iShares 10-20 Year TreasuryTLHETF
13F holders, Q4 2025 (December 31)649holders +77
86new positions
49sold out
2famous investors
$101.67avg. 13F price*
At the end of Q4 2025, 649 institutions reported holding iShares 10-20 Year Treasury (TLH) in their 13F filings, up 77 from Q3 2025. 86 opened new positions and 49 sold out. The largest holders were Envestnet Asset Management Inc. ($2.4B), LPL Financial LLC ($939.9M) and Forum Financial Management, LP ($864.2M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $145.9M |
| Exits | 49 | $34.8M |
All 13F filers, Q3 2025 → Q4 2025: 6,579,322 shares bought and 6,972,980 shares sold, net −393,658 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 649 holders
| Envestnet Asset Management Inc. | 0.71% | Reduce -5.1% | 23,581,855 | $2.4B |
| LPL Financial LLC | 0.26% | Reduce -1.3% | 9,244,997 | $939.9M |
| Forum Financial Management, LP | 11.24% | Add +6.1% | 8,500,234 | $864.2M |
| Bank of America Corp. | 0.06% | Reduce -5.2% | 7,533,734 | $766.0M |
| Morgan Stanley | 0.02% | Add +0.2% | 4,018,422 | $408.6M |
| JPMorgan Chase & Co. | 0.03% | Add +12.9% | 3,964,251 | $403.0M |
| BlackRock, Inc. | 0.01% | Reduce -4.7% | 3,805,376 | $386.9M |
| Ameriprise Financial Inc. | 0.07% | Add +8.7% | 3,203,848 | $325.7M |
| Cetera Investment Advisers | 0.28% | Add +4.6% | 2,479,826 | $252.1M |
| Envestnet Portfolio Solutions, Inc. | 0.81% | Add +1.8% | 2,274,092 | $231.2M |
| Assetmark, Inc. | 0.44% | Add +5.9% | 2,142,935 | $217.9M |
| MML Investors Services, LLC | 0.46% | Add +11.9% | 1,850,452 | $188.1M |
| Park Avenue Securities LLC | 1.57% | Reduce -3.9% | 1,827,475 | $185.8M |
| Wells Fargo & Company | 0.03% | Reduce -31.3% | 1,693,511 | $172.2M |
| Cwm, LLC | 0.44% | Reduce -8.5% | 1,591,487 | $161.8M |
| Stifel Financial Corp. | 0.15% | Reduce -19.9% | 1,591,423 | $161.8M |
| Janney Montgomery Scott LLC | 0.32% | Reduce -11.9% | 1,360,397 | $138.3M |
| RiverFront Investment Group, LLC | 2.19% | Add +0.6% | 1,304,901 | $132.7M |
| Dynasty Wealth Management, LLC | 1.23% | Add +159.5% | 1,228,407 | $124.9M |
| Bank of New York Mellon Corp | 0.02% | Add +1.3% | 1,190,299 | $121.0M |
| Richard Bernstein Advisors LLC | 3.14% | Reduce -2.2% | 1,050,711 | $106.8M |
| Truist Financial Corp. | 0.14% | Reduce -1.3% | 1,025,587 | $104.3M |
| NewEdge Advisors, LLC | 0.36% | Add +1.4% | 977,202 | $99.4M |
| Raymond James Financial Inc. | 0.03% | Reduce -4.2% | 840,572 | $85.5M |
| Royal Bank of Canada | 0.01% | Add +20.9% | 836,523 | $85.0M |
| Destination Wealth Management | 2.11% | Reduce -2.0% | 793,726 | $80.7M |
| Hamilton Capital Partners, LLC | 25.33% | Add +24.8% | 750,005 | $76.3M |
| US Bancorp \de | 0.09% | Reduce -31.2% | 733,537 | $74.6M |
| Cerity Partners OCIO LLC | 4.03% | Add +10.2% | 717,105 | $72.9M |
| Sanctuary Advisors, LLC | 0.39% | Reduce -7.5% | 698,389 | $71.0M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +5.1% | 694,641 | $70.6M |
| Quotient Wealth Partners, LLC | 1.74% | Add +3017.9% | 643,282 | $65.4M |
| Benjamin Edwards Inc. | 0.69% | Reduce -34.4% | 612,565 | $62.3M |
| UBS Group AG | 0.01% | Reduce -14.1% | 594,756 | $60.5M |
| United Capital Financial Advisors, LLC | 0.36% | Reduce -4.0% | 582,333 | $59.2M |
| Foundations Investment Advisors, LLC | 0.69% | Reduce -8.4% | 518,407 | $52.7M |
| JB Capital LLC | 1.99% | Add +4.2% | 478,650 | $48.7M |
| Sagespring Wealth Partners, LLC | 0.75% | Add +3.0% | 406,161 | $41.3M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -16.8% | 383,817 | $39.0M |
| MAI Capital Management | 0.22% | Add +3.0% | 377,893 | $38.4M |
| Osaic Holdings, Inc. | 0.05% | Reduce -24.8% | 332,331 | $33.8M |
| RS Crum Inc. | 6.40% | New | 314,906 | $32.0M |
| Steward Partners Investment Advisory, LLC | 0.17% | Reduce -4.3% | 308,037 | $31.3M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -3.8% | 306,282 | $31.2M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -17.8% | 265,776 | $27.0M |
| Savvy Advisors, Inc. | 0.86% | Add +61.2% | 260,937 | $26.5M |
| Watchman Group, Inc. | 6.28% | Add +2.5% | 258,903 | $26.3M |
| Castleark Management LLC | 0.77% | No change | 258,432 | $26.3M |
| Icon Wealth Advisors, LLC | 1.71% | Add +2.3% | 251,916 | $25.6M |
| Confluence Investment Management LLC | 0.37% | Reduce -33.2% | 242,506 | $24.7M |
| IHT Wealth Management, LLC | 0.60% | Add +10.4% | 240,725 | $24.5M |
| Johnson Bixby & Associates, LLC | 2.92% | Add +4.0% | 231,648 | $23.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +183.3% | 225,575 | $22.9M |
| HighTower Advisors, LLC | 0.02% | Add +19.3% | 216,388 | $22.0M |
| Modern Wealth Management, LLC | 0.39% | Add +11.6% | 210,845 | $21.4M |
| Commonwealth Financial Services, LLC | 3.50% | New | 208,870 | $21.2M |
| Atria Investments, Inc | 0.24% | Reduce -1.4% | 206,774 | $21.0M |
| CreativeOne Wealth, LLC | 0.48% | Reduce -20.8% | 195,895 | $19.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +8.3% | 192,210 | $19.6M |
| Stone House Investment Management, LLC | 2.75% | Add +2.6% | 174,016 | $17.7M |
| High Falls Advisors, Inc | 3.55% | Add +1.8% | 172,268 | $17.5M |
| Goelzer Investment Management, Inc. | 0.81% | Add +6.0% | 170,709 | $17.4M |
| Orion Porfolio Solutions, LLC | 0.12% | Add +6.2% | 166,967 | $17.0M |
| Equitable Holdings, Inc. | 0.11% | Add +0.5% | 164,012 | $16.7M |
| Mgo One Seven LLC | 0.34% | Add +31.7% | 163,977 | $16.7M |
| Rockefeller Capital Management L.P. | 0.03% | Add +32.9% | 163,907 | $16.7M |
| Summit Asset Management, LLC | 2.32% | New | 161,453 | $16.4M |
| Jones Financial Companies LLLP | 0.01% | Add +10.2% | 157,601 | $16.0M |
| Affinity Capital Advisors, LLC | 2.21% | Add +8.7% | 157,179 | $16.0M |
| SteelPeak Wealth, LLC | 0.51% | Reduce -13.2% | 151,742 | $15.4M |
| Sharkey, Howes & Javer | 1.89% | Reduce -7.8% | 146,581 | $14.9M |
| Keel Point, LLC | 0.87% | Add +0.1% | 142,377 | $14.5M |
| Capital Analysts, LLC | 0.39% | Add +39.6% | 140,252 | $14.3M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.68% | — | 136,578 | $13.9M |
| OpenArc Corporate Advisory, LLC | 0.23% | — | 136,345 | $13.9M |
| Pinnacle Financial Partners, Inc. | 0.10% | — | 132,188 | $13.4M |
| Integrity Alliance, Llc. | 0.49% | Add +28.2% | 131,986 | $13.4M |
| Trek Financial, LLC | 0.76% | Reduce -9.8% | 128,985 | $13.1M |
| Harvest Portfolios Group Inc. | 0.23% | Reduce -15.1% | 127,438 | $13.0M |
| Kelly Financial Services LLC | 3.23% | Reduce -35.0% | 126,944 | $12.9M |
| Estate Counselors, LLC | 1.00% | New | 117,565 | $12.0M |
| Farther Finance Advisors, LLC | 0.12% | Add +39.2% | 112,099 | $11.4M |
| Triad Wealth Partners, LLC | 1.07% | Reduce -11.2% | 111,009 | $11.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.63% | Reduce -10.9% | 102,966 | $10.5M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -31.4% | 102,439 | $10.4M |
| &partners | 0.05% | Add +10.5% | 100,563 | $10.2M |
| Stokes Family Office, LLC | 0.92% | Reduce -11.9% | 99,401 | $10.1M |
| NorthCoast Asset Management LLC | 0.22% | Add +70.2% | 98,891 | $10.1M |
| Regal Investment Advisors LLC | 0.58% | Add +10.1% | 95,180 | $9.7M |
| Arvest Investments, Inc. | 1.35% | Reduce -0.4% | 94,588 | $9.6M |
| Hughes Financial Services, LLC | 1.48% | Add +12.2% | 92,697 | $9.4M |
| OneDigital Investment Advisors LLC | 0.09% | Add +0.1% | 91,899 | $9.3M |
| Vise Technologies, Inc. | 0.18% | Add +47.3% | 91,798 | $9.3M |
| Global Retirement Partners, LLC | 0.16% | Add +96.5% | 91,178 | $9.3M |
| Avantax Planning Partners, Inc. | 0.26% | Reduce -0.6% | 91,082 | $9.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.08% | Add +2.0% | 89,094 | $9.1M |
| Wealth Alliance, LLC | 0.88% | Reduce -3.0% | 88,873 | $9.0M |
| Invst, LLC | 0.96% | Reduce -2.5% | 87,016 | $8.8M |
| World Investment Advisors | 0.14% | Add +235.8% | 86,701 | $8.8M |
| Net Worth Advisory Group | 1.78% | Add +8.5% | 86,657 | $8.8M |
"% 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.