Who owns iShares Barclays 10-20 Yr Tresry Bd?
- Ticker: TLH
- CUSIP Number: 464288653
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Barclays 10-20 Yr Tresry Bd with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares Barclays 10-20 Yr Tresry Bd this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Bank of America Corporation | 9.8M | $1.1B | -11% | Sep 2024 |
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Forum Financial Management | 7.1M | $780M | 3% | Sep 2024 |
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Wells Fargo & Company | 3.9M | $422M | 3% | Sep 2024 |
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Envestnet Asset Management | 3.4M | $377M | -30% | Sep 2024 |
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Branch Banking & Trust Company | 3.2M | $334M | -5% | Jun 2024 |
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Jpmorgan Chase & Co | 2.1M | $235M | 68% | Sep 2024 |
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Richard Bernstein Advisors | 1.9M | $210M | -39% | Sep 2024 |
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LPL Financial | 1.8M | $199M | 6% | Sep 2024 |
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Morgan Stanley | 1.8M | $182M | -8% | Jun 2024 |
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Assetmark | 1.5M | $168M | 76% | Sep 2024 |
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Itau Unibanco Holding | 1.1M | $116M | -1% | Jun 2024 |
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Johns Hopkins University | 1.1M | $110M | 5% | Jun 2024 |
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Envestnet Portfolio Solutions | 880k | $96M | 5% | Sep 2024 |
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Signature Estate and Investment Advisors | 775k | $85M | 100% | Sep 2024 |
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YCMNET Advisors | 728k | $75M | 2% | Jun 2024 |
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Financial Advisory Service | 702k | $77M | 2% | Sep 2024 |
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Smith Anglin Financial | 605k | $66M | 30% | Sep 2024 |
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First Citizens Bank & Trust | 595k | $65M | 9% | Sep 2024 |
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RiverFront Investment Group | 483k | $53M | -10% | Sep 2024 |
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Captrust Financial Advisors | 451k | $49M | 22% | Sep 2024 |
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Stifel Financial | 437k | $45M | 2% | Jun 2024 |
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Cetera Investment Advisers | 429k | $44M | -9% | Jun 2024 |
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Northwestern Mutual Wealth Management Company | 378k | $41M | 7% | Sep 2024 |
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Raymond James & Associates | 360k | $39M | -10% | Sep 2024 |
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Advisor Group Holdings | 353k | $39M | 31% | Sep 2024 |
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Mml Investors Services | 338k | $37M | 3% | Sep 2024 |
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Royal Bank of Canada | 296k | $32M | -29% | Sep 2024 |
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Sanctuary Advisors | 277k | $27M | 100% | Jun 2024 |
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Cambridge Investment Research Advisors | 252k | $28M | 56% | Sep 2024 |
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Commonwealth Equity Services | 247k | $27M | -22% | Sep 2024 |
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CWM | 234k | $26M | 12% | Sep 2024 |
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Arrow Financial Corp. | 215k | $24M | -9% | Sep 2024 |
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Johnson Bixby & Associates | 214k | $23M | 24% | Sep 2024 |
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Raymond James Financial Services Advisors | 207k | $23M | 8% | Sep 2024 |
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Bank of New York Mellon | 187k | $20M | -5% | Sep 2024 |
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Park Avenue Securities | 182k | $20M | -2% | Sep 2024 |
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Hengehold Capital Management | 182k | $20M | 97% | Sep 2024 |
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Us Bancorp | 177k | $19M | 1% | Sep 2024 |
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Regatta Capital Group | 174k | $19M | 7% | Sep 2024 |
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Rockefeller Capital Management | 174k | $18M | -19% | Jun 2024 |
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Private Advisor | 173k | $19M | -5% | Sep 2024 |
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Vestmark Advisory Solutions | 173k | $18M | -7% | Jun 2024 |
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Wealth Enhancement Advisory Services | 171k | $18M | 1% | Jun 2024 |
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Members Advisory Group | 171k | $19M | 4% | Sep 2024 |
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Goelzer Investment Management | 163k | $18M | 1% | Sep 2024 |
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Steward Partners Investment Advisory | 160k | $16M | 78% | Jun 2024 |
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Kovitz Investment Group Partners | 156k | $17M | 89% | Sep 2024 |
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AllGen Financial Advisors | 149k | $16M | 11% | Sep 2024 |
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Eastern Bank | 148k | $16M | 100% | Sep 2024 |
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Thrivent Financial for Lutherans | 147k | $16M | -23% | Sep 2024 |
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Nicolet Advisory Services | 140k | $15M | 4% | Sep 2024 |
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Pinnacle Financial Partners | 131k | $14M | -6% | Sep 2024 |
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Marks Wealth | 127k | $14M | -6% | Sep 2024 |
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Financial Engines Advisors L.L.C | 125k | $14M | -50% | Sep 2024 |
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Carr Financial Group Corp | 123k | $13M | 33% | Sep 2024 |
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Harvest Portfolios Group | 122k | $13M | 39% | Sep 2024 |
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Quantitative Strategies | 117k | $13M | 0% | Sep 2024 |
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Daymark Wealth Partners | 111k | $12M | 12% | Sep 2024 |
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BlackRock | 111k | $12M | 100% | Sep 2024 |
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Wright Fund Managment | 111k | $12M | 100% | Sep 2024 |
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HighTower Advisors | 110k | $11M | -9% | Jun 2024 |
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Pathstone Holdings | 109k | $12M | -89% | Sep 2024 |
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Susquehanna International | 108k | $12M | 171% | Sep 2024 |
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Financial Life Advisors | 106k | $12M | 5% | Sep 2024 |
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Systelligence | 103k | $11M | 100% | Sep 2024 |
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Syon Capital | 103k | $11M | 21% | Sep 2024 |
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Dynasty Wealth Management | 100k | $7.4M | 84% | Sep 2024 |
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BlackRock | 99k | $10M | -82% | Jun 2024 |
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Arvest Investments | 91k | $9.9M | -1% | Sep 2024 |
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GGM Financials | 91k | $9.9M | 2% | Sep 2024 |
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Orion Portfolio Solutions | 90k | $9.8M | 372% | Sep 2024 |
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Coldstream Capital Management | 82k | $8.9M | -2% | Sep 2024 |
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Net Worth Advisory Group | 81k | $8.9M | 100% | Sep 2024 |
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TD Waterhouse Canada | 80k | $8.8M | -68% | Sep 2024 |
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Affinity Capital Advisors | 76k | $8.4M | 24% | Sep 2024 |
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Confluence Investment Management | 76k | $8.3M | -3% | Sep 2024 |
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BCJ Capital Management | 70k | $7.2M | 7% | Jun 2024 |
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Federation des caisses Desjardins du Quebec | 70k | $7.7M | 100% | Sep 2024 |
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Focus Financial Network | 67k | $7.4M | 12% | Sep 2024 |
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Demars Financial Group | 66k | $7.2M | 100% | Sep 2024 |
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Scotia Capital | 64k | $7.0M | 6% | Sep 2024 |
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Integrated Wealth Concepts | 64k | $7.0M | 0% | Sep 2024 |
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Royal Fund Management | 64k | $7.0M | 37% | Sep 2024 |
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Atria Wealth Solutions | 64k | $7.0M | 14% | Sep 2024 |
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Principal Securities | 63k | $6.9M | -7% | Sep 2024 |
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Mariner Wealth Advisors | 62k | $6.7M | 495% | Sep 2024 |
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Toroso Investments | 60k | $6.2M | -21% | Jun 2024 |
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Resources Investment Advisors | 60k | $6.5M | 4% | Sep 2024 |
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CMC Financial Group | 59k | $6.5M | 100% | Sep 2024 |
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Retirement Capital Strategies | 58k | $6.4M | 100% | Sep 2024 |
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Goss Wealth Management | 55k | $5.7M | 105% | Jun 2024 |
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Atria Investments | 54k | $5.9M | -13% | Sep 2024 |
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Cresta Advisors | 53k | $5.8M | 8% | Sep 2024 |
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Umpqua Bank | 53k | $5.8M | -53% | Sep 2024 |
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Ewa | 50k | $5.1M | -19% | Sep 2024 |
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Avaii Wealth Management | 50k | $5.5M | 1% | Sep 2024 |
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Premier Path Wealth Partners | 49k | $5.4M | 7% | Sep 2024 |
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Strategic Investment Solutions | 49k | $4.6M | 3% | Sep 2024 |
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Krilogy Financial | 49k | $5.3M | -7% | Sep 2024 |
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Axiom Advisory | 48k | $5.2M | 2% | Sep 2024 |
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Cedrus | 47k | $5.1M | 14% | Sep 2024 |
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Goldman Sachs Group | 47k | $4.8M | 100% | Jun 2024 |
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Trustmark National Bank - Trust Department | 46k | $5.1M | -11% | Sep 2024 |
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Nicolet Bankshares | 45k | $5.0M | 12% | Sep 2024 |
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Foundations Investment Advisors | 45k | $5.0M | 10% | Sep 2024 |
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Regal Investment Advisors | 45k | $4.9M | 256% | Sep 2024 |
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SPC Financial | 45k | $4.9M | 6% | Sep 2024 |
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One Wealth Advisors | 44k | $4.9M | 100% | Sep 2024 |
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International Assets Investment Management | 44k | $405k | 10518% | Sep 2024 |
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Icon Wealth Advisors | 43k | $4.7M | -4% | Sep 2024 |
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Quotient Wealth Partners | 42k | $4.6M | -2% | Sep 2024 |
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Evergreen Private Wealth | 41k | $4.5M | 0% | Sep 2024 |
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Brian McDonald | 40k | $4.4M | -15% | Sep 2024 |
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Transcend Wealth Collective | 40k | $4.3M | -35% | Sep 2024 |
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Conrad Siegel Investment Advisors | 37k | $4.0M | -10% | Sep 2024 |
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Angeles Wealth Management | 35k | $3.9M | 100% | Sep 2024 |
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Beacon Pointe Advisors | 35k | $3.9M | -62% | Sep 2024 |
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Simplicity Wealth | 34k | $3.7M | -89% | Sep 2024 |
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Modus Advisors | 34k | $3.7M | 4% | Sep 2024 |
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Legacy Private Trust | 34k | $3.7M | 33% | Sep 2024 |
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Proequities | 33k | $3.6B | 26% | Sep 2024 |
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Nations Financial Group | 33k | $3.6M | 100% | Sep 2024 |
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MN Wealth Advisors | 32k | $3.4M | 15% | Sep 2024 |
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First Citizens Asset Management | 30k | $3.3M | 0% | Sep 2024 |
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Echo45 Advisors | 30k | $3.2M | 0% | Sep 2024 |
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Mutual Advisors | 29k | $3.0M | -3% | Sep 2024 |
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Citadel Advisors | 29k | $3.1M | -66% | Sep 2024 |
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Surience Private Wealth | 29k | $3.1M | 100% | Sep 2024 |
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LVW Advisors | 28k | $3.1M | 1% | Sep 2024 |
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Kestra Advisory Services | 28k | $3.1M | 62% | Sep 2024 |
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Migdal Insurance & Financial Holdings | 28k | $3.0M | -1% | Sep 2024 |
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Smartleaf Asset Management | 28k | $3.0M | -25% | Sep 2024 |
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Jones Financial Companies, L.L | 27k | $2.9M | 100% | Sep 2024 |
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Horst & Graben Wealth Management | 26k | $2.8M | -3% | Sep 2024 |
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Sykon Capital | 26k | $2.8M | 100% | Sep 2024 |
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Forte Asset Management | 26k | $2.8M | -12% | Sep 2024 |
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Davies Financial Advisors | 25k | $2.8M | 612% | Sep 2024 |
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Alternative Investment Advisors | 25k | $2.6M | 100% | Jun 2024 |
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Parallel Advisors | 25k | $2.8M | -10% | Sep 2024 |
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Cooper Financial Group | 24k | $2.4M | 13% | Jun 2024 |
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Sound Income Strategies | 24k | $2.6M | 10438% | Sep 2024 |
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Center For Asset Management | 24k | $2.6M | 98% | Sep 2024 |
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U.S. Capital Wealth Advisors | 24k | $2.6M | 0% | Sep 2024 |
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Clear Creek Financial Management | 23k | $2.6M | 2% | Sep 2024 |
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Prime Capital Investment Advisors | 23k | $2.5M | -8% | Sep 2024 |
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Farther Finance Advisors | 23k | $2.5M | 100% | Sep 2024 |
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Cary Street Partners Asset Management | 23k | $2.5M | -31% | Sep 2024 |
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Equitable Holdings | 22k | $2.3M | 23% | Jun 2024 |
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Financial & Tax Architects | 22k | $2.4M | 100% | Sep 2024 |
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Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 22k | $2.4M | -42% | Sep 2024 |
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Ehrlich Financial Group | 22k | $2.3M | -20% | Sep 2024 |
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Avid Wealth Partners | 20k | $2.2M | -45% | Sep 2024 |
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Sequoia Financial Advisors | 17k | $1.9M | -57% | Sep 2024 |
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First Financial Bank, N.A. - Trust Division | 16k | $1.7M | -88% | Sep 2024 |
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Financial Advocates Investment Management | 12k | $1.3M | -80% | Sep 2024 |
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Bp Wealth Management | 11k | $1.2M | -82% | Sep 2024 |
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Liberty Wealth Management | 10k | $1.1M | -88% | Sep 2024 |
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Great Valley Advisor Group | 10k | $1.1M | -63% | Sep 2024 |
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National Bank Of Canada /fi/ | 8.8k | $962k | -82% | Sep 2024 |
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Td Private Client Wealth | 8.0k | $873k | -97% | Sep 2024 |
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Jane Street | 5.2k | $568k | -92% | Sep 2024 |
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Commonwealth Financial Services | 2.2k | $244k | -97% | Sep 2024 |
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Who sold out of iShares Barclays 10-20 Yr Tresry Bd?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Janney Montgomery Scott | Jun 2024 | 377k | $39M |
Russell Investments | Mar 2024 | 27k | $2.8M |