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 $10.65B 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 $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 $1.90B, representing an estimated loss of -3.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% 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
603
Total Reported Value
$10.65B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$1.97B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
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 | 0.47% | 19,652,832 | $1,972,160,380 | $1,898,463,571 | -$73,696,809 | -3.74% | |
| Forum Financial Management, Lp | 12.48% | 9,680,967 | $971,485,047 | $935,181,412 | -$36,303,635 | -3.74% | |
| Bank Of America Corp | 0.05% | 7,056,628 | $708,132,653 | $681,670,265 | -$26,462,388 | -3.74% | |
| Lpl Financial Llc | 0.15% | 6,711,248 | $673,473,657 | $648,306,557 | -$25,167,100 | -3.74% | |
| Blackrock, Inc. | 0.01% | 4,710,306 | $472,679,208 | $455,015,560 | -$17,663,648 | -3.74% | |
| Morgan Stanley | 0.02% | 3,540,643 | $355,303,595 | $342,026,114 | -$13,277,481 | -3.74% | |
| Jpmorgan Chase & Co | 0.02% | 3,490,075 | $353,614,613 | $337,141,245 | -$16,473,368 | -4.66% | |
| Truist Financial Corp | 0.36% | 3,002,613 | $301,312,239 | $290,052,416 | -$11,259,823 | -3.74% | |
| Ameriprise Financial Inc | 0.05% | 2,455,071 | $246,010,571 | $237,159,859 | -$8,850,712 | -3.60% | |
| Assetmark, Inc | 0.42% | 2,446,904 | $245,546,864 | $236,370,926 | -$9,175,938 | -3.74% | |
| Envestnet Portfolio Solutions, Inc. | 1.10% | 2,288,353 | $229,636,230 | $221,054,900 | -$8,581,330 | -3.74% | |
| Dynasty Wealth Management, Llc | 1.53% | 2,050,071 | $205,724,644 | $198,036,859 | -$7,687,785 | -3.74% | |
| Stifel Financial Corp | 0.15% | 1,746,571 | $175,268,566 | $168,718,759 | -$6,549,807 | -3.74% | |
| Cetera Investment Advisers | 0.15% | 1,662,099 | $166,791,642 | $160,558,763 | -$6,232,879 | -3.74% | |
| Wells Fargo & Company/Mn | 0.03% | 1,660,729 | $166,654,123 | $160,426,421 | -$6,227,702 | -3.74% | |
| Cwm, Llc | 0.41% | 1,558,713 | $156,993,581 | $150,571,676 | -$6,421,905 | -4.09% | |
| Mather Group, Llc. | 1.35% | 1,537,777 | $154,315,962 | $148,549,258 | -$5,766,704 | -3.74% | |
| Riverfront Investment Group, Llc | 1.76% | 1,324,932 | $132,957,019 | $127,988,431 | -$4,968,588 | -3.74% | |
| Mml Investors Services, Llc | 0.24% | 1,192,620 | $119,679,398 | $115,207,092 | -$4,472,306 | -3.74% | |
| Bank Of New York Mellon Corp | 0.02% | 1,110,583 | $111,446,914 | $107,282,318 | -$4,164,596 | -3.74% | |
| Newedge Advisors, Llc | 0.28% | 931,209 | $93,446,795 | $89,954,789 | -$3,492,006 | -3.74% | |
| Destination Wealth Management | 2.09% | 891,126 | $89,424,513 | $86,082,772 | -$3,341,741 | -3.74% | |
| Hamilton Capital Partners, Llc | 24.98% | 857,106 | $86,010,551 | $82,796,440 | -$3,214,111 | -3.74% | |
| Benjamin Edwards Inc | 0.77% | 836,231 | $83,915,885 | $80,779,915 | -$3,135,970 | -3.74% | |
| Raymond James Financial Inc | 0.02% | 809,038 | $81,186,978 | $78,153,071 | -$3,033,907 | -3.74% | |
| Quotient Wealth Partners, Llc | 1.69% | 713,106 | $71,560,192 | $68,886,040 | -$2,674,152 | -3.74% | |
| First Citizens Bank & Trust Co | 1.01% | 672,411 | $67,476,443 | $64,954,903 | -$2,521,540 | -3.74% | |
| Royal Bank Of Canada | 0.01% | 661,234 | $66,355,000 | $63,875,204 | -$2,479,796 | -3.74% | |
| Openarc Corporate Advisory, Llc | 0.73% | 608,861 | $61,099,201 | $58,815,973 | -$2,283,228 | -3.74% | |
| Sanctuary Advisors, Llc | 0.28% | 600,513 | $60,261,494 | $58,009,556 | -$2,251,938 | -3.74% | |
| United Capital Financial Advisors, Llc | 0.36% | 574,363 | $57,825,068 | $55,483,466 | -$2,341,602 | -4.05% | |
| Sagespring Wealth Partners, Llc | 0.87% | 561,888 | $56,385,489 | $54,278,381 | -$2,107,108 | -3.74% | |
| Cerity Partners Ocio Llc | 2.56% | 504,136 | $50,590,050 | $48,699,538 | -$1,890,512 | -3.74% | |
| Commonwealth Equity Services, Llc | 0.06% | 497,357 | $49,909,734 | $48,044,686 | -$1,865,048 | -3.74% | |
| Ubs Group Ag | 0.01% | 492,146 | $49,386,851 | $47,541,304 | -$1,845,547 | -3.74% | |
| Foundations Investment Advisors, Llc | 0.50% | 484,379 | $48,607,426 | $46,791,011 | -$1,816,415 | -3.74% | |
| Mai Capital Management | 0.16% | 410,403 | $41,183,942 | $39,644,930 | -$1,539,012 | -3.74% | |
| Osaic Holdings, Inc. | 0.05% | 393,343 | $39,536,436 | $37,996,934 | -$1,539,502 | -3.89% | |
| Jb Capital Llc | 1.29% | 371,123 | $37,242,201 | $35,850,482 | -$1,391,719 | -3.74% | |
| Confluence Investment Management Llc | 0.53% | 335,581 | $33,675,553 | $32,417,125 | -$1,258,428 | -3.74% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 298,343 | $29,386,791 | $28,819,934 | -$566,857 | -1.93% | |
| Steward Partners Investment Advisory, Llc | 0.14% | 282,330 | $28,331,791 | $27,273,078 | -$1,058,713 | -3.74% | |
| Us Bancorp \De\ | 0.03% | 277,047 | $27,801,881 | $26,762,740 | -$1,039,141 | -3.74% | |
| Watchman Group, Inc. | 6.17% | 275,011 | $27,597,354 | $26,566,063 | -$1,031,291 | -3.74% | |
| Banco Santander, S.A. | 0.16% | 263,210 | $26,413,124 | $25,426,086 | -$987,038 | -3.74% | |
| Castleark Management Llc | 0.70% | 258,432 | $25,933,651 | $24,964,531 | -$969,120 | -3.74% | |
| Rockefeller Capital Management L.P. | 0.04% | 236,696 | $23,752,539 | $22,864,834 | -$887,705 | -3.74% | |
| Pinnacle Financial Partners, Inc. | 0.15% | 222,202 | $22,297,991 | $21,464,713 | -$833,278 | -3.74% | |
| Creativeone Wealth, Llc | 0.48% | 220,524 | $22,129,562 | $21,302,618 | -$826,944 | -3.74% | |
| Modern Wealth Management, Llc | 0.26% | 215,420 | $21,617,412 | $20,809,572 | -$807,840 | -3.74% |
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.