13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
TLH

ISHARES 10-20 YEAR TREASURY

656 institutions still hold ISHARES 10-20 YEAR TREASURY as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288653·Exchange Traded Fund·656 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$8.0B
visible holders
Holders
656
filers reporting
Concentration
24.62%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

656 institutions reported TLH in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 24.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2.0B19.7M0.47%Q2 202602
Forum Financial Management, LP
CIK 0001911832
$971M9.7M12.48%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$708M7.1M0.05%Q2 202604
LPL Financial LLC
CIK 0001403438
$673M6.7M0.15%Q2 202605
BlackRock, Inc.
CIK 0002012383
$473M4.7M0.01%Q2 202606
MORGAN STANLEY
CIK 0000895421
$355M3.5M0.02%Q2 202607
JPMORGAN CHASE & CO
CIK 0000019617
$354M3.5M0.02%Q2 202608
TRUIST FINANCIAL CORP
CIK 0000092230
$301M3.0M0.36%Q2 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$246M2.5M0.05%Q2 202610
ASSETMARK, INC
CIK 0001344551
$246M2.4M0.42%Q2 202611
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$230M2.3M1.10%Q2 202612
Dynasty Wealth Management, LLC
CIK 0001727599
$206M2.1M1.53%Q2 202613
STIFEL FINANCIAL CORP
CIK 0000720672
$175M1.7M0.15%Q2 202614
PARK AVENUE SECURITIES LLC
CIK 0001071640
$173M1.7M1.35%Q1 202615
Cetera Investment Advisers
CIK 0001666741
$167M1.7M0.15%Q2 202616
WELLS FARGO & COMPANY/MN
CIK 0000072971
$167M1.7M0.03%Q2 202617
CWM, LLC
CIK 0001535847
$157M1.6M0.41%Q1 202618
MATHER GROUP, LLC.
CIK 0001527641
$154M1.5M1.35%Q2 202619
Janney Montgomery Scott LLC
CIK 0001329948
$150M1.5M0.37%Q1 202620
RiverFront Investment Group, LLC
CIK 0001469751
$133M1.3M1.76%Q2 2026
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