Who owns TLH?
iShares 10-20 Year Treasury Bond ETF · iShares
613 institutions reported holding TLH, worth $10.9B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TLH
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Envestnet Asset Management Inc. | Berwyn, PA | $2.0B | 19,652,832 | −3,288,038 shares |
| Forum Financial Management, LP | Lombard, IL | $971.5M | 9,680,967 | +745,593 shares |
| Bank of America Corp. | Charlotte, NC | $708.1M | 7,056,628 | −1,026,927 shares |
| LPL Financial LLC | Fort Mill, SC | $673.5M | 6,711,248 | −1,497,772 shares |
| BlackRock, Inc. | New York, NY | $472.7M | 4,710,306 | +104,085 shares |
| Morgan Stanley | New York, NY | $355.3M | 3,540,643 | −231,051 shares |
| JPMorgan Chase & Co | New York, NY | $353.6M | 3,490,075 | −603,074 shares |
| Truist Financial Corp. | Charlotte, NC | $301.3M | 3,002,613 | +1,917,429 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $246.0M | 2,455,071 | +61,014 shares |
| Assetmark, Inc. | Concord, CA | $245.5M | 2,446,904 | +176,296 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns TLH?
613 institutional managers reported holding TLH in Form 13F filings for June 30, 2026, worth $10.9B in total. The largest reported position was held by Envestnet Asset Management Inc., at $2.0B.
Did institutions buy or sell TLH last quarter?
Reported 13F value fell 3.6% from March 31, 2026, which includes price moves as well as buying and selling. 66 firms reported a new position and 70 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is TLH ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.