iShares 10-20 Year TreasuryTLHETF
13F holders, Q4 2024 (December 31)482holders +3
49new positions
61sold out
1famous investor
$99.54avg. 13F price*
At the end of Q4 2024, 482 institutions reported holding iShares 10-20 Year Treasury (TLH) in their 13F filings, up 3 from Q3 2024. 49 opened new positions and 61 sold out. The largest holders were Bank of America Corp. ($907.1M), Forum Financial Management, LP ($748.4M) and Wells Fargo & Company ($402.2M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $152.0M |
| Exits | 61 | $336.0M |
All 13F filers, Q3 2024 → Q4 2024: 5,737,540 shares bought and 8,937,102 shares sold, net −3,199,562 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 482 holders
| Bank of America Corp. | 0.08% | Reduce -6.9% | 9,112,812 | $907.1M |
| Forum Financial Management, LP | 12.40% | Add +5.3% | 7,518,329 | $748.4M |
| Wells Fargo & Company | 0.10% | Add +4.7% | 4,040,188 | $402.2M |
| Envestnet Asset Management Inc. | 0.11% | Reduce -2.9% | 3,346,079 | $333.1M |
| Ameriprise Financial Inc. | 0.08% | Reduce -0.7% | 2,951,452 | $293.5M |
| LPL Financial LLC | 0.09% | Add +21.4% | 2,210,335 | $220.0M |
| Morgan Stanley | 0.01% | Add +6.7% | 2,075,570 | $206.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -19.1% | 1,738,923 | $173.1M |
| Assetmark, Inc. | 0.46% | Add +11.3% | 1,707,996 | $170.0M |
| Richard Bernstein Advisors LLC | 3.75% | Reduce -13.3% | 1,662,215 | $165.5M |
| Truist Financial Corp. | 0.17% | Reduce -22.2% | 1,118,094 | $111.3M |
| Envestnet Portfolio Solutions, Inc. | 0.30% | Add +4.7% | 922,037 | $91.8M |
| Destination Wealth Management | 2.26% | Reduce -2.7% | 724,813 | $72.1M |
| First Citizens Bank & Trust Co. | 1.30% | Add +19.3% | 709,967 | $70.7M |
| UBS Group AG | 0.02% | Reduce -35.4% | 697,835 | $69.5M |
| Cetera Investment Advisers | 0.14% | Reduce -1.5% | 665,173 | $66.2M |
| Raymond James Financial Inc. | 0.02% | — | 643,498 | $64.1M |
| Smith Anglin Financial, LLC | 5.72% | Add +1.3% | 612,421 | $61.0M |
| Jane Street Group, LLC | 0.09% | Add +10276.6% | 538,648 | $53.6M |
| US Bancorp \de | 0.06% | Add +176.1% | 488,231 | $48.6M |
| Janney Montgomery Scott LLC | 0.13% | New | 471,231 | $46.9M |
| Stifel Financial Corp. | 0.05% | Add +1.1% | 454,967 | $45.3M |
| RiverFront Investment Group, LLC | 0.97% | Reduce -11.6% | 427,132 | $42.5M |
| Captrust Financial Advisors | 0.12% | Reduce -10.2% | 404,820 | $40.3M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +6.2% | 400,782 | $39.9M |
| MML Investors Services, LLC | 0.13% | Add +12.0% | 378,246 | $37.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +260.3% | 368,132 | $36.6M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +80.2% | 324,243 | $32.3M |
| Royal Bank of Canada | 0.01% | Add +4.0% | 308,043 | $30.7M |
| MAI Capital Management | 0.23% | New | 304,010 | $30.3M |
| Vestmark Advisory Solutions, Inc. | 1.01% | Add +31.4% | 295,618 | $29.4M |
| Osaic Holdings, Inc. | 0.06% | Reduce -18.3% | 288,042 | $28.7M |
| Dynasty Wealth Management, LLC | 0.46% | Add +171.1% | 270,722 | $26.9M |
| Commonwealth Equity Services, LLC | 0.04% | Add +4.0% | 257,170 | $25.6M |
| Sanctuary Advisors, LLC | 0.16% | Reduce -5.7% | 245,329 | $24.7M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -7.7% | 233,001 | $23.2M |
| GenTrust, LLC | 0.98% | New | 226,527 | $22.5M |
| Johnson Bixby & Associates, LLC | 3.33% | Add +2.5% | 219,324 | $21.8M |
| Castleark Management LLC | 0.75% | New | 215,592 | $21.5M |
| Sagespring Wealth Partners, LLC | 0.55% | — | 210,686 | $21.0M |
| Bridge Generations Wealth Management LLC | 13.82% | — | 210,198 | $20.9M |
| Cwm, LLC | 0.09% | Reduce -10.4% | 209,829 | $20.9M |
| Steward Partners Investment Advisory, LLC | 0.18% | Add +19.3% | 207,333 | $20.6M |
| Park Avenue Securities LLC | 0.21% | Add +12.3% | 204,710 | $20.4M |
| Hengehold Capital Management LLC | 1.79% | Add +4.8% | 190,649 | $19.0M |
| Bank of New York Mellon Corp | 0.00% | Add +1.2% | 189,059 | $18.8M |
| Rockefeller Capital Management L.P. | 0.05% | Add +0.2% | 181,196 | $18.0M |
| HighTower Advisors, LLC | 0.02% | Add +31.4% | 177,266 | $17.6M |
| Financial Engines Advisors L.L.C. | 0.04% | Add +36.4% | 170,062 | $16.9M |
| Eastern Bank | 0.30% | Add +10.4% | 163,052 | $16.2M |
| TD Waterhouse Canada Inc. | 0.13% | Add +102.0% | 162,055 | $16.1M |
| Thrivent Financial for Lutherans | 0.03% | Add +4.9% | 153,770 | $15.5M |
| Goelzer Investment Management, Inc. | 0.88% | Reduce -7.0% | 151,809 | $15.1M |
| Nicolet Advisory Services, LLC | 1.37% | Add +9.2% | 153,087 | $15.0M |
| Keel Point, LLC | 1.13% | Add +13.2% | 142,164 | $14.2M |
| Private Advisor Group, LLC | 0.08% | Reduce -19.1% | 139,602 | $13.9M |
| Harvest Portfolios Group Inc. | 0.46% | Add +13.1% | 137,424 | $13.7M |
| Daymark Wealth Partners, LLC | 0.53% | Add +13.9% | 126,605 | $12.6M |
| NewEdge Advisors, LLC | 0.07% | Add +8.6% | 119,932 | $11.9M |
| Quantitative Strategies, Inc. | 6.32% | Add +1.8% | 118,825 | $11.8M |
| Citadel Advisors | 0.01% | Add +402.5% | 109,578 | $10.9M |
| Financial Life Advisors | 4.04% | Add +2.1% | 108,180 | $10.8M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -34.7% | 101,727 | $10.2M |
| Mariner, LLC | 0.02% | Add +52.4% | 93,950 | $9.4M |
| Cerity Partners LLC | 0.02% | Add +949.3% | 93,838 | $9.3M |
| Pinnacle Financial Partners Inc | 0.19% | Reduce -28.8% | 92,940 | $9.3M |
| Systelligence, LLC | 2.24% | Reduce -11.5% | 91,079 | $9.1M |
| Arvest Investments, Inc. | 1.43% | Reduce -1.2% | 89,723 | $8.9M |
| Blue Oak Capital, LLC | 5.35% | — | 88,485 | $8.8M |
| Atria Wealth Solutions, Inc. | 0.09% | Add +34.3% | 85,646 | $8.5M |
| SVB Wealth LLC | 0.16% | Add +664.3% | 83,981 | $8.4M |
| Affinity Capital Advisors, LLC | 1.56% | Add +10.2% | 84,215 | $8.3M |
| Arrow Financial Corp | 0.77% | Reduce -62.1% | 81,467 | $8.1M |
| Net Worth Advisory Group | 2.46% | Add +0.3% | 81,442 | $8.1M |
| 1 North Wealth Services LLC | 3.36% | — | 79,762 | $7.9M |
| Coldstream Capital Management Inc. | 0.17% | Reduce -2.8% | 79,198 | $7.9M |
| Confluence Investment Management LLC | 0.11% | Add +1.2% | 76,906 | $7.7M |
| BlackRock, Inc. | 0.00% | Reduce -33.5% | 73,792 | $7.3M |
| OneDigital Investment Advisors LLC | 0.08% | Add +22.2% | 72,967 | $7.3M |
| Trek Financial, LLC | 0.54% | Add +4.8% | 72,503 | $7.2M |
| Demars Financial Group, LLC | 3.08% | Add +6.8% | 70,780 | $7.0M |
| Integrated Wealth Concepts LLC | 0.08% | Add +9.6% | 70,465 | $7.0M |
| Evergreen Private Wealth LLC | 3.22% | Add +67.8% | 68,951 | $6.9M |
| Hughes Financial Services, LLC | 1.40% | — | 68,452 | $6.8M |
| Scotia Capital Inc. | 0.03% | Add +0.7% | 64,859 | $6.5M |
| IHT Wealth Management, LLC | 0.20% | Add +85.5% | 63,503 | $6.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.09% | Add +118.1% | 60,328 | $6.0M |
| BNP Paribas Financial Markets | 0.00% | Add +379.4% | 60,199 | $6.0M |
| Modern Wealth Management, LLC | 0.22% | New | 59,187 | $5.9M |
| Cresta Advisors, Ltd. | 3.03% | No change | 52,920 | $5.8M |
| Nan Shan Life Insurance Co., Ltd. | 0.13% | No change | 54,700 | $5.4M |
| Atria Investments, Inc | 0.07% | Add +0.1% | 54,252 | $5.4M |
| Nicolet Bankshares Inc. | 1.02% | Add +16.0% | 52,732 | $5.2M |
| Premier Path Wealth Partners, LLC | 0.79% | Add +6.4% | 52,303 | $5.2M |
| Foundations Investment Advisors, LLC | 0.10% | Add +11.8% | 50,692 | $5.0M |
| Prospera Financial Services Inc | 0.12% | Add +490.8% | 50,297 | $5.0M |
| AllGen Financial Advisors, Inc. | 1.68% | Reduce -66.2% | 50,233 | $5.0M |
| Quotient Wealth Partners, LLC | 0.16% | Add +18.3% | 49,946 | $5.0M |
| SPC Financial, Inc. | 0.42% | Add +8.0% | 48,475 | $4.8M |
| Avaii Wealth Management, LLC | 2.32% | Reduce -5.4% | 47,414 | $4.7M |
"% 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.