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 417 institutions that hold shares in the stock, with a total of 85.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
19,220
shares
|
$971,378
0.56% of portfolio
|
Q1 2024
Reduced 13.31%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
18,930
shares
|
$956,722
0.82% of portfolio
|
Q4 2024
Added 28.38%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
18,679
shares
|
$944,036
0.1% of portfolio
|
Q3 2024
Added 28.19%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
18,650
shares
|
$942,571
0.25% of portfolio
|
Q4 2024
Reduced 17.84%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
18,449
shares
|
$932,412
0.07% of portfolio
|
Q4 2023
Added 328.95%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
18,255
shares
|
$922,607
0.48% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
18,111
shares
|
$915,329
0.49% of portfolio
|
Q1 2024
Reduced 43.23%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
18,100
shares
|
$914,774
0.29% of portfolio
|
Q3 2024
Reduced 31.15%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
17,962
shares
|
$907,799
0.11% of portfolio
|
Q4 2024
Reduced 18.37%
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
17,909
shares
|
$905,120
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
17,681
shares
|
$893,597
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
16,881
shares
|
$853,165
0.36% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
16,868
shares
|
$852,508
0.0% of portfolio
|
Q3 2024
Reduced 26.04%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
16,659
shares
|
$841,945
0.42% of portfolio
|
Q1 2024
Reduced 49.58%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
16,105
shares
|
$813,946
0.13% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
15,897
shares
|
$803,434
0.16% of portfolio
|
Q4 2024
Reduced 17.05%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
15,888
shares
|
$802,979
0.38% of portfolio
|
Q4 2024
Added 177.76%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
15,782
shares
|
$797,622
0.39% of portfolio
|
Q3 2024
Added 186.27%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
15,617
shares
|
$789,283
0.02% of portfolio
|
Q3 2024
Reduced 36.07%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
15,345
shares
|
$775,536
0.02% of portfolio
|
Q4 2024
Added 64.26%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
15,343
shares
|
$775,435
0.08% of portfolio
|
Q4 2024
Reduced 56.45%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
15,177
shares
|
$767,045
0.14% of portfolio
|
Q4 2024
Reduced 17.46%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
15,164
shares
|
$766,388
0.05% of portfolio
|
Q3 2024
Reduced 54.57%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
15,163
shares
|
$766,338
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
15,137
shares
|
$765,023
0.37% of portfolio
|
Q3 2024
Reduced 26.63%
|