iShares 10-20 Year TreasuryTLHETF
13F holders, Q1 2025 (March 31)525holders +43
104new positions
52sold out
2famous investors
$103.72avg. 13F price*
At the end of Q1 2025, 525 institutions reported holding iShares 10-20 Year Treasury (TLH) in their 13F filings, up 43 from Q4 2024. 104 opened new positions and 52 sold out. The largest holders were Envestnet Asset Management Inc. ($1.5B), Bank of America Corp. ($1.0B) and Forum Financial Management, LP ($794.0M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $365.3M |
| Exits | 52 | $97.1M |
All 13F filers, Q4 2024 → Q1 2025: 35,897,364 shares bought and 4,099,549 shares sold, net +31,797,815 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 525 holders
| Envestnet Asset Management Inc. | 0.48% | Add +328.8% | 14,346,414 | $1.5B |
| Bank of America Corp. | 0.09% | Add +5.9% | 9,653,477 | $1.0B |
| Forum Financial Management, LP | 13.14% | Add +1.8% | 7,653,072 | $794.0M |
| LPL Financial LLC | 0.22% | Add +142.6% | 5,362,198 | $556.3M |
| Wells Fargo & Company | 0.08% | Reduce -18.5% | 3,292,036 | $341.5M |
| Ameriprise Financial Inc. | 0.08% | Add +2.0% | 3,012,097 | $312.7M |
| Morgan Stanley | 0.02% | Add +35.1% | 2,804,118 | $290.9M |
| BlackRock, Inc. | 0.01% | Add +3685.8% | 2,793,649 | $289.8M |
| JPMorgan Chase & Co. | 0.02% | Add +37.2% | 2,385,873 | $247.6M |
| Envestnet Portfolio Solutions, Inc. | 0.83% | Add +126.6% | 2,089,464 | $216.8M |
| Assetmark, Inc. | 0.52% | Add +6.1% | 1,812,094 | $188.0M |
| Richard Bernstein Advisors LLC | 4.44% | Add +6.3% | 1,767,220 | $183.3M |
| Cwm, LLC | 0.57% | Add +559.0% | 1,382,695 | $143.5M |
| Cetera Investment Advisers | 0.27% | Add +98.3% | 1,318,898 | $136.8M |
| RiverFront Investment Group, LLC | 2.92% | Add +196.2% | 1,265,215 | $131.3M |
| Truist Financial Corp. | 0.20% | Add +9.0% | 1,218,817 | $126.5M |
| Janney Montgomery Scott LLC | 0.35% | Add +149.5% | 1,175,847 | $122.0M |
| Stifel Financial Corp. | 0.13% | Add +153.6% | 1,153,734 | $119.7M |
| Itau Unibanco Holding S.A. | 4.38% | New | 1,092,068 | $113.3M |
| Park Avenue Securities LLC | 1.35% | Add +417.5% | 1,059,355 | $109.9M |
| MML Investors Services, LLC | 0.33% | Add +156.2% | 968,860 | $100.5M |
| Raymond James Financial Inc. | 0.03% | Add +38.1% | 888,734 | $92.2M |
| Destination Wealth Management | 2.55% | Add +7.5% | 779,335 | $80.9M |
| First Citizens Bank & Trust Co. | 1.92% | Add +2.7% | 728,979 | $75.6M |
| Bank of New York Mellon Corp | 0.01% | Add +252.4% | 666,200 | $69.1M |
| UBS Group AG | 0.01% | Reduce -9.9% | 628,931 | $65.3M |
| US Bancorp \de | 0.08% | Add +23.2% | 601,616 | $62.4M |
| Sanctuary Advisors, LLC | 0.41% | Add +130.0% | 564,223 | $58.5M |
| Royal Bank of Canada | 0.01% | Add +47.9% | 455,684 | $47.3M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +2.4% | 410,414 | $42.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +10.8% | 407,854 | $42.3M |
| United Capital Financial Advisors, LLC | 0.33% | Add +15391.3% | 372,257 | $38.6M |
| Foundations Investment Advisors, LLC | 0.68% | Add +598.5% | 354,097 | $36.7M |
| Benjamin Edwards Inc. | 0.50% | Add +13414.2% | 344,612 | $35.8M |
| NewEdge Advisors, LLC | 0.20% | Add +170.7% | 324,680 | $33.7M |
| FIL Ltd | 0.03% | New | 323,986 | $33.6M |
| Commonwealth Equity Services, LLC | 0.05% | Add +25.4% | 322,557 | $33.5M |
| MAI Capital Management | 0.25% | Add +2.7% | 312,180 | $32.4M |
| Vestmark Advisory Solutions, Inc. | 0.83% | Add +4.5% | 308,914 | $32.0M |
| Smith Anglin Financial, LLC | 3.35% | Reduce -50.2% | 305,103 | $31.7M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +26.6% | 295,077 | $30.6M |
| Dynasty Wealth Management, LLC | 0.46% | Reduce -0.7% | 268,736 | $27.9M |
| Steward Partners Investment Advisory, LLC | 0.23% | Add +20.3% | 249,321 | $25.9M |
| GenTrust, LLC | 1.20% | Add +6.5% | 241,232 | $25.0M |
| Confluence Investment Management LLC | 0.36% | Add +212.8% | 240,590 | $25.0M |
| Hengehold Capital Management LLC | 2.22% | Add +18.1% | 225,182 | $23.4M |
| JB Capital LLC | 1.28% | New | 223,502 | $23.2M |
| Castleark Management LLC | 0.78% | No change | 215,592 | $22.4M |
| Johnson Bixby & Associates, LLC | 3.33% | Reduce -2.1% | 214,782 | $22.3M |
| CreativeOne Wealth, LLC | 0.66% | Add +987.4% | 212,428 | $22.0M |
| Sagespring Wealth Partners, LLC | 0.52% | Reduce -5.8% | 198,462 | $20.6M |
| Atria Wealth Solutions, Inc. | 0.24% | Add +127.7% | 195,019 | $20.2M |
| IHT Wealth Management, LLC | 0.58% | Add +183.3% | 179,931 | $18.7M |
| TD Waterhouse Canada Inc. | 0.15% | Add +9.1% | 176,854 | $18.3M |
| NorthCoast Asset Management LLC | 0.09% | Add +72.5% | 175,479 | $18.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -46.2% | 174,422 | $18.1M |
| Harvest Portfolios Group Inc. | 0.51% | Add +20.3% | 165,336 | $17.2M |
| Atria Investments, Inc | 0.21% | Add +196.1% | 160,630 | $16.7M |
| Goelzer Investment Management, Inc. | 0.94% | Add +3.5% | 157,196 | $16.3M |
| Osaic Holdings, Inc. | 0.04% | Reduce -46.4% | 154,286 | $16.0M |
| Syon Capital LLC | 1.27% | Add +793.0% | 150,274 | $15.6M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -11.7% | 150,115 | $15.6M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -2.4% | 150,023 | $15.5M |
| Keel Point, LLC | 1.15% | Add +0.0% | 142,177 | $14.8M |
| Trek Financial, LLC | 0.99% | Add +81.8% | 131,849 | $13.7M |
| Icon Wealth Advisors, LLC | 1.09% | Add +214.2% | 128,061 | $13.3M |
| HighTower Advisors, LLC | 0.02% | Reduce -30.1% | 123,834 | $12.8M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -32.0% | 123,275 | $12.8M |
| Flow Traders U.S. LLC | 0.53% | New | 121,010 | $12.6M |
| Kelly Financial Services LLC | 4.14% | Add +939.4% | 114,775 | $11.9M |
| Daymark Wealth Partners, LLC | 0.51% | Reduce -10.1% | 113,768 | $11.8M |
| Mariner, LLC | 0.02% | Add +17.4% | 110,250 | $11.4M |
| SteelPeak Wealth, LLC | 0.46% | New | 105,107 | $10.9M |
| Avantax Advisory Services, Inc. | 0.07% | Add +505.0% | 103,847 | $10.8M |
| High Falls Advisors, Inc | 2.46% | Add +655.1% | 101,156 | $10.5M |
| Sharkey, Howes & Javer | 1.46% | New | 98,529 | $10.2M |
| Captrust Financial Advisors | 0.03% | Reduce -76.2% | 96,473 | $10.0M |
| Affinity Capital Advisors, LLC | 1.93% | Add +16.1% | 97,745 | $9.7M |
| Farther Finance Advisors, LLC | 0.25% | Add +220.0% | 92,335 | $9.6M |
| Bridge Generations Wealth Management LLC | 6.02% | Reduce -56.0% | 92,375 | $9.6M |
| First Heartland Consultants, Inc. | 0.99% | New | 92,123 | $9.6M |
| Arvest Investments, Inc. | 1.50% | Add +2.3% | 91,779 | $9.5M |
| Stone House Investment Management, LLC | 1.86% | Add +622.5% | 88,245 | $9.2M |
| Blue Oak Capital, LLC | 4.90% | Reduce -3.3% | 85,581 | $8.9M |
| Avantax Planning Partners, Inc. | 0.31% | Add +115.7% | 84,092 | $8.7M |
| Modern Wealth Management, LLC | 0.27% | Add +39.7% | 82,668 | $8.6M |
| Net Worth Advisory Group | 2.70% | Add +1.5% | 82,641 | $8.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.12% | Add +35.0% | 81,467 | $8.5M |
| Equitable Holdings, Inc. | 0.08% | Add +490.2% | 79,277 | $8.2M |
| Octavia Wealth Advisors, LLC | 0.99% | New | 78,532 | $8.1M |
| Prasad Wealth Partners, LLC | 2.63% | New | 77,703 | $8.1M |
| Systelligence, LLC | 1.91% | Reduce -15.7% | 76,787 | $8.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.63% | New | 76,336 | $7.9M |
| Savvy Advisors, Inc. | 0.80% | Add +324.3% | 76,498 | $7.9M |
| Private Advisor Group, LLC | 0.05% | Reduce -45.4% | 76,188 | $7.9M |
| Stokes Family Office, LLC | 0.87% | New | 74,963 | $7.8M |
| Arrow Financial Corp | 0.84% | Reduce -11.5% | 72,073 | $7.5M |
| Blue Trust, Inc. | 0.10% | Add +3319.6% | 71,778 | $7.4M |
| Hughes Financial Services, LLC | 1.44% | Add +3.4% | 70,801 | $7.4M |
| Strategic Blueprint, LLC | 0.40% | Add +212.0% | 70,450 | $7.3M |
"% 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.