TLH Institutional Ownership & Shareholders
ISHARES 10-20 YEAR TREASURY (TLH) is currently held by 604 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $11.01B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of TLH tracked by InsiderSet, reporting ownership valued at approximately $1.97B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.88B, representing an estimated loss of -4.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed TLH value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Forum Financial Management, Lp, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES 10-20 YEAR TREASURY (TLH).
This page ranks the largest institutional TLH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
604
Total Reported Value
$11.01B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$1.97B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.46% | 19,652,832 | $1,972,160,380 | $1,883,527,419 | -$88,632,961 | -4.49% | |
| Forum Financial Management, Lp | 12.28% | 10,253,274 | $945,044,254 | $982,673,780 | +$37,629,526 | +3.98% | |
| Bank Of America Corp | 0.05% | 7,056,628 | $708,132,653 | $676,307,228 | -$31,825,425 | -4.49% | |
| Lpl Financial Llc | 0.15% | 6,711,248 | $673,473,657 | $643,206,008 | -$30,267,649 | -4.49% | |
| Blackrock, Inc. | 0.01% | 4,710,306 | $472,679,208 | $451,435,727 | -$21,243,481 | -4.49% | |
| Truist Financial Corp | 0.51% | 4,706,766 | $433,822,591 | $451,096,453 | +$17,273,862 | +3.98% | |
| Morgan Stanley | 0.02% | 3,540,643 | $355,303,595 | $339,335,225 | -$15,968,370 | -4.49% | |
| Jpmorgan Chase & Co | 0.02% | 3,490,075 | $353,614,613 | $334,488,788 | -$19,125,825 | -5.41% | |
| Ameriprise Financial Inc | 0.05% | 2,455,071 | $246,010,571 | $235,294,005 | -$10,716,566 | -4.36% | |
| Assetmark, Inc | 0.41% | 2,646,560 | $243,933,428 | $253,646,310 | +$9,712,882 | +3.98% | |
| Envestnet Portfolio Solutions, Inc. | 1.10% | 2,288,353 | $229,636,230 | $219,315,752 | -$10,320,478 | -4.49% | |
| Dynasty Wealth Management, Llc | 1.53% | 2,050,071 | $205,724,644 | $196,478,805 | -$9,245,839 | -4.49% | |
| Stifel Financial Corp | 0.15% | 1,746,571 | $175,268,566 | $167,391,365 | -$7,877,201 | -4.49% | |
| Mather Group, Llc. | 1.45% | 1,857,283 | $171,185,812 | $178,002,003 | +$6,816,191 | +3.98% | |
| Cetera Investment Advisers | 0.15% | 1,662,099 | $166,791,642 | $159,295,568 | -$7,496,074 | -4.49% | |
| Wells Fargo & Company/Mn | 0.03% | 1,660,729 | $166,654,123 | $159,164,267 | -$7,489,856 | -4.49% | |
| Cwm, Llc | 0.41% | 1,558,713 | $156,993,581 | $149,387,054 | -$7,606,527 | -4.85% | |
| Riverfront Investment Group, Llc | 1.76% | 1,324,932 | $132,957,019 | $126,981,483 | -$5,975,536 | -4.49% | |
| Janney Montgomery Scott Llc | 0.24% | 1,220,050 | $122,432,000 | $116,929,592 | -$5,502,408 | -4.49% | |
| Peavine Capital, Llc | 26.47% | 1,311,482 | $120,879,296 | $125,692,435 | +$4,813,139 | +3.98% | |
| Mml Investors Services, Llc | 0.24% | 1,192,620 | $119,679,398 | $114,300,701 | -$5,378,697 | -4.49% | |
| Bank Of New York Mellon Corp | 0.02% | 1,110,583 | $111,446,914 | $106,438,275 | -$5,008,639 | -4.49% | |
| Newedge Advisors, Llc | 0.28% | 931,209 | $93,446,795 | $89,247,071 | -$4,199,724 | -4.49% | |
| Destination Wealth Management | 2.09% | 891,126 | $89,424,513 | $85,405,516 | -$4,018,997 | -4.49% | |
| Hamilton Capital Partners, Llc | 24.98% | 857,106 | $86,010,551 | $82,145,039 | -$3,865,512 | -4.49% | |
| Benjamin Edwards Inc | 0.77% | 836,231 | $83,915,885 | $80,144,379 | -$3,771,506 | -4.49% | |
| Raymond James Financial Inc | 0.02% | 809,038 | $81,186,978 | $77,538,202 | -$3,648,776 | -4.49% | |
| Quotient Wealth Partners, Llc | 1.69% | 713,106 | $71,560,192 | $68,344,079 | -$3,216,113 | -4.49% | |
| Royal Bank Of Canada | 0.01% | 661,234 | $66,355,000 | $63,372,667 | -$2,982,333 | -4.49% | |
| First Citizens Bank & Trust Co | 0.92% | 670,662 | $61,814,916 | $64,276,246 | +$2,461,330 | +3.98% | |
| Sanctuary Advisors, Llc | 0.28% | 600,513 | $60,261,494 | $57,553,166 | -$2,708,328 | -4.49% | |
| Openarc Corporate Advisory, Llc | 0.67% | 643,607 | $59,321,257 | $61,683,295 | +$2,362,038 | +3.98% | |
| Sagespring Wealth Partners, Llc | 0.86% | 623,761 | $57,492,025 | $59,781,254 | +$2,289,229 | +3.98% | |
| Cerity Partners Ocio Llc | 2.56% | 504,136 | $50,590,050 | $48,316,394 | -$2,273,656 | -4.49% | |
| Ubs Group Ag | 0.01% | 492,146 | $49,386,851 | $47,167,273 | -$2,219,578 | -4.49% | |
| Foundations Investment Advisors, Llc | 0.50% | 484,379 | $48,607,426 | $46,422,883 | -$2,184,543 | -4.49% | |
| United Capital Financial Advisors, Llc | 0.25% | 456,877 | $45,819,525 | $43,787,092 | -$2,032,433 | -4.44% | |
| Wealth Enhancement Advisory Services, Llc | 0.07% | 486,084 | $44,773,220 | $46,586,291 | +$1,813,071 | +4.05% | |
| Mai Capital Management | 0.16% | 410,403 | $41,183,942 | $39,333,024 | -$1,850,918 | -4.49% | |
| Osaic Holdings, Inc. | 0.05% | 393,343 | $39,536,436 | $37,697,993 | -$1,838,443 | -4.65% | |
| Jb Capital Llc | 1.24% | 394,476 | $36,358,869 | $37,806,580 | +$1,447,711 | +3.98% | |
| Steward Partners Investment Advisory, Llc | 0.14% | 282,330 | $28,331,791 | $27,058,507 | -$1,273,284 | -4.49% | |
| Us Bancorp \De\ | 0.03% | 277,047 | $27,801,881 | $26,552,184 | -$1,249,697 | -4.50% | |
| Banco Santander, S.A. | 0.16% | 263,210 | $26,413,124 | $25,226,046 | -$1,187,078 | -4.49% | |
| Thrivent Financial For Lutherans | 0.04% | 262,174 | $26,372,000 | $25,126,756 | -$1,245,244 | -4.72% | |
| Castleark Management Llc | 0.70% | 258,432 | $25,933,651 | $24,768,123 | -$1,165,528 | -4.49% | |
| Vise Technologies, Inc. | 0.21% | 275,628 | $25,404,677 | $26,416,188 | +$1,011,511 | +3.98% | |
| Cutler Investment Counsel Llc | 2.36% | 270,322 | $24,915,603 | $25,907,660 | +$992,057 | +3.98% | |
| Watchman Group, Inc. | 5.70% | 268,554 | $24,752,623 | $25,738,215 | +$985,592 | +3.98% | |
| Rockefeller Capital Management L.P. | 0.04% | 236,696 | $23,752,539 | $22,684,945 | -$1,067,594 | -4.49% |
Frequently asked questions about TLH
Who are the largest institutional holders of TLH?
The largest institutional holders of TLH reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Forum Financial Management, Lp, Bank Of America Corp, Lpl Financial Llc, and Blackrock, Inc.. InsiderSet ranks institutional holders by their latest reported TLH position.
What is TLH institutional ownership?
This page tracks TLH positions reported by institutional investment managers through SEC Form 13F. ISHARES 10-20 YEAR TREASURY (TLH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TLH?
InsiderSet currently tracks 604 institutional managers reporting TLH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TLH shareholders.
How much TLH stock do institutions own?
Institutional investment managers disclosed approximately $11.01B in TLH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TLH institutional ownership last updated?
The latest TLH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TLH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TLH position after the reporting date.
Are institutions buying or selling TLH?
Institutional buying and selling can be analyzed by comparing TLH positions across consecutive 13F reporting periods. InsiderSet's TLH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TLH ownership changes.
How has TLH institutional ownership changed over time?
InsiderSet tracks TLH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.