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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
   AMERIPRISE FINANCIAL INC 217 - 2024-03-31 3,466,456 $364,212,000 -45,428
   RICHARD BERNSTEIN ADVISORS LLC 2 - 2024-03-31 3,283,349 $344,850,000 -114,346
   ROYAL BANK OF CANADA 676 - 2024-03-31 521,320 $54,754,000 -58,148
   STIFEL FINANCIAL CORP 324 - 2024-03-31 428,108 $44,964,000 -570,447
   RAYMOND JAMES & ASSOCIATES 491 - 2024-03-31 364,236 $38,256,000 -12,126
   CWM LLC 137 - 2024-03-31 303,422 $31,868,000 -29,353
   Advisor Group Holdings Inc. 310 - 2024-03-31 269,844 $28,346,000 -115,364
   BANK OF MONTREAL /CAN/ 684 - 2024-03-31 176,024 $18,488,000 -18,495
   Cetera Investment Advisers 126 - 2024-03-31 141,503 $14,862,000 -12,197
   COLDSTREAM CAPITAL MANAGEMENT INC 54 - 2024-03-31 91,827 $9,645,000 -641,059
   BANK OF NEW YORK MELLON CORP 2004 - 2024-03-31 86,798 $9,116,000 -10,862
   BCJ Capital Management LLC 50 - 2024-03-31 65,551 $6,885,000 -17,344
   EWA LLC 10 - 2024-03-31 57,143 $5,771,000 -10,321
   Atria Wealth Solutions Inc. 326 - 2024-03-31 49,324 $5,180,000 -21
   Icon Wealth Advisors LLC 48 - 2024-03-31 44,170 $4,639,000 -1,411
   COMERICA BANK 796 - 2024-03-31 41,247 $4,332,000 -4,384
   BEAM Asset Management LLC 10 - 2024-03-31 39,597 $4,159,000 -5,464
   Mutual Advisors LLC 157 - 2024-03-31 36,317 $3,814,000 -24,422
   First Citizens Asset Management Inc. 11 - 2024-03-31 35,875 $3,768,000 -23,587
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 44 - 2024-03-31 34,066 $3,578,000 -139
   EHRLICH FINANCIAL GROUP 8 - 2024-03-31 32,509 $3,414,000 -18
   Parallel Advisors LLC 165 - 2024-03-31 32,307 $3,393,000 -9,017
   Goss Wealth Management LLC 564 - 2024-03-31 26,819 $2,817,000 -9,182
   RSM US WEALTH MANAGEMENT LLC 168 - 2024-03-31 20,902 $2,195,000 -439
   ADVISORY SERVICES NETWORK, LLC 433 - 2024-03-31 20,686 $2,173,000 -1,370
   PATRON PARTNERS ADVISORS LLC 14 - 2024-03-31 18,993 $1,995,000 -1,220
   Geneos Wealth Management Inc. 262 - 2024-03-31 18,293 $1,921,000 -5,437
   Emerald Investment Partners LLC 106 - 2024-03-31 16,103 $1,691,000 -1,603
   CITIGROUP INC 1908 - 2024-03-31 15,835 $1,663,000 -87
   ShoreHaven Wealth Partners LLC 31 - 2024-03-31 14,289 $1,501,000 -416
   IFP Advisors Inc 328 - 2023-12-31 12,012 $1,301,000 -1,503
   Ballew Advisors Inc 30 - 2024-03-31 12,879 $1,296,000 -155
   GeoWealth Management LLC 244 - 2024-03-31 12,118 $1,273,000 -3,591
   One Day In July LLC 58 - 2024-03-31 11,689 $1,228,000 -2,469
   NATIONAL ASSET MANAGEMENT, INC. 475 - 2024-03-31 12,023 $1,184,000 -3,854
   TrinityPoint Wealth LLC 120 - 2024-03-31 11,127 $1,169,000 -517
   MA Private Wealth 40 - 2024-03-31 10,916 $1,147,000 -3,223
   Golden State Equity Partners 95 - 2023-12-31 10,492 $1,136,000 -18,351
   MORNINGSTAR INVESTMENT SERVICES, INC. 184 - 2024-03-31 10,354 $1,087,000 -3,244
   COLONY GROUP LLC 418 - 2023-09-30 10,834 $1,067,000 -182
   Astoria Portfolio Advisors LLC. 43 - 2024-03-31 10,690 $1,064,000 -1,250
   Keebeck Wealth Management LLC 137 - 2024-03-31 10,033 $1,054,000 -1,692
   Quadrant Private Wealth Management LLC 84 - 2024-03-31 9,704 $1,019,000 -947
   GenWealth Group Inc. 40 - 2024-03-31 9,654 $1,014,000 -509
   GLOBALT Investments LLC / GA 151 - 2024-03-31 8,851 $930,000 -287
   ASB Consultores LLC 63 - 2024-03-31 8,730 $917,000 -302
   CLIENT 1ST ADVISORY GROUP LLC 34 - 2024-03-31 8,421 $885,000 -1,656
   BUCKINGHAM ASSET MANAGEMENT, LLC 361 - 2024-03-31 8,200 $861,000 -49
   Cyndeo Wealth Partners LLC 213 - 2024-03-31 8,117 $853,000 -3,651
   PRUDENTIAL CORP PLC 530 - 2024-03-31 8,010 $841,000 -300
   Summit X LLC 89 - 2024-03-31 7,955 $836,000 -308
   WNY Asset Management LLC 105 - 2024-03-31 7,466 $784,000 -2,310
   We Are One Seven LLC 413 - 2024-03-31 7,245 $761,000 -2,196
   FTB Advisors Inc. 281 - 2024-03-31 7,141 $750,000 -1,406
   Apollon Wealth Management LLC 552 - 2024-03-31 7,099 $746,000 -4,832
   CREATIVE PLANNING 1544 - 2024-03-31 7,107 $746,000 -54
   HPM Partners LLC 1417 - 2024-03-31 7,091 $745,000 -311
   KEYBANK NATIONAL ASSOCIATION/OH 642 - 2024-03-31 6,647 $698,000 -42,296
   MARINER WEALTH ADVISORS, LLC 1790 - 2024-03-31 6,482 $681,000 -7,808
   PFG FINANCIAL ADVISORS 125 - 2024-03-31 6,361 $668,000 -2,245
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2917 - 2024-03-31 6,297 $661,000 -1,946
   Shared Vision Wealth Group LLC 36 - 2024-03-31 6,225 $654,000 -1,560
   ESSEX FINANCIAL SERVICES INC 281 - 2024-03-31 6,145 $645,000 -240
   BENJAMIN F. EDWARDS & COMPANY INC. 602 - 2024-03-31 6,096 $640,000 -412,599
   PROVENCE WEALTH MANAGEMENT GROUP 63 - 2023-12-31 5,892 $638,000 -685
   SWMG LLC 48 - 2024-03-31 5,853 $615,000 -12,972
   KESTRA PRIVATE WEALTH SERVICES LLC 724 - 2024-03-31 5,724 $601,000 -4,211
   Source Financial Advisors LLC 66 - 2024-03-31 5,457 $573,000 -4,319
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 71 - 2024-03-31 5,299 $557,000 -2,030
   PRIVATE TRUST CO NA 345 - 2024-03-31 5,063 $532,000 -1,786
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 460 - 2024-03-31 4,684 $492,000 -223
   BMS Financial Advisors LLC 51 - 2023-06-30 4,112 $455,000 -3,874
   Latitude Advisors LLC 90 - 2024-03-31 3,979 $418,000 -149
   WHITTIER TRUST CO 526 - 2024-03-31 3,884 $408,000 -250
   Vermillion & White Wealth Management Group LLC 45 - 2024-03-31 3,832 $402,000 -344
   RS CRUM INC. 54 - 2024-03-31 3,745 $393,000 -85
   GRIES FINANCIAL LLC 202 - 2024-03-31 3,332 $350,000 -251
   KICKSTAND VENTURES LLC. 72 - 2024-03-31 2,914 $306,000 -1,965
   CITADEL ADVISORS LLC 4185 - 2024-03-31 2,898 $304,000 -39,887
   Bulltick Wealth Management LLC 92 - 2024-03-31 2,734 $287,000 -387
   TSA Wealth Managment LLC 49 - 2024-03-31 2,671 $281,000 -22
   AE Wealth Management LLC 975 - 2024-03-31 2,640 $277,000 -2,417
   Sunbelt Securities Inc. 452 - 2024-03-31 2,563 $269,000 -52
   Spectrum Wealth Counsel LLC 126 - 2024-03-31 2,483 $261,000 -389
   Merit Financial Group LLC 757 - 2024-03-31 2,538 $256,000 -9,541
   Tempus Wealth Planning LLC 168 - 2024-03-31 2,368 $249,000 -336
   F3Logic LLC 158 - 2022-12-31 2,250 $244,000 -443
   Park Place Capital Corp 209 - 2024-03-31 2,315 $243,000 -784
   DAVID R. RAHN & ASSOCIATES INC. 86 - 2024-03-31 2,268 $238,000 -404
   Lifeworks Advisors LLC 212 - 2024-03-31 2,208 $232,000 -2,108
   HARBOUR INVESTMENTS INC. 823 - 2023-12-31 2,074 $225,000 -1,055
   Fiduciary Alliance LLC 177 - 2024-03-31 2,167 $223,000 -1,237
   Ronald Blue Trust Inc. 467 - 2024-03-31 2,091 $220,000 -193
   Qube Research & Technologies Ltd 2545 - 2024-03-31 2,048 $215,000 -9,092
   Eagle Strategies LLC 251 - 2024-03-31 2,018 $212,000 -46,641
   Sovereign Financial Group Inc. 274 - 2024-03-31 1,963 $206,000 -120
   W ADVISORS LLC 107 - 2024-03-31 1,913 $201,000 -192
   Financial Gravity Wealth Inc. 146 - 2024-03-31 1,114 $117,000 -122,436
   LFA - Lugano Financial Advisors SA 99 - 2024-03-31 1,024 $108,000 -414
   NBT BANK N A /NY 381 - 2024-03-31 998 $105,000 -580
  100 Records found
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