# ISHARES TR (TLH)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/TLH/

- Reporting holders: 28
- Reported value: $45.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $11.3M | 122,517 | 0.2% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $7.3M | 78,991 | 0.1% | 16 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $4.6M | 49,689 | 0.1% | 12 |
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $3.8M | 41,159 | 1.3% | 7 |
| [Echo45 Advisors LLC](https://holderbook.com/funds/1908617-echo45-advisors-llc/) | $2.3M | 24,861 | 1.0% | 10 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $2.2M | 23,874 | 0.1% | 15 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $2.0M | 21,449 | 0.4% | 11 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $1.7M | 18,326 | 0.0% | 9 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $1.5M | 16,497 | 0.2% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.3M | 13,680 | 0.0% | 9 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.2M | 13,250 | 0.1% | 7 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $1.0M | 11,351 | 0.6% | 8 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $972.1K | 10,547 | 0.7% | 4 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $860.5K | 9,336 | 0.1% | 3 |
| [Conrad Siegel Investment Advisors, Inc.](https://holderbook.com/funds/1905875-conrad-siegel-investment-advisors-inc/) | $713.0K | 7,736 | 0.1% | 11 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $608.5K | 6,602 | 0.0% | 10 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $595.9K | 6,465 | 0.1% | 7 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $424.8K | 4,609 | 0.1% | 4 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $361.3K | 3,920 | 0.3% | 4 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $217.7K | 2,362 | 0.0% | 3 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $211.4K | 2,293 | 0.1% | 1 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $207.8K | 2,258 | 0.2% | 4 |
| [Paladin Partners, LLC](https://holderbook.com/funds/2141570-paladin-partners-llc/) | $198.9K | 2,158 | 0.1% | 2 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $36.9K | 400 | 0.0% | 1 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $10.8K | 117 | 0.0% | 10 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 28 | $45.6M |
| Q2 2026 | 616 | $13.2B |
| Q1 2026 | 630 | $12.0B |
| Q4 2025 | 650 | $11.8B |
| Q3 2025 | 572 | $12.4B |
| Q2 2025 | 549 | $11.0B |
| Q1 2025 | 526 | $9.5B |
| Q4 2024 | 481 | $6.0B |
| Q3 2024 | 479 | $7.0B |
| Q2 2024 | 441 | $6.8B |
| Q1 2024 | 407 | $7.6B |
| Q4 2023 | 420 | $7.2B |