iShares 10-20 Year TreasuryTLHETF
13F holders, Q2 2025 (June 30)547holders +22
70new positions
51sold out
2famous investors
$101.59avg. 13F price*
At the end of Q2 2025, 547 institutions reported holding iShares 10-20 Year Treasury (TLH) in their 13F filings, up 22 from Q1 2025. 70 opened new positions and 51 sold out. The largest holders were Envestnet Asset Management Inc. ($2.0B), Bank of America Corp. ($995.4M) and Forum Financial Management, LP ($800.8M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $169.0M |
| Exits | 51 | $106.8M |
All 13F filers, Q1 2025 → Q2 2025: 20,423,461 shares bought and 3,635,796 shares sold, net +16,787,665 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 547 holders
| Envestnet Asset Management Inc. | 0.57% | Add +34.0% | 19,217,499 | $2.0B |
| Bank of America Corp. | 0.08% | Add +1.5% | 9,797,105 | $995.4M |
| Forum Financial Management, LP | 12.18% | Add +3.0% | 7,882,291 | $800.8M |
| LPL Financial LLC | 0.24% | Add +32.3% | 7,091,751 | $720.5M |
| BlackRock, Inc. | 0.01% | Add +37.3% | 3,835,452 | $389.7M |
| Wells Fargo & Company | 0.08% | Add +5.9% | 3,486,966 | $354.3M |
| Morgan Stanley | 0.02% | Add +24.1% | 3,480,688 | $353.6M |
| JPMorgan Chase & Co. | 0.02% | Add +27.0% | 3,030,918 | $307.9M |
| Ameriprise Financial Inc. | 0.08% | Add +0.1% | 3,016,121 | $306.2M |
| Envestnet Portfolio Solutions, Inc. | 0.92% | Add +17.3% | 2,450,832 | $249.0M |
| Stifel Financial Corp. | 0.22% | Add +89.7% | 2,188,236 | $222.3M |
| Assetmark, Inc. | 0.45% | Add +4.0% | 1,885,240 | $191.5M |
| Richard Bernstein Advisors LLC | 4.28% | Reduce -3.4% | 1,707,464 | $173.5M |
| Cetera Investment Advisers | 0.29% | Add +28.5% | 1,695,013 | $172.2M |
| Cwm, LLC | 0.60% | Add +22.1% | 1,687,737 | $171.5M |
| Park Avenue Securities LLC | 1.33% | Add +34.6% | 1,425,450 | $144.8M |
| Janney Montgomery Scott LLC | 0.36% | Add +14.3% | 1,343,768 | $136.5M |
| RiverFront Investment Group, LLC | 2.52% | Add +0.5% | 1,271,770 | $129.2M |
| MML Investors Services, LLC | 0.37% | Add +29.9% | 1,258,659 | $127.9M |
| Benjamin Edwards Inc. | 1.51% | Add +237.7% | 1,163,801 | $118.2M |
| Truist Financial Corp. | 0.15% | Reduce -16.7% | 1,015,230 | $103.1M |
| US Bancorp \de | 0.13% | Add +65.9% | 998,135 | $101.4M |
| Bank of New York Mellon Corp | 0.02% | Add +40.4% | 935,120 | $95.0M |
| Raymond James Financial Inc. | 0.03% | Add +1.6% | 903,142 | $91.8M |
| Destination Wealth Management | 2.36% | Add +1.5% | 791,228 | $80.4M |
| Cerity Partners OCIO LLC | 4.31% | New | 764,694 | $77.7M |
| Sanctuary Advisors, LLC | 0.44% | Add +24.0% | 699,664 | $71.1M |
| Itau Unibanco Holding S.A. | 2.56% | Reduce -39.3% | 663,460 | $67.4M |
| First Citizens Bank & Trust Co. | 1.17% | Reduce -12.7% | 636,501 | $64.7M |
| Royal Bank of Canada | 0.01% | Add +33.8% | 609,789 | $62.0M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +39.9% | 574,080 | $58.3M |
| UBS Group AG | 0.01% | Reduce -9.9% | 566,504 | $57.6M |
| Confluence Investment Management LLC | 0.81% | Add +133.7% | 562,156 | $57.1M |
| NewEdge Advisors, LLC | 0.29% | Add +72.8% | 561,108 | $57.0M |
| United Capital Financial Advisors, LLC | 0.42% | Add +37.8% | 513,096 | $52.1M |
| Foundations Investment Advisors, LLC | 0.81% | Add +42.2% | 503,402 | $51.1M |
| Vestmark Advisory Solutions, Inc. | 0.65% | Add +43.9% | 444,581 | $45.2M |
| HighTower Advisors, LLC | 0.05% | Add +238.4% | 419,045 | $42.6M |
| Smith Anglin Financial, LLC | 3.71% | Add +32.1% | 403,125 | $41.0M |
| Commonwealth Equity Services, LLC | 0.05% | Add +16.5% | 375,840 | $38.2M |
| Sagespring Wealth Partners, LLC | 0.78% | Add +80.3% | 357,901 | $36.4M |
| Osaic Holdings, Inc. | 0.06% | Add +124.9% | 346,948 | $35.5M |
| JB Capital LLC | 1.58% | Add +43.9% | 321,706 | $32.7M |
| MAI Capital Management | 0.22% | Add +1.6% | 317,095 | $32.2M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +4.8% | 309,238 | $31.4M |
| Steward Partners Investment Advisory, LLC | 0.22% | Add +12.5% | 280,494 | $28.5M |
| Dynasty Wealth Management, LLC | 0.47% | Add +0.6% | 270,388 | $27.5M |
| Castleark Management LLC | 0.79% | Add +19.9% | 258,432 | $26.3M |
| Watchman Group, Inc. | 6.45% | New | 243,578 | $24.7M |
| CreativeOne Wealth, LLC | 0.64% | Add +12.3% | 238,638 | $24.2M |
| Johnson Bixby & Associates, LLC | 3.04% | Add +1.4% | 217,703 | $22.1M |
| Modern Wealth Management, LLC | 0.54% | Add +161.4% | 216,123 | $22.0M |
| GenTrust, LLC | 1.02% | Reduce -11.3% | 213,842 | $21.7M |
| IHT Wealth Management, LLC | 0.59% | Add +17.9% | 212,119 | $21.6M |
| Atria Investments, Inc | 0.23% | Add +18.8% | 190,796 | $19.4M |
| Kelly Financial Services LLC | 5.19% | Add +51.1% | 173,469 | $17.6M |
| Icon Wealth Advisors, LLC | 1.24% | Add +33.7% | 171,207 | $17.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -1.1% | 172,596 | $17.3M |
| Trek Financial, LLC | 1.15% | Add +28.6% | 169,580 | $17.2M |
| Goelzer Investment Management, Inc. | 0.89% | Add +1.2% | 159,031 | $16.2M |
| Harvest Portfolios Group Inc. | 0.37% | Reduce -5.1% | 156,879 | $15.9M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +2.8% | 154,237 | $15.7M |
| SteelPeak Wealth, LLC | 0.60% | Add +44.8% | 152,147 | $15.5M |
| Avantax Advisory Services, Inc. | 0.08% | Add +40.1% | 145,531 | $14.8M |
| Keel Point, LLC | 0.96% | Add +0.0% | 142,200 | $14.4M |
| Sharkey, Howes & Javer | 1.90% | Add +41.8% | 139,722 | $14.2M |
| High Falls Advisors, Inc | 3.09% | Add +35.9% | 137,498 | $14.0M |
| Orion Porfolio Solutions, LLC | 0.11% | Add +98.7% | 127,209 | $12.9M |
| Stone House Investment Management, LLC | 2.31% | Add +40.3% | 123,812 | $12.6M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -18.2% | 122,725 | $12.5M |
| Equitable Holdings, Inc. | 0.10% | Add +54.1% | 122,174 | $12.4M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -3.1% | 119,418 | $12.1M |
| Stokes Family Office, LLC | 1.17% | Add +46.8% | 110,053 | $11.2M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -37.4% | 109,910 | $11.2M |
| Strategic Blueprint, LLC | 0.54% | Add +54.2% | 108,613 | $11.0M |
| Affinity Capital Advisors, LLC | 1.89% | Add +10.9% | 108,387 | $11.0M |
| Savvy Advisors, Inc. | 0.72% | Add +38.2% | 105,751 | $10.7M |
| Triad Wealth Partners, LLC | 2.13% | Add +71.1% | 103,737 | $10.5M |
| Atria Wealth Solutions, Inc. | 0.23% | Reduce -47.6% | 102,224 | $10.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.68% | Add +33.7% | 102,068 | $10.4M |
| Blue Trust, Inc. | 0.11% | Add +32.9% | 95,383 | $9.7M |
| OneDigital Investment Advisors LLC | 0.11% | Add +50.1% | 94,946 | $9.6M |
| Avantax Planning Partners, Inc. | 0.31% | Add +12.8% | 94,830 | $9.6M |
| Tidemark, LLC | 3.03% | Add +77.8% | 92,556 | $9.4M |
| Arvest Investments, Inc. | 1.39% | Reduce -0.6% | 91,196 | $9.3M |
| Mariner, LLC | 0.01% | Reduce -17.9% | 90,571 | $9.2M |
| Integrity Alliance, Llc. | 0.50% | New | 90,334 | $9.2M |
| Simplicity Wealth,LLC | 0.37% | Add +164.6% | 88,014 | $8.9M |
| Bridge Generations Wealth Management LLC | 5.42% | Reduce -4.8% | 87,898 | $8.9M |
| Jones Financial Companies LLLP | 0.01% | Add +60.5% | 88,524 | $8.9M |
| ONE Advisory Partners, LLC | 2.95% | Add +29.8% | 88,513 | $8.8M |
| Migdal Insurance & Financial Holdings Ltd. | 0.10% | Add +5.7% | 86,091 | $8.7M |
| Daymark Wealth Partners, LLC | 0.32% | Reduce -28.0% | 81,902 | $8.3M |
| Net Worth Advisory Group | 1.84% | Reduce -1.2% | 81,652 | $8.3M |
| Blue Oak Capital, LLC | 4.25% | Reduce -7.0% | 79,611 | $8.1M |
| Hughes Financial Services, LLC | 1.39% | Add +12.6% | 79,703 | $8.1M |
| Capital Analysts, LLC | 0.27% | Add +163.7% | 79,459 | $8.1M |
| Private Advisor Group, LLC | 0.04% | Add +3.5% | 78,847 | $8.0M |
| Evergreen Private Wealth LLC | 3.31% | Add +10.4% | 77,712 | $7.9M |
| Systelligence, LLC | 1.45% | Add +0.2% | 76,968 | $7.8M |
"% 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.