Who owns iShares Barclays 10-20 Yr Tresry Bd?
- Ticker: TLH
- CUSIP Number: 464288653
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Barclays 10-20 Yr Tresry Bd with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Barclays 10-20 Yr Tresry Bd stock
Who bought or sold iShares Barclays 10-20 Yr Tresry Bd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 11M | $1.1B | 3% | Mar 2024 |
|
| Forum Financial Management | 7.1M | $746M | 2% | Mar 2024 |
|
| Envestnet Asset Management | 5.0M | $521M | 34% | Mar 2024 |
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| Wells Fargo & Company | 3.8M | $399M | 3% | Mar 2024 |
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| Ameriprise Financial | 3.5M | $364M | -30% | Mar 2024 |
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| Branch Banking & Trust Company | 3.4M | $359M | 3% | Mar 2024 |
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| Richard Bernstein Advisors | 3.3M | $345M | -40% | Mar 2024 |
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| Morgan Stanley | 1.9M | $202M | 22% | Mar 2024 |
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| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 1.8M | $185M | 2551% | Mar 2024 |
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| LPL Financial | 1.5M | $161M | 146% | Mar 2024 |
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| Jpmorgan Chase & Co | 1.5M | $153M | 41% | Mar 2024 |
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| Itau Unibanco Holding | 1.1M | $115M | 3% | Dec 2023 |
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| UBS Group | 1.1M | $112M | 7% | Mar 2024 |
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| Johns Hopkins University | 1.0M | $108M | 100% | Mar 2024 |
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| Pathstone Holdings | 963k | $101M | 20% | Mar 2024 |
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| Envestnet Portfolio Solutions | 812k | $85M | 8% | Mar 2024 |
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| Assetmark | 762k | $80M | 929% | Mar 2024 |
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| Coldstream Capital Management | 733k | $79M | 100% | Dec 2023 |
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| Financial Advisory Service | 656k | $69M | 7% | Mar 2024 |
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| Captrust Financial Advisors | 641k | $67M | 130% | Mar 2024 |
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| Sequoia Financial Advisors | 590k | $62M | 6% | Mar 2024 |
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| BlackRock | 557k | $59M | -10% | Mar 2024 |
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| RiverFront Investment Group | 543k | $57M | 6% | Mar 2024 |
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| First Citizens Bank & Trust | 536k | $56M | 8% | Mar 2024 |
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| Royal Bank of Canada | 521k | $55M | -10% | Mar 2024 |
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| Smith Anglin Financial | 448k | $47M | 11% | Mar 2024 |
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| Stifel Financial | 428k | $45M | -57% | Mar 2024 |
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| Janney Montgomery Scott | 382k | $40M | 18% | Mar 2024 |
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| Raymond James & Associates | 364k | $38M | -3% | Mar 2024 |
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| Commonwealth Equity Services | 359k | $38M | 1% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 324k | $34M | 71% | Mar 2024 |
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| Prime Capital Investment Advisors | 313k | $34M | 4% | Dec 2023 |
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| CWM | 303k | $32M | -9% | Mar 2024 |
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| Advisor Group Holdings | 270k | $28M | -30% | Mar 2024 |
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| Financial Engines Advisors L.L.C | 250k | $26M | 100% | Mar 2024 |
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| Raymond James Financial Services Advisors | 244k | $26M | 23% | Mar 2024 |
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| Arrow Financial Corp. | 233k | $25M | 92% | Dec 2023 |
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| Traverso Chambers Private Wealth Management | 212k | $23M | 100% | Dec 2023 |
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| TD Waterhouse Canada | 205k | $29M | 6% | Mar 2024 |
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| Cambridge Investment Research Advisors | 190k | $20M | 54% | Mar 2024 |
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| Thrivent Financial for Lutherans | 190k | $20M | 413% | Mar 2024 |
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| Vestmark Advisory Solutions | 185k | $19M | 100% | Mar 2024 |
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| Private Advisor | 184k | $19M | 228% | Mar 2024 |
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| Pinnacle Financial Partners | 181k | $19M | 100% | Mar 2024 |
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| Bank Of Montreal | 176k | $19M | -10% | Mar 2024 |
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| Park Avenue Securities | 175k | $18M | 6% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 169k | $18M | 8% | Mar 2024 |
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| Johnson Bixby & Associates | 163k | $17M | 23% | Mar 2024 |
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| Members Advisory Group | 160k | $17M | 1% | Mar 2024 |
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| Goelzer Investment Management | 157k | $17M | 32% | Mar 2024 |
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| Regatta Capital Group | 154k | $16M | 144% | Mar 2024 |
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| Susquehanna International | 148k | $16M | 326% | Mar 2024 |
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| Us Bancorp | 143k | $15M | 16452% | Mar 2024 |
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| Nicolet Advisory Services | 134k | $14M | 100% | Mar 2024 |
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| Financial Gravity Wealth | 124k | $8.2k | 0% | Dec 2023 |
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| HighTower Advisors | 120k | $13M | 14% | Mar 2024 |
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| Quantitative Strategies | 113k | $12M | 3% | Mar 2024 |
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| Rockefeller Capital Management | 100k | $11M | 29% | Dec 2023 |
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| SageView Advisory Group | 97k | $4.1M | 100% | Mar 2024 |
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| First Financial Bank, N.A. - Trust Division | 97k | $11M | -25% | Dec 2023 |
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| Umpqua Bank | 95k | $10M | 100% | Mar 2024 |
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| Hengehold Capital Management | 94k | $9.8M | 1% | Mar 2024 |
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| Financial Life Advisors | 92k | $9.7M | 27% | Mar 2024 |
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| Steward Partners Investment Advisory | 90k | $9.5M | 73% | Mar 2024 |
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| Beacon Pointe Advisors | 87k | $9.4M | 353% | Dec 2023 |
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| Bank of New York Mellon | 87k | $9.1M | -11% | Mar 2024 |
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| Columbia Trust Co 01012016 | 86k | $9.3M | 150% | Dec 2023 |
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| Syon Capital | 85k | $8.9M | 28% | Mar 2024 |
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| BCJ Capital Management | 83k | $9.0M | 8% | Dec 2023 |
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| Cambridge Trust Company | 80k | $8.7M | 17% | Dec 2023 |
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| Benedetti & Gucer | 77k | $8.1M | 10% | Mar 2024 |
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| Toroso Investments | 77k | $8.0M | 100% | Mar 2024 |
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| Resources Investment Advisors | 76k | $8.0M | 60% | Mar 2024 |
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| Arvest Investments | 76k | $7.9M | 27% | Mar 2024 |
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| Atria Investments | 70k | $7.6M | 22% | Dec 2023 |
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| Principal Securities | 66k | $6.9M | 7% | Mar 2024 |
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| Royal Harbor Partners | 65k | $6.8M | 0% | Mar 2024 |
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| Affinity Capital Advisors | 62k | $6.5M | 26% | Mar 2024 |
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| Transcend Wealth Collective | 60k | $6.3M | 0% | Mar 2024 |
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| First Citizens Asset Management | 60k | $6.5M | 35% | Dec 2023 |
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| Scotia Capital | 59k | $6.4M | 3% | Dec 2023 |
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| Krilogy Financial | 59k | $6.2M | 8% | Mar 2024 |
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| Focus Financial Network | 58k | $6.3M | 100% | Dec 2023 |
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| Ewa | 57k | $5.8M | -15% | Mar 2024 |
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| Daymark Wealth Partners | 56k | $6.1M | -9% | Dec 2023 |
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| Focus Financial Network | 54k | $5.4M | 100% | Mar 2024 |
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| Harvest Portfolios Group | 54k | $5.8M | 1480% | Dec 2023 |
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| Bp Wealth Management | 53k | $5.6M | 67% | Mar 2024 |
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| Trustmark National Bank - Trust Department | 52k | $5.5M | 100% | Mar 2024 |
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| Atria Wealth Solutions | 49k | $5.2M | 0% | Mar 2024 |
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| Cresta Advisors | 49k | $5.1M | 4% | Mar 2024 |
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| Avaii Wealth Management | 47k | $4.9M | 10% | Mar 2024 |
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| Premier Path Wealth Partners | 44k | $4.5M | 100% | Mar 2024 |
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| Icon Wealth Advisors | 44k | $4.6M | -3% | Mar 2024 |
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| Smartleaf Asset Management | 42k | $4.6M | 39% | Mar 2024 |
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| Brian McDonald | 41k | $4.3M | 36% | Mar 2024 |
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| Evergreen Private Wealth | 41k | $4.3M | 30% | Mar 2024 |
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| Avid Wealth Partners | 40k | $4.2M | 100% | Mar 2024 |
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| BEAM Asset Management | 40k | $4.2M | -12% | Mar 2024 |
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| SPC Financial | 39k | $4.1M | 100% | Mar 2024 |
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| Lionsbridge Wealth Management | 38k | $4.0M | 32% | Mar 2024 |
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| Nicolet Bankshares | 38k | $4.0M | 100% | Mar 2024 |
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| Foundations Investment Advisors | 36k | $3.8M | 8% | Mar 2024 |
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| Mutual Advisors | 36k | $3.8M | -40% | Mar 2024 |
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| Conrad Siegel Investment Advisors | 34k | $3.6M | 100% | Mar 2024 |
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| Cary Street Partners Asset Management | 34k | $3.6M | 0% | Mar 2024 |
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| One Wealth Advisors | 34k | $3.6M | 99% | Mar 2024 |
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| Integrated Wealth Concepts | 34k | $3.5M | 24% | Mar 2024 |
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| Ehrlich Financial Group | 33k | $3.4M | 100% | Mar 2024 |
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| Parallel Advisors | 32k | $3.4M | -22% | Mar 2024 |
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| Davies Financial Advisors | 32k | $3.4M | 100% | Mar 2024 |
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| Cedrus | 32k | $3.3M | 17% | Mar 2024 |
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| MN Wealth Advisors | 31k | $3.2M | 100% | Mar 2024 |
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| Jane Street | 30k | $3.1M | 193% | Mar 2024 |
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| Sykon Capital | 29k | $3.0M | 201% | Mar 2024 |
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| Modus Advisors | 29k | $3.1M | 100% | Dec 2023 |
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| Forte Asset Management | 28k | $2.9M | 10% | Mar 2024 |
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| Migdal Insurance & Financial Holdings | 27k | $2.8M | 5240% | Mar 2024 |
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| Russell Investments | 27k | $2.8M | 0% | Mar 2024 |
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| Goss Wealth Management | 27k | $2.8M | 745% | Mar 2024 |
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| Great Valley Advisor Group | 27k | $2.8M | 4% | Mar 2024 |
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| LVW Advisors | 26k | $2.8M | 1% | Mar 2024 |
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| Stratos Wealth Partners | 26k | $2.8M | 11% | Mar 2024 |
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| Citadel Advisors | 26k | $2.7M | -71% | Mar 2024 |
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| Kestra Advisory Services | 24k | $2.6M | 138% | Dec 2023 |
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| Clear Creek Financial Management | 23k | $2.5M | 1% | Mar 2024 |
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| Lincoln National | 23k | $2.4M | 290% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 22k | $2.3M | 0% | Mar 2024 |
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| Financial Advocates Investment Management | 21k | $1.9M | 143% | Mar 2024 |
|
| Cooper Financial Group | 21k | $2.2M | 12% | Mar 2024 |
|
| Rsm Us Wealth Management | 21k | $2.2M | -2% | Mar 2024 |
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| Advisory Services Network | 21k | $2.2M | -6% | Mar 2024 |
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| Global Endowment Management | 20k | $2.1M | 0% | Mar 2024 |
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| H D Vest Advisory Services | 20k | $2.1M | 24% | Mar 2024 |
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| Orion Portfolio Solutions | 19k | $2.0M | 2% | Mar 2024 |
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| Patron Partners Advisors | 19k | $2.0M | -6% | Mar 2024 |
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| Geneos Wealth Management | 18k | $1.9M | -23% | Mar 2024 |
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| Invenio Wealth Partners | 18k | $1.9M | 424% | Mar 2024 |
|
| Horst & Graben Wealth Management | 18k | $1.9M | 35% | Mar 2024 |
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| Proequities | 18k | $1.9B | 8% | Mar 2024 |
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| Surience Private Wealth | 17k | $1.8M | 100% | Mar 2024 |
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| Massmutual Trust | 17k | $1.8M | 57% | Mar 2024 |
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| One Wealth Management Investment & Advisory Services | 17k | $1.8M | 10% | Mar 2024 |
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| Sound Income Strategies | 17k | $1.7M | 23303% | Mar 2024 |
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| Emerald Investment Partners | 16k | $1.7M | -9% | Mar 2024 |
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| PFG Investments | 16k | $1.7M | 100% | Mar 2024 |
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| National Asset Management | 16k | $1.7M | 32% | Dec 2023 |
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| Citigroup | 16k | $1.7M | -1% | Mar 2024 |
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| Townsquare Capital | 15k | $1.6M | 13% | Mar 2024 |
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| Perigon Wealth Management | 15k | $1.6M | 623% | Mar 2024 |
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| Kingsview Wealth Management | 14k | $1.5M | 37% | Mar 2024 |
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| ShoreHaven Wealth Partners | 14k | $1.5M | -3% | Mar 2024 |
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| Sheridan Capital Management | 14k | $1.5M | 5% | Mar 2024 |
|
| One Day In July | 12k | $1.2M | -17% | Mar 2024 |
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| MA Private Wealth | 11k | $1.1M | -23% | Mar 2024 |
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| Golden State Equity Partners | 11k | $1.1M | -64% | Dec 2023 |
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| Client 1st Advisory Group | 8.4k | $885k | -41% | Mar 2024 |
|
| Mariner Wealth Advisors | 6.5k | $681k | -55% | Mar 2024 |
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| Benjamin F. Edwards & Company | 6.1k | $640k | -99% | Mar 2024 |
|
| SWMG | 5.9k | $615k | -69% | Mar 2024 |
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| Eagle Strategies | 2.0k | $212k | -96% | Mar 2024 |
|
| Gradient Investments | 737.00 | $78k | -100% | Mar 2024 |
|
| GeoWealth Management | 0 | $0 | -100% | Mar 2024 |
|
Who sold out of iShares Barclays 10-20 Yr Tresry Bd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Marks Wealth | Dec 2023 | 294k | $32M |
| Compton Financial Group | Dec 2023 | 104k | $11M |
| Benjamin Edwards | Dec 2023 | 36k | $3.9M |
| Castle Rock Wealth Management | Dec 2023 | 16k | $1.7M |