investments, Inc. | 0.01% | Add +9.6% | 3,393 | $348K |
| SigFig Wealth Management, LLC | 0.01% | Reduce -5.1% | 3,344 | $343K |
| Gries Financial LLC | 0.07% | No change | 3,332 | $342K |
| Claro Advisors Inc. | 0.05% | Add +68.9% | 3,323 | $341K |
| Hilltop Holdings Inc. | 0.04% | Reduce -9.2% | 3,307 | $340K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -48.1% | 3,270 | $336K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | New | 3,141 | $323K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -9.2% | 3,010 | $310K |
| Fisher Asset Management | 0.00% | New | 3,019 | $310K |
| BCGM Wealth Management, LLC | 0.11% | New | 2,976 | $306K |
| CW Advisors, LLC | 0.00% | New | 2,899 | $298K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 2,873 | $295K |
| Spectrum Wealth Counsel, LLC | 0.04% | Add +15.6% | 2,870 | $295K |
| WR Wealth Planners, LLC | 0.09% | Reduce -1.3% | 2,841 | $292K |
| M&T Bank Corp | 0.00% | Add +47.3% | 2,829 | $291K |
| Bulltick Wealth Management, LLC | 0.08% | No change | 2,734 | $281K |
| Avalon Capital Management | 0.09% | Add +19.5% | 2,711 | $278K |
| Redwood Investment Management, LLC | 0.02% | Reduce -16.0% | 2,669 | $274K |
| Savvy Advisors, Inc. | 0.09% | New | 2,603 | $267K |
| MCF Advisors LLC | 0.02% | No change | 2,567 | $264K |
| TNF LLC | 0.10% | Reduce -47.7% | 2,530 | $260K |
| DAVENPORT & Co LLC | 0.00% | Add +10.8% | 2,492 | $256K |
| Hoxton Planning & Management, LLC | 0.12% | New | 2,477 | $254K |
| Aspire Private Capital, LLC | 0.07% | Add +16.8% | 2,460 | $253K |
| W Advisors, LLC | 0.16% | Add +27.3% | 2,435 | $250K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -60.5% | 2,405 | $247K |
| Oxinas Partners, LLC | 0.16% | New | 2,361 | $242K |
| Stephens Inc. | 0.00% | Add +5.9% | 2,347 | $241K |
| Fermata Advisors, LLC | 0.06% | New | 2,333 | $240K |
| Gen-Wealth Partners Inc | 0.11% | Reduce -8.1% | 2,301 | $236K |
| Park Place Capital Corp | 0.07% | Reduce -1.6% | 2,279 | $234K |
| Flagstar Securities, Inc. | 0.06% | Reduce -6.0% | 2,169 | $223K |
| Spreng Capital Management, Inc. | 0.11% | Reduce -2.3% | 2,107 | $221K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -69.7% | 2,150 | $221K |
| Blue Trust, Inc. | 0.00% | No change | 2,091 | $220K |
| Householder Group Estate & Retirement Specialist, LLC | 0.06% | Reduce -48.0% | 2,124 | $218K |
| GTS Securities LLC | 0.00% | New | 2,009 | $206K |
| Sovereign Financial Group, Inc. | 0.05% | Add +1.5% | 1,992 | $205K |
| Channel Wealth LLC | 0.07% | Add +2.0% | 1,991 | $204K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -11.8% | 1,975 | $203K |
| Lifeworks Advisors, LLC | 0.06% | Reduce -11.5% | 1,954 | $201K |
| Opal Wealth Advisors, LLC | 0.06% | New | 1,875 | $193K |
| Blair William & Co. | 0.00% | Reduce -23.5% | 1,849 | $190K |
| LGT Financial Advisors LLC | 0.32% | Add +102.3% | 1,499 | $154K |
| Corebridge Financial, Inc. | 0.00% | — | 1,400 | $144K |
| TCTC Holdings, LLC | 0.00% | No change | 1,397 | $143K |
| Allworth Financial LP | 0.00% | Reduce -23.4% | 1,199 | $124K |
| FMR LLC | 0.00% | Add +24.9% | 1,114 | $114K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 1,099 | $114K |
| Richardson Financial Services Inc. | 0.08% | Reduce -22.5% | 1,111 | $114K |
| ORG Partners LLC | 0.01% | New | 1,120 | $113K |
| LFA - Lugano Financial Advisors SA | 0.08% | No change | 1,024 | $105K |
| NBT Bank, N.A. | 0.01% | Reduce -7.9% | 919 | $94K |
| Financial Gravity Asset Management, Inc. | 0.02% | Reduce -56.9% | 874 | $90K |
| Financial Network Wealth Advisors LLC | 0.05% | New | 623 | $68K |
| Payden & Rygel Investment Group | 0.00% | No change | 586 | $60K |
| Payden & Rygel | 0.00% | No change | 586 | $60K |
| NorthRock Partners, LLC | 0.00% | Reduce -66.6% | 575 | $59K |
| Beacon Capital Management, LLC | 0.01% | Add +1.9% | 535 | $55K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -6.8% | 509 | $54K |
| Coppell Advisory Solutions LLC | 0.01% | — | 523 | $54K |
| Sugarloaf Wealth Management, LLC | 0.01% | New | 473 | $49K |
| Country Trust Bank | 0.00% | New | 451 | $46K |
| First Command Advisory Services, Inc. | 0.00% | New | 450 | $46K |
| New Republic Capital, LLC | 0.02% | Add +27.6% | 425 | $44K |
| International Assets Investment Management, LLC | 0.00% | New | 417 | $43K |
| Toronto Dominion Bank | 0.00% | New | 377 | $39K |
| Gradient Investments LLC | 0.00% | Reduce -50.5% | 365 | $37K |
| St Germain D J Co. Inc. | 0.00% | Add +10.8% | 360 | $37K |
| Gould Capital, LLC | 0.03% | Reduce -9.1% | 350 | $36K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -56.7% | 279 | $29K |
| Colonial Trust Co / SC | 0.00% | Reduce -49.0% | 267 | $28K |
| Cape Investment Advisory, Inc. | 0.01% | Add +0.4% | 232 | $24K |
| Sound Income Strategies, LLC | 0.00% | Reduce -98.6% | 226 | $23K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 213 | $22K |
| Independence Bank of Kentucky | 0.01% | New | 200 | $21K |
| LRI Investments, LLC | 0.00% | New | 200 | $21K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 188 | $20K |
| American National Bank & Trust | 0.00% | New | 193 | $20K |
| Element Wealth, LLC | 0.01% | No change | 178 | $18K |
| Bray Capital Advisors | 0.00% | No change | 175 | $18K |
| Trust Co. of Vermont | 0.00% | New | 162 | $17K |
| Tucker Asset Management LLC | 0.00% | Reduce -95.8% | 160 | $16K |
| SYSTM Wealth Solutions LLC | 0.00% | Add +1.4% | 148 | $15K |
| Fifth Third Bancorp | 0.00% | Reduce -82.8% | 147 | $15K |
| Triad Wealth Partners, LLC | 0.01% | New | 135 | $14K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -93.5% | 133 | $14K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -20.3% | 130 | $13K |
| Bokf, NA | 0.00% | No change | 126 | $13K |
| Creative Financial Designs Inc. | 0.00% | Reduce -51.6% | 121 | $12K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.5% | 110 | $11K |
| Flputnam Investment Management Co. | 0.00% | New | 107 | $11K |
| Gilliland Jeter Wealth Management LLC | 0.00% | New | 104 | $11K |
| CENTRAL TRUST Co | 0.00% | No change | 103 | $11K |
| Realta Investment Advisors | 0.00% | No change | 100 | $10K |
| REAP Financial Group, LLC | 0.00% | Reduce -74.0% | 95 | $10K |
| Clearstead Advisors, LLC | 0.00% | New | 95 | $10K |
| AdvisorNet Financial, Inc | 0.00% | No change | 95 | $10K |
| Signaturefd, LLC | 0.00% | Reduce -2.3% | 84 | $9K |
| UMB Bank, n.a. | 0.00% | New | 81 | $8K |
| Sandy Spring Bank | 0.00% | No change | 78 | $8K |
| Franklin Resources Inc. | 0.00% | No change | 77 | $8K |
| Caldwell Sutter Capital, Inc. | 0.00% | Add +17.2% | 75 | $8K |
| Tidemark, LLC | 0.00% | No change | 72 | $7K |
| NFSG Corp | 0.00% | No change | 68 | $7K |
| Raleigh Capital Management Inc. | 0.00% | No change | 65 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +25.0% | 60 | $6K |
| Covestor Ltd | 0.00% | Add +18.4% | 58 | $6K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -40.0% | 57 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | New | 52 | $5K |
| Johnson Financial Group, Inc. | 0.00% | New | 49 | $5K |
| DT Investment Partners, LLC | 0.00% | New | 46 | $5K |
| Ancora Advisors LLC | 0.00% | No change | 45 | $5K |
| Atwood & Palmer Inc. | 0.00% | New | 40 | $4K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -34.4% | 40 | $4K |
| Investors Research Corp | 0.00% | New | 38 | $4K |
| Creekmur Asset Management LLC | 0.00% | New | 26 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -87.4% | 25 | $3K |
| Chris Bulman Inc | 0.00% | — | 25 | $3K |
| Chesapeake Asset Management LLC | 0.00% | New | 20 | $2K |
| Castleview Partners, LLC | 0.00% | No change | 19 | $2K |
| CGC Financial Services, LLC | 0.00% | Reduce -48.6% | 19 | $2K |
| Innealta Capital, LLC | 0.00% | New | 19 | $2K |
| Founders Financial Alliance, LLC | 0.00% | No change | 18 | $2K |
| Arlington Trust Co LLC | 0.00% | No change | 16 | $2K |
| Bogart Wealth, LLC | 0.00% | New | 10 | $1K |
| Capital Analysts, LLC | 0.00% | Reduce -98.7% | 5 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 6 | $616 |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 5 | $514 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 5 | $514 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 5 | $514 |
| AllSquare Wealth Management LLC | 0.00% | No change | 3 | $308 |
| Glass Jacobson Investment Advisors llc | 0.00% | New | 2 | $206 |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -98.7% | 3 | $205 |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 1 | $103 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 1 | $66 |
"% 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.