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 |
|---|---|---|---|---|---|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
15,070
shares
|
$761,637
0.12% of portfolio
|
Q4 2024
Reduced 32.44%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
15,048
shares
|
$760,525
0.33% of portfolio
|
Q3 2023
Reduced 18.28%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
14,860
shares
|
$751,024
0.02% of portfolio
|
Q4 2024
Reduced 22.98%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
14,733
shares
|
$744,605
0.07% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
14,440
shares
|
$729,797
0.04% of portfolio
|
Q4 2024
Reduced 10.74%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
14,293
shares
|
$722,368
0.06% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
14,090
shares
|
$712,108
0.08% of portfolio
|
Q4 2024
Added 16.35%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
14,029
shares
|
$709,025
0.02% of portfolio
|
Q3 2024
Added 57.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
13,953
shares
|
$705,184
0.01% of portfolio
|
Q4 2024
Reduced 19.37%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
13,787
shares
|
$696,794
0.31% of portfolio
|
Q3 2023
Reduced 77.55%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
13,728
shares
|
$693,813
0.01% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
13,629
shares
|
$688,809
0.39% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
13,167
shares
|
$665,460
0.03% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,073
shares
|
$660,709
0.02% of portfolio
|
Q3 2024
Reduced 15.36%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
12,988
shares
|
$656,413
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
12,779
shares
|
$645,850
0.32% of portfolio
|
Q4 2024
Added 5.6%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
12,662
shares
|
$639,937
0.56% of portfolio
|
Q4 2024
Added 23.86%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
12,615
shares
|
$637,562
0.27% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
12,255
shares
|
$619,367
0.0% of portfolio
|
Q4 2024
Added 177.51%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
12,032
shares
|
$608,097
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
11,971
shares
|
$605,014
0.01% of portfolio
|
Q3 2024
Reduced 12.14%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
11,413
shares
|
$576,813
0.0% of portfolio
|
Q4 2024
Reduced 34.04%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
10,766
shares
|
$544,113
0.4% of portfolio
|
Q3 2024
Added 20.94%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
10,690
shares
|
$540,272
0.0% of portfolio
|
Q3 2024
Reduced 70.05%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
10,658
shares
|
$538,655
0.06% of portfolio
|
Q4 2024
Added 41.82%
|