iShares 10-20 Year TreasuryTLHETF
13F holders, Q3 2024 (September 30)479holders +40
79new positions
40sold out
2famous investors
$109.22avg. 13F price*
At the end of Q3 2024, 479 institutions reported holding iShares 10-20 Year Treasury (TLH) in their 13F filings, up 40 from Q2 2024. 79 opened new positions and 40 sold out. The largest holders were Bank of America Corp. ($1.1B), Forum Financial Management, LP ($780.3M) and Wells Fargo & Company ($421.8M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $221.8M |
| Exits | 40 | $51.4M |
All 13F filers, Q2 2024 → Q3 2024: 6,546,525 shares bought and 9,522,966 shares sold, net −2,976,441 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 479 holders
| Bank of America Corp. | 0.09% | Reduce -10.7% | 9,786,466 | $1.1B |
| Forum Financial Management, LP | 12.99% | Add +3.1% | 7,137,470 | $780.3M |
| Wells Fargo & Company | 0.10% | Add +3.4% | 3,857,654 | $421.8M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -29.7% | 3,445,622 | $376.7M |
| Ameriprise Financial Inc. | 0.08% | Reduce -6.9% | 2,971,365 | $324.7M |
| JPMorgan Chase & Co. | 0.02% | Add +68.1% | 2,149,520 | $235.0M |
| Morgan Stanley | 0.02% | Add +9.5% | 1,944,547 | $212.6M |
| Richard Bernstein Advisors LLC | 4.50% | Reduce -38.5% | 1,918,107 | $209.7M |
| LPL Financial LLC | 0.09% | Add +6.0% | 1,820,759 | $199.1M |
| Assetmark, Inc. | 0.48% | Add +75.7% | 1,534,544 | $167.8M |
| Truist Financial Corp. | 0.25% | Reduce -55.8% | 1,436,695 | $157.1M |
| Johns Hopkins University | 4.90% | Add +11.3% | 1,196,677 | $130.8M |
| Itau Unibanco Holding S.A. | 3.91% | Reduce -3.4% | 1,086,437 | $118.8M |
| UBS Group AG | 0.03% | Add +4.0% | 1,080,453 | $118.1M |
| Envestnet Portfolio Solutions, Inc. | 0.31% | Add +5.1% | 880,352 | $96.2M |
| Signature Estate & Investment Advisors LLC | 1.95% | New | 774,952 | $84.7M |
| Destination Wealth Management | 2.53% | Add +2.3% | 745,129 | $81.5M |
| FAS Wealth Partners, Inc. | 6.11% | Add +2.2% | 702,163 | $76.8M |
| Cetera Investment Advisers | 0.16% | Add +57.4% | 675,318 | $73.8M |
| Smith Anglin Financial, LLC | 6.37% | Add +29.5% | 604,814 | $66.1M |
| First Citizens Bank & Trust Co. | 1.43% | Add +8.6% | 595,164 | $65.1M |
| RiverFront Investment Group, LLC | 1.24% | Reduce -10.1% | 483,272 | $52.8M |
| Captrust Financial Advisors | 0.15% | Add +21.9% | 450,667 | $49.3M |
| Stifel Financial Corp. | 0.05% | Add +3.1% | 449,969 | $49.2M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +7.2% | 377,559 | $41.3M |
| Raymond James & Associates | 0.02% | Reduce -9.5% | 360,346 | $39.4M |
| Osaic Holdings, Inc. | 0.09% | Add +27.6% | 352,524 | $38.5M |
| MML Investors Services, LLC | 0.13% | Add +2.6% | 337,679 | $36.9M |
| Royal Bank of Canada | 0.01% | Reduce -29.4% | 296,257 | $32.4M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +55.5% | 252,319 | $27.6M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -21.8% | 247,178 | $27.0M |
| Sanctuary Advisors, LLC | 0.17% | Reduce -5.9% | 260,180 | $26.5M |
| Cwm, LLC | 0.11% | Add +11.7% | 234,209 | $25.6M |
| Vestmark Advisory Solutions, Inc. | 0.92% | Add +30.4% | 224,930 | $24.6M |
| Arrow Financial Corp | 2.17% | Reduce -8.5% | 214,849 | $23.5M |
| Johnson Bixby & Associates, LLC | 3.57% | Add +23.6% | 214,089 | $23.4M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +8.5% | 206,478 | $22.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.7% | 186,744 | $20.4M |
| Park Avenue Securities LLC | 0.22% | Reduce -2.3% | 182,375 | $19.9M |
| Hengehold Capital Management LLC | 1.89% | Add +96.8% | 181,906 | $19.9M |
| Rockefeller Capital Management L.P. | 0.05% | Add +4.0% | 180,803 | $19.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +5.1% | 179,927 | $19.7M |
| US Bancorp \de | 0.02% | Add +1.0% | 176,835 | $19.3M |
| Regatta Capital Group, LLC | 3.70% | Add +6.7% | 174,409 | $19.1M |
| Steward Partners Investment Advisory, LLC | 0.18% | Add +8.7% | 173,861 | $19.0M |
| Private Advisor Group, LLC | 0.12% | Reduce -5.0% | 172,553 | $18.9M |
| Members Advisory Group LLC | 9.32% | Add +3.9% | 170,522 | $18.6M |
| Goelzer Investment Management, Inc. | 0.98% | Add +1.1% | 163,214 | $17.8M |
| NorthCoast Asset Management LLC | 0.12% | Add +89.4% | 155,784 | $17.1M |
| AllGen Financial Advisors, Inc. | 5.28% | Add +11.2% | 148,742 | $16.3M |
| Eastern Bank | 0.29% | New | 147,624 | $16.1M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -37.0% | 146,562 | $16.0M |
| Tiaa Trust, National Association | 0.05% | New | 141,004 | $15.4M |
| Nicolet Advisory Services, LLC | 1.43% | Reduce -1.6% | 140,240 | $15.2M |
| HighTower Advisors, LLC | 0.02% | Add +22.7% | 134,901 | $14.8M |
| Pinnacle Financial Partners Inc | 0.29% | Reduce -6.0% | 130,462 | $14.3M |
| Marks Wealth, LLC | 5.94% | Reduce -5.8% | 126,647 | $13.8M |
| Keel Point, LLC | 1.14% | New | 125,607 | $13.7M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -42.6% | 124,709 | $13.6M |
| Carr Financial Group Corp | 4.00% | Add +32.7% | 122,537 | $13.4M |
| Harvest Portfolios Group Inc. | 0.44% | Add +38.6% | 121,504 | $13.3M |
| Quantitative Strategies, Inc. | 6.76% | Reduce -0.3% | 116,687 | $12.8M |
| Daymark Wealth Partners, LLC | 0.51% | Add +26.7% | 111,178 | $12.2M |
| BlackRock, Inc. | 0.00% | — | 110,893 | $12.1M |
| Ocean Park Asset Management, LLC | 0.53% | New | 110,800 | $12.1M |
| NewEdge Advisors, LLC | 0.08% | Add +100.5% | 110,417 | $12.1M |
| Pathstone Holdings, LLC | 0.05% | Reduce -89.3% | 109,276 | $11.9M |
| Financial Life Advisors | 4.37% | Add +5.3% | 105,910 | $11.6M |
| Systelligence, LLC | 2.79% | New | 102,946 | $11.3M |
| Syon Capital LLC | 0.99% | Add +7.6% | 102,727 | $11.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +119.5% | 102,188 | $11.2M |
| Arvest Investments, Inc. | 1.50% | Reduce -1.2% | 90,817 | $9.9M |
| GGM Financial LLC | 8.54% | Add +1.6% | 90,648 | $9.9M |
| Orion Porfolio Solutions, LLC | 0.10% | Add +429.9% | 89,824 | $9.8M |
| Orion Portfolio Solutions, LLC | 0.10% | Add +429.9% | 89,824 | $9.8M |
| Coldstream Capital Management Inc. | 0.19% | Reduce -2.4% | 81,451 | $8.9M |
| Net Worth Advisory Group | 2.64% | — | 81,229 | $8.9M |
| TD Waterhouse Canada Inc. | 0.07% | Reduce -67.6% | 80,230 | $8.8M |
| Affinity Capital Advisors, LLC | 1.62% | Add +11.6% | 76,435 | $8.4M |
| Confluence Investment Management LLC | 0.11% | Reduce -3.2% | 75,989 | $8.3M |
| Federation des caisses Desjardins du Quebec | 0.04% | New | 70,052 | $7.7M |
| Susquehanna International Group, LLP | 0.01% | Add +782.4% | 69,244 | $7.6M |
| Trek Financial, LLC | 0.57% | Reduce -1.5% | 69,160 | $7.6M |
| Dynasty Wealth Management, LLC | 0.22% | Add +83.6% | 99,848 | $7.4M |
| Focus Financial Network, Inc. | 0.30% | Add +11.5% | 67,298 | $7.4M |
| Demars Financial Group, LLC | 3.31% | New | 66,305 | $7.2M |
| Scotia Capital Inc. | 0.04% | Add +4.4% | 64,442 | $7.0M |
| Integrated Wealth Concepts LLC | 0.09% | Reduce -0.1% | 64,312 | $7.0M |
| Royal Fund Management, LLC | 0.50% | Add +37.1% | 64,122 | $7.0M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +14.0% | 63,791 | $7.0M |
| Principal Securities, Inc. | 0.17% | Reduce -7.4% | 63,057 | $6.9M |
| Mariner, LLC | 0.01% | Add +495.5% | 61,651 | $6.7M |
| OneDigital Investment Advisors LLC | 0.07% | Add +3.8% | 59,692 | $6.5M |
| CMC Financial Group | 9.48% | New | 59,025 | $6.5M |
| Retirement Capital Strategies | 2.49% | Add +13.4% | 58,293 | $6.4M |
| Nan Shan Life Insurance Co., Ltd. | 0.14% | New | 54,700 | $6.0M |
| Atria Investments, Inc | 0.07% | Reduce -13.0% | 54,202 | $5.9M |
| Cresta Advisors, Ltd. | 3.03% | Add +5.3% | 52,920 | $5.8M |
| Columbia Bank | 2.11% | Reduce -53.3% | 52,755 | $5.8M |
| Avaii Wealth Management, LLC | 2.77% | Add +1.5% | 50,118 | $5.5M |
"% 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.