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 |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
832
shares
|
$42,049
0.0% of portfolio
|
Q2 2024
Reduced 47.04%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
772
shares
|
$39,016
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
755
shares
|
$38,157
0.0% of portfolio
|
Q3 2024
Reduced 56.76%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
741
shares
|
$37,450
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
562
shares
|
$28,403
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
477
shares
|
$24,107
0.0% of portfolio
|
Q4 2024
Reduced 45.17%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
458
shares
|
$23,147
0.01% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
289
shares
|
$14,606
0.0% of portfolio
|
Q3 2024
Added 81.76%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
244
shares
|
$12,331
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
240
shares
|
$12,129
0.0% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
233
shares
|
$11,775
0.0% of portfolio
|
Q1 2024
Reduced 95.96%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
222
shares
|
$11,219
0.0% of portfolio
|
Q4 2024
Reduced 67.06%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
210
shares
|
$10,613
0.0% of portfolio
|
Q1 2024
Added 11.43%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
190
shares
|
$9,602
0.0% of portfolio
|
Q4 2023
Added 18.75%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
163
shares
|
$8,238
0.0% of portfolio
|
Q4 2024
Reduced 28.82%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
157
shares
|
$7,934
0.0% of portfolio
|
Q4 2024
Reduced 57.45%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
155
shares
|
$7,833
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
150
shares
|
$7,581
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
150
shares
|
$7,581
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
150
shares
|
$7,581
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
130
shares
|
$6,570
0.0% of portfolio
|
Q4 2024
Reduced 24.42%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
129
shares
|
$6,519
0.0% of portfolio
|
Q3 2024
Reduced 27.93%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
123
shares
|
$6,216
0.0% of portfolio
|
Q4 2024
Reduced 90.91%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
114
shares
|
$5,761
0.0% of portfolio
|
Q4 2024
Reduced 93.59%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
111
shares
|
$5,609
0.0% of portfolio
|
Q2 2024
Reduced 97.85%
|