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Get Institutions for : 
iShares Barclays 10-20 Year Treasury Bnd (TLH)  
$102.36 0.04 (0.04%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 391    21
Total shares held : 
 62,755,218  
% of shares held : 
 66.76%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   71  
Amount of shares held : 
 1,781,359  
% of shares held change : 
   1.9%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $96.78  
Last Quarter's Ending Price : 
 $108.26  
Last Quarter's Average Price : 
 $100.10  
Change from last quarter's     
avg. price to the last closing  : 
2.26 (2.26%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
73
 4,814,513
 7.67%
 
Increased Positions :
161
 8,934,417
 14.24%
 
Unchanged Positions :
46
 1,341,868
 2.14%
 
Decreased Positions :
111
-9,659,184
-15.39%
 
Closed Positions :
52
-2,308,387
-3.68%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 188 - 2024-03-31 10,715,913 $1,125,492,000 298,239
   Forum Financial Management LP 2 - 2024-03-31 7,103,508 $746,081,000 142,063
   ENVESTNET ASSET MANAGEMENT INC 93 - 2024-03-31 4,962,348 $521,195,000 254,386
   WELLS FARGO & CO/MN 183 - 2024-03-31 3,794,978 $398,587,000 121,458
   AMERIPRISE FINANCIAL INC 217 - 2024-03-31 3,466,456 $364,212,000 -45,428
   BB&T CORP 35 - 2024-03-31 3,413,836 $358,555,000 109,465
   RICHARD BERNSTEIN ADVISORS LLC 2 - 2024-03-31 3,283,349 $344,850,000 -114,346
   MORGAN STANLEY 787 - 2024-03-31 1,927,013 $202,394,000 228,978
   ANNEX ADVISORY SERVICES, LLC 3 - 2024-03-31 1,761,192 $184,978,000 1,111,995
   LPL FINANCIAL CORP 207 - 2024-03-31 1,535,956 $161,321,000 395,951
   J P MORGAN CHASE & CO 697 - 2024-03-31 1,460,833 $153,431,000 425,806
   Itau Unibanco Holding S.A. 5 - 2024-03-31 1,134,068 $119,111,000 69,511
   UBS Group AG 451 - 2024-03-31 1,061,874 $111,529,000 67,302
   Johns Hopkins University 7 - 2024-03-31 1,025,380 $107,696,000 0
   Pathstone Holdings LLC 32 - 2024-03-31 962,462 $101,087,000 161,913
   Envestnet Portfolio Solutions Inc. 51 - 2024-03-31 811,568 $85,239,000 59,685
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 83 - 2024-03-31 761,698 $80,001,000 687,673
   YCMNET ADVISORS INC 5 - 2024-03-31 711,799 $74,760,000 143,937
   PATHSTONE FAMILY OFFICE, LLC 33 - 2023-09-30 717,295 $70,618,000 401,535
   Financial Advisory Service Inc. 2 - 2024-03-31 655,832 $68,882,000 45,143
   CAPTRUST FINANCIAL ADVISORS 93 - 2024-03-31 640,489 $67,271,000 362,060
   Sequoia Financial Advisors LLC 25 - 2024-03-31 590,079 $61,976,000 32,211
   BLACKROCK INC. 2301 - 2024-03-31 557,402 $58,544,000 58,665
   RIVERFRONT INVESTMENT GROUP, LLC 21 - 2024-03-31 542,738 $57,004,000 29,188
   FIRST CITIZENS BANK & TRUST CO 14 - 2024-03-31 536,219 $56,319,000 39,670
   ROYAL BANK OF CANADA 676 - 2024-03-31 521,320 $54,754,000 -58,148
   Smith Anglin Financial LLC 6 - 2024-03-31 448,209 $47,075,000 45,192
   STIFEL FINANCIAL CORP 324 - 2024-03-31 428,108 $44,964,000 -570,447
   JANNEY MONTGOMERY SCOTT LLC 174 - 2024-03-31 381,451 $40,064,000 58,969
   RAYMOND JAMES & ASSOCIATES 491 - 2024-03-31 364,236 $38,256,000 -12,126
   COMMONWEALTH EQUITY SERVICES LLC. 295 - 2024-03-31 358,690 $37,673,000 4,676
   Prime Capital Investment Advisors LLC 43 - 2024-03-31 354,912 $37,276,000 42,353
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 250 - 2024-03-31 324,232 $34,054,000 90,870
   CWM LLC 137 - 2024-03-31 303,422 $31,868,000 -29,353
   MML INVESTORS SERVICES LLC 183 - 2024-03-31 288,775 $30,330,000 39,915
   TD Waterhouse Canada Inc. 89 - 2024-03-31 204,930 $28,578,000 10,785
   Advisor Group Holdings Inc. 310 - 2024-03-31 269,844 $28,346,000 -115,364
   FINANCIAL ENGINES ADVISORS L.L.C. 56 *New 2024-03-31 249,985 $26,256,000 249,985
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 426 - 2024-03-31 244,304 $25,659,000 45,468
   ARROW FINANCIAL CORP 9 - 2023-12-31 232,590 $25,180,000 111,759
   FINANCIAL NETWORK 170 - 2024-03-31 235,499 $24,734,000 132,627
   Traverso Chambers Private Wealth Management LLC 4 *New 2023-12-31 211,855 $22,935,000 211,855
   Rockefeller Capital Management L.P. 296 - 2024-03-31 215,467 $22,631,000 115,040
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 248 - 2024-03-31 190,242 $19,981,000 66,878
   THRIVENT FINANCIAL FOR LUTHERANS 451 - 2024-03-31 189,520 $19,906,000 19,454
   Vestmark Advisory Solutions Inc. 22 - 2024-03-31 184,614 $19,390,000 92,263
   Private Advisor Group LLC 137 - 2024-03-31 183,453 $19,268,000 127,602
   PINNACLE FINANCIAL PARTNERS INC 69 *New 2024-03-31 180,812 $18,991,000 180,812
   BANK OF MONTREAL /CAN/ 684 - 2024-03-31 176,024 $18,488,000 -18,495
   PARK AVENUE SECURITIES LLC 62 - 2024-03-31 174,817 $18,361,000 10,602
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 350 - 2024-03-31 168,741 $17,723,000 12,184
   Johnson Bixby & Associates LLC 11 - 2024-03-31 163,449 $17,167,000 30,842
   Members Advisory Group LLC 4 - 2024-03-31 160,184 $16,825,000 1,030
   GOELZER INVESTMENT MANAGEMENT, INC. 13 - 2024-03-31 156,910 $16,480,000 38,486
   REGATTA CAPITAL GROUP LLC 5 - 2024-03-31 153,932 $16,167,000 90,829
   US BANCORP 350 - 2024-03-31 142,513 $14,968,000 141,652
   Cetera Investment Advisers 126 - 2024-03-31 141,503 $14,862,000 -12,197
   FIRST FINANCIAL BANK - TRUST DIVISION 18 - 2024-03-31 134,374 $14,113,000 37,505
   NICOLET ADVISORY SERVICES LLC 14 - 2024-03-31 134,223 $13,791,000 8,230
   HIGHTOWER ADVISORS, LLC 599 - 2024-03-31 120,200 $12,620,000 14,419
   Quantitative Strategies Inc. 4 - 2024-03-31 113,248 $11,894,000 3,822
   DAYMARK WEALTH PARTNERS LLC 47 - 2024-03-31 99,658 $10,467,000 43,488
   Umpqua Bank 3 - 2024-03-31 94,856 $9,963,000 0
   MULTIFINANCIAL SECURITIES CORP 255 - 2024-03-31 93,762 $9,848,000 17,393
   HENGEHOLD CAPITAL MANAGEMENT LLC 21 - 2024-03-31 93,704 $9,842,000 931
   Harvest Portfolios Group Inc. 61 - 2024-03-31 93,605 $9,831,000 39,881
   FINANCIAL LIFE ADVISORS 7 - 2024-03-31 92,135 $9,677,000 19,471
   COLDSTREAM CAPITAL MANAGEMENT INC 54 - 2024-03-31 91,827 $9,645,000 -641,059
   Beacon Pointe Advisors LLC 183 - 2024-03-31 90,266 $9,481,000 3,096
   Steward Partners Investment Advisory LLC 204 - 2024-03-31 90,031 $9,456,000 37,880
   Columbia Trust Co 01012016 3 - 2023-12-31 85,824 $9,291,000 51,502
   BANK OF NEW YORK MELLON CORP 2004 - 2024-03-31 86,798 $9,116,000 -10,862
   SYON CAPITAL LLC 20 - 2024-03-31 84,609 $8,886,000 18,496
   CAMBRIDGE TRUST CO 71 - 2023-12-31 80,407 $8,705,000 11,611
   CONFLUENCE INVESTMENT MANAGEMENT LLC 108 *New 2024-03-31 79,329 $8,332,000 79,329
   Benedetti & Gucer Inc. 5 - 2024-03-31 76,835 $8,070,000 6,706
   Toroso Investments LLC 140 *New 2024-03-31 76,526 $8,038,000 76,526
   Resources Investment Advisors Inc. 154 - 2024-03-31 76,138 $7,997,000 10,705
   ARVEST INVESTMENTS INC. 23 - 2024-03-31 75,675 $7,948,000 16,106
   ATRIA INVESTMENTS LLC 208 - 2023-12-31 70,115 $7,591,000 12,857
   PRINCIPAL SECURITIES INC. 90 - 2024-03-31 65,977 $6,930,000 4,601
   BCJ Capital Management LLC 50 - 2024-03-31 65,551 $6,885,000 -17,344
   Royal Harbor Partners LLC 12 - 2024-03-31 64,763 $6,802,000 207
   ADVISOR PARTNERS II LLC 59 - 2023-09-30 68,416 $6,735,000 52,457
   Affinity Capital Advisors LLC 15 - 2024-03-31 61,734 $6,484,000 12,878
   SCOTIA CAPITAL INC. 221 - 2024-03-31 60,856 $6,392,000 1,486
   TRANSCEND WEALTH COLLECTIVE LLC 39 - 2024-03-31 60,436 $6,348,000 77
   FOCUS FINANCIAL NETWORK INC /ADV 93 - 2023-12-31 58,193 $6,300,000 0
   Krilogy Financial LLC 44 - 2024-03-31 59,128 $6,210,000 4,294
   EWA LLC 10 - 2024-03-31 57,143 $5,771,000 -10,321
   BP WEALTH MANAGEMENT LLC 156 - 2024-03-31 53,426 $5,611,000 21,496
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 57 - 2024-03-31 52,100 $5,472,000 366
   Focus Financial Network Inc. 73 - 2024-03-31 54,070 $5,379,000 0
   Atria Wealth Solutions Inc. 326 - 2024-03-31 49,324 $5,180,000 -21
   Cresta Advisors Ltd. 11 - 2024-03-31 48,949 $5,141,000 1,932
   Kestra Advisory Services LLC 509 - 2024-03-31 48,835 $5,129,000 24,686
   AVAII WEALTH MANAGEMENT LLC 8 - 2024-03-31 46,484 $4,882,000 4,180
   Icon Wealth Advisors LLC 48 - 2024-03-31 44,170 $4,639,000 -1,411
   Smartleaf Asset Management LLC 12 - 2024-03-31 42,166 $4,593,000 11,875
   Premier Path Wealth Partners LLC 28 *New 2024-03-31 44,329 $4,523,000 44,329
  100 Records found
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