# ISHARES TR 10-20 YR TRS ETF

ISHARES TR 10-20 YR TRS ETF is a security (CUSIP 464288653) tracked across SEC portfolio filings. 659 institutional managers reported $11.1B on Form 13F as of 2026-06-30; 2 registered fund positions totaling $5.6M via N-PORT as of 2026-03-31.

## Summary

- Issuer: ISHARES TR
- Class: 10-20 YR TRS ETF
- CUSIP: 464288653
- Asset category: EC
- 13F holders: 659
- 13F value: $11.1B
- 13F period: 2026-06-30
- N-PORT fund positions: 2
- N-PORT value: $5.6M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_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](https://search.stillhousedata.com/firm/145706) | LOMBARD, IL | $971.5M | 9,680,967 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | 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](https://search.stillhousedata.com/firm/109018) | CONCORD, CA | $245.5M | 2,446,904 |
| Envestnet Portfolio Solutions, Inc. | BERWYN, PA | $229.6M | 2,288,353 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | 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.](https://search.stillhousedata.com/firm/156005) | CHICAGO, IL | $154.3M | 1,537,777 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Global Atlantic Moderate Managed Risk Portfolio](https://search.stillhousedata.com/fund/S000045293) | Forethought Variable Insurance Trust | $3.6M | 467.80% |
| [The E-Valuator Moderate (50%-70%) RMS Fund](https://search.stillhousedata.com/fund/S000070063) | E-Valuator Funds Trust | $2.0M | 138.73% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/464288653.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.