Security record · archived quarter
TLH
iShares 10-20 Year Treasury Bond ETF · Financial Services · Asset Management - Bonds
54Tracked holders
-1Δ holders
72.53MShares held
$7.31BReported value
+3New positions
−4Exits
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 53 | +1 | 65.59M | $6.59B | +2 | −2 |
| Q1 2026 | 54 | -1 | 72.53M | $7.31B | +3 | −4 |
| Q4 2025 | 55 | +1 | 74.95M | $7.62B | +1 | n/a |
| Q3 2025 | 5 | -1 | 15.11M | $1.56B | n/a | −1 |
| Q2 2025 | 3 | 0 | 3.84M | $390.60M | n/a | n/a |
| Q1 2025 | 1 | 0 | 27.43K | $2.85M | n/a | n/a |
| Q4 2024 | 1 | 0 | 109.58K | $10.91M | n/a | n/a |
| Q3 2024 | 1 | -1 | 21.81K | $2.38M | n/a | −1 |
| Q2 2024 | 2 | n/a | 73.94K | $7.59M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ ×3 |
| 4 | BlackRock ✦ (passive) | 4.61M | +21.1% | $463.94M | 0.0% | ▲ Add | 4 | SEC ↗ ×8 |
| 5 | JPMorgan Chase ✦ | 4.09M | +3.2% | $411.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 6 | Morgan Stanley ✦ | 3.77M | -6.1% | $379.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 7 | Ameriprise Financial Inc | 2.39M | -25.3% | $243.27M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Assetmark, Inc | 2.27M | +6.0% | $228.70M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 2.11M | -15.1% | $212.14M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 1.72M | +1.8% | $173.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Cwm, Llc | 1.56M | -2.1% | $156.99M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 12 | Stifel Financial Corp | 1.47M | -7.8% | $147.79M | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 13 | Mml Investors Services, Llc | 1.36M | -26.3% | $137.42M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 1.30M | +8.9% | $130.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 15 | Truist Financial Corp | 1.09M | +5.8% | $109.30M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Raymond James Financial Inc | 903.19K | +7.5% | $90.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | Royal Bank Of Canada | 767.25K | -8.3% | $77.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 18 | UBS Group AG | 636.56K | +7.0% | $64.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 19 | Northwestern Mutual Wealth… | 521.19K | -25.0% | $52.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Us Bancorp \De\ | 491.44K | -33.0% | $49.50M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 21 | Osaic Holdings, Inc. | 369.57K | +11.2% | $37.28M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | Commonwealth Equity Services, Llc | 313.42K | -18.3% | $31.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 285.28K | +48.4% | $28.73M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 176.97K | +8.0% | $17.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 25 | HighTower Advisors, LLC | 175.57K | -18.9% | $17.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 165.25K | +4.8% | $16.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mariner, LLC | 84.55K | -1.5% | $8.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 28 | State Farm Mutual Automobile… | 83.50K | +41.6% | $8.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Creative Planning | 68.07K | +1045.6% | $6.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Focus Partners Wealth | 62.40K | -3.9% | $6.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Captrust Financial Advisors | 61.26K | +0.6% | $6.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 56.68K | New | $5.71M | 0.0% | New | 1 | SEC ↗ ×2 |
| 33 | Financial Engines Advisors L.L.C. | 54.68K | -46.6% | $5.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Citigroup Inc | 47.15K | +1312.5% | $4.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 40.55K | +3.2% | $4.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | Goldman Sachs Group ✦ | 32.49K | -85.6% | $3.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Corient Private Wealth LP | 41.44K | +10.7% | $3.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Fifth Third Bancorp | 32.09K | +19711.7% | $3.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Tudor Investment Corp Et Al | 19.32K | +163.4% | $1.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Cerity Partners LLC | 14.09K | -20.5% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 41 | Hrt Financial Lp | 11.24K | New | $1.13M | 0.0% | New | 1 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 7.99K | +7.3% | $804,249 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 43 | Mirae Asset Global Investments Co.… | 7.78K | +13.8% | $783,198 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 44 | Fidelity (FMR) ✦ | 6.58K | +106.0% | $662,807 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | Northern Trust Corp | 4.11K | 0.0% | $413,758 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Mercer Global Advisors Inc /Adv | 3.76K | -84.0% | $378,600 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 3.64K | -0.8% | $366,174 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 48 | Blair William & Co/Il | 2.95K | +296.1% | $297,225 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 2.79K | +4.6% | $280,826 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | UBS AM, a distinct business unit of… | 2.48K | New | $249,383 | 0.0% | New | 1 | SEC ↗ |
| 51 | DZ BANK AG Deutsche Zentral… | 1.77K | +132.9% | $178,274 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | National Bank Of Canada /Fi/ | 1.46K | -3.8% | $147,133 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 53 | Deutsche Bank Ag\ | 706 | 0.0% | $71,108 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Qube Research & Technologies Ltd | 278 | +479.2% | $28,000 | 0.0% | ▲ Add | 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% |
| Hrt Financial Lp | $1.13M | 0.0% |
| UBS AM, a distinct business… | $249,383 | 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 ·
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