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 |
| Premier Path Wealth Partners, LLC | 0.85% | Add +7.1% | 49,140 | $5.4M |
| Strategic Investment Solutions, Inc. | 1.60% | Add +3.0% | 48,873 | $5.3M |
| Krilogy Financial LLC | 0.36% | Reduce -6.8% | 48,460 | $5.3M |
| Axiom Advisory, LLC | 0.05% | Add +1.6% | 48,320 | $5.2M |
| Cedrus LLC | 1.90% | Add +13.8% | 46,957 | $5.1M |
| Ewa, LLC | 1.83% | Reduce -19.0% | 50,363 | $5.1M |
| Trustmark Bank Trust Department | 0.38% | Reduce -1.5% | 46,365 | $5.1M |
| Nicolet Bankshares Inc. | 1.00% | Add +11.8% | 45,441 | $5.0M |
| Foundations Investment Advisors, LLC | 0.10% | Add +10.3% | 45,355 | $5.0M |
| Regal Investment Advisors LLC | 0.35% | Add +255.9% | 45,219 | $4.9M |
| SPC Financial, Inc. | 0.43% | Add +5.8% | 44,900 | $4.9M |
| One Wealth Advisors, LLC | 0.74% | New | 44,406 | $4.9M |
| Tidal Investments LLC | 0.05% | Reduce -27.3% | 43,837 | $4.8M |
| Icon Wealth Advisors, LLC | 0.39% | Reduce -0.3% | 42,613 | $4.7M |
| Quotient Wealth Partners, LLC | 0.15% | Reduce -1.5% | 42,218 | $4.6M |
| Heck Capital Advisors, LLC | 0.53% | Reduce -47.1% | 41,862 | $4.6M |
| B. Riley Wealth Advisors, Inc. | 0.13% | Add +221.1% | 41,509 | $4.5M |
| Evergreen Private Wealth LLC | 2.08% | Add +1.0% | 41,080 | $4.5M |
| Comerica Bank | 0.02% | Reduce -15.4% | 40,346 | $4.4M |
| Transcend Capital Advisors, LLC | 0.29% | Reduce -35.0% | 39,580 | $4.3M |
| Conrad Siegel Investment Advisors, Inc. | 1.08% | Reduce -9.8% | 36,528 | $4.0M |
| Prudential Financial Inc. | 0.01% | Add +10.8% | 35,503 | $3.9M |
| Angeles Wealth Management, LLC | 0.33% | New | 35,415 | $3.9M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -61.6% | 35,392 | $3.9M |
| Simplicity Wealth,LLC | 0.35% | Reduce -88.6% | 34,238 | $3.7M |
| IHT Wealth Management, LLC | 0.11% | Add +140.5% | 34,231 | $3.7M |
| Modus Advisors, LLC | 1.21% | Add +3.6% | 33,730 | $3.7M |
| Legacy Private Trust Co. | 0.25% | Add +33.2% | 33,475 | $3.7M |
| Concourse Financial Group Securities, Inc. | 0.22% | Add +26.3% | 33,322 | $3.6M |
| Nations Financial Group Inc, /Ia/ | 0.26% | New | 33,044 | $3.6M |
| MN Wealth Advisors, LLC | 1.96% | Add +15.4% | 31,465 | $3.4M |
| First Citizens Asset Management, Inc. | 1.18% | Add +0.5% | 30,437 | $3.3M |
| Echo45 Advisors LLC | 2.09% | Reduce -0.1% | 29,463 | $3.2M |
| Surience Private Wealth LLC | 3.20% | New | 28,637 | $3.1M |
| LVW Advisors, LLC | 0.39% | Add +1.4% | 27,948 | $3.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +62.1% | 27,908 | $3.1M |
| Mutual Advisors, LLC | 0.09% | Reduce -3.3% | 29,281 | $3.0M |
| Smartleaf Asset Management LLC | 0.37% | Reduce -25.0% | 27,655 | $3.0M |
| Migdal Insurance & Financial Holdings Ltd. | 0.05% | Reduce -1.4% | 27,658 | $3.0M |
| &partners | 0.06% | Add +447.4% | 27,595 | $3.0M |
| Jones Financial Companies LLLP | 0.00% | Add +350.9% | 26,849 | $2.9M |
| Horst & Graben Wealth Management LLC | 0.51% | Reduce -2.9% | 25,845 | $2.8M |
| Sykon Capital LLC | 0.99% | New | 25,624 | $2.8M |
| Forte Asset Management LLC | 1.49% | Reduce -12.1% | 25,536 | $2.8M |
| Davies Financial Advisors, Inc. | 2.43% | Add +612.4% | 25,439 | $2.8M |
| Parallel Advisors, LLC | 0.07% | Reduce -10.1% | 25,290 | $2.8M |
| Cooper Financial Group | 0.36% | Add +4.9% | 25,023 | $2.7M |
| Equitable Holdings, Inc. | 0.03% | Add +9.7% | 24,415 | $2.7M |
| Sound Income Strategies, LLC | 0.17% | Add +10438.5% | 23,817 | $2.6M |
| Center For Asset Management LLC | 1.55% | Add +98.1% | 23,782 | $2.6M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Reduce -0.1% | 23,568 | $2.6M |
| Alternative Investment Advisors, LLC. | 1.34% | Reduce -7.7% | 23,346 | $2.6M |
| Clear Creek Financial Management, LLC | 0.29% | Add +1.9% | 23,344 | $2.6M |
| Bank of Montreal | 0.00% | Add +48.9% | 23,010 | $2.5M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -7.6% | 23,003 | $2.5M |
| Farther Finance Advisors, LLC | 0.09% | Add +99.8% | 22,968 | $2.5M |
| Cary Street Partners Asset Management LLC | 0.32% | Reduce -31.4% | 22,527 | $2.5M |
| Financial & Tax Architects, LLC | 0.61% | New | 21,870 | $2.4M |
| Citadel Advisors | 0.00% | Reduce -69.3% | 21,808 | $2.4M |
| Annex Advisory Services, LLC | 0.08% | Reduce -42.1% | 21,800 | $2.4M |
| Invenio Wealth Partners LLC | 1.03% | Add +7.2% | 21,800 | $2.4M |
| Alpha Financial Partners LLC | 1.68% | New | 21,487 | $2.3M |
| Ehrlich Financial Group | 1.68% | Reduce -20.2% | 21,487 | $2.3M |
| Avid Wealth Partners LLC | 1.57% | Reduce -45.1% | 20,239 | $2.2M |
| Global Endowment Management, LP | 0.22% | No change | 20,210 | $2.2M |
| Choreo, LLC | 0.03% | Reduce -4.8% | 20,016 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +16.8% | 20,003 | $2.2M |
| Strategic Blueprint, LLC | 0.13% | Add +13.3% | 19,618 | $2.1M |
| Eagle Strategies LLC | 0.38% | Add +0.3% | 19,471 | $2.1M |
| James Investment Research, Inc. | 0.25% | Add +94.9% | 19,430 | $2.1M |
| CFS Investment Advisory Services, LLC | 0.17% | Reduce -1.0% | 18,656 | $2.0M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -1.9% | 17,578 | $1.9M |
| Insight Advisors, LLC/ PA | 0.33% | Add +19.6% | 17,477 | $1.9M |
| Fidelity D & D Bancorp Inc. | 1.26% | Add +34.1% | 17,374 | $1.9M |
| Collective Family Office LLC | 0.51% | Add +21.5% | 17,317 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -57.4% | 17,313 | $1.9M |
| Flow Traders U.S. LLC | 0.10% | New | 17,218 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.09% | Add +45.6% | 17,197 | $1.9M |
| CreativeOne Wealth, LLC | 0.06% | Add +32.2% | 16,865 | $1.8M |
| Silverleafe Capital Partners, LLC | 0.64% | New | 16,607 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +4.2% | 16,302 | $1.8M |
| ShoreHaven Wealth Partners, LLC | 0.85% | Reduce -12.3% | 16,175 | $1.8M |
| Advisory Services Network, LLC | 0.04% | No change | 17,088 | $1.8M |
| First Financial Bank - Trust Division | 0.16% | Reduce -87.9% | 15,672 | $1.7M |
| WealthShield Partners, LLC | 0.23% | Add +9.5% | 15,664 | $1.7M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Add +10.7% | 14,785 | $1.6M |
| Sigma Planning Corp | 0.05% | Add +72.5% | 14,653 | $1.6M |
| Avior Wealth Management, LLC | 0.06% | Reduce -2.7% | 14,414 | $1.6M |
| Sheridan Capital Management, LLC | 1.09% | Reduce -0.8% | 14,137 | $1.5M |
| Patron Partners, LLC | 0.85% | Reduce -24.4% | 14,087 | $1.5M |
| High Falls Advisors, Inc | 0.35% | Add +18.4% | 13,908 | $1.5M |
| RFG Advisory, LLC | 0.05% | Add +2.3% | 13,791 | $1.5M |
| Townsquare Capital LLC | 0.02% | Add +3.3% | 13,713 | $1.5M |
| Spire Wealth Management | 0.05% | Add +89.8% | 13,524 | $1.5M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -5.3% | 13,402 | $1.5M |
| LexAurum Advisors, LLC | 0.32% | Add +41.0% | 13,227 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Add +125.2% | 13,129 | $1.4M |
| Stone House Investment Management, LLC | 0.29% | Reduce -6.0% | 12,825 | $1.4M |
| First Heartland Consultants, Inc. | 0.15% | New | 12,779 | $1.4M |
| West Wealth Group, LLC | 0.45% | Add +14.0% | 12,609 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Add +194.6% | 12,557 | $1.4M |
| ONE Advisory Partners, LLC | 0.59% | Add +3.1% | 12,327 | $1.3M |
| Peninsula Wealth, LLC | 0.24% | Add +7.2% | 12,642 | $1.3M |
| Mendel Capital Management LLC | 0.82% | Add +8.7% | 12,282 | $1.3M |
| Quadrant Private Wealth Management, LLC | 0.33% | Reduce -4.0% | 12,235 | $1.3M |
| JT Stratford LLC | 0.23% | Add +17.5% | 12,141 | $1.3M |
| Ballew Advisors, Inc | 0.86% | Reduce -3.1% | 12,113 | $1.3M |
| Financial Advocates Investment Management | 0.07% | Reduce -79.8% | 11,500 | $1.3M |
| Morningstar Investment Services LLC | 0.01% | Add +18.2% | 11,603 | $1.3M |
| PFG Investments, LLC | 0.08% | Reduce -9.3% | 11,585 | $1.3M |
| Keebeck Wealth Management | 0.18% | Add +23.3% | 11,495 | $1.3M |
| Kickstand Ventures, Llc. | 0.32% | Reduce -4.7% | 11,420 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +37.7% | 11,335 | $1.2M |
| Strategic Investment Advisors / MI | 0.13% | Add +77.4% | 11,254 | $1.2M |
| TFB Advisors LLC | 0.36% | Add +72.3% | 11,218 | $1.2M |
| Values First Advisors, Inc. | 0.66% | Add +1.9% | 11,166 | $1.2M |
| TBH Global Asset Management, LLC | 0.27% | Add +34.3% | 11,143 | $1.2M |
| Clarus Wealth Advisors | 0.62% | New | 11,380 | $1.2M |
| SVB Wealth LLC | 1.02% | Reduce -82.4% | 10,988 | $1.2M |
| Kelly Financial Services LLC | 0.44% | Reduce -0.9% | 10,868 | $1.2M |
| Watershed Private Wealth LLC | 0.47% | Add +37.3% | 10,704 | $1.2M |
| Milestone Asset Management, LLC | 0.26% | New | 10,576 | $1.2M |
| PFG Advisors | 0.07% | Add +6.3% | 10,484 | $1.1M |
| Beam Wealth Advisors, Inc. | 0.35% | Reduce -27.4% | 10,453 | $1.1M |
| Liberty Wealth Management LLC | 0.19% | Reduce -87.9% | 10,390 | $1.1M |
| Vicus Capital | 0.10% | Add +63.5% | 10,330 | $1.1M |
| Focus Partners Wealth | 0.00% | Reduce -0.7% | 10,307 | $1.1M |
| TSA Wealth Managment LLC | 0.45% | Add +13.7% | 10,268 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -62.8% | 10,055 | $1.1M |
| Checchi Capital Advisers, LLC | 0.08% | Add +108.3% | 10,048 | $1.1M |
| Astoria Portfolio Advisors LLC. | 0.37% | Add +5.3% | 10,418 | $1.1M |
| Peak Financial Management, Inc. | 0.31% | Add +0.1% | 9,605 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.07% | New | 9,599 | $1.0M |
| GeoWealth Management, LLC | 0.04% | Reduce -17.0% | 9,553 | $1.0M |
| AlTi Global, Inc. | 0.03% | Reduce -13.2% | 9,549 | $1.0M |
| GenWealth Group, Inc. | 0.24% | Reduce -0.3% | 9,520 | $1.0M |
| Prudential PLC | 0.01% | Add +8.6% | 9,480 | $1.0M |
| Ascent Group, LLC | 0.08% | Add +6.3% | 9,437 | $1.0M |
| WBH Advisory Inc. | 0.10% | Add +49.9% | 9,414 | $1.0M |
| Tudor Investment Corporation | 0.01% | Add +93.0% | 9,403 | $1.0M |
| Global Retirement Partners, LLC | 0.03% | Add +8.1% | 8,966 | $980K |
| Cerity Partners LLC | 0.00% | Add +5.6% | 8,943 | $978K |
| Savvy Advisors, Inc. | 0.20% | Add +242.3% | 8,909 | $974K |
| Shared Vision Wealth Group LLC | 0.52% | Add +18.4% | 8,894 | $972K |
| Hazlett, Burt & Watson, Inc. | 0.44% | Add +9.7% | 8,869 | $967K |
| World Investment Advisors | 0.03% | New | 8,839 | $966K |
| Mayflower Financial Advisors, LLC | 0.15% | Add +0.7% | 8,802 | $962K |
| National Bank of Canada | 0.00% | Reduce -81.9% | 8,801 | $962K |
| Roman Butler Fullerton & Co. | 0.29% | Add +56.3% | 8,930 | $949K |
| Dohj, LLC | 0.22% | Add +71.1% | 8,691 | $947K |
| New Potomac Partners, LLC | 0.49% | Reduce -1.0% | 8,652 | $946K |
| Atlanta Consulting Group Advisors, LLC | 0.23% | Add +7.8% | 8,631 | $944K |
| Cypress Wealth Services, LLC | 0.19% | Add +1.0% | 8,598 | $940K |
| IFP Advisors, Inc | 0.03% | Add +9.3% | 8,544 | $934K |
| Prospera Financial Services Inc | 0.02% | Add +20.9% | 8,513 | $931K |
| Cyndeo Wealth Partners, LLC | 0.06% | Reduce -11.7% | 8,295 | $907K |
| Napa Wealth Management | 0.42% | Add +24.0% | 8,200 | $897K |
| Veltria Advisors Corp. | 0.35% | Reduce -6.2% | 8,193 | $896K |
| First Horizon Advisors, Inc. | 0.02% | Add +10.4% | 8,072 | $883K |
| Corient Private Wealth LP | 0.00% | Reduce -35.5% | 7,985 | $873K |
| TD Private Client Wealth LLC | 0.03% | Reduce -97.4% | 7,982 | $873K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -2.6% | 7,803 | $853K |
| GLOBALT Investments LLC / GA | 0.03% | Reduce -2.6% | 7,760 | $848K |
| Klaas Financial Asset Advisors, LLC | 0.15% | Add +1.9% | 7,726 | $845K |
| Braun-Bostich & Associates Inc. | 0.58% | Add +0.5% | 7,607 | $832K |
| Wealth Alliance, LLC | 0.10% | Add +6.9% | 7,531 | $823K |
| Keybank National Association | 0.00% | Add +10.9% | 7,520 | $822K |
| TrinityPoint Wealth, LLC | 0.12% | Reduce -34.6% | 7,448 | $814K |
| Lanark Financial, Inc. | 0.07% | Add +28.4% | 7,323 | $800K |
| My Legacy Advisors, LLC | 0.31% | Reduce -17.5% | 7,270 | $795K |
| GTS Securities LLC | 0.02% | Add +253.8% | 7,108 | $777K |
| D L Carlson Investment Group Inc. | 0.14% | No change | 6,875 | $752K |
| True Vision MN LLC | 0.45% | Add +2.0% | 6,814 | $745K |
| Mgo One Seven LLC | 0.03% | Reduce -0.5% | 6,524 | $713K |
| Summit X, LLC | 0.17% | Reduce -7.9% | 6,653 | $683K |
| Lockerman Financial Group, Inc. | 1.14% | Add +32.9% | 6,162 | $674K |
| Alera Investment Advisors, LLC | 0.08% | Reduce -0.1% | 6,097 | $667K |
| Gateway Wealth Partners, LLC | 0.18% | Reduce -44.3% | 5,895 | $645K |
| Camarda Financial Advisors, LLC | 0.23% | Add +4.5% | 5,581 | $610K |
| Riverwater Partners LLC | 0.30% | No change | 5,570 | $607K |
| RHS Financial, LLC | 0.30% | New | 5,403 | $591K |
| Swmg, LLC | 0.24% | Add +15.3% | 5,606 | $569K |
| Jane Street Group, LLC | 0.00% | Reduce -92.5% | 5,191 | $568K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -31.6% | 5,172 | $565K |
| Theory Financial LLC | 0.24% | Add +9.3% | 5,339 | $553K |
| Market Street Wealth Management Advisors LLC | 0.09% | No change | 5,046 | $552K |
| BCGM Wealth Management, LLC | 0.18% | Add +69.5% | 5,043 | $551K |
| Firethorn Wealth Partners, LLC | 0.28% | Add +3.6% | 5,018 | $549K |
| Lane & Associates LLC | 0.30% | Reduce -25.6% | 5,005 | $547K |
| Harbor Investment Advisory, LLC | 0.05% | Add +0.4% | 4,915 | $537K |
| Harbour Investments, Inc. | 0.02% | Add +43.5% | 4,868 | $532K |
| Client 1ST Advisory Group, LLC | 0.21% | Reduce -17.9% | 4,829 | $528K |
| Claro Advisors Inc. | 0.07% | Add +39.1% | 4,623 | $505K |
| One Day In July LLC | 0.06% | Reduce -53.6% | 4,613 | $504K |
| Raymond James Trust N.A. | 0.01% | Reduce -9.7% | 4,594 | $502K |
| WNY Asset Management, LLC | 0.06% | Add +0.0% | 4,578 | $501K |
| Essex Financial Services, Inc. | 0.04% | Reduce -10.6% | 4,703 | $489K |
| Independent Financial Group, LLC | 0.02% | Add +21.3% | 4,404 | $482K |
| Verus Capital Partners, LLC | 0.05% | Add +18.9% | 4,383 | $479K |
| Mosley Wealth Management | 0.33% | Add +12.5% | 4,590 | $477K |
| Betterment LLC | 0.00% | Add +7.8% | 4,278 | $468K |
| Tucker Asset Management LLC | 0.11% | Add +2571.9% | 4,275 | $467K |
| Apeiron RIA LLC | 0.13% | Add +2.0% | 4,253 | $465K |
| Vermillion & White Wealth Management Group, LLC | 0.34% | Add +1.6% | 4,202 | $459K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -15.3% | 4,146 | $453K |
| Beacon Financial Group | 0.05% | Reduce -0.9% | 4,116 | $450K |
| Blue Trust, Inc. | 0.01% | Add +109.3% | 4,377 | $450K |
| JFS Wealth Advisors, LLC | 0.03% | Add +1.3% | 4,081 | $446K |
| Journey Strategic Wealth LLC | 0.02% | New | 4,058 | $444K |
| Hilltop Holdings Inc. | 0.03% | Add +19.0% | 3,936 | $430K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -10.0% | 3,914 | $428K |
| Whittier Trust Co. | 0.01% | No change | 3,884 | $425K |
| Arrien Investments, Inc. | 0.30% | Add +9.5% | 3,853 | $421K |
| J. W. Coons Advisors, LLC | 0.08% | No change | 3,810 | $417K |
| Savant Capital, LLC | 0.00% | Reduce -39.2% | 3,796 | $415K |
| Hoxton Planning & Management, LLC | 0.15% | Add +46.8% | 3,636 | $398K |
| RS Crum Inc. | 0.09% | No change | 3,625 | $396K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -31.8% | 3,598 | $393K |
| Source Financial Advisors LLC | 0.12% | Reduce -31.9% | 3,598 | $393K |
| Tru Independence Asset Management 2, LLC | 0.32% | — | 3,522 | $385K |
| MMBG Investment Advisors Co. | 0.04% | No change | 3,488 | $381K |
| SigFig Wealth Management, LLC | 0.01% | Add +0.8% | 3,369 | $370K |
| Channel Wealth LLC | 0.11% | Add +56.9% | 3,124 | $342K |
| Nwam LLC | 0.02% | New | 3,104 | $339K |
| Diversify Advisory Services, LLC | 0.02% | Add +7.2% | 3,227 | $335K |
| WR Wealth Planners, LLC | 0.09% | Add +7.2% | 3,045 | $333K |
| Omega Financial Group, LLC | 0.12% | New | 2,921 | $319K |
| Crewe Advisors LLC | 0.04% | New | 2,908 | $318K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.9% | 2,898 | $317K |
| ABLE Financial Group, LLC | 0.10% | New | 2,890 | $316K |
| Spectrum Wealth Counsel, LLC | 0.04% | Add +0.6% | 2,886 | $316K |
| Global Trust Asset Management, LLC | 0.12% | New | 2,850 | $312K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -9.3% | 2,849 | $311K |
| Brophy Wealth Management, LLC | 0.11% | — | 2,831 | $310K |
| Aspire Private Capital, LLC | 0.07% | Add +13.5% | 2,791 | $305K |
| Shelter Mutual Insurance Co | 0.07% | Reduce -50.2% | 2,930 | $301K |
| CW Advisors, LLC | 0.00% | Reduce -6.9% | 2,700 | $295K |
| Silverlake Wealth Management LLC | 0.11% | New | 2,658 | $291K |
| Private Trust Co. NA | 0.03% | Reduce -46.6% | 2,658 | $291K |
| Redwood Investment Management, LLC | 0.03% | Reduce -2.8% | 2,594 | $288K |
| Cumberland Partners Ltd | 0.02% | New | 2,620 | $286K |
| Wealthgarden F.S. LLC | 0.28% | New | 2,607 | $285K |
| MCF Advisors LLC | 0.02% | No change | 2,567 | $281K |
| Fermata Advisors, LLC | 0.06% | Add +9.9% | 2,564 | $280K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -22.0% | 2,551 | $279K |
| FMR LLC | 0.00% | Add +129.0% | 2,551 | $279K |
| Benjamin Edwards Inc. | 0.00% | New | 2,537 | $277K |
| Gries Financial LLC | 0.05% | Reduce -23.9% | 2,535 | $277K |
| Citigroup Inc. | 0.00% | Reduce -84.6% | 2,523 | $276K |
| W Advisors, LLC | 0.17% | Add +1.4% | 2,468 | $270K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.3% | 2,460 | $269K |
| TNF LLC | 0.10% | Add +1.1% | 2,559 | $266K |
| Leuthold Group, LLC | 0.03% | New | 2,408 | $263K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | Add +13.0% | 2,400 | $262K |
| Family Asset Management, LLC | 0.16% | Reduce -53.3% | 2,376 | $260K |
| Chicago Capital, LLC | 0.01% | New | 2,357 | $258K |
| Meridian Wealth Management, LLC | 0.01% | New | 2,342 | $256K |
| Invst, LLC | 0.03% | New | 2,330 | $255K |
| Commonwealth Financial Services, LLC | 0.05% | Reduce -96.6% | 2,230 | $244K |
| Flagstar Securities, Inc. | 0.06% | Add +2.1% | 2,215 | $242K |
| Simplex Trading, LLC | 0.01% | New | 2,171 | $237K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.8% | 2,133 | $233K |
| Trivium Point Advisory, LLC | 0.03% | New | 2,290 | $232K |
| Clean Yield Group | 0.07% | Reduce -52.3% | 2,100 | $230K |
| Trinity Wealth Management, LLC | 0.10% | New | 2,091 | $229K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 2,080 | $227K |
| Gen-Wealth Partners Inc | 0.10% | Reduce -5.0% | 2,187 | $226K |
| Beacon Financial Advisory LLC | 0.08% | New | 2,067 | $226K |
| Park Place Capital Corp | 0.06% | Reduce -11.8% | 2,011 | $220K |
| Sovereign Financial Group, Inc. | 0.05% | Add +0.1% | 1,995 | $218K |
| AE Wealth Management LLC | 0.00% | New | 1,978 | $216K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -0.7% | 1,961 | $214K |
| Wedbush Securities Inc. | 0.01% | Reduce -44.8% | 1,954 | $214K |
| Csenge Advisory Group | 0.01% | New | 2,025 | $213K |
| Signet Financial Management, LLC | 0.03% | New | 1,922 | $210K |
| Boston Family Office LLC | 0.01% | New | 1,904 | $208K |
| LFA - Lugano Financial Advisors SA | 0.14% | Add +84.5% | 1,889 | $207K |
| Ramiah Investment Group | 0.19% | New | 1,886 | $206K |
| Arkadios Wealth Advisors | 0.01% | New | 1,885 | $206K |
| Magnus Financial Group LLC | 0.02% | New | 1,876 | $205K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +69.8% | 1,866 | $205K |
| Bulltick Wealth Management, LLC | 0.05% | Reduce -31.8% | 1,866 | $204K |
| Sutton Place Investors LLC | 0.12% | New | 1,851 | $202K |
| Pflug Koory, LLC | 0.01% | — | 1,820 | $199K |
| LGT Financial Advisors LLC | 0.46% | Add +14.4% | 1,715 | $187K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 1,617 | $177K |
| Blair William & Co. | 0.00% | Reduce -23.2% | 1,420 | $155K |
| Corebridge Financial, Inc. | 0.00% | No change | 1,400 | $153K |
| CoreCap Advisors, LLC | 0.01% | New | 1,397 | $153K |
| TCTC Holdings, LLC | 0.01% | No change | 1,397 | $153K |
| Baird Financial Group, Inc. | 0.00% | New | 1,331 | $146K |
| Fifth Third Bancorp | 0.00% | Add +682.3% | 1,150 | $126K |
| ORG Partners LLC | 0.02% | Reduce -1.0% | 1,109 | $121K |
| Richardson Financial Services Inc. | 0.07% | No change | 1,111 | $114K |
| Allworth Financial LP | 0.00% | Reduce -17.9% | 984 | $108K |
| NBT Bank, N.A. | 0.01% | Reduce -2.7% | 894 | $98K |
| Bristlecone Advisors, LLC | 0.01% | New | 800 | $87K |
| Biltmore Family Office, LLC | 0.01% | New | 785 | $86K |
| Silver Oak Securities, Incorporated | 0.01% | New | 685 | $75K |
| Beacon Capital Management, LLC | 0.01% | Add +25.1% | 669 | $73K |
| Northwest Investment Counselors, LLC | 0.01% | New | 565 | $62K |
| PNC Financial Services Group, Inc. | 0.00% | Add +349.1% | 494 | $54K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -7.5% | 471 | $51K |
| Country Trust Bank | 0.00% | No change | 451 | $49K |
| First Command Advisory Services, Inc. | 0.00% | No change | 450 | $49K |
| International Assets Investment Management, LLC | 0.00% | Reduce -2.9% | 405 | $44K |
| New Republic Capital, LLC | 0.02% | Reduce -10.1% | 382 | $42K |
| St Germain D J Co. Inc. | 0.00% | Add +1.7% | 366 | $40K |
| Gould Capital, LLC | 0.03% | No change | 350 | $38K |
| UMB Bank, n.a. | 0.00% | Add +313.6% | 335 | $37K |
| Sugarloaf Wealth Management, LLC | 0.01% | Reduce -34.9% | 308 | $34K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | New | 290 | $32K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -46.1% | 282 | $31K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 279 | $31K |
| Clearstead Advisors, LLC | 0.00% | Add +173.7% | 260 | $28K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 253 | $28K |
| CIBC Private Wealth Group LLC | 0.00% | Add +319.2% | 218 | $24K |
| Independence Bank of Kentucky | 0.00% | No change | 200 | $22K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -15.5% | 196 | $21K |
| LRI Investments, LLC | 0.00% | No change | 200 | $20K |
| Bray Capital Advisors | 0.00% | No change | 175 | $19K |
| Oarsman Capital, Inc. | 0.00% | New | 167 | $18K |
| Element Wealth, LLC | 0.01% | Reduce -7.9% | 164 | $18K |
| Trust Co. of Vermont | 0.00% | No change | 162 | $18K |
| Continuum Advisory, LLC | 0.00% | New | 142 | $14K |
| Financial Network Wealth Advisors LLC | 0.01% | Reduce -79.1% | 130 | $14K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 130 | $14K |
| Bokf, NA | 0.00% | No change | 126 | $14K |
| Creative Financial Designs Inc. | 0.00% | Add +2.5% | 124 | $14K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 119 | $13K |
| Tradewinds Capital Management, LLC | 0.00% | New | 105 | $11K |
| CENTRAL TRUST Co | 0.00% | No change | 103 | $11K |
| AdvisorNet Financial, Inc | 0.00% | No change | 95 | $10K |
| Piscataqua Savings Bank | 0.01% | New | 94 | $10K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 93 | $10K |
| Gilliland Jeter Wealth Management LLC | 0.00% | Reduce -11.5% | 92 | $10K |
| Toronto Dominion Bank | 0.00% | Reduce -76.7% | 88 | $10K |
| NorthRock Partners, LLC | 0.00% | Reduce -85.9% | 81 | $9K |
| Rise Advisors, LLC | 0.00% | New | 80 | $9K |
| Sandy Spring Bank | 0.00% | No change | 78 | $9K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -41.4% | 78 | $9K |
| REAP Financial Group, LLC | 0.00% | Reduce -20.0% | 76 | $8K |
| Franklin Resources Inc. | 0.00% | No change | 77 | $8K |
| Baldwin Wealth Partners LLC | 0.00% | New | 74 | $8K |
| Covestor Ltd | 0.01% | Add +19.0% | 69 | $8K |
| Tidemark, LLC | 0.00% | No change | 72 | $8K |
| SYSTM Wealth Solutions LLC | 0.23% | — | 68 | $7K |
| Planning Capital Management Corp | 0.00% | New | 67 | $7K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 66 | $7K |
| Raleigh Capital Management Inc. | 0.00% | Add +1.5% | 66 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -18.7% | 61 | $7K |
| TFC Financial Management, Inc. | 0.00% | New | 59 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 60 | $6K |
| Signaturefd, LLC | 0.00% | Reduce -39.3% | 51 | $6K |
| Johnson Financial Group, Inc. | 0.00% | No change | 49 | $5K |
| Truvestments Capital LLC | 0.00% | New | 47 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1433.3% | 46 | $5K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +4400.0% | 45 | $5K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 44 | $5K |
| Halpern Financial, Inc. | 0.00% | New | 44 | $5K |
| Indiana Trust & Investment Management Co | 0.00% | New | 41 | $4K |
| North Star Investment Management Corp. | 0.00% | New | 40 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 40 | $4K |
| Redmont Wealth Advisors LLC | 0.01% | New | 39 | $4K |
| Investors Research Corp | 0.00% | No change | 38 | $4K |
| Ancora Advisors LLC | 0.00% | Reduce -37.8% | 28 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -4.0% | 24 | $2K |
| Kozak & Associates, Inc. | 0.00% | New | 20 | $2K |
| CGC Financial Services, LLC | 0.00% | No change | 19 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -94.2% | 11 | $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% | No change | 10 | $1K |
| Capital Analysts, LLC | 0.00% | No change | 5 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 5 | $547 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 5 | $547 |
| Glass Jacobson Investment Advisors llc | 0.00% | Add +100.0% | 4 | $438 |
| AllSquare Wealth Management LLC | 0.00% | No change | 3 | $328 |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 1 | $110 |
"% 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.