TLH — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns TLH? 31 Institutions Hold $45.6M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (TLH)? 31 institutions reported holding $45.59M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($11.3M), Farther Finance Advisors, LLC ($7.3M), SigFig Wealth Management, LLC ($4.6M).

Rank	Institution	Value	Shares	Change
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	$11.3M	122,517	Trimmed
2	Farther Finance Advisors, LLC	$7.3M	78,991	Trimmed
3	SigFig Wealth Management, LLC	$4.6M	49,689	Added
4	McNaughton Wealth Management, LLC	$3.8M	41,159	Added
5	Echo45 Advisors LLC	$2.3M	24,861	Added
6	Legacy Private Trust Co.	$2.2M	23,874	Added
7	COLLECTIVE FAMILY OFFICE LLC	$2.0M	21,449	Trimmed
8	EASTERN BANK	$1.7M	18,326	Added
9	Balefire, LLC	$1.5M	16,497	Added
10	CoreCap Advisors, LLC	$1.3M	13,680	Added
11	First Heartland Consultants, Inc.	$1.2M	13,250	Added
12	Retirement Wealth Solutions LLC	$1.0M	11,351	Trimmed
13	GILPIN WEALTH MANAGEMENT, LLC	$972,117	10,547	Trimmed
14	TITLEIST ASSET MANAGEMENT, LLC	$860,499	9,336	Added
15	Conrad Siegel Investment Advisors, Inc.	$713,007	7,736	Trimmed
16	Avidian Wealth Enterprises, LLC	$608,462	6,602	Added
17	BOS Asset Management, LLC	$595,879	6,465	Trimmed
18	Montecito Bank & Trust	$424,811	4,609	Added
19	City Center Advisors, LLC	$361,306	3,920	Trimmed
20	Cooper Financial Group	$217,679	2,362	Added
21	Atlas Brown,Inc.	$211,376	2,293	New
22	Asempa Wealth Advisors	$207,752	2,258	Trimmed
23	Paladin Partners, LLC	$198,903	2,158	Hold
24	GK Wealth Management LLC	$36,868	400	New
25	Investors Research Corp	$10,784	117	Hold

Source: SEC Form 13F filings · as of 2026-09-30