ISHARES 10-20 YEAR TREASURY (TLH) Institutional Shareholders
ISHARES 10-20 YEAR TREASURY (TLH) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $11.05B in TLH holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of TLH tracked by InsiderSet, reporting ownership valued at approximately $2.31B in its March 31, 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 $2.21B, representing an estimated loss of -4.15% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed TLH value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Forum Financial Management, Lp, Lpl Financial Llc, 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
611
Total Reported Value
$11.05B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$2.31B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
21
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 | 0.62% | 22,940,870 | $2,310,604,422 | $2,214,711,590 | -$95,892,832 | -4.15% | |
| Forum Financial Management, Lp | 12.48% | 9,680,967 | $971,485,047 | $934,600,554 | -$36,884,493 | -3.80% | |
| Lpl Financial Llc | 0.22% | 8,209,020 | $826,812,453 | $792,498,791 | -$34,313,662 | -4.15% | |
| Bank Of America Corp | 0.06% | 8,083,555 | $814,175,641 | $780,386,400 | -$33,789,241 | -4.15% | |
| Blackrock, Inc. | 0.01% | 4,606,221 | $463,938,578 | $444,684,575 | -$19,254,003 | -4.15% | |
| Morgan Stanley | 0.02% | 3,771,694 | $379,885,123 | $364,119,339 | -$15,765,784 | -4.15% | |
| Truist Financial Corp | 0.36% | 3,002,613 | $301,312,239 | $289,872,259 | -$11,439,980 | -3.80% | |
| Assetmark, Inc | 0.42% | 2,446,904 | $245,546,864 | $236,224,112 | -$9,322,752 | -3.80% | |
| Ameriprise Financial Inc | 0.06% | 2,394,057 | $243,271,833 | $231,122,263 | -$12,149,570 | -4.99% | |
| Envestnet Portfolio Solutions, Inc. | 1.10% | 2,288,353 | $229,636,230 | $220,917,599 | -$8,718,631 | -3.80% | |
| Cetera Investment Advisers | 0.23% | 2,106,252 | $212,141,751 | $203,337,568 | -$8,804,183 | -4.15% | |
| Dynasty Wealth Management, Llc | 1.61% | 1,834,991 | $184,820,300 | $177,150,031 | -$7,670,269 | -4.15% | |
| Wells Fargo & Company/Mn | 0.03% | 1,724,258 | $173,667,335 | $166,459,867 | -$7,207,468 | -4.15% | |
| Cwm, Llc | 0.41% | 1,558,713 | $156,993,581 | $150,478,153 | -$6,515,428 | -4.15% | |
| Mather Group, Llc. | 1.35% | 1,537,777 | $154,315,962 | $148,456,992 | -$5,858,970 | -3.80% | |
| Stifel Financial Corp | 0.14% | 1,467,293 | $147,785,858 | $141,652,466 | -$6,133,392 | -4.15% | |
| Mml Investors Services, Llc | 0.38% | 1,364,327 | $137,415,046 | $131,712,129 | -$5,702,917 | -4.15% | |
| Riverfront Investment Group, Llc | 1.76% | 1,324,932 | $132,957,019 | $127,908,935 | -$5,048,084 | -3.80% | |
| Bank Of New York Mellon Corp | 0.02% | 1,296,794 | $130,613,118 | $125,192,493 | -$5,420,625 | -4.15% | |
| Raymond James Financial Inc | 0.03% | 903,192 | $90,969,571 | $87,194,156 | -$3,775,415 | -4.15% | |
| Destination Wealth Management | 2.26% | 862,821 | $86,903,365 | $83,296,739 | -$3,606,626 | -4.15% | |
| Hamilton Capital Partners, Llc | 24.98% | 857,106 | $86,010,551 | $82,745,013 | -$3,265,538 | -3.80% | |
| Benjamin Edwards Inc | 0.77% | 836,231 | $83,915,885 | $80,729,741 | -$3,186,144 | -3.80% | |
| Royal Bank Of Canada | 0.01% | 767,255 | $77,278,000 | $74,070,798 | -$3,207,202 | -4.15% | |
| Sanctuary Advisors, Llc | 0.37% | 681,690 | $68,659,775 | $65,810,353 | -$2,849,422 | -4.15% | |
| First Citizens Bank & Trust Co | 1.01% | 672,411 | $67,476,443 | $64,914,558 | -$2,561,885 | -3.80% | |
| Quotient Wealth Partners, Llc | 1.77% | 667,619 | $67,242,577 | $64,451,938 | -$2,790,639 | -4.15% | |
| Ubs Group Ag | 0.01% | 636,564 | $64,114,726 | $61,453,889 | -$2,660,837 | -4.15% | |
| United Capital Financial Advisors, Llc | 0.36% | 574,363 | $57,825,068 | $55,449,004 | -$2,376,064 | -4.11% | |
| Cerity Partners Ocio Llc | 3.36% | 555,322 | $55,932,032 | $53,610,786 | -$2,321,246 | -4.15% | |
| Sagespring Wealth Partners, Llc | 0.96% | 522,773 | $52,653,713 | $50,468,505 | -$2,185,208 | -4.15% | |
| Northwestern Mutual Wealth Management Co | 0.03% | 521,187 | $52,493,894 | $50,315,393 | -$2,178,501 | -4.15% | |
| Commonwealth Equity Services, Llc | 0.06% | 497,357 | $49,909,734 | $48,014,845 | -$1,894,889 | -3.80% | |
| Us Bancorp \De\ | 0.06% | 491,441 | $49,497,985 | $47,443,714 | -$2,054,271 | -4.15% | |
| Openarc Corporate Advisory, Llc | 0.69% | 478,358 | $48,180,218 | $46,180,681 | -$1,999,537 | -4.15% | |
| Foundations Investment Advisors, Llc | 0.56% | 451,692 | $45,494,395 | $43,606,346 | -$1,888,049 | -4.15% | |
| Mai Capital Management | 0.23% | 403,265 | $40,616,851 | $38,931,203 | -$1,685,648 | -4.15% | |
| Osaic Holdings, Inc. | 0.05% | 369,574 | $37,279,732 | $35,678,674 | -$1,601,058 | -4.29% | |
| Jb Capital Llc | 1.29% | 371,123 | $37,242,201 | $35,828,214 | -$1,413,987 | -3.80% | |
| Confluence Investment Management Llc | 0.53% | 335,581 | $33,675,553 | $32,396,990 | -$1,278,563 | -3.80% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 298,343 | $29,386,791 | $28,802,033 | -$584,758 | -1.99% | |
| Rs Crum Inc. | 5.65% | 290,136 | $29,222,479 | $28,009,729 | -$1,212,750 | -4.15% | |
| Steward Partners Investment Advisory, Llc | 0.15% | 285,588 | $28,764,457 | $27,570,666 | -$1,193,791 | -4.15% | |
| Watchman Group, Inc. | 6.17% | 275,011 | $27,597,354 | $26,549,562 | -$1,047,792 | -3.80% | |
| Estate Counselors, Llc | 2.38% | 265,219 | $26,712,858 | $25,604,242 | -$1,108,616 | -4.15% | |
| Banco Santander, S.A. | 0.16% | 263,210 | $26,413,124 | $25,410,293 | -$1,002,831 | -3.80% | |
| Castleark Management Llc | 0.86% | 258,432 | $26,029,271 | $24,949,025 | -$1,080,246 | -4.15% | |
| Modern Wealth Management, Llc | 0.40% | 229,825 | $23,037,590 | $22,187,306 | -$850,285 | -3.69% | |
| Iht Wealth Management, Llc | 0.51% | 218,841 | $22,041,659 | $21,126,910 | -$914,749 | -4.15% | |
| Savvy Advisors, Inc. | 0.55% | 202,570 | $20,402,895 | $19,556,108 | -$846,787 | -4.15% |
Frequently asked questions about TLH
Who owns the most TLH stock?
The largest holders of TLH are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES 10-20 YEAR TREASURY (TLH).
Is TLH widely held by superinvestors?
Many widely followed stocks like TLH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TLH is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.