ISHARES TR 10-20 YR TRS ETF is a security (CUSIP 464288653) tracked across SEC portfolio filings. 659 institutional managers reported $11.2B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $1.9M via N-PORT as of 2026-03-31.
Showing 15 of 659 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $2.0B | 19,652,832 |
| Forum Financial Management, LP | LOMBARD, IL | $971.5M | 9,680,967 |
| LPL Financial LLC | FORT MILL, SC | $826.8M | 8,209,020 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $814.2M | 8,083,555 |
| BlackRock, Inc. | New York, NY | $463.9M | 4,606,221 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $411.9M | 4,093,149 |
| MORGAN STANLEY | NEW YORK, NY | $379.9M | 3,771,694 |
| TRUIST FINANCIAL CORP | CHARLOTTE, NC | $301.3M | 3,002,613 |
| ASSETMARK, INC | CONCORD, CA | $245.5M | 2,446,904 |
| Envestnet Portfolio Solutions, Inc. | BERWYN, PA | $229.6M | 2,288,353 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $212.1M | 2,106,252 |
| Dynasty Wealth Management, LLC | ST. PETERSBURG, FL | $184.8M | 1,834,991 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $173.7M | 1,724,258 |
| CWM, LLC | OMAHA, NE | $157.0M | 1,558,713 |
| MATHER GROUP, LLC. | CHICAGO, IL | $154.3M | 1,537,777 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| The E-Valuator Growth (70%-85%) RMS Fund | E-Valuator Funds Trust | $1.9M | 73.82% |