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TLH · iShares 10-20 Year Treasury Bond ETF ETF

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$96.61 +0.11 (+0.11%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $21,446,398
Total Shares: 213,716

Institutional Ownership Trend

22 quarters

Holder Concentration

Across 6 13F filers · Δ vs Mar 31, 2026
Top Holder
48.3%
Sep 2022 → Jun 2026 · range 20.4% – 100.0%
−28.2 pts
Top 5
100.0%
Sep 2022 → Jun 2026 · range 56.5% – 100.0%
−0.0 pts
Top 10
100.0%
Sep 2022 → Jun 2026 · range 71.6% – 100.0%
0.0 pts
HHI
3,218
Sep 2022 → Jun 2026 · range 865 – 10,000
Highly concentrated−3,190

Quarterly Activity

vs Mar 31, 2026
New
3
Increased
1
Decreased
1
Sold Out
0
Unchanged
1
Holder count: +3
Institutional value: +20.8%
Shares held: +21.2%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Advus Financial Partners, LLC +1,569 42,904

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
MLG Wealth Management DBA Pine Grove Financial Group −31,669 103,271

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 34,900 $3,502,215
Corient Private Wealth LLC 31,209 $3,131,823
Parkside Financial Bank & Trust 1,414 $141,894

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 3 Increased 1 Reduced 1 Sold out 0 Unchanged 1
Showing 7 of 7
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
MLG Wealth Management DBA Pine Grove Financial Group TLH $10,363,244 48.32% 103,271
Advus Financial Partners, LLC TLH $4,305,416 20.08% 42,904
Corient Private Wealth LLC TLH $3,131,823 14.60% 31,209
CITADEL ADVISORS LLC TLH $2,729,520 12.73% 27,200
CITADEL ADVISORS LLC TLH $772,695 3.60% 7,700
Parkside Financial Bank & Trust TLH $141,894 0.66% 1,414
TUCKER ASSET MANAGEMENT LLC TLH $1,806 0.01% 18