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Security record · archived quarter

TLH

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

97.98 +0.9% mkt cap $11.43B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
54Tracked holders
-1Δ holders
72.53MShares held
$7.31BReported value
+3New positions
−4Exits
Falling Conviction score 36/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -1.8% · share flow -3.2% · net new positions -1.9%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Envestnet Asset Management Inc 22.94M -2.7% $2.31B 0.6% ▼ Trim 2 SEC ↗
2 LPL Financial LLC 8.21M -11.2% $826.81M 0.2% ▼ Trim 2 SEC ↗
3 Bank Of America Corp /De/ 8.08M +7.3% $814.18M 0.1% ▲ Add 2 SEC ↗
4 Bank Of America Corp /De/ 8.08M +7.3% $814.18M 0.1% ▲ Add 2 SEC ↗
5 Bank Of America Corp /De/ 8.08M +7.3% $814.18M 0.1% ▲ Add 2 SEC ↗
6 BlackRock (passive) 4.61M +21.1% $463.94M 0.0% ▲ Add 4 SEC ↗
7 BlackRock (passive) 4.61M +21.1% $463.94M 0.0% ▲ Add 4 SEC ↗
8 BlackRock (passive) 4.61M +21.1% $463.94M 0.0% ▲ Add 4 SEC ↗
9 BlackRock (passive) 4.61M +21.1% $463.94M 0.0% ▲ Add 4 SEC ↗
10 BlackRock (passive) 4.61M +21.1% $463.94M 0.0% ▲ Add 4 SEC ↗
11 BlackRock (passive) 4.61M +21.1% $463.94M 0.0% ▲ Add 4 SEC ↗
12 BlackRock (passive) 4.61M +21.1% $463.94M 0.0% ▲ Add 4 SEC ↗
13 BlackRock (passive) 4.61M +21.1% $463.94M 0.0% ▲ Add 4 SEC ↗
14 JPMorgan Chase 4.09M +3.2% $411.89M 0.0% ▲ Add 3 SEC ↗
15 JPMorgan Chase 4.09M +3.2% $411.89M 0.0% ▲ Add 3 SEC ↗
16 JPMorgan Chase 4.09M +3.2% $411.89M 0.0% ▲ Add 3 SEC ↗
17 JPMorgan Chase 4.09M +3.2% $411.89M 0.0% ▲ Add 3 SEC ↗
18 Morgan Stanley 3.77M -6.1% $379.89M 0.0% ▼ Trim 3 SEC ↗
19 Morgan Stanley 3.77M -6.1% $379.89M 0.0% ▼ Trim 3 SEC ↗
20 Morgan Stanley 3.77M -6.1% $379.89M 0.0% ▼ Trim 3 SEC ↗
21 Ameriprise Financial Inc 2.39M -25.3% $243.27M 0.1% ▼ Trim 2 SEC ↗
22 Ameriprise Financial Inc 2.39M -25.3% $243.27M 0.1% ▼ Trim 2 SEC ↗
23 Ameriprise Financial Inc 2.39M -25.3% $243.27M 0.1% ▼ Trim 2 SEC ↗
24 Assetmark, Inc 2.27M +6.0% $228.70M 0.5% ▲ Add 2 SEC ↗
25 Cetera Investment Advisers 2.11M -15.1% $212.14M 0.2% ▼ Trim 2 SEC ↗
26 Wells Fargo & Company/Mn 1.72M +1.8% $173.67M 0.0% ▲ Add 2 SEC ↗
27 Wells Fargo & Company/Mn 1.72M +1.8% $173.67M 0.0% ▲ Add 2 SEC ↗
28 Wells Fargo & Company/Mn 1.72M +1.8% $173.67M 0.0% ▲ Add 2 SEC ↗
29 Cwm, Llc 1.56M -2.1% $156.99M 0.4% ▼ Trim 2 SEC ↗
30 Stifel Financial Corp 1.47M -7.8% $147.79M 0.1% ▼ Trim 2 SEC ↗
31 Stifel Financial Corp 1.47M -7.8% $147.79M 0.1% ▼ Trim 2 SEC ↗
32 Stifel Financial Corp 1.47M -7.8% $147.79M 0.1% ▼ Trim 2 SEC ↗
33 Stifel Financial Corp 1.47M -7.8% $147.79M 0.1% ▼ Trim 2 SEC ↗
34 Stifel Financial Corp 1.47M -7.8% $147.79M 0.1% ▼ Trim 2 SEC ↗
35 Mml Investors Services, Llc 1.36M -26.3% $137.42M 0.4% ▼ Trim 2 SEC ↗
36 Bank of New York Mellon Corp 1.30M +8.9% $130.61M 0.0% ▲ Add 2 SEC ↗
37 Bank of New York Mellon Corp 1.30M +8.9% $130.61M 0.0% ▲ Add 2 SEC ↗
38 Bank of New York Mellon Corp 1.30M +8.9% $130.61M 0.0% ▲ Add 2 SEC ↗
39 Bank of New York Mellon Corp 1.30M +8.9% $130.61M 0.0% ▲ Add 2 SEC ↗
40 Bank of New York Mellon Corp 1.30M +8.9% $130.61M 0.0% ▲ Add 2 SEC ↗
41 Truist Financial Corp 1.09M +5.8% $109.30M 0.1% ▲ Add 2 SEC ↗
42 Truist Financial Corp 1.09M +5.8% $109.30M 0.1% ▲ Add 2 SEC ↗
43 Truist Financial Corp 1.09M +5.8% $109.30M 0.1% ▲ Add 2 SEC ↗
44 Raymond James Financial Inc 903.19K +7.5% $90.97M 0.0% ▲ Add 2 SEC ↗
45 Raymond James Financial Inc 903.19K +7.5% $90.97M 0.0% ▲ Add 2 SEC ↗
46 Raymond James Financial Inc 903.19K +7.5% $90.97M 0.0% ▲ Add 2 SEC ↗
47 Royal Bank Of Canada 767.25K -8.3% $77.28M 0.0% ▼ Trim 2 SEC ↗
48 Royal Bank Of Canada 767.25K -8.3% $77.28M 0.0% ▼ Trim 2 SEC ↗
49 Royal Bank Of Canada 767.25K -8.3% $77.28M 0.0% ▼ Trim 2 SEC ↗
50 Royal Bank Of Canada 767.25K -8.3% $77.28M 0.0% ▼ Trim 2 SEC ↗
51 Royal Bank Of Canada 767.25K -8.3% $77.28M 0.0% ▼ Trim 2 SEC ↗
52 Royal Bank Of Canada 767.25K -8.3% $77.28M 0.0% ▼ Trim 2 SEC ↗
53 Royal Bank Of Canada 767.25K -8.3% $77.28M 0.0% ▼ Trim 2 SEC ↗
54 UBS Group AG 636.56K +7.0% $64.11M 0.0% ▲ Add 2 SEC ↗
55 UBS Group AG 636.56K +7.0% $64.11M 0.0% ▲ Add 2 SEC ↗
56 UBS Group AG 636.56K +7.0% $64.11M 0.0% ▲ Add 2 SEC ↗
57 Northwestern Mutual Wealth… 521.19K -25.0% $52.49M 0.0% ▼ Trim 2 SEC ↗
58 Us Bancorp \De\ 491.44K -33.0% $49.50M 0.1% ▼ Trim 2 SEC ↗
59 Us Bancorp \De\ 491.44K -33.0% $49.50M 0.1% ▼ Trim 2 SEC ↗
60 Us Bancorp \De\ 491.44K -33.0% $49.50M 0.1% ▼ Trim 2 SEC ↗
61 Us Bancorp \De\ 491.44K -33.0% $49.50M 0.1% ▼ Trim 2 SEC ↗
62 Osaic Holdings, Inc. 369.57K +11.2% $37.28M 0.1% ▲ Add 2 SEC ↗
63 Osaic Holdings, Inc. 369.57K +11.2% $37.28M 0.1% ▲ Add 2 SEC ↗
64 Osaic Holdings, Inc. 369.57K +11.2% $37.28M 0.1% ▲ Add 2 SEC ↗
65 Commonwealth Equity Services, Llc 313.42K -18.3% $31.57M 0.0% ▼ Trim 2 SEC ↗
66 Wealth Enhancement Advisory… 285.28K +48.4% $28.73M 0.1% ▲ Add 2 SEC ↗
67 Rockefeller Capital Management L.P. 176.97K +8.0% $17.82M 0.0% ▲ Add 2 SEC ↗
68 Rockefeller Capital Management L.P. 176.97K +8.0% $17.82M 0.0% ▲ Add 2 SEC ↗
69 Rockefeller Capital Management L.P. 176.97K +8.0% $17.82M 0.0% ▲ Add 2 SEC ↗
70 HighTower Advisors, LLC 175.57K -18.9% $17.69M 0.0% ▼ Trim 2 SEC ↗
71 Jones Financial Companies Lllp 165.25K +4.8% $16.44M 0.0% ▲ Add 2 SEC ↗
72 Mariner, LLC 84.55K -1.5% $8.52M 0.0% ▼ Trim 2 SEC ↗
73 Mariner, LLC 84.55K -1.5% $8.52M 0.0% ▼ Trim 2 SEC ↗
74 Mariner, LLC 84.55K -1.5% $8.52M 0.0% ▼ Trim 2 SEC ↗
75 Mariner, LLC 84.55K -1.5% $8.52M 0.0% ▼ Trim 2 SEC ↗
76 State Farm Mutual Automobile… 83.50K +41.6% $8.41M 0.0% ▲ Add 2 SEC ↗
77 Creative Planning 68.07K +1045.6% $6.86M 0.0% ▲ Add 2 SEC ↗
78 Focus Partners Wealth 62.40K -3.9% $6.30M 0.0% ▼ Trim 2 SEC ↗
79 Captrust Financial Advisors 61.26K +0.6% $6.17M 0.0% ▲ Add 2 SEC ↗
80 Susquehanna International Group, Llp 56.68K New $5.71M 0.0% New 1 SEC ↗
81 Susquehanna International Group, Llp 56.68K New $5.71M 0.0% New 1 SEC ↗
82 Financial Engines Advisors L.L.C. 54.68K -46.6% $5.51M 0.0% ▼ Trim 2 SEC ↗
83 Citigroup Inc 47.15K +1312.5% $4.75M 0.0% ▲ Add 2 SEC ↗
84 Baird Financial Group, Inc. 40.55K +3.2% $4.08M 0.0% ▲ Add 2 SEC ↗
85 Baird Financial Group, Inc. 40.55K +3.2% $4.08M 0.0% ▲ Add 2 SEC ↗
86 Goldman Sachs Group 32.49K -85.6% $3.27M 0.0% ▼ Trim 3 SEC ↗
87 Corient Private Wealth LP 41.44K +10.7% $3.24M 0.0% ▲ Add 2 SEC ↗
88 Fifth Third Bancorp 32.09K +19711.7% $3.23M 0.0% ▲ Add 2 SEC ↗
89 Tudor Investment Corp Et Al 19.32K +163.4% $1.95M 0.0% ▲ Add 2 SEC ↗
90 Cerity Partners LLC 14.09K -20.5% $1.42M 0.0% ▼ Trim 2 SEC ↗
91 Cerity Partners LLC 14.09K -20.5% $1.42M 0.0% ▼ Trim 2 SEC ↗
92 Cerity Partners LLC 14.09K -20.5% $1.42M 0.0% ▼ Trim 2 SEC ↗
93 Hrt Financial Lp 11.24K New $1.13M 0.0% New 1 SEC ↗
94 Bank Of Montreal /Can/ 7.99K +7.3% $804,249 0.0% ▲ Add 2 SEC ↗
95 Bank Of Montreal /Can/ 7.99K +7.3% $804,249 0.0% ▲ Add 2 SEC ↗
96 Bank Of Montreal /Can/ 7.99K +7.3% $804,249 0.0% ▲ Add 2 SEC ↗
97 Mirae Asset Global Investments Co.… 7.78K +13.8% $783,198 0.0% ▲ Add 2 SEC ↗
98 Mirae Asset Global Investments Co.… 7.78K +13.8% $783,198 0.0% ▲ Add 2 SEC ↗
99 Fidelity (FMR) 6.58K +106.0% $662,807 0.0% ▲ Add 4 SEC ↗
100 Northern Trust Corp 4.11K 0.0% $413,758 0.0% Held 2 SEC ↗

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

New buyers

Susquehanna International… $5.71M 0.0%
Susquehanna International… $5.71M 0.0%
Hrt Financial Lp $1.13M 0.0%

Exited

Jane Street Group, Llc $8.56M was 0.0%
Bank Julius Baer & Co. Ltd… $2.56M was 0.0%
First Manhattan Co. Llc. $821,697 was 0.0%
TD Waterhouse Canada Inc. $36,598 was 0.0%

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: Q1 2026 · Methodology · Get this via the API