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Get Institutions for : 
iShares Barclays 10-20 Year Treasury Bnd (TLH)  
$99.14 0.48 (0.49%) as of 4:30 Fri 4/26


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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  : 
0.96 (0.96%)  




 
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/ 172 - 2023-12-31 10,417,674 $1,127,817,000 -2,587,516
   Forum Financial Management LP 2 - 2023-12-31 6,961,445 $753,646,000 504,209
   ENVESTNET ASSET MANAGEMENT INC 85 - 2023-12-31 4,707,962 $509,684,000 1,008,959
   WELLS FARGO & CO/MN 177 - 2023-12-31 3,673,520 $397,695,000 1,657,016
   AMERIPRISE FINANCIAL INC 194 - 2023-12-31 3,511,884 $378,970,000 -1,464,198
   RICHARD BERNSTEIN ADVISORS LLC 2 - 2023-12-31 3,397,695 $367,835,000 -2,055,880
   BB&T CORP 33 - 2023-12-31 3,304,371 $357,731,000 86,291
   ANNEX ADVISORY SERVICES, LLC 3 - 2024-03-31 1,761,192 $184,978,000 1,111,995
   MORGAN STANLEY 811 - 2023-12-31 1,698,035 $183,829,000 122,969
   LPL FINANCIAL CORP 234 - 2023-12-31 1,140,005 $123,417,000 514,464
   Itau Unibanco Holding S.A. 8 - 2023-12-31 1,064,557 $115,249,000 31,254
   J P MORGAN CHASE & CO 767 - 2023-12-31 1,035,027 $112,052,000 331,126
   Johns Hopkins University 7 *New 2023-12-31 1,025,380 $111,008,000 1,025,380
   STIFEL FINANCIAL CORP 166 - 2023-12-31 998,555 $108,104,000 673,186
   UBS Group AG 399 - 2023-12-31 994,572 $107,672,000 118,636
   Pathstone Holdings LLC 35 - 2023-12-31 800,549 $86,525,000 0
   Envestnet Portfolio Solutions Inc. 49 - 2023-12-31 751,883 $81,399,000 -45,858
   COLDSTREAM CAPITAL MANAGEMENT INC 10 *New 2023-12-31 732,886 $79,342,000 732,886
   PATHSTONE FAMILY OFFICE, LLC 33 - 2023-09-30 717,295 $70,618,000 401,535
   Financial Advisory Service Inc. *New 2023-12-31 610,689 $66,113,000 610,689
   ROYAL BANK OF CANADA 620 - 2023-12-31 579,468 $62,732,000 -68,086
   YCMNET ADVISORS INC 9 *New 2023-12-31 567,862 $61,477,000 567,862
   Sequoia Financial Advisors LLC - 2023-12-31 557,868 $60,395,000 39,817
   FIRST CITIZENS BANK & TRUST CO 14 - 2024-03-31 536,219 $56,319,000 39,670
   RIVERFRONT INVESTMENT GROUP, LLC 20 - 2023-12-31 513,550 $55,597,000 -141,508
   BLACKROCK INC. 2378 - 2023-12-31 498,737 $53,993,000 -122,079
   Smith Anglin Financial LLC 6 - 2024-03-31 448,209 $47,075,000 45,192
   BENJAMIN F. EDWARDS & COMPANY INC. 14 - 2023-12-31 418,695 $45,328,000 414,620
   Advisor Group Holdings Inc. 248 - 2023-12-31 385,208 $41,716,000 36,196
   COMMONWEALTH EQUITY SERVICES LLC. 264 - 2023-12-31 354,014 $38,326,000 206,681
   RAYMOND JAMES & ASSOCIATES 491 - 2024-03-31 364,236 $38,256,000 -12,126
   JANNEY MONTGOMERY SCOTT LLC 176 - 2023-12-31 322,482 $34,911,000 -55,935
   Prime Capital Investment Advisors LLC - 2023-12-31 312,559 $33,838,000 10,750
   CWM LLC 137 - 2024-03-31 303,422 $31,868,000 -29,353
   Marks Wealth LLC 4 *New 2023-12-31 294,006 $31,829,000 294,006
   CAPTRUST FINANCIAL ADVISORS 171 - 2023-12-31 278,429 $30,143,000 278,429
   TD Waterhouse Canada Inc. 76 - 2023-12-31 194,145 $27,684,000 3,551
   MML INVESTORS SERVICES LLC 182 - 2023-12-31 248,860 $26,942,000 196,758
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 426 - 2024-03-31 244,304 $25,659,000 45,468
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 261 - 2023-12-31 233,362 $25,264,000 43,203
   ARROW FINANCIAL CORP 9 - 2023-12-31 232,590 $25,180,000 111,759
   Traverso Chambers Private Wealth Management LLC 4 *New 2023-12-31 211,855 $22,935,000 211,855
   BANK OF MONTREAL /CAN/ 660 - 2023-12-31 194,519 $21,193,000 -115,691
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 248 - 2024-03-31 190,242 $19,981,000 66,878
   THRIVENT FINANCIAL FOR LUTHERANS 447 - 2023-12-31 170,066 $18,411,000 133,136
   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
   Cetera Investment Advisers 144 - 2023-12-31 153,700 $16,640,000 39,891
   REGATTA CAPITAL GROUP LLC 5 - 2024-03-31 153,932 $16,167,000 90,829
   Connectus Wealth LLC 76 - 2023-12-31 146,837 $15,939,000 92,689
   FIRST FINANCIAL BANK - TRUST DIVISION 18 - 2024-03-31 134,374 $14,113,000 37,505
   NICOLET ADVISORY SERVICES LLC 14 *New 2023-12-31 125,993 $13,330,000 125,993
   GOELZER INVESTMENT MANAGEMENT, INC. 18 - 2023-12-31 118,424 $12,821,000 116,267
   Quantitative Strategies Inc. 4 - 2023-12-31 109,426 $11,846,000 7,187
   HIGHTOWER ADVISORS, LLC 638 - 2023-12-31 105,781 $11,460,000 68,207
   FINANCIAL NETWORK 318 - 2023-12-31 102,872 $11,137,000 44,072
   Rockefeller Capital Management L.P. 428 - 2023-12-31 100,427 $10,872,000 22,394
   DAYMARK WEALTH PARTNERS LLC 47 - 2024-03-31 99,658 $10,467,000 43,488
   Vestmark Advisory Solutions Inc. 40 - 2023-12-31 92,351 $9,998,000 -13,349
   HENGEHOLD CAPITAL MANAGEMENT LLC 21 - 2024-03-31 93,704 $9,842,000 931
   FINANCIAL LIFE ADVISORS 7 - 2024-03-31 92,135 $9,677,000 19,471
   Beacon Pointe Advisors LLC 174 - 2023-12-31 87,170 $9,437,000 67,933
   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
   Benchmark Investment Advisors LLC 33 *New 2023-12-31 82,895 $8,974,000 82,895
   BCJ Capital Management LLC 33 - 2023-12-31 82,895 $8,974,000 6,467
   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
   MULTIFINANCIAL SECURITIES CORP 176 - 2023-12-31 76,369 $8,268,000 -171,822
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 301 - 2023-12-31 74,025 $8,014,000 -20,078
   ARVEST INVESTMENTS INC. 23 - 2024-03-31 75,675 $7,948,000 16,106
   Benedetti & Gucer Inc. 4 - 2023-12-31 70,129 $7,592,000 10,320
   ATRIA INVESTMENTS LLC 208 - 2023-12-31 70,115 $7,591,000 12,857
   EWA LLC 11 *New 2023-12-31 67,464 $7,172,000 67,464
   SYON CAPITAL LLC 23 - 2023-12-31 66,113 $7,157,000 -281,781
   Resources Investment Advisors Inc. 150 - 2023-12-31 65,433 $7,084,000 17,879
   IHT Wealth Management LLC 66 *New 2023-12-31 65,221 $7,061,000 65,221
   Royal Harbor Partners LLC 9 - 2023-12-31 64,556 $6,989,000 4,208
   ADVISOR PARTNERS II LLC 59 - 2023-09-30 68,416 $6,735,000 52,457
   PRINCIPAL SECURITIES INC. 81 - 2023-12-31 61,376 $6,645,000 0
   Mutual Advisors LLC 90 - 2023-12-31 60,739 $6,576,000 55,131
   TRANSCEND WEALTH COLLECTIVE LLC 37 - 2023-12-31 60,359 $6,534,000 -36,276
   First Citizens Asset Management Inc. 14 - 2023-12-31 59,462 $6,508,000 15,293
   Affinity Capital Advisors LLC 15 - 2024-03-31 61,734 $6,484,000 12,878
   SCOTIA CAPITAL INC. 208 - 2023-12-31 59,370 $6,427,000 1,783
   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
   Private Advisor Group LLC 364 - 2023-12-31 55,851 $6,046,000 -12,142
   Harvest Portfolios Group Inc. 69 - 2023-12-31 53,724 $5,816,000 50,324
   Steward Partners Investment Advisory LLC 258 - 2023-12-31 52,151 $5,646,000 40,116
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 51 *New 2023-12-31 51,734 $5,601,000 51,734
   Focus Financial Network Inc. 73 - 2024-03-31 54,070 $5,379,000 0
   Financial Gravity Wealth Inc. 81 - 2023-12-31 123,550 $5,358,000 0
   Atria Wealth Solutions Inc. 294 - 2023-12-31 49,345 $5,342,000 39,380
   KEYBANK NATIONAL ASSOCIATION/OH 274 - 2023-12-31 48,943 $5,299,000 41,396
   Cresta Advisors Ltd. 10 - 2023-12-31 47,017 $5,090,000 1,750
   COMERICA BANK 694 - 2023-12-31 45,631 $4,940,000 15,228
   Icon Wealth Advisors LLC 37 - 2023-12-31 45,581 $4,935,000 6,478
  100 Records found
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