iShares 10-20 Year TreasuryTLHETF
13F holders, Q3 2025 (September 30)572holders +25
64new positions
38sold out
1famous investor
$102.96avg. 13F price*
At the end of Q3 2025, 572 institutions reported holding iShares 10-20 Year Treasury (TLH) in their 13F filings, up 25 from Q2 2025. 64 opened new positions and 38 sold out. The largest holders were Envestnet Asset Management Inc. ($2.6B), LPL Financial LLC ($964.6M) and Forum Financial Management, LP ($825.1M). One famous investor held it Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $100.3M |
| Exits | 38 | $31.1M |
All 13F filers, Q2 2025 → Q3 2025: 16,385,254 shares bought and 7,268,102 shares sold, net +9,117,152 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 572 holders
| Envestnet Asset Management Inc. | 0.74% | Add +29.3% | 24,840,459 | $2.6B |
| LPL Financial LLC | 0.28% | Add +32.1% | 9,365,574 | $964.6M |
| Forum Financial Management, LP | 11.29% | Add +1.6% | 8,011,239 | $825.1M |
| Bank of America Corp. | 0.06% | Reduce -18.9% | 7,942,463 | $818.0M |
| Morgan Stanley | 0.03% | Add +15.2% | 4,009,772 | $413.0M |
| BlackRock, Inc. | 0.01% | Add +4.1% | 3,994,190 | $411.4M |
| JPMorgan Chase & Co. | 0.02% | Add +15.9% | 3,512,244 | $361.7M |
| Ameriprise Financial Inc. | 0.07% | Reduce -2.3% | 2,946,497 | $298.3M |
| Wells Fargo & Company | 0.05% | Reduce -29.4% | 2,463,193 | $253.7M |
| Cetera Investment Advisers | 0.28% | Add +39.9% | 2,370,464 | $244.1M |
| Envestnet Portfolio Solutions, Inc. | 0.85% | Reduce -8.9% | 2,233,141 | $230.0M |
| Assetmark, Inc. | 0.45% | Add +7.3% | 2,023,230 | $208.4M |
| Stifel Financial Corp. | 0.19% | Reduce -9.2% | 1,986,483 | $204.6M |
| Park Avenue Securities LLC | 1.53% | Add +33.4% | 1,901,799 | $195.9M |
| Cwm, LLC | 0.54% | Add +3.0% | 1,739,131 | $179.1M |
| MML Investors Services, LLC | 0.45% | Add +31.4% | 1,654,000 | $170.3M |
| Janney Montgomery Scott LLC | 0.38% | Add +14.9% | 1,543,576 | $159.0M |
| RiverFront Investment Group, LLC | 2.35% | Add +2.0% | 1,297,469 | $133.6M |
| Bank of New York Mellon Corp | 0.02% | Add +25.7% | 1,175,641 | $121.1M |
| Richard Bernstein Advisors LLC | 3.17% | Reduce -37.1% | 1,074,047 | $111.0M |
| US Bancorp \de | 0.13% | Add +6.8% | 1,066,444 | $109.8M |
| Truist Financial Corp. | 0.15% | Add +2.4% | 1,039,548 | $107.1M |
| NewEdge Advisors, LLC | 0.45% | Add +71.7% | 963,262 | $99.2M |
| Benjamin Edwards Inc. | 1.09% | Reduce -19.7% | 934,346 | $96.2M |
| Raymond James Financial Inc. | 0.03% | Reduce -2.9% | 877,232 | $90.3M |
| Destination Wealth Management | 2.30% | Add +2.4% | 810,187 | $83.4M |
| Sanctuary Advisors, LLC | 0.45% | Add +7.9% | 754,673 | $77.7M |
| UBS Group AG | 0.01% | Add +22.2% | 692,366 | $71.3M |
| Royal Bank of Canada | 0.01% | Add +13.5% | 692,163 | $71.3M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +15.2% | 661,120 | $68.1M |
| Cerity Partners OCIO LLC | 3.42% | Reduce -14.9% | 650,860 | $67.0M |
| United Capital Financial Advisors, LLC | 0.45% | Add +18.2% | 606,428 | $62.5M |
| Hamilton Capital Partners, LLC | 23.74% | New | 600,751 | $61.9M |
| Foundations Investment Advisors, LLC | 0.85% | Add +12.4% | 565,829 | $58.3M |
| Dynasty Wealth Management, LLC | 0.65% | Add +75.1% | 473,409 | $48.8M |
| Commonwealth Equity Services, LLC | 0.06% | Add +22.8% | 461,351 | $47.5M |
| JB Capital LLC | 2.04% | Add +42.8% | 459,459 | $47.3M |
| Osaic Holdings, Inc. | 0.06% | Add +27.4% | 442,187 | $45.3M |
| Sagespring Wealth Partners, LLC | 0.80% | Add +10.2% | 394,347 | $40.6M |
| MAI Capital Management | 0.24% | Add +15.7% | 366,732 | $37.8M |
| Confluence Investment Management LLC | 0.53% | Reduce -35.4% | 363,054 | $37.4M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +4.6% | 323,423 | $33.3M |
| Steward Partners Investment Advisory, LLC | 0.19% | Add +14.7% | 321,827 | $33.1M |
| Thrivent Financial for Lutherans | 0.07% | Add +159.3% | 318,293 | $32.8M |
| Castleark Management LLC | 0.75% | No change | 258,432 | $26.6M |
| Watchman Group, Inc. | 6.29% | Add +3.7% | 252,485 | $26.0M |
| CreativeOne Wealth, LLC | 0.62% | Add +3.6% | 247,248 | $25.5M |
| Icon Wealth Advisors, LLC | 1.72% | Add +43.9% | 246,350 | $25.4M |
| Johnson Bixby & Associates, LLC | 2.94% | Add +2.4% | 222,823 | $22.9M |
| IHT Wealth Management, LLC | 0.57% | Add +2.8% | 218,052 | $22.5M |
| GenTrust, LLC | 1.02% | Add +1.9% | 217,855 | $22.4M |
| Atria Investments, Inc | 0.25% | Add +9.9% | 209,694 | $21.6M |
| Vestmark Advisory Solutions, Inc. | 0.40% | Reduce -54.5% | 202,255 | $20.8M |
| Kelly Financial Services LLC | 5.21% | Add +12.7% | 195,420 | $20.1M |
| Modern Wealth Management, LLC | 0.39% | Reduce -12.6% | 188,901 | $19.5M |
| HighTower Advisors, LLC | 0.02% | Reduce -56.7% | 181,456 | $18.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +2.9% | 177,521 | $18.3M |
| SteelPeak Wealth, LLC | 0.60% | Add +14.9% | 174,751 | $18.0M |
| Stone House Investment Management, LLC | 2.94% | Add +37.0% | 169,677 | $17.5M |
| High Falls Advisors, Inc | 3.59% | Add +23.1% | 169,221 | $17.4M |
| Equitable Holdings, Inc. | 0.12% | Add +33.6% | 163,224 | $16.8M |
| Savvy Advisors, Inc. | 0.77% | Add +53.1% | 161,879 | $16.7M |
| Goelzer Investment Management, Inc. | 0.88% | Add +1.3% | 161,097 | $16.6M |
| Sharkey, Howes & Javer | 2.10% | Add +13.8% | 158,977 | $16.4M |
| Orion Porfolio Solutions, LLC | 0.13% | Add +23.6% | 157,260 | $16.2M |
| Harvest Portfolios Group Inc. | 0.29% | Reduce -4.3% | 150,164 | $15.5M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -3.2% | 149,318 | $15.4M |
| Affinity Capital Advisors, LLC | 2.29% | Add +33.4% | 144,582 | $14.9M |
| Trek Financial, LLC | 0.88% | Reduce -15.7% | 143,038 | $14.7M |
| Jones Financial Companies LLLP | 0.01% | Add +61.5% | 143,001 | $14.7M |
| Keel Point, LLC | 0.90% | Add +0.1% | 142,277 | $14.7M |
| Triad Wealth Partners, LLC | 1.66% | Add +20.5% | 124,995 | $12.9M |
| Mgo One Seven LLC | 0.30% | Add +209.8% | 124,526 | $12.8M |
| Rockefeller Capital Management L.P. | 0.02% | Add +3.3% | 123,320 | $12.7M |
| Strategic Blueprint, LLC | 0.53% | Add +9.3% | 118,730 | $12.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.69% | Add +13.2% | 115,536 | $11.9M |
| Stokes Family Office, LLC | 1.10% | Add +2.5% | 112,831 | $11.6M |
| Tidemark, LLC | 3.34% | Add +20.3% | 111,370 | $11.5M |
| Integrity Alliance, Llc. | 0.50% | Add +14.0% | 102,980 | $10.6M |
| ONE Advisory Partners, LLC | 3.22% | Add +14.2% | 101,063 | $10.5M |
| Capital Analysts, LLC | 0.30% | Add +26.5% | 100,481 | $10.3M |
| Arvest Investments, Inc. | 1.40% | Add +4.1% | 94,948 | $9.8M |
| National Bank of Canada | 0.01% | Add +9859.2% | 93,816 | $9.7M |
| Blue Trust, Inc. | 0.11% | Reduce -3.5% | 92,023 | $9.5M |
| OneDigital Investment Advisors LLC | 0.10% | Reduce -3.3% | 91,812 | $9.5M |
| Wealth Alliance, LLC | 0.97% | Add +46.0% | 91,643 | $9.4M |
| Avantax Planning Partners, Inc. | 0.27% | Reduce -3.4% | 91,636 | $9.4M |
| Flow Traders U.S. LLC | 0.38% | Add +20.8% | 91,146 | $9.4M |
| &partners | 0.06% | Add +28.6% | 91,014 | $9.4M |
| Invst, LLC | 1.05% | Add +25.1% | 89,255 | $9.2M |
| Migdal Insurance & Financial Holdings Ltd. | 0.10% | Add +1.5% | 87,356 | $9.0M |
| Regal Investment Advisors LLC | 0.58% | Add +18.6% | 86,460 | $8.9M |
| Hughes Financial Services, LLC | 1.36% | Add +3.7% | 82,634 | $8.5M |
| Systelligence, LLC | 1.61% | Add +7.3% | 82,613 | $8.5M |
| Farther Finance Advisors, LLC | 0.13% | Add +21.6% | 80,550 | $8.3M |
| Net Worth Advisory Group | 2.38% | Reduce -2.1% | 79,900 | $8.2M |
| Liberty Wealth Management LLC | 1.16% | Add +6.2% | 79,800 | $8.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +2685.5% | 79,637 | $8.2M |
| Evergreen Private Wealth LLC | 3.21% | Reduce -1.0% | 76,952 | $7.9M |
| Private Advisor Group, LLC | 0.04% | Reduce -2.9% | 76,557 | $7.9M |
"% 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.