Stock ownership · SEC 13F · Q4 2025
ISHARES 10-20 YEAR TSURY
Who owns ISHARES 10-20 YEAR TSURY (CUSIP 464288653)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.
- $2.4M
- Reported value
- 5
- Institutions
- 100%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, ISHARES 10-20 YEAR TSURY ranks #667 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 5 institutions report $2.4M as of Q4 2025, with ownership dominated by its top few institutional owners.
- 5
- institutions hold it
- $2.4M
- reported 13F value
- 100%
- held by top 5
- #667
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, ISHARES 10-20 YEAR TSURY ranks #667 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 464288653 · Q4 2025 $2M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-LIGHT #667/775
- HOLDERS-FOCUS 5 filers
- CONC-DOM 100% top-5
- PHOTO-FINISH COREWEAVE
- ACTIVITY-MID 4 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: COREWEAVE INC
Read with: Ownership concentration guide - ISHARES 10-20 YEAR TSURY's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · ISHARES 10-20 YEAR TSURY
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a ISHARES 10-20 YEAR TSURY position has risen from 4 to 5 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Barnes Wealth Management Group, Inc | 14,783 | $1.5M | 62.7% |
| 2 | ARWA LLC | 6,506 | $661K | 27.6% |
| 3 | BDFS Capital LLC | 2,093 | $213K | 8.9% |
| 4 | Strategic Investment Solutions, Inc. /IL | 173 | $18K | 0.7% |
| 5 | CHELSEA COUNSEL CO | 14 | $1K | 0.1% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ISHARES 10-20 YEAR TSURY's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (4)
Complete exits (5)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for ISHARES 10-20 YEAR TSURY: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($2.4M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (5 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.