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 |
| Ranch Capital Advisors Inc. | 2.11% | New | 44,845 | $4.5M |
| Angeles Wealth Management, LLC | 0.37% | Add +26.2% | 44,698 | $4.4M |
| Heck Capital Advisors, LLC | 0.51% | Add +6.6% | 44,610 | $4.4M |
| Krilogy Financial LLC | 0.29% | Reduce -8.7% | 44,224 | $4.4M |
| Signature Estate & Investment Advisors LLC | 0.11% | Reduce -94.3% | 43,813 | $4.4M |
| One Wealth Advisors, LLC | 0.65% | Reduce -1.5% | 43,737 | $4.4M |
| Pathstone Holdings, LLC | 0.02% | Reduce -61.1% | 42,557 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -39.0% | 42,225 | $4.2M |
| Townsquare Capital LLC | 0.05% | Add +206.2% | 41,995 | $4.2M |
| LFA - Lugano Financial Advisors SA | 2.71% | Add +2101.7% | 41,590 | $4.1M |
| Jones Financial Companies LLLP | 0.00% | Add +52.8% | 41,034 | $4.1M |
| Icon Wealth Advisors, LLC | 0.33% | Reduce -4.3% | 40,758 | $4.1M |
| Concourse Financial Group Securities, Inc. | 0.23% | Add +21.1% | 40,370 | $4.0M |
| ABLE Financial Group, LLC | 1.18% | Add +1288.5% | 40,127 | $4.0M |
| &partners | 0.05% | Add +41.6% | 39,089 | $3.9M |
| Avantax Planning Partners, Inc. | 0.14% | New | 38,989 | $3.9M |
| MN Wealth Advisors, LLC | 2.10% | Add +18.9% | 37,397 | $3.7M |
| Conrad Siegel Investment Advisors, Inc. | 0.99% | Add +1.5% | 37,087 | $3.7M |
| Comerica Bank | 0.01% | Reduce -10.3% | 36,197 | $3.6M |
| Regal Investment Advisors LLC | 0.26% | Reduce -21.9% | 35,307 | $3.5M |
| Transcend Capital Advisors, LLC | 0.25% | Reduce -10.9% | 35,281 | $3.5M |
| Trustmark Bank Trust Department | 0.25% | Reduce -26.0% | 34,323 | $3.4M |
| Ewa, LLC | 1.28% | Reduce -31.9% | 34,318 | $3.4M |
| Modus Advisors, LLC | 1.05% | Reduce -0.5% | 33,553 | $3.3M |
| Legacy Private Trust Co. | 0.22% | Reduce -0.3% | 33,362 | $3.3M |
| Smartleaf Asset Management LLC | 0.33% | Add +18.6% | 32,798 | $3.3M |
| First Citizens Asset Management, Inc. | 1.13% | Add +2.1% | 31,084 | $3.1M |
| Forte Asset Management LLC | 1.55% | Add +14.9% | 29,335 | $2.9M |
| 5T Wealth, LLC | 1.60% | — | 29,262 | $2.9M |
| Royal Fund Management, LLC | 0.31% | Reduce -54.9% | 28,903 | $2.9M |
| Farther Finance Advisors, LLC | 0.10% | Add +25.6% | 28,857 | $2.9M |
| LVW Advisors, LLC | 0.35% | Add +1.4% | 28,350 | $2.8M |
| Tiaa Trust, National Association | 0.01% | Reduce -80.6% | 27,298 | $2.7M |
| Quadrature Capital Ltd | 0.05% | New | 25,623 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -9.0% | 25,396 | $2.5M |
| Horst & Graben Wealth Management LLC | 0.44% | Reduce -2.9% | 25,106 | $2.5M |
| Invenio Wealth Partners LLC | 1.04% | Add +14.8% | 25,033 | $2.5M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -31.9% | 24,084 | $2.4M |
| Stratos Wealth Advisors, LLC | 0.11% | Add +39.7% | 24,030 | $2.4M |
| Financial & Tax Architects, LLC | 0.61% | Add +9.8% | 24,004 | $2.4M |
| Mutual Advisors, LLC | 0.07% | Reduce -17.8% | 24,084 | $2.4M |
| Fidelity D & D Bancorp Inc. | 1.53% | Add +33.0% | 23,101 | $2.3M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Reduce -2.2% | 23,044 | $2.3M |
| Columbia Bank | 0.79% | Reduce -55.6% | 23,430 | $2.3M |
| Clear Creek Financial Management, LLC | 0.24% | Reduce -3.1% | 22,622 | $2.3M |
| Strategic Blueprint, LLC | 0.13% | Add +15.1% | 22,578 | $2.2M |
| True North Advisors, LLC | 0.53% | New | 22,437 | $2.2M |
| Ehrlich Financial Group | 1.58% | Add +4.1% | 22,371 | $2.2M |
| Insight Advisors, LLC/ PA | 0.37% | Add +24.6% | 21,770 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +9.0% | 21,804 | $2.2M |
| Valtinson Bruner Financial Planning LLC | 0.76% | New | 21,733 | $2.2M |
| Corient Private Wealth LP | 0.00% | Add +171.2% | 21,655 | $2.2M |
| Alternative Investment Advisors, LLC. | 1.12% | Reduce -7.4% | 21,624 | $2.2M |
| Quadrant Private Wealth Management, LLC | 0.53% | Add +76.6% | 21,611 | $2.2M |
| Avid Wealth Partners LLC | 1.51% | Add +5.7% | 21,401 | $2.1M |
| Center For Asset Management LLC | 1.34% | Reduce -12.4% | 20,841 | $2.1M |
| Defined Financial Planning LLC | 2.10% | — | 19,797 | $2.0M |
| CreativeOne Wealth, LLC | 0.06% | Add +15.8% | 19,536 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -78.3% | 19,525 | $1.9M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -78.3% | 19,525 | $1.9M |
| Choreo, LLC | 0.03% | Reduce -4.3% | 19,157 | $1.9M |
| ShoreHaven Wealth Partners, LLC | 0.89% | Add +17.1% | 18,935 | $1.9M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -17.9% | 18,880 | $1.9M |
| Advisory Services Network, LLC | 0.03% | Add +6.6% | 18,212 | $1.8M |
| Savvy Advisors, Inc. | 0.22% | Add +102.4% | 18,029 | $1.8M |
| Geneos Wealth Management Inc. | 0.06% | Add +0.0% | 17,585 | $1.8M |
| West Wealth Group, LLC | 0.51% | Add +37.3% | 17,312 | $1.7M |
| Parallel Advisors, LLC | 0.04% | Reduce -31.7% | 17,264 | $1.7M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Add +16.7% | 17,257 | $1.7M |
| Values First Advisors, Inc. | 0.94% | Add +53.7% | 17,167 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Add +5.3% | 17,165 | $1.7M |
| Collective Family Office LLC | 0.46% | Reduce -2.1% | 16,950 | $1.7M |
| Syon Capital LLC | 0.15% | Reduce -83.6% | 16,827 | $1.7M |
| Annex Advisory Services, LLC | 0.05% | Reduce -25.2% | 16,307 | $1.6M |
| First Financial Bank - Trust Division | 0.14% | Reduce -2.8% | 15,232 | $1.5M |
| Liberty Wealth Management LLC | 0.24% | Add +41.5% | 14,699 | $1.5M |
| Sheridan Capital Management, LLC | 1.02% | Add +3.4% | 14,623 | $1.5M |
| WealthShield Partners, LLC | 0.20% | Reduce -8.1% | 14,395 | $1.4M |
| Sigma Planning Corp | 0.04% | Reduce -3.1% | 14,200 | $1.4M |
| Spire Wealth Management | 0.04% | Add +3.7% | 14,030 | $1.4M |
| Legacy PCG, LLC | 0.96% | New | 13,624 | $1.4M |
| Cary Street Partners Financial LLC | 0.04% | — | 13,563 | $1.4M |
| Patron Partners, LLC | 0.72% | Reduce -4.6% | 13,436 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Reduce -45.0% | 13,433 | $1.3M |
| High Falls Advisors, Inc | 0.31% | Reduce -3.7% | 13,396 | $1.3M |
| Regatta Capital Group, LLC | 0.25% | Reduce -92.4% | 13,188 | $1.3M |
| One Wealth Capital Management, LLC | 0.66% | — | 13,062 | $1.3M |
| Hazlett, Burt & Watson, Inc. | 0.57% | Add +45.4% | 12,899 | $1.3M |
| LexAurum Advisors, LLC | 0.25% | Reduce -3.4% | 12,772 | $1.3M |
| Strategic Investment Advisors / MI | 0.13% | Add +13.0% | 12,716 | $1.3M |
| Clarus Wealth Advisors | 0.63% | Add +13.3% | 12,890 | $1.3M |
| Stone House Investment Management, LLC | 0.31% | Reduce -4.8% | 12,213 | $1.2M |
| JT Stratford LLC | 0.20% | Reduce -0.3% | 12,105 | $1.2M |
| RFG Advisory, LLC | 0.03% | Reduce -12.8% | 12,026 | $1.2M |
| Mendel Capital Management LLC | 0.72% | Reduce -2.5% | 11,974 | $1.2M |
| Echo45 Advisors LLC | 0.78% | Reduce -59.6% | 11,902 | $1.2M |
| TFB Advisors LLC | 0.34% | Add +5.7% | 11,854 | $1.2M |
| James Investment Research, Inc. | 0.14% | Reduce -39.6% | 11,731 | $1.2M |
| CFS Investment Advisory Services, LLC | 0.10% | Reduce -37.5% | 11,662 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +21.3% | 11,639 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -33.8% | 11,468 | $1.1M |
| Atlatl Advisers LLC | 0.67% | — | 11,436 | $1.1M |
| Ballew Advisors, Inc | 0.72% | Reduce -4.4% | 11,585 | $1.1M |
| Peak Financial Management, Inc. | 0.34% | Add +17.6% | 11,295 | $1.1M |
| Kickstand Ventures, Llc. | 0.28% | Reduce -1.9% | 11,198 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -15.8% | 11,056 | $1.1M |
| Kelly Financial Services LLC | 0.40% | Add +1.6% | 11,042 | $1.1M |
| Carr Financial Group Corp | 0.34% | Reduce -91.1% | 10,907 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +8.1% | 10,868 | $1.1M |
| Financial Advocates Investment Management | 0.06% | Reduce -1.9% | 11,282 | $1.1M |
| PFG Investments, LLC | 0.07% | Reduce -6.8% | 10,796 | $1.1M |
| Cyndeo Wealth Partners, LLC | 0.07% | Add +28.6% | 10,663 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +3.3% | 10,647 | $1.1M |
| Dohj, LLC | 0.24% | Add +22.4% | 10,635 | $1.1M |
| Principal Securities, Inc. | 0.02% | Reduce -83.4% | 10,490 | $1.0M |
| Strategic Investment Solutions, Inc. | 0.35% | Reduce -79.0% | 10,262 | $1.0M |
| TSA Wealth Managment LLC | 0.42% | Add +0.1% | 10,274 | $1.0M |
| Focus Financial Network, Inc. | 0.04% | Reduce -85.0% | 10,127 | $1.0M |
| PFG Advisors | 0.06% | Reduce -4.3% | 10,037 | $999K |
| Peninsula Wealth, LLC | 0.17% | Reduce -20.9% | 10,005 | $996K |
| GeoWealth Management, LLC | 0.03% | Add +4.1% | 9,941 | $990K |
| Mgo One Seven LLC | 0.04% | Add +50.6% | 9,824 | $978K |
| Mayflower Financial Advisors, LLC | 0.14% | Add +10.4% | 9,715 | $967K |
| Watershed Private Wealth LLC | 0.37% | Reduce -10.3% | 9,602 | $956K |
| AlTi Global, Inc. | 0.02% | No change | 9,549 | $951K |
| Ascent Group, LLC | 0.07% | Add +0.7% | 9,500 | $946K |
| Keebeck Wealth Management | 0.14% | Reduce -17.4% | 9,496 | $945K |
| Global Retirement Partners, LLC | 0.03% | Add +4.7% | 9,391 | $935K |
| Silverleafe Capital Partners, LLC | 0.29% | Reduce -44.3% | 9,254 | $921K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -31.0% | 9,244 | $916K |
| World Investment Advisors | 0.02% | Add +3.3% | 9,133 | $909K |
| Wayfinding Financial, LLC | 0.47% | New | 8,879 | $883K |
| WBH Advisory Inc. | 0.08% | Reduce -6.1% | 8,837 | $880K |
| Shared Vision Wealth Group LLC | 0.46% | Reduce -1.6% | 8,750 | $871K |
| First Horizon Advisors, Inc. | 0.02% | Add +7.9% | 8,708 | $867K |
| Atlanta Consulting Group Advisors, LLC | 0.32% | Add +0.3% | 8,655 | $862K |
| IFP Advisors, Inc | 0.03% | Add +0.9% | 8,622 | $858K |
| ONE Advisory Partners, LLC | 0.38% | Reduce -30.1% | 8,620 | $858K |
| Braun-Bostich & Associates Inc. | 0.60% | Add +10.8% | 8,427 | $839K |
| Cypress Wealth Services, LLC | 0.17% | Reduce -2.0% | 8,424 | $839K |
| Prudential PLC | 0.00% | Reduce -12.4% | 8,300 | $826K |
| Veltria Advisors Corp. | 0.34% | No change | 8,193 | $816K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -28.4% | 8,121 | $808K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +0.2% | 7,821 | $778K |
| GLOBALT Investments LLC / GA | 0.03% | Reduce -0.7% | 7,705 | $767K |
| Klaas Financial Asset Advisors, LLC | 0.13% | Reduce -2.2% | 7,555 | $752K |
| National Bank of Canada | 0.00% | Reduce -14.2% | 7,550 | $752K |
| True Vision MN LLC | 0.43% | Add +7.7% | 7,338 | $730K |
| TD Private Client Wealth LLC | 0.02% | Reduce -9.2% | 7,247 | $721K |
| Savant Capital, LLC | 0.01% | Add +88.4% | 7,153 | $712K |
| Lockerman Financial Group, Inc. | 1.20% | Add +15.2% | 7,096 | $706K |
| Anchor Pointe Wealth Management, LLC | 0.91% | — | 7,001 | $699K |
| D L Carlson Investment Group Inc. | 0.12% | No change | 6,875 | $684K |
| Vicus Capital | 0.06% | Reduce -33.5% | 6,873 | $684K |
| Checchi Capital Advisers, LLC | 0.05% | Reduce -32.0% | 6,834 | $680K |
| Wealth Alliance, LLC | 0.08% | Reduce -9.6% | 6,805 | $677K |
| TrinityPoint Wealth, LLC | 0.10% | Reduce -8.8% | 6,791 | $676K |
| Gateway Wealth Partners, LLC | 0.17% | Add +14.2% | 6,734 | $670K |
| Sovran Advisors, LLC | 0.09% | — | 6,846 | $666K |
| My Legacy Advisors, LLC | 0.25% | Reduce -8.8% | 6,631 | $655K |
| Summit X, LLC | 0.14% | Reduce -3.9% | 6,397 | $637K |
| Keybank National Association | 0.00% | Reduce -16.0% | 6,315 | $629K |
| RHS Financial, LLC | 0.31% | Add +12.7% | 6,088 | $606K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -85.8% | 5,901 | $587K |
| Swmg, LLC | 0.23% | Add +5.1% | 5,893 | $587K |
| Nwam LLC | 0.04% | Add +86.9% | 5,801 | $577K |
| Camarda Financial Advisors, LLC | 0.21% | Add +2.7% | 5,733 | $571K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.62% | — | 5,695 | $567K |
| Baird Financial Group, Inc. | 0.00% | Add +314.1% | 5,512 | $549K |
| Theory Financial LLC | 0.23% | Add +2.5% | 5,472 | $545K |
| JFS Wealth Advisors, LLC | 0.04% | Add +32.5% | 5,409 | $538K |
| Mosley Wealth Management | 0.33% | Add +15.2% | 5,289 | $530K |
| Firethorn Wealth Partners, LLC | 0.26% | Add +4.7% | 5,255 | $523K |
| Arax Advisory Partners | 0.03% | New | 5,129 | $511K |
| Independent Financial Group, LLC | 0.02% | Add +15.4% | 5,082 | $506K |
| GenWealth Group, Inc. | 0.11% | Reduce -46.9% | 5,057 | $503K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +28.6% | 5,034 | $501K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -5.0% | 4,913 | $489K |
| Merit Financial Group, LLC | 0.01% | New | 4,890 | $487K |
| Verus Capital Partners, LLC | 0.05% | Add +11.2% | 4,875 | $485K |
| Harbor Investment Advisory, LLC | 0.05% | Reduce -1.0% | 4,865 | $484K |
| Headlands Technologies LLC | 0.05% | New | 4,804 | $478K |
| Harbour Investments, Inc. | 0.01% | Reduce -3.4% | 4,702 | $468K |
| Beacon Financial Group | 0.05% | Add +13.7% | 4,681 | $466K |
| Ashton Thomas Private Wealth, LLC | 0.02% | New | 4,548 | $453K |
| XTX Topco Ltd | 0.04% | New | 4,407 | $439K |
| Apeiron RIA LLC | 0.12% | Add +2.8% | 4,372 | $435K |
| WNY Asset Management, LLC | 0.05% | Reduce -4.7% | 4,363 | $434K |
| BCGM Wealth Management, LLC | 0.14% | Reduce -14.0% | 4,335 | $431K |
| IFG Advisory, LLC | 0.02% | New | 4,264 | $424K |
| Arrien Investments, Inc. | 0.30% | Add +8.5% | 4,182 | $421K |
| Vermillion & White Wealth Management Group, LLC | 0.31% | Add +0.4% | 4,217 | $420K |
| Claro Advisors Inc. | 0.06% | Reduce -9.4% | 4,189 | $417K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -1.0% | 4,106 | $409K |
| GGM Financial LLC | 0.43% | Reduce -95.5% | 4,074 | $405K |
| Betterment LLC | 0.00% | Reduce -4.8% | 4,071 | $405K |
| Hilltop Holdings Inc. | 0.03% | Add +2.9% | 4,050 | $403K |
| Diversify Advisory Services, LLC | 0.02% | Add +24.8% | 4,027 | $393K |
| Transce3nd, LLC | 0.13% | — | 3,942 | $393K |
| Greenwich Wealth Management LLC | 0.03% | New | 3,937 | $392K |
| Client 1ST Advisory Group, LLC | 0.15% | Reduce -18.8% | 3,919 | $390K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -4.0% | 3,894 | $388K |
| One Day In July LLC | 0.04% | Reduce -15.7% | 3,888 | $387K |
| Whittier Trust Co. | 0.01% | No change | 3,884 | $387K |
| Hoxton Planning & Management, LLC | 0.15% | Add +5.8% | 3,848 | $383K |
| J. W. Coons Advisors, LLC | 0.10% | No change | 3,810 | $379K |
| Essex Financial Services, Inc. | 0.03% | Reduce -19.2% | 3,799 | $378K |
| Market Street Wealth Management Advisors LLC | 0.06% | Reduce -26.2% | 3,725 | $371K |
| EWG Elevate Inc. | 0.11% | New | 3,663 | $365K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -99.5% | 3,663 | $365K |
| Tru Independence Asset Management 2, LLC | 0.29% | No change | 3,522 | $351K |
| SigFig Wealth Management, LLC | 0.01% | Add +3.6% | 3,489 | $348K |
| MMBG Investment Advisors Co. | 0.04% | No change | 3,488 | $347K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +84.0% | 3,434 | $343K |
| Compound Planning, Inc. | 0.02% | New | 3,420 | $340K |
| Bank of Montreal | 0.00% | Reduce -85.4% | 3,368 | $335K |
| American Trust | 0.03% | New | 3,299 | $328K |
| Iams Wealth Management, LLC | 0.15% | New | 3,262 | $325K |
| Channel Wealth LLC | 0.10% | Add +2.8% | 3,211 | $320K |
| Cumberland Partners Ltd | 0.02% | Add +21.0% | 3,170 | $316K |
| Moment Partners, LLC | 0.06% | — | 3,141 | $313K |
| Lane & Associates LLC | 0.16% | Reduce -37.8% | 3,113 | $312K |
| Private Trust Co. NA | 0.03% | Add +16.1% | 3,085 | $307K |
| CW Advisors, LLC | 0.00% | Add +12.7% | 3,044 | $303K |
| Omega Financial Group, LLC | 0.11% | Add +3.0% | 3,008 | $299K |
| Spectrum Wealth Counsel, LLC | 0.04% | Add +4.2% | 3,006 | $299K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +5.1% | 2,995 | $298K |
| Shelter Mutual Insurance Co | 0.07% | No change | 2,930 | $292K |
| Beacon Financial Advisory LLC | 0.09% | Add +40.1% | 2,895 | $288K |
| Magnus Financial Group LLC | 0.03% | Add +53.5% | 2,880 | $287K |
| Retirement Wealth Solutions LLC | 0.24% | — | 2,933 | $286K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -0.8% | 2,875 | $286K |
| Redwood Investment Management, LLC | 0.03% | Add +9.4% | 2,837 | $282K |
| Invst, LLC | 0.03% | Add +14.7% | 2,673 | $266K |
| Core Wealth Partners LLC | 0.15% | New | 2,657 | $264K |
| Aspire Private Capital, LLC | 0.06% | Reduce -6.6% | 2,607 | $259K |
| Wealthgarden F.S. LLC | 0.24% | Reduce -0.3% | 2,599 | $259K |
| MCF Advisors LLC | 0.02% | No change | 2,567 | $256K |
| Benjamin Edwards Inc. | 0.00% | Add +0.5% | 2,550 | $254K |
| Gries Financial LLC | 0.04% | No change | 2,535 | $252K |
| Silverlake Wealth Management LLC | 0.10% | Reduce -4.8% | 2,529 | $252K |
| Csenge Advisory Group | 0.01% | Add +23.9% | 2,510 | $250K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -92.4% | 2,507 | $250K |
| Members Advisory Group LLC | 0.10% | Reduce -98.5% | 2,469 | $247K |
| Citigroup Inc. | 0.00% | Reduce -1.6% | 2,484 | $247K |
| LGT Financial Advisors LLC | 0.55% | Add +44.5% | 2,478 | $247K |
| Lake Street Private Wealth, LLC | 0.04% | New | 2,464 | $245K |
| Future You Wealth LLC | 0.17% | — | 2,462 | $245K |
| W Advisors, LLC | 0.15% | Reduce -0.7% | 2,451 | $244K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.5% | 2,448 | $244K |
| Northern Trust Corp. | 0.00% | New | 2,438 | $243K |
| Avior Wealth Management, LLC | 0.01% | Reduce -83.1% | 2,430 | $242K |
| Fermata Advisors, LLC | 0.04% | Reduce -5.7% | 2,418 | $241K |
| United Capital Financial Advisors, LLC | 0.00% | New | 2,403 | $239K |
| Gen-Wealth Partners Inc | 0.10% | Add +8.0% | 2,361 | $235K |
| Unique Wealth, LLC | 0.05% | New | 2,316 | $231K |
| Boston Family Office LLC | 0.02% | Add +20.7% | 2,298 | $229K |
| Aptus Capital Advisors, LLC | 0.00% | Add +4900.0% | 2,300 | $229K |
| Leuthold Group, LLC | 0.03% | Reduce -4.8% | 2,292 | $228K |
| LifePlan Investment Advisors, Inc. | 0.14% | New | 2,270 | $226K |
| Flagstar Securities, Inc. | 0.06% | Add +1.9% | 2,258 | $225K |
| Trinity Wealth Management, LLC | 0.10% | Add +7.8% | 2,255 | $224K |
| RCS Financial Planning, LLC | 0.12% | New | 2,241 | $223K |
| Panoramic Investment Advisors, LLC | 0.14% | New | 2,221 | $221K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -13.2% | 2,214 | $220K |
| Walkner Condon Financial Advisors LLC | 0.04% | New | 2,166 | $216K |
| Trivium Point Advisory, LLC | 0.03% | Reduce -7.1% | 2,128 | $212K |
| Wedbush Securities Inc. | 0.01% | Add +8.7% | 2,124 | $211K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -1.3% | 2,105 | $210K |
| Blue Trust, Inc. | 0.00% | Reduce -52.0% | 2,099 | $209K |
| Certus Wealth Management, LLC | 0.14% | New | 2,028 | $205K |
| Rossby Financial, LCC | 0.13% | — | 2,056 | $205K |
| Cary Street Partners Investment Advisory LLC | 0.13% | Reduce -43.0% | 2,052 | $204K |
| Alterna Wealth Management, Inc. | 0.17% | New | 2,037 | $203K |
| PNC Financial Services Group, Inc. | 0.00% | Add +303.4% | 1,993 | $198K |
| AE Wealth Management LLC | 0.00% | Reduce -3.8% | 1,903 | $189K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -97.3% | 1,856 | $185K |
| Blair William & Co. | 0.00% | Add +30.4% | 1,851 | $184K |
| CoreCap Advisors, LLC | 0.01% | Add +30.4% | 1,821 | $181K |
| Pflug Koory, LLC | 0.01% | No change | 1,820 | $181K |
| ORG Partners LLC | 0.02% | Add +55.1% | 1,720 | $171K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -2.2% | 1,582 | $157K |
| Corebridge Financial, Inc. | 0.00% | No change | 1,400 | $139K |
| TCTC Holdings, LLC | 0.01% | No change | 1,397 | $139K |
| Householder Group Estate & Retirement Specialist, LLC | 0.10% | Reduce -42.1% | 1,389 | $138K |
| Richardson Financial Services Inc. | 0.09% | Add +9.2% | 1,213 | $121K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +2522.2% | 1,180 | $117K |
| Clean Yield Group | 0.04% | Reduce -45.7% | 1,140 | $113K |
| Ravenstone Capital Management Inc. | 0.06% | New | 1,000 | $100K |
| FMR LLC | 0.00% | Reduce -64.7% | 900 | $90K |
| Park Place Capital Corp | 0.02% | Reduce -55.7% | 890 | $89K |
| Bristlecone Advisors, LLC | 0.01% | Add +1.4% | 811 | $81K |
| NBT Bank, N.A. | 0.01% | Reduce -10.6% | 799 | $80K |
| Biltmore Family Office, LLC | 0.01% | No change | 785 | $78K |
| Capital Investment Counsel, Inc | 0.01% | New | 768 | $76K |
| Asset Planning,Inc | 0.06% | — | 754 | $75K |
| Silver Oak Securities, Incorporated | 0.01% | Add +0.9% | 691 | $69K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -77.2% | 650 | $65K |
| FLP Wealth Management, LLC | 0.16% | — | 621 | $62K |
| Independence Bank of Kentucky | 0.01% | Add +199.0% | 598 | $60K |
| Creative Planning | 0.00% | New | 597 | $59K |
| Ameriflex Group, Inc. | 0.02% | — | 536 | $54K |
| AdvisorNet Financial, Inc | 0.00% | Add +443.2% | 516 | $51K |
| Country Trust Bank | 0.00% | No change | 451 | $45K |
| First Command Advisory Services, Inc. | 0.00% | No change | 450 | $45K |
| Coppell Advisory Solutions LLC | 0.01% | Add +51.1% | 426 | $43K |
| WR Wealth Planners, LLC | 0.01% | Reduce -86.3% | 417 | $42K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -14.0% | 405 | $40K |
| Clearstead Advisors, LLC | 0.00% | Add +48.1% | 385 | $38K |
| Gould Capital, LLC | 0.02% | No change | 350 | $35K |
| UMB Bank, n.a. | 0.00% | No change | 335 | $33K |
| St Germain D J Co. Inc. | 0.00% | Reduce -9.6% | 331 | $33K |
| New Republic Capital, LLC | 0.02% | Reduce -13.6% | 330 | $33K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +15.4% | 322 | $32K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 308 | $31K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 290 | $29K |
| Midwest Capital Advisors, LLC | 0.02% | — | 266 | $26K |
| Financial Gravity Companies, Inc. | 0.01% | New | 255 | $25K |
| Sound Income Strategies, LLC | 0.00% | Reduce -99.0% | 226 | $23K |
| Noble Wealth Management PBC | 0.01% | — | 203 | $20K |
| Measured Risk Portfolios, Inc. | 0.02% | — | 200 | $20K |
| LRI Investments, LLC | 0.00% | No change | 200 | $20K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 196 | $20K |
| Colony Family Offices, LLC | 0.01% | New | 195 | $19K |
| Allworth Financial LP | 0.00% | Reduce -80.3% | 194 | $19K |
| Tucker Asset Management LLC | 0.00% | Reduce -95.7% | 186 | $19K |
| Bray Capital Advisors | 0.00% | No change | 175 | $17K |
| Golden State Wealth Management, LLC | 0.00% | — | 169 | $17K |
| Oarsman Capital, Inc. | 0.00% | No change | 167 | $17K |
| SouthState Bank Corp | 0.00% | New | 167 | $17K |
| Element Wealth, LLC | 0.01% | No change | 164 | $16K |
| Trust Co. of Vermont | 0.00% | No change | 162 | $16K |
| Covestor Ltd | 0.01% | Add +84.1% | 127 | $13K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 128 | $13K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -3.9% | 125 | $12K |
| Bokf, NA | 0.00% | No change | 126 | $12K |
| Glass Jacobson Investment Advisors llc | 0.00% | Add +2775.0% | 115 | $11K |
| Creative Financial Designs Inc. | 0.00% | Reduce -14.5% | 106 | $11K |
| CENTRAL TRUST Co | 0.00% | No change | 103 | $10K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -55.0% | 98 | $10K |
| Piscataqua Savings Bank | 0.01% | No change | 94 | $9K |
| Rise Advisors, LLC | 0.00% | Add +1.3% | 81 | $8K |
| Sandy Spring Bank | 0.00% | No change | 78 | $8K |
| Qube Research & Technologies Ltd | 0.00% | No change | 78 | $8K |
| Franklin Resources Inc. | 0.00% | No change | 77 | $8K |
| REAP Financial Group, LLC | 0.00% | Reduce -2.6% | 74 | $7K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +10.6% | 73 | $7K |
| Tidemark, LLC | 0.00% | No change | 72 | $7K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 75 | $7K |
| NFSG Corp | 0.00% | New | 68 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 61 | $6K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 61 | $6K |
| Signaturefd, LLC | 0.00% | No change | 51 | $5K |
| NorthRock Partners, LLC | 0.00% | Reduce -40.7% | 48 | $5K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -20.0% | 48 | $5K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -57.1% | 45 | $4K |
| Principia Wealth Advisory, LLC | 0.00% | — | 45 | $4K |
| Kiker Wealth Management, LLC | 0.00% | — | 44 | $4K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 41 | $4K |
| Capital Analysts, LLC | 0.00% | Add +700.0% | 40 | $4K |
| Investors Research Corp | 0.00% | No change | 38 | $4K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -45.5% | 36 | $4K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 28 | $3K |
| Continuum Advisory, LLC | 0.00% | Reduce -81.0% | 27 | $3K |
| Cornerstone Planning Group LLC | 0.00% | No change | 24 | $2K |
| Tower View Wealth Management LLC | 0.00% | New | 19 | $2K |
| CGC Financial Services, LLC | 0.00% | No change | 19 | $2K |
| Founders Financial Alliance, LLC | 0.00% | No change | 18 | $2K |
| Arlington Trust Co LLC | 0.00% | No change | 16 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 14 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -45.5% | 6 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 10 | $995 |
| Fifth Third Bancorp | 0.00% | Reduce -99.3% | 8 | $796 |
| Lanark Financial, Inc. | 0.07% | — | 7 | $791 |
| Human Investing LLC | 0.00% | New | 6 | $598 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 5 | $498 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 5 | $498 |
| Kestra Investment Management, LLC | 0.00% | New | 5 | $498 |
| Abound Wealth Management | 0.00% | New | 4 | $401 |
| AllSquare Wealth Management LLC | 0.00% | No change | 3 | $299 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 2 | $200 |
| Endeavor Private Wealth, Inc. | 0.00% | — | 1 | $111 |
"% 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.