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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

26 quarters

Holder Concentration

Across 6 13F filers · Δ vs Mar 31, 2026
Top Holder
48.3%
Sep 2023 → Jun 2026 · range 15.3% – 48.3%
+28.3 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 43.9% – 100.0%
+53.9 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 58.6% – 100.0%
+40.4 pts
HHI
3,218
Sep 2023 → Jun 2026 · range 552 – 3,218
Highly concentrated+2,573

Quarterly Activity

vs Mar 31, 2026
New
0
Increased
2
Decreased
3
Sold Out
625
Unchanged
1
Holder count: -625
Institutional value: -99.8%
Shares held: -99.8%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Advus Financial Partners, LLC +1,569 42,904
Parkside Financial Bank & Trust +38 1,414

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
MLG Wealth Management DBA Pine Grove Financial Group −31,669 103,271
CITADEL ADVISORS LLC −11,300 34,900
Corient Private Wealth LLC −10,233 31,209

Top New Positions

vs Mar 31, 2026
No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
ENVESTNET ASSET MANAGEMENT INC 22,940,870 $2,310,604,426
Forum Financial Management, LP 8,935,374 $899,970,868
LPL Financial LLC 8,209,020 $826,812,494
BANK OF AMERICA CORP /DE/ 8,083,555 $814,175,658
BlackRock, Inc. 4,606,221 $463,938,577
Filter: New 0 Increased 2 Reduced 3 Sold out 625 Unchanged 1
Showing 7 of 7
All Common Calls Puts
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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