DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMost-boughtAI cap-ex
TLH

ISHARES 10-20 YEAR TREASURY

675 institutions still hold ISHARES 10-20 YEAR TREASURY as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288653·Exchange Traded Fund·675 13F holders·last filed Mar 31, 2026
Market cap
8.0%
vs prior quarter
13F value held
$8.4B
52.0% inst. owned
of float
Holders
675
+46 QoQ
filers reporting
Activity
+71 / −72
+856 added · −877 reduced
this quarter
Concentration
27.66%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

675 institutions reported TLH in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 27.7% of the visible book. +46 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2.3B22.9M0.62%Q1 2026
02
Forum Financial Management, LP
CIK 0001911832
$900M8.9M12.73%Q1 2026
03
LPL Financial LLC
CIK 0001403438
$827M8.2M0.22%Q1 2026
04
BANK OF AMERICA CORP /DE/
CIK 0000070858
$814M8.1M0.06%Q1 2026
05
BlackRock, Inc.
CIK 0002012383
$464M4.6M0.01%Q1 2026
06
JPMORGAN CHASE & CO
CIK 0000019617
$412M4.1M0.03%Q1 2026
07
MORGAN STANLEY
CIK 0000895421
$380M3.8M0.02%Q1 2026
08
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$303M3.0M1.68%Q1 2026
09
AMERIPRISE FINANCIAL INC
CIK 0000820027
$243M2.4M0.06%Q1 2026
10
ASSETMARK, INC
CIK 0001344551
$218M2.1M0.44%Q4 2025
11
Cetera Investment Advisers
CIK 0001666741
$212M2.1M0.23%Q1 2026
12
Dynasty Wealth Management, LLC
CIK 0001727599
$185M1.8M1.61%Q1 2026
13
WELLS FARGO & COMPANY/MN
CIK 0000072971
$174M1.7M0.03%Q1 2026
14
CWM, LLC
CIK 0001535847
$157M1.6M0.41%Q1 2026
15
STIFEL FINANCIAL CORP
CIK 0000720672
$148M1.5M0.14%Q1 2026
16
MML INVESTORS SERVICES, LLC
CIK 0000701059
$137M1.4M0.38%Q1 2026
17
RiverFront Investment Group, LLC
CIK 0001469751
$133M1.3M2.06%Q1 2026
18
Bank of New York Mellon Corp
CIK 0001390777
$131M1.3M0.02%Q1 2026
19
TRUIST FINANCIAL CORP
CIK 0000092230
$109M1.1M0.15%Q1 2026
20
FIRST CITIZENS BANK & TRUST CO
CIK 0001092203
$95M942K2.00%Q1 2026
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