Who Owns ISHARES TR 10-20 YR TREAS BD ETF (TLH)? -- Institutional Holders (2026-06-30)
683 institutions reported holding $10.91B of ISHARES TR 10-20 YR TREAS BD ETF (TLH) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($1.97B), Forum Financial Management, LP ($971.5M), BANK OF AMERICA CORP /DE/ ($708.1M), LPL Financial LLC ($673.5M), BlackRock, Inc. ($472.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $1.97B | 19.7M | Trimmed |
| 2 | Forum Financial Management, LP | $971.5M | 9.7M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $708.1M | 7.1M | Trimmed |
| 4 | LPL Financial LLC | $673.5M | 6.7M | Trimmed |
| 5 | BlackRock, Inc. | $472.7M | 4.7M | Added |
| 6 | MORGAN STANLEY | $355.3M | 3.5M | Trimmed |
| 7 | JPMORGAN CHASE & CO | $353.6M | 3.5M | Trimmed |
| 8 | TRUIST FINANCIAL CORP | $301.3M | 3.0M | Added |
| 9 | AMERIPRISE FINANCIAL INC | $246.0M | 2.5M | Added |
| 10 | ASSETMARK, INC | $245.5M | 2.4M | Added |
| 11 | Envestnet Portfolio Solutions, Inc. | $229.6M | 2.3M | Trimmed |
| 12 | Dynasty Wealth Management, LLC | $205.7M | 2.1M | Added |
| 13 | STIFEL FINANCIAL CORP | $175.3M | 1.7M | Added |
| 14 | Cetera Investment Advisers | $166.8M | 1.7M | Trimmed |
| 15 | WELLS FARGO & COMPANY/MN | $166.7M | 1.7M | Trimmed |
| 16 | MATHER GROUP, LLC. | $154.3M | 1.5M | Added |
| 17 | PARK AVENUE SECURITIES LLC | $137.2M | 1.4M | Trimmed |
| 18 | RiverFront Investment Group, LLC | $133.0M | 1.3M | Added |
| 19 | Janney Montgomery Scott LLC | $122.4M | 1.2M | Trimmed |
| 20 | MML INVESTORS SERVICES, LLC | $119.7M | 1.2M | Trimmed |
| 21 | Bank of New York Mellon Corp | $111.4M | 1.1M | Trimmed |
| 22 | NewEdge Advisors, LLC | $93.4M | 931,209 | Added |
| 23 | Destination Wealth Management | $89.4M | 891,126 | Added |
| 24 | HAMILTON CAPITAL PARTNERS, LLC | $86.0M | 857,106 | Added |
| 25 | BENJAMIN EDWARDS INC | $83.9M | 836,231 | Added |
Source: SEC Form 13F filings · as of 2026-06-30