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Security record

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
65.77MShares held
$6.60BReported value
+2New positions
−1Exits
Stable Conviction score 34/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.9% · share flow -7.3% · net new positions +1.9%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Envestnet Asset Management Inc 19.65M -14.3% $1.97B 0.5% ▼ Trim 3 SEC ↗
2 Bank Of America Corp /De/ 7.06M -12.7% $708.13M 0.0% ▼ Trim 3 SEC ↗
3 Bank Of America Corp /De/ 7.06M -12.7% $708.13M 0.0% ▼ Trim 3 SEC ↗
4 Bank Of America Corp /De/ 7.06M -12.7% $708.13M 0.0% ▼ Trim 3 SEC ↗
5 LPL Financial LLC 6.71M -18.2% $673.47M 0.2% ▼ Trim 3 SEC ↗
6 BlackRock (passive) 4.71M +2.3% $472.68M 0.0% ▲ Add 5 SEC ↗
7 BlackRock (passive) 4.71M +2.3% $472.68M 0.0% ▲ Add 5 SEC ↗
8 BlackRock (passive) 4.71M +2.3% $472.68M 0.0% ▲ Add 5 SEC ↗
9 BlackRock (passive) 4.71M +2.3% $472.68M 0.0% ▲ Add 5 SEC ↗
10 BlackRock (passive) 4.71M +2.3% $472.68M 0.0% ▲ Add 5 SEC ↗
11 BlackRock (passive) 4.71M +2.3% $472.68M 0.0% ▲ Add 5 SEC ↗
12 BlackRock (passive) 4.71M +2.3% $472.68M 0.0% ▲ Add 5 SEC ↗
13 Morgan Stanley 3.54M -6.1% $355.30M 0.0% ▼ Trim 4 SEC ↗
14 Morgan Stanley 3.54M -6.1% $355.30M 0.0% ▼ Trim 4 SEC ↗
15 Morgan Stanley 3.54M -6.1% $355.30M 0.0% ▼ Trim 4 SEC ↗
16 Morgan Stanley 3.54M -6.1% $355.30M 0.0% ▼ Trim 4 SEC ↗
17 Morgan Stanley 3.54M -6.1% $355.30M 0.0% ▼ Trim 4 SEC ↗
18 JPMorgan Chase 3.49M -14.7% $353.61M 0.0% ▼ Trim 4 SEC ↗
19 JPMorgan Chase 3.49M -14.7% $353.61M 0.0% ▼ Trim 4 SEC ↗
20 JPMorgan Chase 3.49M -14.7% $353.61M 0.0% ▼ Trim 4 SEC ↗
21 JPMorgan Chase 3.49M -14.7% $353.61M 0.0% ▼ Trim 4 SEC ↗
22 JPMorgan Chase 3.49M -14.7% $353.61M 0.0% ▼ Trim 4 SEC ↗
23 Truist Financial Corp 3.00M +176.7% $301.31M 0.4% ▲ Add 3 SEC ↗
24 Truist Financial Corp 3.00M +176.7% $301.31M 0.4% ▲ Add 3 SEC ↗
25 Truist Financial Corp 3.00M +176.7% $301.31M 0.4% ▲ Add 3 SEC ↗
26 Ameriprise Financial Inc 2.46M +2.5% $246.01M 0.1% ▲ Add 3 SEC ↗
27 Ameriprise Financial Inc 2.46M +2.5% $246.01M 0.1% ▲ Add 3 SEC ↗
28 Ameriprise Financial Inc 2.46M +2.5% $246.01M 0.1% ▲ Add 3 SEC ↗
29 Ameriprise Financial Inc 2.46M +2.5% $246.01M 0.1% ▲ Add 3 SEC ↗
30 Assetmark, Inc 2.45M +7.8% $245.55M 0.4% ▲ Add 3 SEC ↗
31 Stifel Financial Corp 1.75M +19.0% $175.27M 0.1% ▲ Add 3 SEC ↗
32 Stifel Financial Corp 1.75M +19.0% $175.27M 0.1% ▲ Add 3 SEC ↗
33 Stifel Financial Corp 1.75M +19.0% $175.27M 0.1% ▲ Add 3 SEC ↗
34 Stifel Financial Corp 1.75M +19.0% $175.27M 0.1% ▲ Add 3 SEC ↗
35 Stifel Financial Corp 1.75M +19.0% $175.27M 0.1% ▲ Add 3 SEC ↗
36 Cetera Investment Advisers 1.66M -21.1% $166.79M 0.2% ▼ Trim 3 SEC ↗
37 Wells Fargo & Company/Mn 1.66M -3.7% $166.65M 0.0% ▼ Trim 3 SEC ↗
38 Wells Fargo & Company/Mn 1.66M -3.7% $166.65M 0.0% ▼ Trim 3 SEC ↗
39 Wells Fargo & Company/Mn 1.66M -3.7% $166.65M 0.0% ▼ Trim 3 SEC ↗
40 Mml Investors Services, Llc 1.19M -12.6% $119.68M 0.2% ▼ Trim 3 SEC ↗
41 Bank of New York Mellon Corp 1.11M -14.4% $111.45M 0.0% ▼ Trim 3 SEC ↗
42 Bank of New York Mellon Corp 1.11M -14.4% $111.45M 0.0% ▼ Trim 3 SEC ↗
43 Bank of New York Mellon Corp 1.11M -14.4% $111.45M 0.0% ▼ Trim 3 SEC ↗
44 Bank of New York Mellon Corp 1.11M -14.4% $111.45M 0.0% ▼ Trim 3 SEC ↗
45 Bank of New York Mellon Corp 1.11M -14.4% $111.45M 0.0% ▼ Trim 3 SEC ↗
46 Raymond James Financial Inc 809.04K -10.4% $81.19M 0.0% ▼ Trim 3 SEC ↗
47 Raymond James Financial Inc 809.04K -10.4% $81.19M 0.0% ▼ Trim 3 SEC ↗
48 Raymond James Financial Inc 809.04K -10.4% $81.19M 0.0% ▼ Trim 3 SEC ↗
49 Royal Bank Of Canada 661.23K -13.8% $66.36M 0.0% ▼ Trim 3 SEC ↗
50 Royal Bank Of Canada 661.23K -13.8% $66.36M 0.0% ▼ Trim 3 SEC ↗
51 Royal Bank Of Canada 661.23K -13.8% $66.36M 0.0% ▼ Trim 3 SEC ↗
52 Royal Bank Of Canada 661.23K -13.8% $66.36M 0.0% ▼ Trim 3 SEC ↗
53 Royal Bank Of Canada 661.23K -13.8% $66.36M 0.0% ▼ Trim 3 SEC ↗
54 Royal Bank Of Canada 661.23K -13.8% $66.36M 0.0% ▼ Trim 3 SEC ↗
55 Northwestern Mutual Wealth… 518.89K -0.4% $52.07M 0.0% ▼ Trim 3 SEC ↗
56 Commonwealth Equity Services, Llc 497.36K +58.7% $49.91M 0.1% ▲ Add 3 SEC ↗
57 UBS Group AG 492.15K -22.7% $49.39M 0.0% ▼ Trim 3 SEC ↗
58 Osaic Holdings, Inc. 393.34K +6.4% $39.54M 0.0% ▲ Add 3 SEC ↗
59 Osaic Holdings, Inc. 393.34K +6.4% $39.54M 0.0% ▲ Add 3 SEC ↗
60 Osaic Holdings, Inc. 393.34K +6.4% $39.54M 0.0% ▲ Add 3 SEC ↗
61 Osaic Holdings, Inc. 393.34K +6.4% $39.54M 0.0% ▲ Add 3 SEC ↗
62 Wealth Enhancement Advisory… 298.34K +4.6% $29.39M 0.0% ▲ Add 3 SEC ↗
63 Us Bancorp \De\ 277.05K -43.6% $27.80M 0.0% ▼ Trim 3 SEC ↗
64 Us Bancorp \De\ 277.05K -43.6% $27.80M 0.0% ▼ Trim 3 SEC ↗
65 Us Bancorp \De\ 277.05K -43.6% $27.80M 0.0% ▼ Trim 3 SEC ↗
66 Us Bancorp \De\ 277.05K -43.6% $27.80M 0.0% ▼ Trim 3 SEC ↗
67 Rockefeller Capital Management L.P. 236.70K +33.8% $23.75M 0.0% ▲ Add 3 SEC ↗
68 Rockefeller Capital Management L.P. 236.70K +33.8% $23.75M 0.0% ▲ Add 3 SEC ↗
69 Rockefeller Capital Management L.P. 236.70K +33.8% $23.75M 0.0% ▲ Add 3 SEC ↗
70 Jones Financial Companies Lllp 174.60K +5.7% $17.68M 0.0% ▲ Add 3 SEC ↗
71 HighTower Advisors, LLC 173.93K -0.9% $17.45M 0.0% ▼ Trim 3 SEC ↗
72 State Farm Mutual Automobile… 124.70K +49.4% $12.51M 0.0% ▲ Add 3 SEC ↗
73 Goldman Sachs Group 104.93K +222.9% $10.53M 0.0% ▲ Add 4 SEC ↗
74 Creative Planning 74.29K +9.1% $7.46M 0.0% ▲ Add 3 SEC ↗
75 Mariner, LLC 68.84K -18.6% $6.91M 0.0% ▼ Trim 3 SEC ↗
76 Mariner, LLC 68.84K -18.6% $6.91M 0.0% ▼ Trim 3 SEC ↗
77 Captrust Financial Advisors 60.75K -0.8% $6.10M 0.0% ▼ Trim 3 SEC ↗
78 Focus Partners Wealth 53.55K -14.2% $5.37M 0.0% ▼ Trim 3 SEC ↗
79 Susquehanna International Group, Llp 50.05K -11.7% $5.02M 0.0% ▼ Trim 2 SEC ↗
80 Citigroup Inc 45.15K -4.2% $4.53M 0.0% ▼ Trim 3 SEC ↗
81 Fifth Third Bancorp 31.86K -0.8% $3.20M 0.0% ▼ Trim 3 SEC ↗
82 Corient Private Wealth LP 31.21K -24.7% $3.13M 0.0% ▼ Trim 3 SEC ↗
83 Hrt Financial Lp 30.77K +173.7% $3.09M 0.0% ▲ Add 2 SEC ↗
84 Baird Financial Group, Inc. 29.94K -26.2% $3.00M 0.0% ▼ Trim 3 SEC ↗
85 Mercer Global Advisors Inc /Adv 15.79K +320.1% $1.58M 0.0% ▲ Add 3 SEC ↗
86 Cerity Partners LLC 13.13K -6.8% $1.32M 0.0% ▼ Trim 3 SEC ↗
87 Cerity Partners LLC 13.13K -6.8% $1.32M 0.0% ▼ Trim 3 SEC ↗
88 Cerity Partners LLC 13.13K -6.8% $1.32M 0.0% ▼ Trim 3 SEC ↗
89 Bank Of Montreal /Can/ 11.87K +48.7% $1.19M 0.0% ▲ Add 3 SEC ↗
90 Bank Of Montreal /Can/ 11.87K +48.7% $1.19M 0.0% ▲ Add 3 SEC ↗
91 Bank Of Montreal /Can/ 11.87K +48.7% $1.19M 0.0% ▲ Add 3 SEC ↗
92 Tudor Investment Corp Et Al 10.98K -43.1% $1.10M 0.0% ▼ Trim 3 SEC ↗
93 Mirae Asset Global Investments Co.… 8.62K +10.9% $865,117 0.0% ▲ Add 3 SEC ↗
94 Mirae Asset Global Investments Co.… 8.62K +10.9% $865,117 0.0% ▲ Add 3 SEC ↗
95 Nuveen, LLC 5.56K New $557,645 0.0% New 1 SEC ↗
96 AQR Capital Management 4.28K +53.7% $429,918 0.0% ▲ Add 3 SEC ↗
97 Fidelity (FMR) 4.25K -35.4% $426,628 0.0% ▼ Trim 5 SEC ↗
98 Northern Trust Corp 3.83K -6.9% $383,839 0.0% ▼ Trim 3 SEC ↗
99 Pnc Financial Services Group, Inc. 3.46K -4.8% $347,424 0.0% ▼ Trim 3 SEC ↗
100 Pnc Financial Services Group, Inc. 3.46K -4.8% $347,424 0.0% ▼ Trim 3 SEC ↗

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

New buyers

Nuveen, LLC $557,645 0.0%

Exited

Deutsche Bank Ag\ $71,108 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: Q2 2026 · Methodology · Get this via the API