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Security record · archived quarter

TLH

iShares 10-20 Year Treasury Bond ETF · Financial Services · Asset Management - Bonds

97.73 -0.3% mkt cap $11.40B quote delayed (FMP) · as of Aug 26 15:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
55Tracked holders
+1Δ holders
74.95MShares held
$7.62BReported value
+1New positions
−0Exits
Stable Conviction score 51/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.9% · share flow -4.0% · net new positions +1.8%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 54 +1 65.77M $6.60B +2 −1
Q1 2026 54 -1 72.53M $7.31B +3 −4
Q4 2025 55 +1 74.95M $7.62B +1
Q3 2025 5 -1 15.11M $1.56B −1
Q2 2025 3 0 3.84M $390.60M
Q1 2025 1 0 27.43K $2.85M
Q4 2024 1 0 109.58K $10.91M
Q3 2024 1 -1 21.81K $2.38M −1
Q2 2024 2 73.94K $7.59M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Envestnet Asset Management Inc 23.58M $2.40B 0.7% n/c 1 SEC ↗
2 LPL Financial LLC 9.24M $939.94M 0.3% n/c 1 SEC ↗
3 Bank Of America Corp /De/ 7.53M $765.95M 0.1% n/c 1 SEC ↗
4 Bank Of America Corp /De/ 7.53M $765.95M 0.1% n/c 1 SEC ↗
5 Bank Of America Corp /De/ 7.53M $765.95M 0.1% n/c 1 SEC ↗
6 Bank Of America Corp /De/ 7.53M $765.95M 0.1% n/c 1 SEC ↗
7 Morgan Stanley 4.02M +0.2% $408.55M 0.0% ▲ Add 2 SEC ↗
8 Morgan Stanley 4.02M +0.2% $408.55M 0.0% ▲ Add 2 SEC ↗
9 Morgan Stanley 4.02M +0.2% $408.55M 0.0% ▲ Add 2 SEC ↗
10 Morgan Stanley 4.02M +0.2% $408.55M 0.0% ▲ Add 2 SEC ↗
11 Morgan Stanley 4.02M +0.2% $408.55M 0.0% ▲ Add 2 SEC ↗
12 JPMorgan Chase 3.96M -43.6% $403.05M 0.0% ▼ Trim 2 SEC ↗
13 JPMorgan Chase 3.96M -43.6% $403.05M 0.0% ▼ Trim 2 SEC ↗
14 JPMorgan Chase 3.96M -43.6% $403.05M 0.0% ▼ Trim 2 SEC ↗
15 JPMorgan Chase 3.96M -43.6% $403.05M 0.0% ▼ Trim 2 SEC ↗
16 JPMorgan Chase 3.96M -43.6% $403.05M 0.0% ▼ Trim 2 SEC ↗
17 BlackRock (passive) 3.81M -4.7% $386.89M 0.0% ▼ Trim 3 SEC ↗
18 BlackRock (passive) 3.81M -4.7% $386.89M 0.0% ▼ Trim 3 SEC ↗
19 BlackRock (passive) 3.81M -4.7% $386.89M 0.0% ▼ Trim 3 SEC ↗
20 BlackRock (passive) 3.81M -4.7% $386.89M 0.0% ▼ Trim 3 SEC ↗
21 BlackRock (passive) 3.81M -4.7% $386.89M 0.0% ▼ Trim 3 SEC ↗
22 BlackRock (passive) 3.81M -4.7% $386.89M 0.0% ▼ Trim 3 SEC ↗
23 BlackRock (passive) 3.81M -4.7% $386.89M 0.0% ▼ Trim 3 SEC ↗
24 Ameriprise Financial Inc 3.20M $325.66M 0.1% n/c 1 SEC ↗
25 Ameriprise Financial Inc 3.20M $325.66M 0.1% n/c 1 SEC ↗
26 Ameriprise Financial Inc 3.20M $325.66M 0.1% n/c 1 SEC ↗
27 Cetera Investment Advisers 2.48M $252.12M 0.3% n/c 1 SEC ↗
28 Assetmark, Inc 2.14M $217.87M 0.4% n/c 1 SEC ↗
29 Mml Investors Services, Llc 1.85M $188.14M 0.5% n/c 1 SEC ↗
30 Wells Fargo & Company/Mn 1.69M $172.18M 0.0% n/c 1 SEC ↗
31 Wells Fargo & Company/Mn 1.69M $172.18M 0.0% n/c 1 SEC ↗
32 Wells Fargo & Company/Mn 1.69M $172.18M 0.0% n/c 1 SEC ↗
33 Wells Fargo & Company/Mn 1.69M $172.18M 0.0% n/c 1 SEC ↗
34 Cwm, Llc 1.59M $161.81M 0.4% n/c 1 SEC ↗
35 Stifel Financial Corp 1.59M $161.80M 0.1% n/c 1 SEC ↗
36 Stifel Financial Corp 1.59M $161.80M 0.1% n/c 1 SEC ↗
37 Stifel Financial Corp 1.59M $161.80M 0.1% n/c 1 SEC ↗
38 Stifel Financial Corp 1.59M $161.80M 0.1% n/c 1 SEC ↗
39 Stifel Financial Corp 1.59M $161.80M 0.1% n/c 1 SEC ↗
40 Bank of New York Mellon Corp 1.19M $121.02M 0.0% n/c 1 SEC ↗
41 Bank of New York Mellon Corp 1.19M $121.02M 0.0% n/c 1 SEC ↗
42 Bank of New York Mellon Corp 1.19M $121.02M 0.0% n/c 1 SEC ↗
43 Bank of New York Mellon Corp 1.19M $121.02M 0.0% n/c 1 SEC ↗
44 Bank of New York Mellon Corp 1.19M $121.02M 0.0% n/c 1 SEC ↗
45 Truist Financial Corp 1.03M $104.27M 0.1% n/c 1 SEC ↗
46 Truist Financial Corp 1.03M $104.27M 0.1% n/c 1 SEC ↗
47 Truist Financial Corp 1.03M $104.27M 0.1% n/c 1 SEC ↗
48 Raymond James Financial Inc 840.57K $85.46M 0.0% n/c 1 SEC ↗
49 Raymond James Financial Inc 840.57K $85.46M 0.0% n/c 1 SEC ↗
50 Raymond James Financial Inc 840.57K $85.46M 0.0% n/c 1 SEC ↗
51 Royal Bank Of Canada 836.52K $85.05M 0.0% n/c 1 SEC ↗
52 Royal Bank Of Canada 836.52K $85.05M 0.0% n/c 1 SEC ↗
53 Royal Bank Of Canada 836.52K $85.05M 0.0% n/c 1 SEC ↗
54 Royal Bank Of Canada 836.52K $85.05M 0.0% n/c 1 SEC ↗
55 Royal Bank Of Canada 836.52K $85.05M 0.0% n/c 1 SEC ↗
56 Royal Bank Of Canada 836.52K $85.05M 0.0% n/c 1 SEC ↗
57 Royal Bank Of Canada 836.52K $85.05M 0.0% n/c 1 SEC ↗
58 Us Bancorp \De\ 733.54K $74.58M 0.1% n/c 1 SEC ↗
59 Us Bancorp \De\ 733.54K $74.58M 0.1% n/c 1 SEC ↗
60 Us Bancorp \De\ 733.54K $74.58M 0.1% n/c 1 SEC ↗
61 Us Bancorp \De\ 733.54K $74.58M 0.1% n/c 1 SEC ↗
62 Us Bancorp \De\ 733.54K $74.58M 0.1% n/c 1 SEC ↗
63 Northwestern Mutual Wealth… 694.64K $70.62M 0.0% n/c 1 SEC ↗
64 UBS Group AG 594.76K $60.47M 0.0% n/c 1 SEC ↗
65 UBS Group AG 594.76K $60.47M 0.0% n/c 1 SEC ↗
66 Commonwealth Equity Services, Llc 383.82K $39.02M 0.1% n/c 1 SEC ↗
67 Osaic Holdings, Inc. 332.33K $33.84M 0.0% n/c 1 SEC ↗
68 Osaic Holdings, Inc. 332.33K $33.84M 0.0% n/c 1 SEC ↗
69 Osaic Holdings, Inc. 332.33K $33.84M 0.0% n/c 1 SEC ↗
70 Osaic Holdings, Inc. 332.33K $33.84M 0.0% n/c 1 SEC ↗
71 Goldman Sachs Group 225.57K +183.2% $22.93M 0.0% ▲ Add 2 SEC ↗
72 Goldman Sachs Group 225.57K +183.2% $22.93M 0.0% ▲ Add 2 SEC ↗
73 HighTower Advisors, LLC 216.39K $22.00M 0.0% n/c 1 SEC ↗
74 Wealth Enhancement Advisory… 192.21K $19.57M 0.0% n/c 1 SEC ↗
75 Rockefeller Capital Management L.P. 163.91K $16.66M 0.0% n/c 1 SEC ↗
76 Jones Financial Companies Lllp 157.60K $16.02M 0.0% n/c 1 SEC ↗
77 Financial Engines Advisors L.L.C. 102.44K $10.41M 0.0% n/c 1 SEC ↗
78 Mariner, LLC 85.84K $8.73M 0.0% n/c 1 SEC ↗
79 Mariner, LLC 85.84K $8.73M 0.0% n/c 1 SEC ↗
80 Mariner, LLC 85.84K $8.73M 0.0% n/c 1 SEC ↗
81 Mariner, LLC 85.84K $8.73M 0.0% n/c 1 SEC ↗
82 Jane Street Group, Llc 84.24K $8.56M 0.0% n/c 1 SEC ↗
83 Jane Street Group, Llc 84.24K $8.56M 0.0% n/c 1 SEC ↗
84 Focus Partners Wealth 64.93K $6.60M 0.0% n/c 1 SEC ↗
85 Captrust Financial Advisors 60.88K $6.19M 0.0% n/c 1 SEC ↗
86 State Farm Mutual Automobile… 58.95K $5.99M 0.0% n/c 1 SEC ↗
87 Baird Financial Group, Inc. 39.28K $3.99M 0.0% n/c 1 SEC ↗
88 Corient Private Wealth LP 37.43K $3.81M 0.0% n/c 1 SEC ↗
89 Corient Private Wealth LP 37.43K $3.81M 0.0% n/c 1 SEC ↗
90 Bank Julius Baer & Co. Ltd, Zurich 25.22K $2.56M 0.0% n/c 1 SEC ↗
91 Mercer Global Advisors Inc /Adv 23.55K $2.39M 0.0% n/c 1 SEC ↗
92 Cerity Partners LLC 17.72K $1.80M 0.0% n/c 1 SEC ↗
93 Cerity Partners LLC 17.72K $1.80M 0.0% n/c 1 SEC ↗
94 First Manhattan Co. Llc. 8.08K $821,697 0.0% n/c 1 SEC ↗
95 Bank Of Montreal /Can/ 7.44K $756,424 0.0% n/c 1 SEC ↗
96 Bank Of Montreal /Can/ 7.44K $756,424 0.0% n/c 1 SEC ↗
97 Bank Of Montreal /Can/ 7.44K $756,424 0.0% n/c 1 SEC ↗
98 Tudor Investment Corp Et Al 7.33K $745,546 0.0% n/c 1 SEC ↗
99 Mirae Asset Global Investments Co.… 6.83K $694,406 0.0% n/c 1 SEC ↗
100 Mirae Asset Global Investments Co.… 6.83K $694,406 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 624 holders, 110.06M shares, $10.68B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API