ISHARES 10-20 YEAR TREASURY TLH
$99.57
+0.1% 52w: $94.68 – $103.50
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data94.6899.09103.50
Jun 20, 2025 Jul 2, 2026
Institutional holders
632
-15 QoQ
13F value
$11.61B
-1.7% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
4.0×
$18.8M calls / $4.7M puts
Institutional value by quarter
Number of holders
Who owns TLH?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 22.9M | $2.31B | 0.6% | -2.7% |
| Forum Financial Management, LP | Wealth advisor | 8.9M | $900.0M | 12.7% | +5.1% |
| LPL Financial LLC | Bank broker | 8.2M | $826.8M | 0.2% | -11.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 8.1M | $814.2M | 0.1% | +7.3% |
| BlackRock, Inc. | Index provider | 4.6M | $463.9M | 0.0% | +21.0% |
| JPMORGAN CHASE & CO | Bank broker | 4.1M | $411.9M | 0.0% | +3.3% |
| MORGAN STANLEY | Bank broker | 3.8M | $379.9M | 0.0% | -6.1% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 3.0M | $303.0M | 1.7% | +32.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.4M | $243.3M | 0.1% | -25.3% |
| ASSETMARK, INC | Wealth advisor | 2.3M | $228.7M | 0.5% | +6.0% |
| Cetera Investment Advisers | Wealth advisor | 2.1M | $212.1M | 0.2% | -15.1% |
| Dynasty Wealth Management, LLC | Wealth advisor | 1.8M | $184.8M | 1.6% | +49.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.7M | $173.7M | 0.0% | +1.8% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 1.7M | $173.1M | 1.4% | -6.0% |
| CWM, LLC | Wealth advisor | 1.6M | $157.0M | 0.4% | -2.1% |
| Janney Montgomery Scott LLC | Diversified mechanical | 1.5M | $150.2M | 0.4% | +9.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.5M | $147.8M | 0.1% | -7.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 1.4M | $137.4M | 0.4% | -26.3% |
| RiverFront Investment Group, LLC | Wealth advisor | 1.3M | $133.1M | 2.1% | +1.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.3M | $130.6M | 0.0% | +8.9% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 1.1M | $109.3M | 0.1% | +5.8% |
| FIRST CITIZENS BANK & TRUST CO | Wealth advisor | 942.3K | $94.9M | 2.0% | +12382.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 924.2K | $93.1M | 0.3% | -5.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 903.2K | $91.0M | 0.0% | +7.4% |
| Destination Wealth Management | Wealth advisor | 862.8K | $86.9M | 2.3% | +8.7% |
| ROYAL BANK OF CANADA | Bank broker | 767.3K | $77.3M | 0.0% | -8.3% |
| Sanctuary Advisors, LLC | Wealth advisor | 681.7K | $68.7M | 0.4% | -2.4% |
| Quotient Wealth Partners, LLC | Wealth advisor | 667.6K | $67.2M | 1.8% | +3.8% |
| UBS Group AG | Bank broker | 636.6K | $64.1M | 0.0% | +7.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 574.4K | $57.8M | 0.4% | -1.4% |
| Cerity Partners OCIO LLC | Wealth advisor | 555.3K | $55.9M | 3.4% | -22.6% |
| SAGESPRING WEALTH PARTNERS, LLC | Wealth advisor | 522.8K | $52.7M | 1.0% | +28.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 521.2K | $52.5M | 0.0% | -25.0% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 506.3K | $51.0M | 0.5% | -17.3% |
| JB Capital LLC | Wealth advisor | 497.5K | $50.1M | 2.0% | +3.9% |
| US BANCORP \DE\ | Wealth advisor | 491.4K | $49.5M | 0.1% | -33.0% |
| OpenArc Corporate Advisory, LLC | Wealth advisor | 478.4K | $48.2M | 0.7% | +250.8% |
| Foundations Investment Advisors, LLC | Wealth advisor | 451.7K | $45.5M | 0.6% | -12.9% |
| MAI Capital Management | Wealth advisor | 403.3K | $40.6M | 0.2% | +6.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 369.6K | $37.3M | 0.1% | +11.2% |
| HAMILTON CAPITAL PARTNERS, LLC | Other | 340.7K | $34.3M | 10.7% | -54.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 313.4K | $31.6M | 0.0% | -18.3% |
| Thrivent Financial for Lutherans | Diversified mechanical | 296.7K | $29.9M | 0.1% | -3.1% |
| RS CRUM INC. | Wealth advisor | 290.1K | $29.2M | 5.7% | -7.9% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 285.6K | $28.8M | 0.1% | -7.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 285.3K | $28.7M | 0.1% | +48.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 278.3K | $28.0M | 0.1% | +4.7% |
| Watchman Group, Inc. | Wealth advisor | 271.0K | $27.3M | 6.6% | +4.7% |
| Estate Counselors, LLC | Wealth advisor | 265.2K | $26.7M | 2.4% | +125.6% |
| CASTLEARK MANAGEMENT LLC | Other | 258.4K | $26.0M | 0.9% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.