iShares 10-20 Year TreasuryTLHETF
13F holders, Q1 2026 (March 31)635holders −14
67new positions
83sold out
2famous investors
$100.72avg. 13F price*
At the end of Q1 2026, 635 institutions reported holding iShares 10-20 Year Treasury (TLH) in their 13F filings, down 14 from Q4 2025. 67 opened new positions and 83 sold out. The largest holders were Envestnet Asset Management Inc. ($2.3B), Forum Financial Management, LP ($900.0M) and LPL Financial LLC ($826.8M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $65.8M |
| Exits | 83 | $61.1M |
All 13F filers, Q4 2025 → Q1 2026: 7,812,520 shares bought and 8,506,017 shares sold, net −693,497 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 635 holders
| Envestnet Asset Management Inc. | 0.62% | Reduce -2.7% | 22,940,870 | $2.3B |
| Forum Financial Management, LP | 12.73% | Add +5.1% | 8,935,374 | $900.0M |
| LPL Financial LLC | 0.22% | Reduce -11.2% | 8,209,020 | $826.8M |
| Bank of America Corp. | 0.06% | Add +7.3% | 8,083,555 | $814.2M |
| BlackRock, Inc. | 0.01% | Add +21.1% | 4,606,221 | $463.9M |
| JPMorgan Chase & Co. | 0.03% | Add +3.3% | 4,093,149 | $411.9M |
| Morgan Stanley | 0.02% | Reduce -6.1% | 3,771,694 | $379.9M |
| Envestnet Portfolio Solutions, Inc. | 1.68% | Add +32.3% | 3,008,428 | $303.0M |
| Ameriprise Financial Inc. | 0.06% | Reduce -25.3% | 2,394,057 | $243.3M |
| Assetmark, Inc. | 0.47% | Add +6.0% | 2,270,608 | $228.7M |
| Cetera Investment Advisers | 0.23% | Reduce -15.1% | 2,106,252 | $212.1M |
| Dynasty Wealth Management, LLC | 1.61% | Add +49.4% | 1,834,991 | $184.8M |
| Wells Fargo & Company | 0.03% | Add +1.8% | 1,724,258 | $173.7M |
| Park Avenue Securities LLC | 1.35% | Reduce -6.0% | 1,718,413 | $173.1M |
| Cwm, LLC | 0.41% | Reduce -2.1% | 1,558,713 | $157.0M |
| Janney Montgomery Scott LLC | 0.37% | Add +9.7% | 1,491,747 | $150.2M |
| Stifel Financial Corp. | 0.14% | Reduce -7.8% | 1,467,293 | $147.8M |
| MML Investors Services, LLC | 0.38% | Reduce -26.3% | 1,364,327 | $137.4M |
| RiverFront Investment Group, LLC | 2.06% | Add +1.3% | 1,321,393 | $133.1M |
| Bank of New York Mellon Corp | 0.02% | Add +8.9% | 1,296,794 | $130.6M |
| Truist Financial Corp. | 0.15% | Add +5.8% | 1,085,184 | $109.3M |
| First Citizens Bank & Trust Co. | 2.00% | Add +12382.6% | 942,313 | $94.9M |
| NewEdge Advisors, LLC | 0.34% | Reduce -5.4% | 924,211 | $93.1M |
| Raymond James Financial Inc. | 0.03% | Add +7.5% | 903,192 | $91.0M |
| Destination Wealth Management | 2.26% | Add +8.7% | 862,821 | $86.9M |
| Royal Bank of Canada | 0.01% | Reduce -8.3% | 767,255 | $77.3M |
| Sanctuary Advisors, LLC | 0.37% | Reduce -2.4% | 681,690 | $68.7M |
| Quotient Wealth Partners, LLC | 1.77% | Add +3.8% | 667,619 | $67.2M |
| UBS Group AG | 0.01% | Add +7.0% | 636,564 | $64.1M |
| United Capital Financial Advisors, LLC | 0.36% | Reduce -1.4% | 574,363 | $57.8M |
| Cerity Partners OCIO LLC | 3.36% | Reduce -22.6% | 555,322 | $55.9M |
| Sagespring Wealth Partners, LLC | 0.96% | Add +28.7% | 522,773 | $52.7M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -25.0% | 521,187 | $52.5M |
| Benjamin Edwards Inc. | 0.51% | Reduce -17.3% | 506,333 | $51.0M |
| JB Capital LLC | 2.02% | Add +3.9% | 497,532 | $50.1M |
| US Bancorp \de | 0.06% | Reduce -33.0% | 491,441 | $49.5M |
| OpenArc Corporate Advisory, LLC | 0.69% | Add +250.8% | 478,358 | $48.2M |
| Foundations Investment Advisors, LLC | 0.56% | Reduce -12.9% | 451,692 | $45.5M |
| MAI Capital Management | 0.23% | Add +6.7% | 403,265 | $40.6M |
| Osaic Holdings, Inc. | 0.05% | Add +11.2% | 369,574 | $37.3M |
| Hamilton Capital Partners, LLC | 10.71% | Reduce -54.6% | 340,651 | $34.3M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -18.3% | 313,418 | $31.6M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -3.1% | 296,737 | $29.9M |
| RS Crum Inc. | 5.65% | Reduce -7.9% | 290,136 | $29.2M |
| Steward Partners Investment Advisory, LLC | 0.15% | Reduce -7.3% | 285,588 | $28.8M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +48.4% | 285,278 | $28.7M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +4.7% | 278,322 | $28.0M |
| Watchman Group, Inc. | 6.61% | Add +4.7% | 271,037 | $27.3M |
| Estate Counselors, LLC | 2.38% | Add +125.6% | 265,219 | $26.7M |
| Castleark Management LLC | 0.86% | No change | 258,432 | $26.0M |
| Modern Wealth Management, LLC | 0.40% | Add +9.0% | 229,825 | $23.0M |
| IHT Wealth Management, LLC | 0.51% | Reduce -9.1% | 218,841 | $22.0M |
| Confluence Investment Management LLC | 0.32% | Reduce -15.1% | 205,868 | $20.7M |
| Savvy Advisors, Inc. | 0.55% | Reduce -22.4% | 202,570 | $20.4M |
| Icon Wealth Advisors, LLC | 1.31% | Reduce -19.5% | 202,864 | $20.2M |
| Pinnacle Financial Partners, Inc. | 0.15% | Add +51.7% | 200,496 | $20.2M |
| CreativeOne Wealth, LLC | 0.47% | Add +1.5% | 198,794 | $20.0M |
| Atria Investments, Inc | 0.21% | Reduce -10.0% | 186,094 | $18.7M |
| Stone House Investment Management, LLC | 3.28% | Add +4.3% | 181,522 | $18.3M |
| Rockefeller Capital Management L.P. | 0.03% | Add +8.0% | 176,965 | $17.8M |
| Goelzer Investment Management, Inc. | 0.86% | Add +2.9% | 175,727 | $17.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -18.9% | 175,570 | $17.7M |
| Summit Asset Management, LLC | 2.43% | Add +7.6% | 173,713 | $17.5M |
| Mgo One Seven LLC | 0.35% | Add +4.0% | 170,532 | $17.2M |
| Commonwealth Financial Services, LLC | 2.60% | Reduce -21.8% | 163,337 | $16.5M |
| Jones Financial Companies LLLP | 0.01% | Add +4.8% | 165,251 | $16.4M |
| Affinity Capital Advisors, LLC | 2.27% | Add +2.5% | 161,026 | $16.2M |
| SteelPeak Wealth, LLC | 0.51% | Add +5.9% | 160,719 | $16.2M |
| Triad Wealth Partners, LLC | 1.19% | Add +33.7% | 148,453 | $15.0M |
| Keel Point, LLC | 0.96% | Add +0.0% | 142,427 | $14.3M |
| Integrity Alliance, Llc. | 0.55% | Add +7.8% | 142,351 | $14.3M |
| Trek Financial, LLC | 0.76% | Add +9.7% | 141,525 | $14.3M |
| Sharkey, Howes & Javer | 1.91% | Reduce -3.7% | 141,128 | $14.2M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.58% | Reduce -1.2% | 134,940 | $13.6M |
| McKinley Carter Wealth Services, Inc. | 0.76% | Add +369.9% | 131,421 | $13.2M |
| Johnson Bixby & Associates, LLC | 1.60% | Reduce -44.6% | 128,344 | $12.9M |
| Orion Porfolio Solutions, LLC | 0.11% | Reduce -23.7% | 127,460 | $12.8M |
| Equitable Holdings, Inc. | 0.08% | Reduce -23.8% | 124,991 | $12.7M |
| Cascade Financial Partners, LLC | 1.31% | New | 126,045 | $12.7M |
| Capital Analysts, LLC | 0.33% | Reduce -11.0% | 124,852 | $12.6M |
| &partners | 0.06% | Add +22.9% | 123,564 | $12.5M |
| Kelly Financial Services LLC | 2.97% | Reduce -3.5% | 122,456 | $12.3M |
| Arvest Investments, Inc. | 1.64% | Add +26.3% | 119,499 | $12.0M |
| NorthCoast Asset Management LLC | 0.28% | Add +20.0% | 118,662 | $12.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.66% | Add +10.9% | 114,241 | $11.5M |
| Harvest Portfolios Group Inc. | 0.19% | Reduce -12.1% | 112,088 | $11.3M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +68.4% | 106,967 | $10.8M |
| Avantax Planning Partners, Inc. | 0.29% | Add +15.6% | 105,266 | $10.6M |
| Gateway Wealth Partners, LLC | 0.41% | Add +239.3% | 104,261 | $10.5M |
| Integrated Wealth Concepts LLC | 0.08% | Add +31.8% | 97,318 | $9.8M |
| Hughes Financial Services, LLC | 1.47% | Add +2.6% | 95,109 | $9.6M |
| Farther Finance Advisors, LLC | 0.09% | Reduce -15.7% | 94,526 | $9.5M |
| Vise Technologies, Inc. | 0.18% | No change | 91,798 | $9.3M |
| Arrow Financial Corp | 0.91% | Add +109.0% | 90,264 | $9.1M |
| Keystone Financial Services | 2.66% | Add +4.1% | 89,845 | $9.0M |
| PAX Financial Group, LLC | 1.54% | Add +4.3% | 89,763 | $9.0M |
| Teucrium Investment Advisors, LLC | 6.99% | New | 89,795 | $9.0M |
| Net Worth Advisory Group | 1.85% | Add +2.3% | 88,657 | $8.9M |
| Liberty Wealth Management LLC | 1.11% | Add +14.7% | 87,815 | $8.8M |
| Stokes Family Office, LLC | 0.91% | Reduce -12.1% | 87,416 | $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.