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Get Institutions for : 
iShares Barclays 10-20 Year Treasury Bnd (TLH)  
$101.21 0.22 (0.22%) as of 4:30 Mon 5/13


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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  : 
1.11 (1.11%)  




 
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
   Johns Hopkins University 7 *New 2023-12-31 1,025,380 $111,008,000 1,025,380
   COLDSTREAM CAPITAL MANAGEMENT INC 10 *New 2023-12-31 732,886 $79,342,000 732,886
   YCMNET ADVISORS INC 9 *New 2023-12-31 567,862 $61,477,000 567,862
   Traverso Chambers Private Wealth Management LLC 4 *New 2023-12-31 211,855 $22,935,000 211,855
   PINNACLE FINANCIAL PARTNERS INC 69 *New 2024-03-31 180,812 $18,991,000 180,812
   Benchmark Investment Advisors LLC 33 *New 2023-12-31 82,895 $8,974,000 82,895
   CONFLUENCE INVESTMENT MANAGEMENT LLC 108 *New 2024-03-31 79,329 $8,332,000 79,329
   EWA LLC 11 *New 2023-12-31 67,464 $7,172,000 67,464
   IHT Wealth Management LLC 66 *New 2023-12-31 65,221 $7,061,000 65,221
   Premier Path Wealth Partners LLC 28 *New 2024-03-31 44,329 $4,523,000 44,329
   Avid Wealth Partners LLC 12 *New 2024-03-31 40,011 $4,202,000 40,011
   SageView Advisory Group LLC 64 *New 2024-03-31 97,063 $4,130,000 97,063
   SPC FINANCIAL, INC. 51 *New 2024-03-31 38,821 $4,077,000 38,821
   Conrad Siegel Investment Advisors Inc. 11 *New 2024-03-31 34,397 $3,613,000 34,397
   PFG Investments LLC 231 *New 2024-03-31 15,909 $1,671,000 15,909
   Castle Rock Wealth Management LLC 53 *New 2023-12-31 15,583 $1,651,000 15,583
   MORNINGSTAR INVESTMENT SERVICES, INC. 203 *New 2023-12-31 13,598 $1,482,000 13,598
   TOWNSQUARE CAPITAL LLC 495 *New 2023-12-31 13,430 $1,454,000 13,430
   West Wealth Group LLC 29 *New 2024-03-31 13,047 $1,370,000 13,047
   OLD MISSION CAPITAL LLC 359 *New 2023-12-31 12,372 $1,339,000 12,372
   Visionary Wealth Advisors 203 *New 2023-12-31 11,252 $1,218,000 11,252
   COLONY GROUP, LLC 430 *New 2023-12-31 10,684 $1,157,000 10,684
   COLLECTIVE FAMILY OFFICE LLC 63 *New 2024-03-31 10,690 $1,123,000 10,690
   PRUDENTIAL CORP PLC 612 *New 2023-12-31 8,310 $900,000 8,310
   Insight Advisors LLC/ PA 97 *New 2024-03-31 8,431 $886,000 8,431
   HPM Partners LLC *New 2023-12-31 7,402 $801,000 7,402
   FREESTONE CAPITAL HOLDINGS, LLC 234 *New 2023-12-31 6,527 $707,000 6,527
   PROSPERA FINANCIAL SERVICES 571 *New 2023-12-31 6,050 $655,000 6,050
   TFB Advisors LLC 96 *New 2024-03-31 6,579 $654,000 6,579
   WATERSHED PRIVATE WEALTH LLC 66 *New 2024-03-31 5,854 $615,000 5,854
   Strategic Investment Advisors / MI 171 *New 2024-03-31 4,984 $523,000 4,984
   Crabel Capital Management LLC 75 *New 2023-12-31 4,482 $485,000 4,482
   TUDOR INVESTMENT CORP ET AL 1162 *New 2023-12-31 4,175 $452,000 4,175
   THEORY FINANCIAL LLC 50 *New 2023-12-31 3,909 $423,000 3,909
   MILESTONE ASSET MANAGEMENT LLC 144 *New 2024-03-31 2,668 $280,000 2,668
   Royal Fund Management LLC 226 *New 2024-03-31 2,569 $270,000 2,569
   NWAM LLC 471 *New 2024-03-31 2,531 $257,000 2,531
   SPRENG CAPITAL MANAGEMENT INC. 82 *New 2024-03-31 2,156 $226,000 2,156
   Claro Advisors LLC 390 *New 2024-03-31 1,967 $207,000 1,967
   CHANNEL WEALTH LLC 168 *New 2024-03-31 1,951 $205,000 1,951
   M&T BANK CORP 1489 *New 2024-03-31 1,921 $202,000 1,921
   Strategic Investment Solutions Inc. /IL 126 *New 2023-12-31 1,560 $169,000 1,560
   Northwest Financial Advisors 223 *New 2024-03-31 706 $74,000 706
   PAYDENFUNDS 130 *New 2023-09-30 586 $58,000 586
   DB Wealth Management Group LLC 165 *New 2023-12-31 503 $54,000 503
   SPIRIT OF AMERICA MANAGEMENT CORP/NY 278 *New 2024-03-31 357 $36,000 357
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 909 *New 2023-12-31 126 $14,000 126
   GUARANTY TRUST CO OF MISSOURI /MO/ 1048 *New 2024-03-31 103 $11,000 103
   JJJ Advisors Inc. 662 *New 2024-03-31 100 $11,000 100
   Morton Brown Family Wealth LLC 162 *New 2024-03-31 78 $8,000 78
   MORRIS FINANCIAL CONCEPTS INC. 142 *New 2024-03-31 62 $7,000 62
   Impact Partnership Wealth LLC 552 *New 2023-12-31 61 $7,000 61
   City State Bank 558 *New 2024-03-31 54 $6,000 54
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1671 *New 2023-12-31 48 $5,000 48
   SITTNER & NELSON LLC 432 *New 2024-03-31 16 $2,000 16
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 418 *New 2024-03-31 7 $1,000 7
   ESL Trust Services LLC 132 *New 2024-03-31 6 $1,000 6
  57 Records found
  1    
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