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Get Institutions for : 
iShares Barclays 10-20 Year Treasury Bnd (TLH)  
$100.99 0.52 (0.51%) as of 4:30 Fri 5/10


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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  : 
0.89 (0.89%)  




 
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  
Free Registration Required For Full Results

            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
   AMERIPRISE FINANCIAL INC 194 - 2023-12-31 3,511,884 $378,970,000 -1,464,198
   RICHARD BERNSTEIN ADVISORS LLC 2 - 2024-03-31 3,283,349 $344,850,000 -114,346
   ROYAL BANK OF CANADA 620 - 2023-12-31 579,468 $62,732,000 -68,086
   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/ 660 - 2023-12-31 194,519 $21,193,000 -115,691
   Vestmark Advisory Solutions Inc. 40 - 2023-12-31 92,351 $9,998,000 -13,349
   BANK OF NEW YORK MELLON CORP 2004 - 2024-03-31 86,798 $9,116,000 -10,862
   MULTIFINANCIAL SECURITIES CORP 176 - 2023-12-31 76,369 $8,268,000 -171,822
   SYON CAPITAL LLC 23 - 2023-12-31 66,113 $7,157,000 -281,781
   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
   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
   Integrated Wealth Concepts LLC 361 - 2023-12-31 26,018 $2,817,000 -1,194
   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
   GeoWealth Management LLC 144 - 2023-12-31 15,709 $1,700,000 -4,744
   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
   One Day In July LLC 58 - 2024-03-31 11,689 $1,228,000 -2,469
   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
   JANE STREET GROUP LLC 3087 - 2023-12-31 10,136 $1,097,000 -689,929
   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
   Change Path LLC 248 - 2023-12-31 9,452 $1,023,000 -3,473
   We Are One Seven LLC 319 - 2023-12-31 9,441 $1,022,000 -502
   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
   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
   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
   CREATIVE PLANNING 1386 - 2023-12-31 7,161 $775,000 -1,278
   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
   Ascent Group LLC 297 - 2023-12-31 6,806 $709,000 -768
   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
   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
   MILLENNIUM MANAGEMENT LLC 3024 - 2023-12-31 5,007 $542,000 -8,018
   PRIVATE TRUST CO NA 345 - 2024-03-31 5,063 $532,000 -1,786
   KICKSTAND VENTURES LLC. 58 - 2023-12-31 4,879 $528,000 -36,266
   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
   RS CRUM INC. 50 - 2023-12-31 3,830 $415,000 -73,840
   WHITTIER TRUST CO 526 - 2024-03-31 3,884 $408,000 -250
   GRIES FINANCIAL LLC 147 - 2023-12-31 3,583 $388,000 -1,631
   WEDBUSH MORGAN SECURITIES INC 697 - 2023-12-31 3,227 $349,000 -2,322
   Bulltick Wealth Management LLC 88 - 2023-12-31 3,121 $338,000 -618
   Robertson Stephens Wealth Management LLC 361 - 2023-12-31 3,067 $332,000 -1,022
   GTS SECURITIES LLC 1094 - 2023-12-31 2,857 $309,000 -121,206
   Snowden Capital Advisors LLC 886 - 2023-12-31 2,792 $302,000 -2,366
   TSA Wealth Managment LLC 49 - 2024-03-31 2,671 $281,000 -22
   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
   Eagle Strategies LLC 251 - 2024-03-31 2,018 $212,000 -46,641
   MARIPAU WEALTH MANAGEMENT LLC 105 - 2023-12-31 1,922 $208,000 -132
   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
   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
   Icon Wealth Partners LLC 384 - 2023-09-30 1,041 $103,000 -39,489
   GRADIENT INVESTMENTS LLC 374 - 2024-03-31 737 $77,000 -166,034
   SIMPLEX TRADING LLC 1330 - 2024-03-31 630 $66,000 -189
   PAYDEN & RYGEL 131 - 2023-12-31 586 $63,000 -62,251
   WEST PACES ADVISORS INC. 216 - 2024-03-31 530 $56,000 -2,125
   ST GERMAIN D J CO INC 423 - 2024-03-31 325 $34,000 -50
   CREATIVE FINANCIAL DESIGNS INC /ADV 897 - 2024-03-31 250 $26,000 -25
   TRANSAMERICA FINANCIAL ADVISORS, INC. 310 - 2023-12-31 192 $21,000 -13,436
   Cornerstone Planning Group LLC 294 - 2024-03-31 199 $20,000 -418
   SYSTM Wealth Solutions LLC 736 - 2024-03-31 146 $15,000 -1,654
   PNC FINANCIAL SERVICES GROUP INC 3616 - 2024-03-31 114 $12,000 -170
  100 Records found
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