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 424 institutions that hold shares in the stock, with a total of 85.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
878,665
shares
|
$44.4 Million
14.47% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
872,706
shares
|
$44.1 Million
1.62% of portfolio
|
Q3 2024
New holding
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
833,545
shares
|
$42.2 Million
11.81% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
813,845
shares
|
$41.2 Million
0.1% of portfolio
|
Q4 2024
Reduced 13.34%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
775,127
shares
|
$39.2 Million
9.04% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
755,451
shares
|
$38.2 Million
0.45% of portfolio
|
Q3 2024
Added 36.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
718,491
shares
|
$36.3 Million
0.01% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
687,900
shares
|
$34.8 Million
0.05% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
682,950
shares
|
$34.5 Million
0.04% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
671,396
shares
|
$34 Million
17.88% of portfolio
|
Q2 2024
Reduced 35.45%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
667,716
shares
|
$33.8 Million
0.07% of portfolio
|
Q3 2024
Reduced 35.09%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
650,880
shares
|
$32.9 Million
1.59% of portfolio
|
Q2 2023
Reduced 17.28%
|
|
|
Stash Investments, LLC
New York, NY |
Jan 27, 2025 Q4 2024 |
628,144
shares
|
$31.8 Million
17.9% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jan 23, 2025 Q4 2024 |
618,863
shares
|
$31.3 Million
34.27% of portfolio
|
Q4 2024
Reduced 44.35%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
616,781
shares
|
$31.2 Million
6.39% of portfolio
|
Q4 2024
Added 19.53%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
591,221
shares
|
$29.9 Million
0.81% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
548,652
shares
|
$27.7 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
533,271
shares
|
$27 Million
1.77% of portfolio
|
Q4 2023
Reduced 16.73%
|
|
|
Summitry LLC
Foster City, CA |
Feb 11, 2025 Q4 2024 |
525,981
shares
|
$26.6 Million
1.39% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
491,320
shares
|
$24.8 Million
6.93% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
485,129
shares
|
$24.5 Million
0.53% of portfolio
|
Q4 2024
Reduced 88.02%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
476,816
shares
|
$24.1 Million
8.21% of portfolio
|
Q4 2024
Added 37.04%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
474,989
shares
|
$24 Million
0.06% of portfolio
|
Q3 2024
Added 57.16%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
458,831
shares
|
$23.2 Million
4.25% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
457,140
shares
|
$23.1 Million
3.68% of portfolio
|
Q4 2024
Added 2.61%
|