iShares Trust - iShares 10-20 Year Treasury Bond ETF
US ˙ ARCA ˙ US4642886539

SecurityTLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
InstitutionCreative Planning
Latest Disclosed Ownership68,072 shares
Latest Disclosed Value $ 6,856,188
Creative Planning reports 1,045.61% increase in ownership of TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 68,072 shares of iShares Trust - iShares 10-20 Year Treasury Bond ETF (US:TLH) valued at $6,856,212 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 5,942 shares of iShares Trust - iShares 10-20 Year Treasury Bond ETF. This represents a change in shares of 1,045.61% during the quarter. The current value of the position is $6,771,122 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F ISHARES TR 10-20 YR TRS ETF 464288653 68,072 62,130 1,045.61 6,856 1,035.10 0.0047
2026-02-17 2025-12-31 13F ISHARES TR 10-20 YR TRS ETF 464288653 5,942 1,311 28.31 604 26.89 0.0004
2025-11-14 2025-09-30 13F ISHARES TR 10-20 YR TRS ETF 464288653 4,631 -904 -16.33 477 -15.30 0.0004
2025-08-08 2025-06-30 13F ISHARES TR 10-20 YR TRS ETF 464288653 5,535 -73 -1.30 562 -3.27 0.0005
2025-05-15 2025-03-31 13F ISHARES TR 10-20 YR TRS ETF 464288653 5,608 5,011 839.36 582 884.75 0.0005
2025-02-14 2024-12-31 13F ISHARES TR 10-20 YR TRS ETF 464288653 597 597 59 0.0001
2024-08-15 2024-06-30 13F ISHARES TR 10-20 YR TRS ETF 464288653 0 -7,107 -100.00 0 -100.00
2024-05-13 2024-03-31 13F ISHARES TR 10-20 YR TRS ETF 464288653 7,107 -54 -0.75 746 -3.74 0.0008
2024-02-14 2023-12-31 13F ISHARES TR 10-20 YR TRS ETF 464288653 7,161 -1,278 -15.14 775 -6.63 0.0014
2023-11-16 2023-09-30 13F ISHARES TR 10-20 YR TRS ETF 464288653 8,439 1,819 27.48 831 13.23 0.0011
2023-07-21 2023-06-30 13F ISHARES TR 10-20 YR TRS ETF 464288653 6,620 152 2.35 733 -0.95 0.0010
2023-05-15 2023-03-31 13F ISHARES TR 10-20 YR TRS ETF 464288653 6,468 -77 -1.18 741 4.52 0.0011
2023-02-10 2022-12-31 13F ISHARES TR 10-20 YR TRS ETF 464288653 6,545 6,545 708 0.0011
2021-01-29 2020-12-31 13F ISHARES TR 10-20 YR TRS ETF 464288653 0 -87,009 -100.00 0 -100.00
2020-11-05 2020-09-30 13F ISHARES TR 10-20 YR TRS ETF 464288653 87,009 87,009 14,486 0.0378
2017-10-17 2017-09-30 13F ISHARES TR 10-20 YR TRS ETF 464288653 0 -607 -100.00 0 -100.00
2017-07-12 2017-06-30 13F ISHARES TR 10-20 YR TRS ETF 464288653 607 10 1.68 83 3.75 0.0004
2017-04-07 2017-03-31 13F ISHARES TR 10-20 YR TRS ETF 464288653 597 -112 -15.80 80 -14.89 0.0004
2017-01-09 2016-12-31 13F ISHARES TR 10-20 YR TRS ETF 464288653 709 -1,082 -60.41 94 -63.71 0.0006
2016-10-12 2016-09-30 13F ISHARES TR 10-20 YR TRS ETF 464288653 1,791 161 9.88 259 8.37 0.0016
2016-07-12 2016-06-30 13F ISHARES TR 10-20 YR TRS ETF 464288653 1,630 33 2.07 239 5.75 0.0017
2016-04-08 2016-03-31 13F ISHARES TR 10-20 YR TRS ETF 464288653 1,597 225 16.40 226 22.83 0.0018
2016-01-11 2015-12-31 13F ISHARES TR 10-20 YR TRS ETF 464288653 1,372 -328 -19.29 184 -21.03 0.0015
2015-10-09 2015-09-30 13F ISHARES TR 10-20 YR TRS ETF 464288653 1,700 1,700 0.00 233 0.0021
2015-07-09 2015-06-30 13F ISHARES 10-20 YR TRS ETF 464288653 0 -1,713 -100.00 0 -100.00
2015-04-13 2015-03-31 13F ISHARES 10-20 YR TRS ETF 464288653 1,713 1,713 0.00 237 0.0022
2015-01-29 2014-12-31 13F ISHARES 10-20 YR TRS ETF 464288653 0 -1,695 -100.00 0 -100.00
2014-10-10 2014-09-30 13F ISHARES 10-20 YR TRS ETF 464288653 1,695 0 0.00 221 0.91 0.0026
2014-08-20 2014-06-30 13F ISHARES 10-20 YR TRS ETF 464288653 1,695 677 66.50 219 71.09 0.0028
2014-04-11 2014-03-31 13F ISHARES 10-20 YR TRS ETF 464288653 1,018 -123 -10.78 128 -7.25 0.0019
2014-01-06 2013-12-31 13F ISHARES 10-20 YR TRS ETF 464288653 1,141 -123 -9.73 138 -12.66 0.0024
2013-10-10 2013-09-30 13F ISHARES 10-20 YR TRS ETF 464288653 1,264 104 8.97 158 7.48 0.0031
2013-07-09 2013-06-30 13F ISHARES TR BARCLYS 10-20YR 464288653 1,160 1,160 147 0.0034
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.