Institutional Ownership Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO). We have compiled data on the 443 institutions that hold shares in the stock, with a total of 86.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
6,536,828
shares
|
$331 Million
0.03% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
6,248,282
shares
|
$316 Million
0.13% of portfolio
|
Q1 2025
Added 18.49%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,802,924
shares
|
$193 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,797,078
shares
|
$142 Million
0.03% of portfolio
|
Q4 2024
Reduced 21.75%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,230,627
shares
|
$113 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.7%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
1,825,400
shares
|
$92.4 Million
0.15% of portfolio
|
Q4 2024
Added 11.97%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
1,813,204
shares
|
$91.8 Million
5.99% of portfolio
|
Q1 2025
Added 15.47%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,681,786
shares
|
$85.2 Million
27.06% of portfolio
|
Q3 2023
Reduced 3.73%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Apr 14, 2025 Q1 2025 |
1,629,601
shares
|
$82.5 Million
13.67% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
1,600,189
shares
|
$81 Million
7.11% of portfolio
|
Q4 2024
Added 878.72%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,496,267
shares
|
$75.8 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,451,618
shares
|
$73.5 Million
0.13% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,443,020
shares
|
$73.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 18.43%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
1,431,474
shares
|
$72.5 Million
9.87% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
1,276,388
shares
|
$64.6 Million
3.33% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,267,484
shares
|
$64.2 Million
0.13% of portfolio
|
Q1 2025
Reduced 25.74%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
1,227,299
shares
|
$62.2 Million
1.73% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,222,045
shares
|
$61.9 Million
0.21% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
1,217,104
shares
|
$61.6 Million
0.62% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,181,966
shares
|
$59.9 Million
0.02% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,048,451
shares
|
$53.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
Feb 14, 2024 Q4 2023 |
1,047,955
shares
|
$53.1 Million
41.91% of portfolio
|
Q3 2023
Reduced 30.77%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
958,599
shares
|
$48.5 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
876,266
shares
|
$44.4 Million
1.63% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Rinkey Investments
San Diego, CA |
Feb 14, 2025 Q4 2024 |
873,019
shares
|
$44.2 Million
14.22% of portfolio
|
Q4 2024
Reduced 0.64%
|