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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
   Forum Financial Management LP 2 - 2024-03-31 7,103,508 $746,081,000 142,063
   ENVESTNET ASSET MANAGEMENT INC 85 - 2023-12-31 4,707,962 $509,684,000 1,008,959
   WELLS FARGO & CO/MN 183 - 2024-03-31 3,794,978 $398,587,000 121,458
   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 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. 8 - 2023-12-31 1,064,557 $115,249,000 31,254
   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
   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
   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
   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
   Smith Anglin Financial LLC 6 - 2024-03-31 448,209 $47,075,000 45,192
   JANNEY MONTGOMERY SCOTT LLC 174 - 2024-03-31 381,451 $40,064,000 58,969
   COMMONWEALTH EQUITY SERVICES LLC. 295 - 2024-03-31 358,690 $37,673,000 4,676
   Prime Capital Investment Advisors LLC - 2023-12-31 312,559 $33,838,000 10,750
   CAPTRUST FINANCIAL ADVISORS 171 - 2023-12-31 278,429 $30,143,000 278,429
   TD Waterhouse Canada Inc. 89 - 2024-03-31 204,930 $28,578,000 10,785
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 248 - 2024-03-31 190,242 $19,981,000 66,878
   Private Advisor Group LLC 137 - 2024-03-31 183,453 $19,268,000 127,602
   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
   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
   Connectus Wealth LLC 76 - 2023-12-31 146,837 $15,939,000 92,689
   US BANCORP 350 - 2024-03-31 142,513 $14,968,000 141,652
   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
   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
   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
   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
   Benedetti & Gucer Inc. 5 - 2024-03-31 76,835 $8,070,000 6,706
   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
   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
   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
   TRANSCEND WEALTH COLLECTIVE LLC 39 - 2024-03-31 60,436 $6,348,000 77
   Krilogy Financial LLC 44 - 2024-03-31 59,128 $6,210,000 4,294
   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 57 - 2024-03-31 52,100 $5,472,000 366
   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. 11 - 2024-03-31 48,949 $5,141,000 1,932
   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
   AVAII WEALTH MANAGEMENT LLC 8 - 2024-03-31 46,484 $4,882,000 4,180
   CITADEL ADVISORS LLC 1630 - 2023-12-31 42,785 $4,632,000 35,172
   Smartleaf Asset Management LLC 12 - 2024-03-31 42,166 $4,593,000 11,875
   Evergreen Private Wealth LLC 23 - 2024-03-31 40,932 $4,299,000 9,483
   Lionsbridge Wealth Management LLC 10 - 2024-03-31 38,022 $3,993,000 9,134
   NICOLET BANKSHARES INC 21 - 2024-03-31 37,996 $3,991,000 7,879
   Goss Wealth Management LLC 424 - 2023-12-31 36,001 $3,805,000 32,826
   Foundations Investment Advisors LLC 151 - 2023-12-31 33,659 $3,641,000 28,162
   One Wealth Advisors LLC 36 - 2024-03-31 33,858 $3,556,000 2,816
   BP WEALTH MANAGEMENT LLC 188 - 2023-12-31 31,930 $3,457,000 25,186
   Cedrus LLC 15 - 2024-03-31 31,595 $3,318,000 4,615
   MN Wealth Advisors LLC 13 - 2024-03-31 30,924 $3,248,000 11,781
   Modus Advisors LLC 32 - 2024-03-31 30,907 $3,246,000 2,071
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1337 - 2024-03-31 29,577 $3,106,000 29,577
   SYKON CAPITAL LLC 37 - 2024-03-31 28,850 $3,030,000 19,274
   FORTE ASSET MANAGEMENT LLC 24 - 2024-03-31 27,884 $2,929,000 2,518
   Migdal Insurance & Financial Holdings Ltd. 100 - 2024-03-31 27,126 $2,849,000 26,618
   GREAT VALLEY ADVISOR GROUP INC. 226 - 2024-03-31 26,566 $2,790,000 1,035
   LVW Advisors LLC 39 - 2024-03-31 26,334 $2,766,000 315
   Stratos Wealth Partners LTD. 359 - 2024-03-31 26,307 $2,763,000 2,589
   Kestra Advisory Services LLC 680 - 2023-12-31 24,149 $2,614,000 13,983
   PRUDENTIAL FINANCIAL INC 1275 - 2023-12-31 24,002 $2,599,000 24,002
   Clear Creek Financial Management LLC 70 - 2024-03-31 23,354 $2,453,000 150
   LINCOLN NATIONAL CORP 288 - 2024-03-31 23,232 $2,440,000 17,280
   U.S. Capital Wealth Advisors LLC 212 - 2024-03-31 21,491 $2,257,000 52
   Cooper Financial Group 51 - 2024-03-31 21,066 $2,213,000 2,340
  100 Records found
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