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 444 institutions that hold shares in the stock, with a total of 86.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
9,886
shares
|
$499,836
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
9,750
shares
|
$492,960
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
9,498
shares
|
$480,218
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
9,450
shares
|
$477,792
0.01% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Bts Asset Management, Inc.
|
Jan 15, 2025 Q4 2024 |
9,423
shares
|
$476,426
0.47% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Aquire Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
9,324
shares
|
$471,421
0.15% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
9,283
shares
|
$469,348
0.01% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
9,245
shares
|
$467,427
0.01% of portfolio
|
Q4 2024
Reduced 40.8%
|
|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
9,169
shares
|
$463,584
0.03% of portfolio
|
Q4 2024
Reduced 23.43%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Feb 14, 2025 Q4 2024 |
9,000
shares
|
$455,040
0.02% of portfolio
|
Q4 2024
Reduced 91.97%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
8,926
shares
|
$451,298
0.08% of portfolio
|
Q4 2024
Reduced 15.92%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
8,850
shares
|
$447,456
0.11% of portfolio
|
Q4 2023
Reduced 2.51%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
8,822
shares
|
$446,040
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
8,710
shares
|
$440,377
0.01% of portfolio
|
Q4 2024
Reduced 37.91%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
8,692
shares
|
$439,467
0.05% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
8,345
shares
|
$421,923
0.24% of portfolio
|
Q4 2024
Reduced 21.3%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
8,306
shares
|
$419,951
0.02% of portfolio
|
Q4 2024
Added 12.18%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
8,219
shares
|
$415,552
0.13% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
8,207
shares
|
$414,945
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
8,110
shares
|
$410,041
0.05% of portfolio
|
Q4 2024
Reduced 58.31%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
8,075
shares
|
$408,272
0.74% of portfolio
|
Q4 2024
Reduced 20.51%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
7,978
shares
|
$403,367
0.05% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
7,903
shares
|
$399,575
0.0% of portfolio
|
Q4 2024
Added 36.28%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
7,887
shares
|
$398,766
0.21% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
7,811
shares
|
$394,924
0.3% of portfolio
|
Q4 2024
New holding
|